Updated
Updated · CNBC · Sep 14
Department of War Invests $450 Million in Elmet Group to Bolster U.S. Tungsten Supply Chain
Updated
Updated · CNBC · Sep 14

Department of War Invests $450 Million in Elmet Group to Bolster U.S. Tungsten Supply Chain

3 articles · Updated · CNBC · Sep 14

Summary

  • $450 million from the Department of War sent Elmet Group shares up 36%, marking one of the market’s biggest midday moves.
  • Elmet said it will direct more than $165 million of the funding to expand critical infrastructure facilities in Maine, Michigan and Ohio.
  • The investment is aimed at strengthening the U.S. tungsten supply chain, a strategic materials push that stood out even as broader chip and AI infrastructure stocks fell on AI-safety concerns.

Insights

Why did Anthropic urge an AI slowdown while simultaneously signing a massive $13.7 billion computing deal?
Will the market rotation into cybersecurity truly protect against recursive AI threats or simply inflate another tech bubble?
Could the sudden push for AI safety frameworks be a strategic disguise for industry leaders to crush emerging competition?