U.S. Steel Ripped 21% After Trump’s ALL CAPS tease… But the Paperwork Is Nowhere to Be Found

Nothing… and I mean nothing… moves markets quite like a Truth Social post in 2025. Not earnings. Not GDP numbers. Not even Jerome Powell whispering sweet nothings about rate cuts. Nope. All it takes is one all-caps banger from President Donald J. Trump and boom… $14 billion dollar mergers rise from the dead.

Yesterday, U.S. Steel (their ticket is X, because why wouldn’t it be) rose 21% in the final hour of trading after Trump jumped on Truth Social to announce that the company will “REMAIN in America” and enter a “planned partnership” with Japan’s Nippon Steel.

Forget press releases. Forget SEC filings. All this stock needed was a presidential thumbs-up and some Pittsburgh pride, and it was off to the races.

So, if you remember back in 2023, Nippon Steel… Japan’s largest steelmaker… tried to acquire U.S. Steel for $14.1 billion. The Biden administration said, “lol no,” citing national security concerns. U.S. Steel, in turn, warned it might have to lay off thousands and bail on its Pittsburgh HQ if the deal didn’t go through.

All at the same time, Cleveland-Cliffs was lurking like your HOA President: “What if WE bought you instead?” Also denied. The deal got iced. Lawsuits were filed. America’s second-largest steelmaker was in limbo. And Trump, who just last month, said he didn’t want U.S. Steel “purchased by a foreign entity.” But on Friday he sang a different tune.

“This will be a planned partnership between United States Steel and Nippon Steel, which will create at least 70,000 jobs, and add $14 Billion Dollars to the U.S. Economy,” he posted, complete with enough capital letters to make every grammar teacher in America cry.

Of course, this caused shares of U.S. Steel to surge nearly $10, closing the week up 30% from Monday’s open. The stock hit a fresh 52-week high of $46.22, pushing the company’s market cap to over $10 billion.

Meanwhile, Cleveland-Cliffs got dumped. Their stock slid 7%, because nobody likes being the backup plan.

U.S. Steel didn’t issue a comment, a press release, or even a thumbs up. But Wall Street didn’t care. Because in this new market paradigm, a Truth post is basically Bloomberg Terminal data now.

For what it’s worth, the numbers Trump tossed out… 70,000 jobs, $14 billion in economic impact, and a promise to stay in Pittsburgh… sound great. They also sound… ambitious. 

So, should you buy the stock? The fundamentals look somewhat spicy. The company’s revenue is a healthy $15.2 billion. They’ve got a high beta (1.82), which means this thing moves. And even with the recent rally, they’re still trading below where a successful $14 billion acquisition would’ve valued them.

If… and this is a big if… this “planned partnership” becomes a real, structured deal (think strategic investments, tech upgrades, new infrastructure), then you’re looking at a revitalized legacy company with fresh capital, a government-backed narrative, and international clout.

But the valuation is already stretched like a rubber band. The stock’s trading at a P/E of over 100. That’s tech-stock territory for a steel company. If the deal fizzles, if regulators push back (again), or if Trump changes his stance (again), you could see this thing retrace hard. So, I would hold off on buying the all caps hype this time.

PS: It’s a mess out there.

One day the market’s ripping, the next day it’s Black Monday all over again. Recent earning’s reports have been a total coin flip. One stock beats and explodes 30%… the next misses by a penny and gets sent to the Shadow Realm. And through it all, everyone’s begging for Jerome Powell to finally cave and cut rates.

But underneath all the panic headlines (“Inflation too sticky!” “Recession imminent!” “Tariffs round 4 incoming!”) something wild is happening…

We’re seeing violent price action. Especially in the small-cap space, where low floats and high anxiety are creating the perfect recipe for 100%+ pops before lunchtime. Some of these names are moving 200%+ in under 24 hours… and to our knowledge, NO ONE else is covering them.

Except us.

Stocks.News Premium members are getting first dibs on these stealth explosions… thanks to our squeeze signal scanner and real-time insider trading tracker that zeroes in on the money before the momentum shows up.

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Stocks.News has positions in Cleveland Cliffs.