DISCLAIMER — Not financial advice. Educational content only, not an offer or solicitation to buy or sell any security. Biotech and small/mid-cap stocks are highly speculative and volatile and can result in a partial or total loss of capital. Do your own research and consult a licensed advisor where appropriate.
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Critical Metals, Rare Earths and the Western Supply Chain Race: From CRML’s Tanbreez Update to the Mine-to-Magnet Economy

critical minerals

Critical Metals Corp. ($CRML) is the starting point, but the full map reaches across MP Materials ($MP), USA Rare Earth ($USAR), Energy Fuels ($UUUU), NioCorp ($NB), Lithium Americas ($LAC), Albemarle ($ALB), Sigma Lithium ($SGML), Nouveau Monde Graphite ($NMG) and Westwater Resources ($WWR): heavy rare earths, lithium, graphite, niobium, scandium, magnet manufacturing, defense procurement, EV motors, wind turbines, robotics, electronics and the geopolitical race to rebuild strategic supply chains outside China.

AI: the 10 hottest stocks of July 2026

AI hottest

Ten artificial-intelligence names, screened for momentum, chart position and base, with the genuine small/mid caps up top. For each one: a mini chart, a short explainer, the AI niche and the real analyst price targets with sources.

Atlas Lithium ($ATLX) Deep Dive 2026

Atlas

The junior developer aiming to bring the Neves hard-rock lithium project into production in Minas Gerais' "Lithium Valley": a fully paid processing plant already shipped to Brazil, offtake deals with Mitsui, Chengxin and Yahua — but also years of delays, heavy dilution and a CEO who controls 51% of the vote.

Biotech Radar July 1, 2026: $CANF, $ABVX, $SXTP and $MODD Lead Today’s Catalyst Watch

Biotech

Today’s biotech tape is not built around one single mega-cap headline. It is a classic catalyst radar session: one small oncology name with a fresh Phase 2a survival signal, one late-stage inflammatory disease story with a major Phase 3/NDA setup but financing pressure, one infectious-disease micro-cap tied to babesiosis development, and one diabetes medtech name moving from clearance into real-world use.

Abivax (NASDAQ: $ABVX): Obefazimod, the ABTECT Phase 3 Safety Reset and the Q4 2026 NDA Path

ABVX

Abivax has moved from a speculative French biotech story to one of the most closely watched late-stage ulcerative colitis names in global healthcare. The June 29 ABTECT Maintenance Part 2 update did not simply add another dataset. It directly addressed the safety debate that had pressured the stock after the June 1 maintenance readout and pushed investors to reassess the risk/reward profile ahead of the planned U.S. NDA submission in Q4 2026.

Three Space Stories That Matter Now: $RKLB’s Iridium Shock, $ASTS’s August Launch Window, and Rocket Lab’s NASA Credibility Trade. $IRDM

Space Stories

The public space sector just received a concentrated set of catalysts: Rocket Lab is trying to buy an operating satellite communications network, AST SpaceMobile has placed its next BlueBird batch on the launch calendar, and NASA has selected Rocket Lab for dedicated Sun/Earth science missions. Together, these updates show how the investable space trade is moving beyond launch hype and into infrastructure, networks, services, and execution.

Space Stocks Selloff: Why $PL, $LUNR, $SATL, $ASTS and RKLB Are Falling Together After June’s Rally

space

The June space trade is no longer being priced stock by stock. Planet Labs, Intuitive Machines, Satellogic, AST SpaceMobile and Rocket Lab are being traded as one high-beta space basket — and the unwind has exposed the same pressure points across the sector: SpaceX gravity, ETF outflows, valuation resets, execution risk, launch cadence, defense-contract timing and profit-taking after a crowded rally.

4 FDA PDUFA Dates — Week of June 29–30, 2026

4 PDUFA plays

ARQT, LNTH and UNCY face FDA target action dates on June 29, while VRDN follows on June 30. The setup spans pediatric dermatology, nuclear medicine imaging, dialysis-related nephrology and thyroid eye disease — four very different regulatory events with very different trading profiles.

Report date: June 25, 2026
Financial data: latest Q1 2026 updates where available