China’s threat to cancel the Trump-Xi summit raised fears of renewed critical-mineral supply problems and more volatility for U.S. rare earth stocks.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

USA Rare Earth falls below key moving averages as losses, cash burn and production risks weigh on its outlook despite major expansion efforts.

Diplomatic warming between Washington and Beijing is quietly dismantling the trade thesis that sent domestic rare earth stocks surging this year, and the sector is now caught between a groundbreaking billion-dollar factory and a potential summit that could make it irrelevant.

A $1.55 billion government-backed deal that should signal strength is somehow sending USA Rare Earth shares lower, and the sharpest selloff belongs to a company with no news at all.

AI spending doubts are rippling far beyond chipmakers, dragging rare earth miners into Tuesday's selloff even as government contracts and defense deals set these stocks apart from the rest of the carnage.
Despite USA Rare Earth’s second-quarter revenue miss, strong cash reserves, government funding, and expansion plans stoked optimism.
USA Rare Earth Inc. (USAR) delivered earnings and revenue surprises of -114.29% and -25.13%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
(Bloomberg) -- Democratic lawmakers are investigating whether a $1.6 billion deal involving critical minerals company USA Rare Earth Inc. created a conflict of interest by benefiting Cantor Fitzgerald, the financial services firm formerly led by Commerce Secretary Howard Lutnick.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major Overh
The firm, previously led by the commerce secretary, helped USA Rare Earth raise private funds in connection with the U.S. government’s investment.
A combination of three unrelated events sent the rare earth stock lower in June.
USA Rare Earth commissions its Wheat Ridge hydromet facility, advancing U.S. rare earth processing and targeting separated oxides output by Q3 2026.
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 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 […]
Wheat Ridge demonstration plant targets first separated oxide production in Q3 2026
Investors took a breather this week, but the stock is still up 105% this year as management continues to derisk its business plan.
Wednesday, USA Rare Earth reported a first-quarter operating loss of $37 million from sales of $5.7 million. Wall Street was looking for a loss of $27 million from sales of $4.2 million.