Cleveland-Cliffs ($CLF) podcast mentions

Timestamped Cleveland-Cliffs ($CLF) mentions across our podcast corpus.

1. Yeah, it absolutely is. I mean, we're talking on a Monday morning, I believe Cleveland-Cliffs stock, last I looked at, was up 6 or 7%. You're seeing a lot of these US manufacturers really start to catch a bid. So it's a, the tariff impacts that they'll actually benefit from for US manufacturing. But it's also, we pointed out in our Barron's cover story, we did a roundtable talking to a bunch of experts in the industry. And what they were pointing out is it's AI buildout, but it's also government policy. It's the onshoring of manufacturing. And you're now at a point where you've seen 7 straight months of expansion in manufacturing activity. It's the first time you've seen it in 3, 3 or 4 years. So you really shouldn't underrate the fact that it's just simply U.S. manufacturing starting to take off. Those are interesting opportunities.

   Josh Schafer · The Fox News Rundown · Business Rundown: What Investors Should Know About Canadian Tariffs · 2026-08-24

2. I'm looking at XLB and XL— or sorry, XME. This is the State Street SPDR Metals and Mining ETF. The top holding here is Nucor, Steel Dynamics, Cleveland-Cliffs, Reliance Steel. These are all steel producers. Then you go into coal, Freeport-MacMoran, which is copper, Commercial Metals, MP Materials, US Rare Earth, and Alcoa. You want to know what I didn't just list off? Any precious metal producers. The 11th top holding is Newmont. That would be a precious metal producer. That's only 4% of— 3.8% of the portfolio. Then I go down the list. You get Courier Mining, that's 3.75%. Hecla, 3— a little over 3%. Yeah, so I see 3 of the top 20 in precious metals only adding up to about 10% of the portfolio. That's my issue. I don't see it as a precious metal ETF. If you want precious metals, go buy gold and silver ETF or what is it, DB, DBP, if I remember correctly. Yeah, that's the Invesco DB Precious Metals Fund. I'm not recommending this, but that's something that would be a little more pure play. You have gold and silver, etc. Or once again, like a GDX, something like that, GDXJ. That's how you would get exposure there. XLB, that is materials, and that widens out to a lot of industrial materials, Lind, is the top holdings, 14%, which is industrial gas. The second largest holding is Newmont, about 7% of the portfolio there. But then I still don't see any others in the top 10 that are in the precious metal space, so that's not good either. So neither of these are really great precious metals ETFs. Thanks for the call. Let's talk a bit about earnings for the AI or just the market as a whole, really. This is underappreciated, underdiscussed. Analysts expect S&P 500 companies' earnings growth to be 20% for the second consecutive quarter in Q2. A lot of this has to do with dramatically higher profits for semiconductor producers and AI infrastructure companies. The problem is, is that, that money is coming from the hyperscalers with CapEx. Everyone kind of knows this. They're buying Nvidia chips, they're buying memory, they're buying a lot of industrial infrastructure to go into these data centers.

   Justin Klein · InvestTalk · The Fox-Roku Deal: What Big Media M&A Tells Us About the Streaming Economy · 2026-06-19