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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.

Washington is writing billion-dollar checks to break China's grip on rare earth magnets, and there is an ETF built specifically to capture that trade. The problem is that a correct geopolitical thesis and a profitable investment are two very different things.

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan Small Cap Fund”. A copy of the letter can be downloaded here. The fund reported strong absolute returns and modestly outperformed the Russell 2000® Growth Index, which gained 25.7%. Global equities rebounded as resilient US growth, moderating inflation, strong earnings and […]

USA Rare Earth stock has returned 49.6% over the past three years, yet the recent 33.9% fall over the last month raises the question of whether the current share price around US$15.14 still reflects a discount or has simply cooled off a previously strong run. A 49.6% gain over three years suggests USA Rare Earth has already rewarded patient shareholders, so fresh buyers need to think carefully about what is now priced in. The push to build an integrated Western rare earth supply chain,...

The agreement allows USA Rare Earth and its subsidiary LCM Europe to buy a share of the output from Carester’s Caremag facility.

USA Rare Earth has named a new CEO amid buzz around the company’s mine-to-magnet platform.

Investors expect stronger demand for domestic producers of rare earths and strategic materials.

Rare earth stocks have been a ticket for riding a roller coaster for over a year, but the latest descent has been particularly brutal. Downward momentum gathered steam last Thursday, after the International Energy Agency's Global Critical Minerals Outlook 2026 edition highlighted a planned surge in mining capacity well beyond expectations of refining and magnet production. MP Materials, USA Rare Earth, Critical Metals, Energy Fuels and American Resources all fell by more than 10% last week and some stocks continued to fall on Monday.

USA Rare Earth is reshaping its leadership as it prepares to complete its merger with Serra Verde.

USA Rare Earth named Serra Verde Group Chief Executive Thras Moraitis to lead the company following the completion of a $2.8 billion combination of the two mining companies.

There's more than a couple of catalysts behind this rare-earth stock's rise.

HyProMag USA, a JV with CoTec Holdings Corp. (OTC: CTHCF), is building a U.S. rare-earth magnet supply chain through recycling instead of mining

By Karen Roman Nova Minerals Corp. (NYSE: NVA) said it completed the engineering and design for a fully-funded antimony pilot processing plant in Alaska, the first step in fast-tracking domestic […]

Federal support for MP Materials, USA Rare Earth, and others is rebuilding U.S. rare-earth refining. REMX, EART, and SETM ETFs offer diversified ways to invest in this supply chain.

MP Materials (NYSE:MP) has filed a lawsuit against USA Rare Earth, accusing the company of stealing proprietary magnet technology. The complaint also alleges illegal recruitment of key MP Materials engineers, intensifying competition for scarce technical talent. The dispute unfolds as China expands export controls affecting U.S. rare earth companies, including MP Materials. For investors watching MP Materials, the legal action comes at a time when the stock trades around $53.0 and has...

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Trump's renewed call for U.S. control of Greenland boosted shares of rare earth companies as investors focused on the island's mineral resources.

MP trades at a steep premium as shares lag peers, with revenue growth and capacity expansion offset by elevated costs and estimate cuts.

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. USA Rare Earth, Inc. (NASDAQ:USAR) is among the best rare earth stocks on this list. TheFly reported on June 4 that Cantor Fitzgerald analyst Derek Soderberg increased the price target for USAR to $40 from $35 while maintaining an Overweight rating on […]

Concerns have been raised about companies pursuing more than $8.9 billion in federal support.

A 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.

China has added USA Rare Earth (NasdaqGM:USAR) to its export control list, tightening restrictions on critical minerals shipments linked to the company. The move comes as USA Rare Earth reports progress on its fully integrated rare earth supply chain, including a new hydrometallurgical demonstration facility. The company has received support from the U.S. government and has been pursuing expansion projects across its rare earth processing operations. USA Rare Earth enters this phase of the...

These two stocks have enormous potential, but tons of question marks make picking between them tricky.

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.&nbsp;</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.&nbsp;</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&nbsp;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&nbsp;rules that previously only required export licenses.</p><p>But some analysts said China's actions&nbsp;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&nbsp;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&nbsp;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.