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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 […]

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.

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.

Concerns have been raised about companies pursuing more than $8.9 billion in federal support.

USA Rare Earth is rapidly securing the domestic critical mineral supply chain through unprecedented federal funding and aggressive downstream expansions.

The U.S. government has announced $1.6 billion in federal funding for USA Rare Earth. Here’s why that makes USAR shares attractive to own in 2026.

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.

Shares of USA Rare Earth (NASDAQ:USAR) gained 5% in early trading on Wednesday after the company announced it had entered into definitive agreements with the U. S.

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.

USA Rare Earth nears commercial magnet production in Oklahoma as $1.5B financing and federal support fuel rare earth expansion plans.