Softer tone on U.S.-China trade risks, easing of trade risks and recovery of risk appetite, big rebound day, including AI x resources (10/13/2025)
Rare earths and AI infrastructure-related stocks rebounded sharply as the tone of US-China trade risks softened; funds flowed into critical minerals such as CRML and WWR; BE, FLNC, and EOSE continued to grow in the power and energy storage themes. Quantum (RGTI, QBTS) also moved higher on the back of orders and upgrades, and a broad range of thematic speculation is underway. Risk appetite recovered and the market rebounded across sectors.
2025.10.14
market analysis