MP Materials is gaining momentum as surging NdPr production and sales drive stronger Materials segment revenues and profitability in 1H26.

The U.S. government’s latest $500 million investment in critical minerals wasn’t directed at publicly traded companies — but public market investors shouldn’t ignore it. By backing lithium processing, cobalt refining and battery recycling projects, the Donald Trump administration is signaling where it sees the next bottlenecks in the domestic battery supply chain may be. That policy direction could create opportunities for listed companies operating in adjacent parts of the industry, even if the

IPO Edge hosted a fireside chat with Tactical Resources Corp. Common Shares (Nasdaq: TREO) Chief Executive Officer and a Director Ranjeet Sundher, moderated by IPO Edge Editor-in-Chief John Jannarone and Editor-at-Large […]

MP Materials stock has delivered a very strong 177.7% gain over the past three years, yet the current valuation checks lean more cautious, with the shares screening as expensive on market multiples and only a mixed overall value score. After the recent rally, investors are weighing whether the price now embeds much of the rare earth growth story already. The 177.7% return over three years highlights how strongly MP Materials has rewarded long term holders, which raises the bar for what needs...

A $100 million buyback authorization from United States Antimony landed just days after a badly missed quarter and a guidance cut that nearly halved the full-year outlook, raising a pointed question about whether management is signaling confidence or buying time.

UUUU advances its rare earth supply chain as terbium oxide wins commercial magnet approval.

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.

The stock will appeal to investors who are confident in ongoing and long-term trade tensions between the U.S. and China.

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.

MP Materials' revenue surge in 1H26 as NdPr sales and pricing rise, while magnetics expands. Can its growth initiatives sustain momentum?

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.

Commercial success still separates these two companies.

NdPr sales volumes doubled while cash reserves hit $1.45 billion, funding expansion plans.

MP Materials is expanding its product portfolio and customer list.

SpaceX and MP Materials offer different ways to invest in future technology infrastructure.

Energy Fuels is advancing a mine-to-magnet rare earth strategy with its ASM deal, VAC acquisition plans and White Mesa expansion.

MP Materials (MP) is back in focus after Q2 2026 results showed sales of US$108.49 million and a smaller net loss, alongside higher NdPr output and new magnet supply activity with major customers. See our latest analysis for MP Materials. At a share price of US$54.11, MP Materials has seen the 7 day share price return rise 12.94% and the 30 day share price return rise 9.31%. However, the 1 year total shareholder return declined 28.24% and the 3 year total shareholder return remains very...

The chess game between Iran and the U.S. hit another stalemate this week. In today’s issue I’m diving into a different geopolitical game: America’s bid to untangle its critical supply chains from China. The U.S. is taking a cue or two from China’s strategy, but it’s having some trouble executing.

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?

MP Materials surges 15% after Q2 revenues jump 89%, but high costs, estimate cuts and a premium valuation cloud the outlook.

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.

MP Materials (NYSE:MP) reported second-quarter 2026 revenue and PPA income of $126.1 million, more than double the prior-year period, as sales volumes of neodymium-praseodymium, or NdPr, increased 127% year over year. Consolidated adjusted EBITDA was $28.5 million, improving by $41 million from a ye

Thursday evening, MP Materials reported second-quarter Ebitda of $28.5 million, Wall Street was looking for $27.1 million.

(Bloomberg) -- President Donald Trump touted $3 billion in US investments in critical minerals mining at a meeting Friday with top industry executives aimed at weaning the US off supply chains dominated by China.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shipping Reached With OmanWalmart Tests Fulfillm

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.

MP Materials targets Q3 NdPr output above 1,000 tons, Q4 commercial magnet shipments and expansion into heavy rare earth products.

Moby summary of MP Materials Corp.'s Q2 2026 earnings call

Investors focus on MP Materials’ stronger rare earth output, defense partnerships and U.S. efforts to strengthen critical mineral supply chains.

MP Materials Corp. has reported past second-quarter 2026 results, with sales rising to US$108.49 million while its net loss narrowed to US$20.3 million, alongside improved losses per share versus a year earlier. Alongside the earnings, MP Materials’ Project Swarm rare-earth magnet initiative, tied to its 10X facility and U.S. defense partnerships, highlights an effort to deepen its role in domestic drone and motor supply chains. We’ll now examine how stronger-than-expected EBITDA and the...

MP Materials (MP) delivered earnings and revenue surprises of -150.00% and +9.35%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The Metals Company has a bold business plan, but this rare-earth stock is already generating revenue and profits.

Materion (MTRN) delivered earnings and revenue surprises of +22.58% and +12.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Project Swarm will allow any domestic or allied manufacturer up to 2 million drones of magnet capacity a year, Chairman and CEO James Litinsky said.

MP Materials faces Q2 earnings with strong production growth but a negative Earnings ESP. Can expanding rare earth operations outweigh higher costs?

(Bloomberg) -- China is growing anxious that Anthropic PBC’s Mythos could be wielded against the world’s second-biggest economy, adding a volatile new issue to already heightened tensions before a planned summit between Xi Jinping and Donald Trump.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevS&P 500 Closes Near Record High on US-Iran Hopes: Markets WrapAlibaba Adds to China AI Breakthroughs With New Qwen Model Iran Says Hormuz Talks Ongoing After Trump Calls O

Trump handed Lutnick export authority in July, months after Washington quietly loaded MP Materials with subsidies and floors.

Goldman Sachs says AI growth and energy demand are boosting critical minerals investments.

One operates in a nascent market with FAA hurdles; the other dominates domestic rare earth supply but depends heavily on government contracts.

MP Materials (MP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

REalloys is establishing a comprehensive, non-Chinese rare earth supply chain in North America by integrating feedstock sourcing, proprietary metallization technology, and permanent magnet manufacturing

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.

HudBay Minerals (HBM) delivered earnings and revenue surprises of -6.67% and -2.75%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Fresh disclosures about a roughly $400 million U.S. government equity stake in MP Materials (MP) have pushed the rare-earth producer into focus as policymakers and manufacturers confront a critical-minerals shortfall. See our latest analysis for MP Materials. Despite the fresh attention from Washington, MP Materials’ recent trading has been weak, with the share price down 30.1% over the past 90 days and 21.5% year to date. However, the three year total shareholder return of 80.8% still leaves...

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.

American mineral capacity remains insufficient five months before restrictions on supplies from China and other adversaries.

Escalating Chinese export controls are driving a major push to establish a secure North American rare earth supply chain from mining to magnet production.

Ethics filings cited by the report showed Trump’s personal accounts started buying Intel shares in March, after the stake announcement boosted the stock.

The Trump administration's equity stakes—from Intel to quantum startups—appear in no budget document and are subject to no watchdog.

There's increasing chatter that the U.S. will nationalize key AI companies.