America's Biggest Rare-Earth Producer Makes a Play to End China's Dominance
The factory is the most visible mark of MP Materials' MP 7.56%increase; green up pointing triangle high-stakes, billion-dollar bet that an American company can take on China's dominance over the metals—and the magnets they power in everything from cars and smartphones to missile systems.
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Forbes
36 minutes ago
- Forbes
AWS Launches Kiro, A Specification-Driven Agentic IDE
Code Amazon Web Services has launched Kiro, a specification-driven integrated development environment that targets the growing market for agentic coding tools. The announcement marks AWS's entry into the competitive AI-powered development space, positioning itself against established players like Cursor and Windsurf while addressing enterprise concerns about moving from rapid prototyping to production-ready systems. From Vibe Coding to Viable Code The timing of Kiro's release aligns with the explosive growth of what industry leaders term 'vibe coding', a practice of using natural language prompts to generate functional applications quickly. This approach has gained traction as developers embrace tools that can translate conversational instructions into working code, but enterprises remain cautious about adopting workflows that lack structure and documentation. Kiro addresses this tension by introducing what AWS calls 'spec coding,' a methodology that preserves the intuitive nature of AI-assisted development while adding the rigor enterprises demand. The platform transforms single prompts into structured specifications, technical designs, and implementation plans with comprehensive testing requirements. The core innovation lies in Kiro's two-tier architecture: specifications that provide structured development guidance and hooks that automate quality assurance tasks. When developers input a prompt like 'Add a review system for products,' Kiro generates detailed user stories with acceptance criteria, technical design documents including data flow diagrams and API endpoints, and sequenced implementation tasks with testing requirements. Technical Architecture and Implementation Kiro's technical foundation builds on Code OSS, the open-source base of Visual Studio Code, ensuring compatibility with existing developer workflows. The platform integrates Claude Sonnet 4.0 and 3.7 models as its primary AI engines, with plans to support additional models. The specification-driven development process operates in three phases: requirement unpacking, technical design generation, and task implementation. Each phase maintains traceability between high-level requirements and implementation details, addressing a common criticism of existing agentic tools that generate code without clear documentation of design decisions. The IDE's hook system provides event-driven automation that triggers when developers save, create, or modify files. These hooks can update test files, refresh documentation, or perform security scans automatically. This automation layer addresses enterprise concerns about maintaining code quality and security standards in AI-generated code. Strategic Implications for AWS Kiro represents a departure from AWS's traditional strategy of tightly coupling developer tools with its cloud services. Unlike Amazon Q Developer, which integrates closely with AWS infrastructure, Kiro operates as a standalone, cloud-agnostic platform that supports multiple environments. The pricing model reflects this strategic shift. Kiro will offer a free tier with 50 agentic interactions per month, a Pro tier at $19 per month with 1,000 interactions, and a Pro+ tier at $39 per month with 3,000 interactions. This usage-based pricing contrasts with the unlimited models offered by some competitors but aligns with enterprise preferences for predictable costs. Implementation Challenges and Adoption Barriers Enterprise adoption of AI coding tools faces several structural challenges that Kiro must address. Organizations struggle with tool proliferation, as the rapid pace of AI development creates choice paralysis among development teams. The lack of predefined workflows for AI-assisted development compounds this problem, as enterprise developers expect structured processes similar to traditional software development methodologies. Security and compliance concerns present additional barriers. While Kiro includes security scanning capabilities through its hook system, enterprises require comprehensive governance frameworks for AI-generated code. The platform's approach of maintaining specifications alongside code may help address these concerns by providing audit trails for development decisions. The Broader Implications for Software Development Kiro's introduction signals a maturation of the agentic IDE market, moving beyond simple code generation toward comprehensive development environments. The specification-driven approach acknowledges that sustainable software development requires more than rapid prototyping—it demands documentation, testing, and maintenance considerations from the outset. The platform's emphasis on maintaining synchronization between specifications and code addresses a fundamental challenge in software development: the tendency for documentation to become outdated as implementations evolve. By making specifications executable and keeping them synchronized with code changes, Kiro attempts to solve this persistent problem. The success of Kiro will likely depend on its ability to demonstrate clear advantages over existing tools while addressing enterprise concerns about governance and quality. Early adoption patterns will indicate whether the specification-driven approach resonates with development teams seeking to balance AI assistance with professional development practices. As the agentic IDE market continues to evolve, Kiro's launch represents AWS's commitment to remaining competitive in the rapidly changing landscape of AI-assisted development. The platform's emphasis on structure and documentation may prove crucial as enterprises seek to adopt AI tools while maintaining the rigor required for production systems.
