
Stock Movers Closing Bell: USA Rare Earth Rallies, CoreWeave Rises, Trade Desk Slips
Jan 26, 2026
Coverage of a major Commerce Department pact driving a surge in rare-earth miners. Discussion of a big Nvidia cash infusion into a cloud AI firm and its push to expand GPU capacity. Markets react to an advertising tech CFO exit and leadership shakeup. Also touches on notable contract cancellations and high-profile activist buying that moved meme-stock action.
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US Rare-Earth Funding Spurs Rally
- USA Rare Earth signed a non-binding $1.6 billion Commerce Department agreement to support domestic rare-earth mining and processing.
- The pact is conditional and the company is early stage, so outcomes remain uncertain despite the market rally.
Nvidia Deepens CoreWeave Tie
- Nvidia invested an additional $2 billion in CoreWeave to expand AI cloud capacity and secure early access to new products.
- The deal highlights circular financing where Nvidia is both investor and key customer, boosting CoreWeave's stock.
Michael Burry Buying GameStop
- GameStop jumped after Michael Burry disclosed on Substack that he's buying shares and backing CEO Ryan Cohen.
- Burry said he expects to be buying at roughly one times tangible book value and believes in the company's leadership.
