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AI spending doubts are rippling far beyond chipmakers, dragging rare earth miners into Tuesday's selloff even as government contracts and defense deals set these stocks apart from the rest of the carnage.
Execution is replacing expectations.
Today's move appears linked to President Donald Trump's late-Thursday announcement of tariffs on drone imports and components. Drones are becoming a significant source of demand for rare earth magnets. Sentiment has been turning positive for rare earth stocks, driven by Trump administration support, corporate milestones, and agreements to supply defense contractors.
U.S. rare earth stocks are surging Friday with no confirmed catalyst in sight, and the reason traders are piling in reveals something important about how this volatile sector actually works.
Rare earth stocks are surging across the board today, and the catalyst is bigger than any single headline. Here is what is driving traders into critical minerals right now and what separates the speculative plays from the more established names.
United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock or a warning sign for the entire domestic critical-minerals trade?
Adjusted loss widens as production costs outrun early magnet sales
USA Rare Earth is scaling a non-China rare earth chain, with Serra Verde, Stillwater magnet sales and Round Top milestones driving its next phase.
Moby summary of USA Rare Earth Inc's Q2 2026 earnings call
Despite USA Rare Earth’s second-quarter revenue miss, strong cash reserves, government funding, and expansion plans stoked optimism.
USA Rare Earth (NASDAQ:USAR) reported second-quarter revenue of approximately $6 million, generated by third-party sales from its Less Common Metals metal and alloy-making business, while outlining progress on its mine-to-magnet supply chain strategy outside China. The company reported a net loss a
USA Rare Earth has reported its Q2 2026 results, confirming definitive agreements with the U.S. Department of Commerce that unlock up to US$1.60 billion in CHIPS Act funding, alongside a deal to acquire Serra Verde Group and plans for a second U.S. magnet manufacturing facility in Blacksburg, South Carolina. Together, the CHIPS Act funding, Serra Verde acquisition and new U.S. facility materially advance USA Rare Earth’s goal of an integrated, ex‑China rare earths and magnet supply...
USA Rare Earth Inc. (USAR) delivered earnings and revenue surprises of -114.29% and -25.13%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
MP Materials just posted a monster revenue beat and signed a secretive aerospace deal that has investors piling into rare earth stocks across the board. Find out what the company's CEO said that made analysts completely abandon their sell ratings.
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The strategic necessity of ensuring a domestic source of rare-earth magnets for U.S. manufacturing is a key part of the investment case for these two stocks.
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In my opinion, one stock wins over the other in terms of risk-adjusted returns.
Rare-earth stocks are heating up as the U.S. races to loosen China's grip on the industry, but not every company in this high-stakes trade is a buy.
Washington is writing billion-dollar checks to break China's grip on rare earth magnets, and there is an ETF built specifically to capture that trade. The problem is that a correct geopolitical thesis and a profitable investment are two very different things.
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan Small Cap Fund”. A copy of the letter can be downloaded here. The fund reported strong absolute returns and modestly outperformed the Russell 2000® Growth Index, which gained 25.7%. Global equities rebounded as resilient US growth, moderating inflation, strong earnings and […]
USA Rare Earth stock has returned 49.6% over the past three years, yet the recent 33.9% fall over the last month raises the question of whether the current share price around US$15.14 still reflects a discount or has simply cooled off a previously strong run. A 49.6% gain over three years suggests USA Rare Earth has already rewarded patient shareholders, so fresh buyers need to think carefully about what is now priced in. The push to build an integrated Western rare earth supply chain,...
The agreement allows USA Rare Earth and its subsidiary LCM Europe to buy a share of the output from Carester’s Caremag facility.
USA Rare Earth has named a new CEO amid buzz around the company’s mine-to-magnet platform.
Investors expect stronger demand for domestic producers of rare earths and strategic materials.
Rare earth stocks have been a ticket for riding a roller coaster for over a year, but the latest descent has been particularly brutal. Downward momentum gathered steam last Thursday, after the International Energy Agency's Global Critical Minerals Outlook 2026 edition highlighted a planned surge in mining capacity well beyond expectations of refining and magnet production. MP Materials, USA Rare Earth, Critical Metals, Energy Fuels and American Resources all fell by more than 10% last week and some stocks continued to fall on Monday.
USA Rare Earth is reshaping its leadership as it prepares to complete its merger with Serra Verde.
USA Rare Earth named Serra Verde Group Chief Executive Thras Moraitis to lead the company following the completion of a $2.8 billion combination of the two mining companies.
There's more than a couple of catalysts behind this rare-earth stock's rise.
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