Motley Fool43d agoneutral
2 Reasons to Buy MP Materials Stock, and 1 Reason to SellThe rare-earth mining company has emerged as a key player in the U.S.'s efforts to secure domestic production of these crucial materials.
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The Wall Street Journal43d agoneutral
The Cutthroat Battle to Become America’s Rare-Earth ChampionA fight between two of the U.S.’s biggest rare-earths companies illustrates the stakes behind the effort to loosen China’s hold on the sector.
Benzinga44d agoneutral
Thomas Massie Says Republicans Decry Communist 'Involvement' In Democratic Party, But Look Other Way As Trump Nationalizes 'Ownership' In Intel, US SteelRep. Thomas Massie (R-Ky.) on Thursday accused fellow Republicans of overlooking what he called the Trump administration’s “nationalization” of several publicly traded companies while criticizing Democrats’ alleged communist influence. Massie Targets Government Stakes Massie, in a post on X, highlighted...
Motley Fool45d agobullish
The Big Paint vs Rare Earth Faceoff: One Stock to Buy Right Now for 2026 and BeyondMP Materials fuels EV and defense supply chains; Sherwin-Williams boasts global scale and strong cash flow. Which business model stands out in today's market?
Motley Fool45d agoneutral
TMC The Metals Company vs. MP Materials: 1 of These Industrial Stocks Is a Far Better Bet Right NowWhen it comes to building a business around rare-earth metals, one of these companies is much further along.
Motley Fool46d agobullish
Could Buying These 3 Rare Earth Stocks Make You Rich?Rare-earth metals are in high demand, and these three companies aim to meet market demand.
24/7 Wall St.47d agobullish
Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and SpaceThe pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report ... Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space
Schaeffer's Investment Research47d agoneutral
3 Reasons Contrarians Should Target MP Materials StockMP has chart support in place and an unwinding of sentiment could burn bears
Zacks47d agoneutral
MP's Q126 Revenues up 49%: Can Its Momentum Continue in 2026?MP Materials started 2026 with strong revenue growth as record NdPr output, magnetics sales and key expansion initiatives support its momentum.
MarketBeat47d agoneutral
Energy Fuels Just Made a Bold Bet on Rare Earth MagnetsEnergy Fuels is securing a domestic mine-to-magnet supply chain to establish a resilient Western duopoly in critical minerals for high-tech applications.
Zacks48d agoneutral
Could UUUU's VAC Deal Accelerate Long-Term Growth Prospects?Energy Fuel's $1.9B VAC acquisition adds magnet manufacturing, positioning it for deeper rare earth integration.
Zacks49d agoneutral
MP Materials' Cash Flow Still Negative: Any Relief in Sight?MP's cash flow improves in Q1 2026 but stays negative as higher costs, downstream expansion and rare earth price pressure continued to weigh on results.
Insider Monkey49d agoneutral
Jim Cramer Recommends MP Materials Over NioCorpNioCorp 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 […]
Motley Fool49d agoneutral
Why China's Ban Gave a Boost to MP Materials and USA Rare EarthChina's export ban to the two companies shows they are seen as a threat to that country's rare-earth dominance.
Simply Wall St.49d agobullish
MP Materials (MP) Stock After 65% One-Year Rally Is There Still Upside PotentialIf you are wondering whether MP Materials is still reasonably priced after its strong share performance, or if you may be late to the party, this article breaks down what the current valuation reflects. The stock last closed at US$60.29, with returns of 3.5% over 7 days, a decline of 6.5% over 30 days, a 9.7% gain year to date, a 64.9% gain over the past year, a 181.3% return over 3 years and 68.5% over 5 years. Recent moves in MP Materials have come alongside ongoing investor attention on...
Simply Wall St.49d agoneutral
MP Materials (MP) Faces Fresh China Export Controls As Rare Earth Focus GrowsChina has added MP Materials (NYSE:MP) to its export-control list, signaling closer scrutiny of the company’s rare earth shipments. The move highlights MP Materials' role in supplying key inputs for US defense and clean energy supply chains. Investors are weighing how tighter Chinese controls could affect rare earth flows and Western sourcing strategies. MP Materials, trading at around $60.29, sits at the center of US efforts to build a more secure rare earth supply chain. The stock is up...
Investing.com50d agoneutral
MP Materials seen largely insulated after China export-control moveInvesting.com -- Shares of rare earths producer and magnet manufacturer MP Materials could see little operational impact from China's decision to place the company on its export-control list, according to Bank of America, which reiterated its Buy rating and $85 price target on the stock.
Investor's Business Daily50d agoneutral
MP Materials, USA Rare Earth Get China-Export-Ban BoostMP Materials and USA Rare Earth climbed as Beijing included the U.S.-backed rare earth suppliers on an export ban list.
Reuters Videos50d agoneutralVIDEO
China targets US rare earth and other firms with export controls<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>
GuruFocus.com50d agoneutral
China Targets MP Materials, USA Rare Earth in Export ControlsBeijing adds 10 US companies to its export control list as rare earth supply-chain tensions return.
Investment Monitor50d agoneutral
China puts ten US firms on export controls blacklistThe restrictions carry global reach, prohibiting any individual or organisation anywhere from channelling China-produced dual-use goods to those companies.
Stocktwits50d agoneutral
MP, USAR Stocks In Focus: China Targets US Rare Earth Suppliers As Supply Chain Battle IntensifiesChina has expanded its trade restrictions against the U.S. by adding two rare-earth mining companies to its dual-use export control list.
The Wall Street Journal50d agoneutral
China Slaps Restrictions on Dozens of U.S. CompaniesThe tit-for-tat retaliation comes after Washington’s recent decision to expand its military-linked company list.
Motley Fool52d agobullish
My Favorite Rare Earth Stock To Buy For The Next 10 YearsMP Materials already has a mining operation up and running, and it appears to be a sustainable business.
24/7 Wall St.53d agoneutral
U.S. Military Expert Issues Grave Warning: ‘We Need More Munitions, and Deliveries Are Years Behind.’ What Stocks Can Benefit?On CNBC’s June 18, 2026 segment, Tara Murphy Dougherty, CEO of Air (recently rebranded from Govini), delivered a blunt diagnosis of America’s defense-industrial posture. “There’s a lot of pressure on defense companies right now to deliver,” she said. “The Department of War is saying we need more equipment, we need more material, we need more ... U.S. Military Expert Issues Grave Warning: ‘We Need More Munitions, and Deliveries Are Years Behind.’ What Stocks Can Benefit?
Zacks53d agoneutral
UUUU Gets $725M Conditional Loan: Can It Unlock Its Next Growth Phase?Energy Fuels secures a conditional $725M U.S. loan commitment to expand rare earth and critical mineral capabilities and support long-term growth.
Barrons.com53d agoneutral
MP Materials’ Litinsky Had a Mine and a Vision: to Secure a Rare Earths Supply in the U.S.The government became James Litinsky’s partner in MP last year, in a deal that sent the stock soaring.
Motley Fool54d agobullish
U.S. Government-Backed MP Materials Stock Is Down 42% From Its 52-Week High. Is It Time to Buy the Dip?The company entered into a landmark deal with the U.S. government last year.
MarketBeat54d agoneutral
USA Rare Earth Just Moved Closer to Commercial RealityUSA Rare Earth is rapidly securing the domestic critical mineral supply chain through unprecedented federal funding and aggressive downstream expansions.