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The United States is taking a strong approach to reshoring the mining and processing of rare-earth elements, and MP Materials is one of the top beneficiaries.
USAR secures access to up to $1.6 billion in federal funding, boosting capital for mining, processing and magnet production expansion.
MP Materials shares surge 164% in a year as rare earth output hits records and magnet capacity expands, but valuation and costs remain key watchpoints.
USA Rare Earth has finalized a Commerce Department deal for up to $1.6 billion in funding for its rapid buildout of a rare earth supply chain from mining to finished magnets. Despite the deal moving forward, along with an equity stake and warrants for the federal government, USAR stock pulled back following recent gains along with MP Materials and other volatile rare earth stocks. Along with a $1.5 billion equity offering for private investors in January, USA Rare Earth has amassed a $3.5 billion war chest of committed capital.
MP Materials (NYSE:MP) has secured major contracts with US clients, including the Department of Defense and Apple. The company is shifting away from exporting rare earth concentrates to China and focusing on domestic processing and magnet production. MP Materials is developing a new US magnet manufacturing facility, called "10X", and partnering on a rare earth refinery project in Saudi Arabia. MP Materials, trading at $72.24, sits at the center of a rare earths story that is increasingly...
Rare earth stocks and copper plays are flashing buy signals or close to it amid multiple catalysts. MP Materials and USA Rare Earth are both near buy points, as is S&P 500 copper giant Freeport-McMoRan. The copper price has rallied near an all-time high as markets brace for potential Trump tariffs news, with demand already outpacing supply.
MP Materials and Rare Earths Americas picked up new Buy ratings. Both names have Buy ratings from all the analysts who cover them.
Two U.S. rare-earth players take different paths, one with established output and major clients, the other betting big on a future supply chain from scratch.
USAR could secure up to $19.3M in DOE funding to advance a pilot rare earth separation facility and expand U.S. processing capacity.
USA Rare Earth scales U.S. magnet output with funding and expansion plans, while MP Materials ramps production and revenues despite rising costs.
Trump’s Beijing summit produced business deals and temporary diplomatic easing, but failed to secure a long-term rollback of China’s rare earth export restrictions.
Skilled workers and infrastructure are also needed. There’s no quick fix, according to a new report.
Freeport-McMoRan Inc. (NYSE:FCX) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 21, 2026, Barclays initiated coverage of Freeport-McMoRan Inc. (NYSE:FCX) with an Overweight rating and a $77 price target. Barclays analyst Richard Garchitorena said investments in “transformative” technologies and higher trade barriers are driving renewed […]
The most quotable framing of America’s rare earth predicament this year came from outside the rare earth industry itself. Speaking with Bloomberg Businessweek on May 22, 2026, REalloys CEO Lipi Sternheim reduced geopolitics to a single line: “It used to be oil and OPEC. It’s now, OPEC includes many countries, so there are checks and ... China Against Everybody: The New Geopolitics of Rare Earth Elements
A U.S.-China rare earth truce is active through November 2026 — but China is still throttling shipments. Three domestic producers worth watching now.
MP Materials is trading flat on the year. With major partnerships backing it, why isn't this rare-earth stock soaring?
MP Materials (MP) stock has been pulled in two directions, with fresh US-China rare earth trade signals and insider selling weighing on sentiment, even as new Apple and U.S. Department of Defense partnerships reshape its long term supply role. See our latest analysis for MP Materials. The recent 1-day share price return of 4.41% and 7-day share price return of 5.21% at a US$64.46 share price come after a 30-day share price return that fell 6.84%. However, the 90-day share price return of...
Idaho Strategic's profitable gold business, rising earnings and lower valuation give it an edge over MP Materials in the rare-earth investment race.
Shares of rare earth company MP Materials rose early Friday after catching a new Buy rating on Wall Street. Barclays analyst Richard Garchitorena launched coverage of MP on Thursday evening with a Buy rating and $69 price target, according to ratings aggregators. The average analyst price target for MP stock is about $80.
The rare-earth sector has been sold off aggressivelty on the perception of improved trade relationships, but the reality of an ongoing disagreement is hitting home today.
Rare earth stocks continued to snap back early Thursday after a sharp recent sell-off tied to President Donald Trump's China visit and news that Beijing would address U.S. concerns that its export restrictions have resulted in shortages. USA Rare Earth, which announced new funding from the Department of Energy, MP Materials, Critical Metals and REalloys are all climbing. Beijing's export restrictions, especially for military uses of rare earths, have fueled pricing of some rare earths that is around 400% higher outside of China than within, William Blair analyst Neal Dingmann noted in a Wednesday report.
Shares of several quantum computing companies surged in U. S.
The Trump administration hopes to spur “a new era of American innovation,” Commerce Secretary Howard Lutnick says.
The Trump administration is awarding $2 billion in grants to nine quantum-computing companies in deals that include the U.S. government taking equity stakes, the Wall Street Journal reported on Thursday, citing the Commerce Department. The department has agreed to give $1 billion of the package to IBM, while GlobalFoundries will receive $375 million, according to the report. The remaining firms, including D-Wave Quantum, Rigetti Computing and Infleqtion, are expected to receive $100 million each, while startup Diraq may receive $38 million, according to the WSJ report.
In the first quarter of 2026, MP Materials reported US$90.65 million in sales and a net loss of US$7.97 million, while announcing major multi-year partnerships with Apple and the U.S. Department of Defense to expand rare earth magnet production and recycling in the United States. At the same time, expectations of a potential US–China rare earth agreement and significant insider selling by MP Materials’ leadership have shifted attention toward geopolitical and governance risks, even as the...
Rare earth stocks recovered on Wednesday as analysts concluded that the Trump administration announcement of Chinese concessions amounted to very little. Both USA Rare Earth and Critical Metals rose by more than 10%. MP Materials saw more modest gains, possibly because it somewhat less focused on the heavy rare earths that are subject to Beijing's most restrictive export controls.
USA Rare Earth continues to make progress on its mine-to-magnet rare-earth ambitions, posting solid financials as it waits for a massive acquisition to close.
MP Materials stock seems stuck. Should you buy or wait?
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