Gravity Reports Second Quarter of 2025 Results and Business Update

Gravity Co shares rose 5.6% pre-open after the company released unaudited Q2 2026 results early. Net profit attributable to the parent increased 83.8% YoY to KRW 24,341 million, and operating profit rose 40.2% to KRW 27,582 million. Online game revenue grew 35.0% YoY. Cash and short-term instruments were about $419 million.

Sunrise Energy Metals said the US Pentagon will provide a conditional $400 million loan commitment to develop Syerston, a proposed scandium mine in Fifield, NSW. The project targets Western supply of scandium used in defence and other sectors amid China’s export restrictions. Sunrise also said it has a deal with Lockheed Martin for 25% of output for five years.

President Trump said the US will invest $3 billion in critical minerals and battery projects to expand domestic supply chains for national security. He announced Defence Department Office of Strategic Capital conditional loans totaling $1.4B to Sila Nanotechnologies, $400M to Sunrise Energy Metals, and $150M to Niron Magnetics, plus $58M Export-Import Bank loans. The plan also includes $100M in mining-school grants and $80M for three schools.

The Information reported Nvidia plans to invest up to $3 billion in Lancium, a Blackstone-backed power and data center infrastructure developer tied to the Stargate AI initiative. Nvidia would initially put in $2 billion for a 20% stake, with up to $1 billion more contingent on performance thresholds. No company comment was provided.

Nvidia plans to invest up to $3 billion in Lancium, the developer of the Stargate data center campus in Texas, The Information reported. Nvidia would invest $2 billion for about a 20% stake, with an additional $1 billion possible based on grid hookup thresholds. Lancium’s land and power portfolio has an enterprise value near $10 billion, and it may explore an IPO in 2027.

Simply Wall St says USA Rare Earth (USAR) shares have rebounded after being selected by the U.S. Department of Energy for up to $19.3M in federal funding, pending final negotiations, for a pilot-scale rare earth separations project. The article cites mixed valuation views, with a “fair value” of $0.33 versus a DCF estimate of $83.09, and notes recent price returns.