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.

NIO reported 4,165 battery swap stations and 5,376 charging stations in China, with 86.7% of energy delivered to non-NIO vehicles. The company aims to add 1,000 swap stations this year, with Geely Holding Group investing $2.4B in NIO Power. Onvo, a partner brand, has launched new models and expanded service centers. Retail investors on Stocktwits expressed bullish sentiment, with NIO shares down 31% YTD.

Equinor discovered gas at the Gullfaks field, which could sustain production. The well was drilled as part of a production well project. Equinor, Petoro, and OMV hold the license.

Dan Ives, a partner at Yorkville Ives, named Nvidia, Microsoft, Palantir, Apple, and CrowdStrike as his top tech stock picks for 2027. He highlighted a $4 trillion AI spending wave and set price targets: Nvidia ($300), Microsoft ($615), Palantir ($250), Apple ($400), and CrowdStrike ($335). The stocks have varied performance in 2026, with CrowdStrike up 126.50% and others showing modest gains.

Lululemon Athletica (LULU) has appointed Maggie Gauger as President and Chief Product Officer and Joseph Godsey as Chief Operating Officer. The changes are part of a broader leadership shake-up, with several senior executives departing. Analysts expect stable earnings of about US$1.4b and modestly lower profit margins around 12.4% over the next few years.