These two stocks have enormous potential, but tons of question marks make picking between them tricky.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
USA Rare Earth commissions its Wheat Ridge hydromet facility, advancing U.S. rare earth processing and targeting separated oxides output by Q3 2026.
China's export ban to the two companies shows they are seen as a threat to that country's rare-earth dominance.
MP Materials and USA Rare Earth climbed as Beijing included the U.S.-backed rare earth suppliers on an export ban list.

<body><p>STORY: China added more U.S. entities to its export control list on Monday. </p><p>It accused them of being linked to the U.S. military.</p><p>The list stops Chinese dual-use exports to the companies. </p><p>MP Materials and USA Rare Earth as well as eight other firms were added.</p><p>The move is in retaliation for Washington placing a number of Chinese companies under restrictions last month.</p><p>The Pentagon-supported MP Materials operates the only active rare earth mine in the U.S.</p><p>And it - like USA Rare Earth - is also involved in the mine-to-magnet supply chain.</p><p>Aveox was also placed on the list.</p><p>It's a motor manufacturer for mission-critical applications.</p><p>The three U.S. companies weren't available for comment outside of business hours.</p><p>The measures are a response to what Beijing called the "U.S. government's malicious practice."</p><p>Chinese authorities said it aimed to safeguard national security and interests, and fulfill international obligations like non-proliferation.</p><p>The move amounts to a full ban on dual-use exports to the named firms, and tightens rules that previously only required export licenses.</p><p>But some analysts said China's actions were a largely symbolic response to an earlier move by the U.S.</p><p>They argue most of the companies are U.S. defense industry players and likely won't do business in China.</p><p>The Pentagon previously made its own list of Chinese tech companies it believes to be aiding the country's military.</p><p>The list was updated this month to include tech firms Alibaba and Baidu, as well as autogiants BYD and NIO.</p></body>
Beijing adds 10 US companies to its export control list as rare earth supply-chain tensions return.
The restrictions carry global reach, prohibiting any individual or organisation anywhere from channelling China-produced dual-use goods to those companies.
China has expanded its trade restrictions against the U.S. by adding two rare-earth mining companies to its dual-use export control list.
The tit-for-tat retaliation comes after Washington’s recent decision to expand its military-linked company list.
USA Rare Earth and Teck Resources are expanding critical minerals output through new projects, acquisitions and copper growth plans tied to electrification demand.
USA Rare Earth (NasdaqGM:USAR) has commissioned a hydrometallurgical demonstration facility, adding heavy rare earth oxide production capacity in the West. The move comes as G7 countries work to reduce reliance on China for rare earths, highlighting the role of alternative supply sources. USA Rare Earth enters this news cycle with its shares at $23.55 and a recent track record that includes the stock rising 15.8% over the past week and 66.4% year to date. For readers tracking the rare...
USA Rare Earth received a major boost earlier this year when it agreed to a deal with the U.S. government for up to $1.6 billion in funding.
USA Rare Earth is scaling fast but faces rising costs and losses. A key magnet production milestone could help drive revenues as customer orders begin.
USA Rare Earth is rapidly securing the domestic critical mineral supply chain through unprecedented federal funding and aggressive downstream expansions.
USA Rare Earth Inc. (NASDAQ:USAR) is one of the 10 Stocks Making Investors Richer. USA Rare Earth climbed by 8.33 percent on Tuesday to close at $23.55 apiece, as investors positioned their portfolios amid the ongoing Group of Seven (G7) meeting, where member countries are expected to discuss the development of rare earth minerals to […]
USA Rare Earth Inc. (NASDAQ:USAR) is one of the best new stocks to buy with the huge upside potential. On June 15, USA Rare Earth commissioned a hydrometallurgical demonstration facility in Wheat Ridge, Colorado, with initial production of separated heavy rare earth oxides targeted for Q3 2026. This milestone positions the company as one of […]
Critical Metals is vying to become the next big name in rare-earth elements. Although small, the company has a huge asset on its side; the Tanbreez Project.
Rare-earth elements are a top priority of the G7 today.
Wheat Ridge demonstration plant targets first separated oxide production in Q3 2026
On Monday, USA Rare Earth commissioned its hydrometallurgical demonstration facility in Wheat Ridge, Colorado.
As governments race to secure critical minerals, investors may have another way to diversify.
USA Rare Earth is establishing a fully integrated, domestic mine-to-magnet supply chain to reduce the U.S. dependence on foreign suppliers.
Recent share performance and what it might signal USA Rare Earth (USAR) has drawn attention after a sharp pullback, with the stock down 27% over the past week and 23% over the past month, but slightly positive over the past 3 months. See our latest analysis for USA Rare Earth. That sharp weekly pullback sits within a wider pattern where the year to date share price return of 43.67% and 1 year total shareholder return of 63.29% still point to strong momentum from a higher base. If you are...
USA Rare Earth has begun commercial production at its NdFeB magnet line in Stillwater, Oklahoma. Phase 1a commissioning enables the company to start delivering rare earth magnets to customers in the U.S. The company plans to expand capacity, with a target to double magnet output by 2027. USA Rare Earth, trading as NasdaqGM:USAR, is now moving from project build-out to shipping actual NdFeB magnets, which is a key shift for any early stage producer. The stock has been volatile, with a...
USA Rare Earth gains on its Oklahoma magnet line launch, major funding and acquisitions as it builds U.S. rare earth capacity and targets expansion.
USA Rare Earth commissions Phase 1a of its Oklahoma magnet plant, paving the way for commercial NdFeB magnet shipments in Q2 2026.
The United States is scrambling to build up its rare-earth element mining and processing supply chains, and these two companies have received substantial funding to do so.
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.
USA Rare Earth (NasdaqGM:USAR) secured $1.6b in U.S. government funding to expand rare earth magnet and metals production. The company launched a $1.2b manufacturing expansion in South Carolina focused on critical rare earth magnets and metals. USA Rare Earth also announced an expansion in France with investment of more than €175m to build out its European footprint. USA Rare Earth, trading at $27.1, is at the center of efforts to build more resilient rare earth supply chains. The stock is...