
Securing access to critical minerals is vital for U.S. national security. Which of these stocks is the best way to play the world-shaping minerals shift?
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Securing access to critical minerals is vital for U.S. national security. Which of these stocks is the best way to play the world-shaping minerals shift?

The Metals Company has vast upside from its deep-sea mining business.

NVIDIA's blockbuster earnings sent shockwaves through tech on Thursday, but Wall Street analysts were busy reshaping the landscape elsewhere, issuing a flurry of upgrades, downgrades, and fresh initiations across energy, crypto infrastructure, banking, and biotech.

This company aims to revolutionize the mining industry.

TMC the metals company Inc. reported past second-quarter 2026 results showing a net loss of US$60.12 million versus US$74.34 million a year earlier, and a basic loss per share of US$0.14 versus US$0.20. Over the first half of 2026, the company also narrowed its net loss to US$80.72 million from US$94.93 million, suggesting some progress in managing expenses while it remains pre-revenue. We’ll now examine how this narrower quarterly net loss might influence TMC the metals’ investment...

TMC the metals has delivered a very large 3 year gain, yet its broad valuation checks still flag the stock as expensive rather than a clear bargain. Recent regulatory milestones on deep sea mining licenses add a new layer of expectations and risk to how the current share price stacks up against the fundamentals. Over the past 3 years, TMC the metals has returned about 250%, which puts extra focus on whether the current share price already reflects much of the hoped for upside. Progress with...

TMC the metals (NasdaqGS:TMC) reported second quarter 2026 results with a net loss of US$60.12 million and a basic loss per share of US$0.14, both narrower than in the same period a year earlier. See our latest analysis for TMC the metals. TMC the metals' recent earnings release comes after a sharp 1 day share price return of 20.65% and a 30 day share price return of 30.52%. However, the share price remains down 29.35% year to date and the 1 year total shareholder return is slightly negative,...

The Metals Company believes it's sitting on billions of dollars of critical metals.

For investors looking to capitalize on the domestic push for rare-earth mining and processing, one stock clearly stands out as a better buy right now.

The tide of bullish enthusiasm for this deep-sea mining stock has ebbed since the year began.
Despite a deeper net loss and permitting delays, TMC The Metals Co Inc (TMC) is making strategic strides with Allseas and U.S. government support to secure a critical minerals future.

The Metals Company faces a licensing delay to October, but analysts remain optimistic as revenue could begin in late 2027 amid growing US national security interest in deep-sea mining.

Moby summary of TMC the metals company Inc.'s Q2 2026 earnings call

TMC the metals (NASDAQ:TMC) said its two U.S. seabed-mining applications are advancing through regulatory milestones while its offshore collection system moves into procurement ahead of targeted commissioning in the fourth quarter of 2027. During its second-quarter 2026 corporate update call, Chair
Upcoming earnings call puts TMC the metals (NasdaqGS:TMC) in focus TMC the metals (NasdaqGS:TMC) has scheduled a conference call on Thursday, August 13, 2026, to discuss its second quarter 2026 financial results and recent corporate developments, with a virtual webcast and replay available. See our latest analysis for TMC the metals. Recent trading has been volatile for TMC the metals, with the share price at US$4.57 after a 1 day share price return of 10.92% and a 7 day share price return of...
The Metals Company has a bold business plan, but this rare-earth stock is already generating revenue and profits.
Humanoid robot developer Unitree announced it will price its upcoming IPO at $22.34 a share, giving it a valuation of $9 billion. The deal will make Unitree China's first public humanoid robot company. Unitree's IPO comes at a time when investors are becoming increasingly focused on the prospect of AI-enabled robotics.
Goldman Sachs says AI growth and energy demand are boosting critical minerals investments.
Rare-earth stocks are heating up as the U.S. races to loosen China's grip on the industry, but not every company in this high-stakes trade is a buy.
Could this sub-$4 stock mint new millionaires or sink down to the nodules it's trying to mine?
This company has set its eyes on changing the mining industry.
TMC the metals stock has had a tough run over the past five years, yet recent regulatory progress and a low overall value score leave investors weighing whether the current price reflects the risks being taken. The share price is down about 59% over five years, which frames TMC the metals as a stock where long term holders have seen substantial value erosion. Progress on U.S. seabed exploration licensing and government support for critical minerals can help underpin the investment case...
Allseas Group’s purchase of 7,305,567 additional shares in TMC the metals (TMC) under a development and commercial production contract has pushed its direct holding to 62,419,168 shares, drawing fresh attention to the stock. See our latest analysis for TMC the metals. TMC the metals’ latest insider-linked share issuance comes after a tough period for investors, with the stock’s 30 day share price return down 17.19% and year to date share price return down 37.46%. However, a 3 year total...
The Metals Company has an audacious goal, and the government is trying to help it, but there's still a lot of work to be done.
All three of these rare-earth metal stocks are set to benefit from reshoring, so the real question is how much risk are you willing to take?
We recently compiled a list of the 8 Best Rare Earth Stocks to Buy in 2026. TMC the metals company Inc. (NASDAQ:TMC) is among the best rare earth stocks on this list. TheFly reported on June 4 that Maxim initiated coverage of The TMC with a Buy rating and assigned the company a $10 price target. In other […]
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. The Metals Company (NASDAQ:TMC) ranks #5 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 24 The Metals Company (NASDAQ:TMC) is down about 30% so far this year but Redditors believe the stock […]
When it comes to building a business around rare-earth metals, one of these companies is much further along.
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