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Freeport-McMoRan Inc. (NYSE:FCX) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 21, 2026, Barclays initiated coverage of Freeport-McMoRan Inc. (NYSE:FCX) with an Overweight rating and a $77 price target. Barclays analyst Richard Garchitorena said investments in “transformative” technologies and higher trade barriers are driving renewed […]
The most quotable framing of America’s rare earth predicament this year came from outside the rare earth industry itself. Speaking with Bloomberg Businessweek on May 22, 2026, REalloys CEO Lipi Sternheim reduced geopolitics to a single line: “It used to be oil and OPEC. It’s now, OPEC includes many countries, so there are checks and ... China Against Everybody: The New Geopolitics of Rare Earth Elements
A U.S.-China rare earth truce is active through November 2026 — but China is still throttling shipments. Three domestic producers worth watching now.
MP Materials is trading flat on the year. With major partnerships backing it, why isn't this rare-earth stock soaring?
MP Materials (MP) stock has been pulled in two directions, with fresh US-China rare earth trade signals and insider selling weighing on sentiment, even as new Apple and U.S. Department of Defense partnerships reshape its long term supply role. See our latest analysis for MP Materials. The recent 1-day share price return of 4.41% and 7-day share price return of 5.21% at a US$64.46 share price come after a 30-day share price return that fell 6.84%. However, the 90-day share price return of...
Idaho Strategic's profitable gold business, rising earnings and lower valuation give it an edge over MP Materials in the rare-earth investment race.
Shares of rare earth company MP Materials rose early Friday after catching a new Buy rating on Wall Street. Barclays analyst Richard Garchitorena launched coverage of MP on Thursday evening with a Buy rating and $69 price target, according to ratings aggregators. The average analyst price target for MP stock is about $80.
The rare-earth sector has been sold off aggressivelty on the perception of improved trade relationships, but the reality of an ongoing disagreement is hitting home today.
Rare earth stocks continued to snap back early Thursday after a sharp recent sell-off tied to President Donald Trump's China visit and news that Beijing would address U.S. concerns that its export restrictions have resulted in shortages. USA Rare Earth, which announced new funding from the Department of Energy, MP Materials, Critical Metals and REalloys are all climbing. Beijing's export restrictions, especially for military uses of rare earths, have fueled pricing of some rare earths that is around 400% higher outside of China than within, William Blair analyst Neal Dingmann noted in a Wednesday report.
Shares of several quantum computing companies surged in U. S.
The Trump administration hopes to spur “a new era of American innovation,” Commerce Secretary Howard Lutnick says.
The Trump administration is awarding $2 billion in grants to nine quantum-computing companies in deals that include the U.S. government taking equity stakes, the Wall Street Journal reported on Thursday, citing the Commerce Department. The department has agreed to give $1 billion of the package to IBM, while GlobalFoundries will receive $375 million, according to the report. The remaining firms, including D-Wave Quantum, Rigetti Computing and Infleqtion, are expected to receive $100 million each, while startup Diraq may receive $38 million, according to the WSJ report.
In the first quarter of 2026, MP Materials reported US$90.65 million in sales and a net loss of US$7.97 million, while announcing major multi-year partnerships with Apple and the U.S. Department of Defense to expand rare earth magnet production and recycling in the United States. At the same time, expectations of a potential US–China rare earth agreement and significant insider selling by MP Materials’ leadership have shifted attention toward geopolitical and governance risks, even as the...
Rare earth stocks recovered on Wednesday as analysts concluded that the Trump administration announcement of Chinese concessions amounted to very little. Both USA Rare Earth and Critical Metals rose by more than 10%. MP Materials saw more modest gains, possibly because it somewhat less focused on the heavy rare earths that are subject to Beijing's most restrictive export controls.
USA Rare Earth continues to make progress on its mine-to-magnet rare-earth ambitions, posting solid financials as it waits for a massive acquisition to close.
MP Materials stock seems stuck. Should you buy or wait?
USA Rare Earth shares jump 70.5% in six months as the company advanced U.S. rare earth magnet production and secured major funding support.
The world needs more rare earth materials. A surprisingly few mines are responsible for global production.
MP Materials (NYSE:MP) announced a US$500 million partnership with Apple to expand rare earth magnet production and recycling. The company also secured a US$400 million investment from the U.S. Department of Defense and a 10 year guaranteed magnet purchase agreement. These agreements position MP Materials as a key U.S. supplier of rare earth magnets for consumer electronics, defense, and other critical industries. MP Materials operates across the rare earth value chain, from mining to...
MP Materials (NYSE:MP) keeps stealing the rare earth spotlight on the back of its Pentagon equity stake and Apple offtake hype, and that is exactly the problem. The MP trade is crowded, late, and priced for a perfect execution that does not yet exist on its income statement. By the time a name lands in ... Forget MP Materials. One of These Mining Stocks Is Up 274% and Has $354 Million in Pentagon Contracts. The Other Controls the Largest Rare Earth Deposit Outside China
MP Materials Corp. (NYSE:MP) is one of the 10 Best Electric Vehicle Supply Chain Stocks to Invest In. On May 11, 2026, Morgan Stanley analyst Carlos De Alba raised the firm’s price target on MP Materials Corp. (NYSE:MP) to $70 from $62 previously while maintaining an Overweight rating on the shares. On May 8, 2026, […]
MP Materials Corp. (NYSE:MP) is one of the 8 Best American Mining Stocks to Buy Right Now. On May 12, 2026, Deutsche Bank raised the firm’s price target on MP Materials Corp. (NYSE:MP) to $70 from $65 while maintaining a Buy rating on the shares following the company’s Q1 results. Wedbush analyst Sam Brandeis also […]
Post (NYSE:POST) Holdings executives said the company’s diversified portfolio delivered second-quarter adjusted EBITDA above expectations, but management maintained its prior full-year adjusted EBITDA guidance because of new cost pressures tied to the conflict in the Middle East. Daniel O’Rourke, P
(Bloomberg) -- An upcoming meeting between US President Donald Trump and his Chinese counterpart Xi Jinping could be the next test for stocks that are clocking one record after the next. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in LimboSome of the chief executives who are attendi
MP Materials (NYSE:MP) reported first quarter earnings that topped analyst expectations, though Wedbush analysts said planned maintenance activity is expected to weigh on near-term rare earth production before output rebounds later this year. The company posted Q1 earnings per share of $0.03,...
MP Materials ramps rare earth output and magnet production as Mountain Pass and Independence drive growth across the supply chain.
With the United States zeroing in on domestically sourced rare-earth elements, this company is emerging as a major winner.
MP and Intel have been highlighted in this Investment Ideas article.
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