---
title: "$2.9B EXIM Loan Reshapes Microcaps as AI Gas and Glasses Chips Gain Traction"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/302391869.md"
description: "A $2.9 billion EXIM loan reshapes Idaho's critical minerals sector while Linde secures institutional buys on AI gas demand. Himax's Alibaba smart glasses deal contrasts with Perpetua's shareholder lawsuit. Powell's data center orders fail to offset earnings miss as microcaps diverge."
datetime: "2026-10-20T09:16:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/302391869.md)
  - [en](https://longbridge.com/en/news/302391869.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/302391869.md)
generator: "portal-rs"
---

# $2.9B EXIM Loan Reshapes Microcaps as AI Gas and Glasses Chips Gain Traction

A $2.9 billion EXIM loan to Perpetua Resources (PPTA.US) for Idaho's Stibnite gold-antimony project has unexpectedly reshaped the \\"leftover basket\\" narrative. While the DHS-linked contract spurred critical minerals revaluation, a shareholder lawsuit announcement dragged its weekly performance down 6.93% despite institutional interest in supply chain security plays.

Linde (LIN.US) continues to capitalize on AI-driven semiconductor demand through its evergreen contracts model. Q2 revenue reached $9.289 billion with electronics segment sales up 18% year-on-year, attracting new institutional positions from Neville Rodie & Shaw and MassMutual. The stock has outperformed S&P 500 by over 15 percentage points year-to-date.

Himax (HIMX.US) saw its WiseEye AI processor integrated into Alibaba's Qwen Glasses N1 series, yet broader concerns about consumer electronics demand sent shares tumbling 12.41% weekly. Meanwhile, Powell Industries (POWL.US) faces headwinds despite data center capex tailwinds - Q2 EPS of $1.42 missed estimates by $0.07, triggering a 13.96% weekly decline.

Genmab (GMAB.US) gained traction with $4.239 billion in Q3 DARZALEX royalty revenue, while PayPay (PAYP.US) struggled with 22.97% sequential decline in payment segment revenue. Kinder Morgan (KMI.US) reported mixed pipeline performance but maintained 5.7% monthly gain ahead of Q3 earnings.

Timberland Bancorp (TSBK.US) and Microbot Medical (MBOT.US) remained quiet, the latter showing 129.52% sequential revenue growth to $241,000. KPOP entertainment ETF saw minimal coverage as market focus shifts to tangible infrastructure plays.

### Related Stocks

- [PAYP.US](https://longbridge.com/en/quote/PAYP.US.md)
- [HIMX.US](https://longbridge.com/en/quote/HIMX.US.md)
- [TSBK.US](https://longbridge.com/en/quote/TSBK.US.md)
- [LIN.US](https://longbridge.com/en/quote/LIN.US.md)
- [KMI.US](https://longbridge.com/en/quote/KMI.US.md)
- [PPTA.US](https://longbridge.com/en/quote/PPTA.US.md)
- [MBOT.US](https://longbridge.com/en/quote/MBOT.US.md)
- [GMAB.US](https://longbridge.com/en/quote/GMAB.US.md)
- [KPOP.ESC.US](https://longbridge.com/en/quote/KPOP.ESC.US.md)
- [POWL.US](https://longbridge.com/en/quote/POWL.US.md)

## Related News & Research

- [Kinder Morgan (KMI) Could Be 15% Undervalued Following Richard Kinder’s Share Purchase](https://longbridge.com/en/news/305233691.md)
- [Don't Ignore The Insider Selling In Genmab](https://longbridge.com/en/news/305409391.md)
- [Timberland Bancorp President/COO Jonathan Arthur Fischer Reports Sale of Common Shares Worth $95,520](https://longbridge.com/en/news/304537139.md)
- [Transactions with shares and linked securities in Genmab A/S made by managerial employees and their closely associated persons](https://longbridge.com/en/news/305362432.md)
- [$1000 Invested In Linde 20 Years Ago Would Be Worth This Much Today](https://longbridge.com/en/news/305504090.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**