H.C. Wainwright reiterates Atlas Technical Consultants stock rating on graphite project update

Atlas Critical Minerals (NASDAQ: ATCX) reported initial results from its 100%-owned Graphite Project in Minas Gerais, Brazil. All 20 maiden diamond drill holes (~2,300 m) intersected graphite mineralization, with assays up to 33.78 m at 7.97% graphitic carbon. SGS is preparing a maiden resource estimate expected in Q4 2026.

Reuters reports that at least 18 mining firms have completed or are pursuing dual U.S. listings in 2026, versus three in 2025, with filings explicitly pitching defense-related demand for strategic minerals. Companies cover antimony, rare earths, tungsten and uranium on NYSE/Nasdaq. Examples include Guardian Metal Resources’ $6.2m Pentagon funding and $245m Defense Logistics Agency antimony contract; investors link listings to policy-backed financing amid China export curbs.

Genmab (GMAB) reported positive Phase 3 trial results for Petosemtamab combined with Keytruda in head and neck cancer, showing a 50% reduction in death risk and improved tumor response. The combination met primary endpoints and was well tolerated. GMAB plans regulatory discussions and further trials. The stock is up 28.89% at $57.53.

Visteon Corp (VC) shares fell 4% after announcing CFO Jerome Rouquet will depart by November 30, 2026. Colleen Myers, current VP and Chief Accounting Officer, will serve as interim CFO. The company is searching for a permanent successor. Rouquet has been with Visteon for six years. CEO Sachin Lawande expressed confidence in Myers' leadership during the transition.

UBS analysts rank nitrogen fertilizer producers favorably for 2027, citing demand and supply challenges. CF Industries (CF) is seen as the top beneficiary, with estimates raised. Nutrien (NTR) and Mosaic (MOS) are also analyzed, with mixed outlooks. UBS expects higher pricing into spring, despite concerns like Chinese exports and ammonia markets.

Marwynn Holdings (NASDAQ:MWYN) signed a non-binding MOU with Grenada National Resort to explore a $500M solar and AI data center project. The plan includes solar power and battery storage for the data center, with NexaCore Technologies leading development. The MOU has a 24-month exclusivity period and can be terminated by either party. Final agreements and project feasibility remain uncertain.