Yahoo
43 minutes ago
- Yahoo
Goldman Sachs Upgrades Kraft Heinz (KHC) to Neutral, Eyes Strategic Shift
The Kraft Heinz Company (NASDAQ:KHC) ranks among the . On June 25, Goldman Sachs raised its rating of The Kraft Heinz Company (NASDAQ:KHC) from Sell to Neutral, citing a more balanced risk-reward view following the company's announcement of its ongoing evaluation of strategic transactions. The firm also raised the priced target to $27 from $25. The update comes after The Kraft Heinz Company (NASDAQ:KHC) announced on May 20 that it was looking into strategic options. At the same time, two board members representing Berkshire Hathaway, the company's largest shareholder, resigned. Media sources imply that Berkshire may sell off its 27.5% stake, which might open the door for asset divestitures. Oscar Mayer and the company's coffee division have been mentioned in earlier reports as possible targets, which may free up funds for share buybacks. The Kraft Heinz Company (NASDAQ:KHC) is a global leader in food and beverage production that was founded in 2015 by the merger of Kraft Foods and Heinz. The company makes a variety of items, including dairy, meat, sauces, drinks, and other commodities. While we acknowledge the potential of KHC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. Read More: and Disclosure: None. Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati
Yahoo
44 minutes ago
- Yahoo
Nvidia says it will resume sale of key AI chip to China
Nvidia (NVDA) said it plans to resume sales of its H20 artificial intelligence chip to China, days after its CEO, who is visiting Beijing, met US President Donald Trump. Nvidia's AI chips have been a key focus of US export controls designed to keep the most advanced chips out of Chinese hands amid national security concerns, restrictions that the US-listed company said would cut its revenue by $15 billion. The world's most valuable firm is filing applications with the US government to resume sales to China of the H20 graphics processing unit (GPU), and expects to get the licenses soon, Nvidia said in a statement. 'The US government has assured NVIDIA that licenses will be granted, and NVIDIA hopes to start deliveries soon,' it said. Nvidia, which has criticized the export restrictions the Trump administration imposed in April that stopped it from selling its H20 chip in China, also said it has introduced a new model tailored to meet regulatory rules in the Chinese market. The White House did not immediately respond to a request for comment. The US government has expressed concern that the Chinese military could use AI chips to develop weapons. Nvidia CEO Jensen Huang is scheduled to hold a media briefing in Beijing on Wednesday when he attends a supply chain expo, his second visit to China after a trip in April where he stressed the importance of the Chinese market. 'The Chinese market is massive, dynamic, and highly innovative, and it's also home to many AI researchers. Therefore, it is indeed crucial for American companies to establish roots in the Chinese market,' Huang told Chinese state broadcaster CCTV on Tuesday. Nvidia has faced increased competition from Chinese tech giant Huawei and other makers of graphics processing units – the chips used to train artificial intelligence. But Chinese companies, including its big tech firms, still crave Nvidia chips due to the company's computing platform known as CUDA. Huang's visit is being closely watched in both China and the United States, where a bipartisan pair of senators last week sent a letter to the CEO asking him to abstain from meeting companies that are working with military or intelligence bodies. The senators also asked Huang to refrain from meeting with entities named on the United States' restricted export list. The move to resume sales of the H20 chips comes amid easing tensions between Washington and Beijing, with China relaxing controls on rare earth exports and the United States allowing chip design software services to resume in China. 'The uncertainties between the US and China remain high and despite a pause in H20's ban, Chinese companies will continue to diversify their options to better protect their supply chain integrity,' said He Hui, research director of semiconductors at Omdia. The H20 chip was developed specifically for the Chinese market after US export restrictions were imposed on national security grounds in late 2023. The AI chip was Nvidia's most powerful legally available product in China until it was effectively banned by Washington in April. The H20 ban forced Nvidia to write off $5.5 billion in inventories, and Huang told the Stratechery podcast earlier this year that the company also had to walk away from $15 billion in sales. Nvidia also announced the development of a new AI chip designed specifically for China, called the RTX Pro GPU. The company described the model as 'fully compliant' with US export controls and suitable for digital twin AI applications in sectors such as smart factories and logistics. In May, Reuters reported Nvidia was preparing to launch a new AI chip, based on the RTX Pro 6000D, in China at a significantly lower price point than the H20. The graphics processing unit would be part of Nvidia's latest generation Blackwell-architecture AI processors and was expected to be priced well below the H20 due to its weaker specifications and simpler manufacturing requirements, sources said. China generated $17 billion in revenue for Nvidia in the fiscal year ending January 26, accounting for 13% of the company's total sales, based on its latest annual report. Huang has consistently highlighted China as a critical market for Nvidia's growth. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data