(Bloomberg) -- Jack Lifton first retired from the mining industry more than a quarter century ago. These days, at 86, he’s busier than ever.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsUS Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe engineer-turne
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
The U.S. copper industry is valued at around $20 billion, and is one of the key market indicators many market participants watch closely. Why is that? Well, copper is heavily used in industry, and the rise or fall of this particular commodity can portend a great deal for where the economy is headed. However, I ... This $20 Billion Sector Is Flashing Signals of a Breakout
MP trades at a steep premium as shares lag peers, with revenue growth and capacity expansion offset by elevated costs and estimate cuts.
All three of these rare-earth metal stocks are set to benefit from reshoring, so the real question is how much risk are you willing to take?
Is MP a good stock to buy? We came across a bullish thesis on MP Materials Corp. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on MP. MP Materials Corp.’s share was trading at $54.28 as of July 1st. MP’s trailing and forward P/E were 20.97 and 500.00 respectively according to […]
The company was affected by events beyond its control last month.
There are many ways to play the electrification trend, including AI data centers, renewable energy, industrial automation, electric vehicles, and charging networks.
We recently compiled a list of the 8 Best Rare Earth Stocks to Buy in 2026. MP Materials Corp. (NYSE:MP) is among the best rare earth stocks on this list. TheFly reported on June 1 that Needham initiated coverage of MP with a Buy rating and assigned an $81 price target. The firm highlighted MP Materials’ position as […]
MP Materials Corp. (NYSE:MP) is among the Most Promising Stocks. On June 28, The Wall Street Journal reported that MP Materials Corp. (NYSE:MP) sued USA Rare Earth, alleging the company misappropriated proprietary grain boundary diffusion technology through former engineer Kevin Elkins. However, Kevin denies the allegations. MP seeks at least $5 million in damages. The firm […]
St George Mining Ltd (ASX:SGQ, FRA:S0G, OTC:SGQMF) earlier this week said it had delivered its thickest mineralised intercept to date at the 100%-owned Araxá Rare Earths and Niobium Project in Minas Gerais, Brazil, as executive chairman John Prineas outlined the company’s development pathway in...
MP Materials' record NdPr output and sales fuel stronger Materials segment revenues and profitability in first-quarter 2026.
While fundamental relevance will always be a talking point for MP stock, the security just flashed an intriguing quantitative setup for options traders.
Earlier in June, MP Materials Corp. reported a 49% year-on-year rise in first-quarter revenue, driven by record NdPr output and increased magnetics sales tied to its supply agreement with General Motors, while continuing to build out a new magnetics manufacturing facility. This combination of stronger operating performance and progress on downstream capacity appears to be reinforcing the company’s push toward higher-value rare earth products and closer alignment with major industrial...
The rare-earth mining company has emerged as a key player in the U.S.'s efforts to secure domestic production of these crucial materials.
A fight between two of the U.S.’s biggest rare-earths companies illustrates the stakes behind the effort to loosen China’s hold on the sector.
Rep. Thomas Massie (R-Ky.) on Thursday accused fellow Republicans of overlooking what he called the Trump administration’s “nationalization” of several publicly traded companies while criticizing Democrats’ alleged communist influence. Massie Targets Government Stakes Massie, in a post on X, highlighted...
MP Materials fuels EV and defense supply chains; Sherwin-Williams boasts global scale and strong cash flow. Which business model stands out in today's market?
When it comes to building a business around rare-earth metals, one of these companies is much further along.
Rare-earth metals are in high demand, and these three companies aim to meet market demand.
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report ... Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space
MP has chart support in place and an unwinding of sentiment could burn bears
MP Materials started 2026 with strong revenue growth as record NdPr output, magnetics sales and key expansion initiatives support its momentum.
Energy Fuels is securing a domestic mine-to-magnet supply chain to establish a resilient Western duopoly in critical minerals for high-tech applications.
Energy Fuel's $1.9B VAC acquisition adds magnet manufacturing, positioning it for deeper rare earth integration.
MP's cash flow improves in Q1 2026 but stays negative as higher costs, downstream expansion and rare earth price pressure continued to weigh on results.
NioCorp Developments Ltd. (NASDAQ:NB) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. When a caller asked about the stock during the lightning round, Cramer commented, “You know, a little too speculative. I like MP. I’m a […]
China's export ban to the two companies shows they are seen as a threat to that country's rare-earth dominance.
If you are wondering whether MP Materials is still reasonably priced after its strong share performance, or if you may be late to the party, this article breaks down what the current valuation reflects. The stock last closed at US$60.29, with returns of 3.5% over 7 days, a decline of 6.5% over 30 days, a 9.7% gain year to date, a 64.9% gain over the past year, a 181.3% return over 3 years and 68.5% over 5 years. Recent moves in MP Materials have come alongside ongoing investor attention on...
China has added MP Materials (NYSE:MP) to its export-control list, signaling closer scrutiny of the company’s rare earth shipments. The move highlights MP Materials' role in supplying key inputs for US defense and clean energy supply chains. Investors are weighing how tighter Chinese controls could affect rare earth flows and Western sourcing strategies. MP Materials, trading at around $60.29, sits at the center of US efforts to build a more secure rare earth supply chain. The stock is up...
Investing.com -- Shares of rare earths producer and magnet manufacturer MP Materials could see little operational impact from China's decision to place the company on its export-control list, according to Bank of America, which reiterated its Buy rating and $85 price target on the stock.