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.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Federal support for MP Materials, USA Rare Earth, and others is rebuilding U.S. rare-earth refining. REMX, EART, and SETM ETFs offer diversified ways to invest in this supply chain.
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 […]
USA Rare Earth is rapidly securing the domestic critical mineral supply chain through unprecedented federal funding and aggressive downstream expansions.
USAR secures access to up to $1.6 billion in federal funding, boosting capital for mining, processing and magnet production expansion.
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.
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.
Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.
Earnings season marches on as investors will hear from big companies including McDonald's and CoreWeave. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.