Notícias

Goldman Sachs says AI growth and energy demand are boosting critical minerals investments.

One operates in a nascent market with FAA hurdles; the other dominates domestic rare earth supply but depends heavily on government contracts.

MP Materials (MP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

REalloys is establishing a comprehensive, non-Chinese rare earth supply chain in North America by integrating feedstock sourcing, proprietary metallization technology, and permanent magnet manufacturing

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.

HudBay Minerals (HBM) delivered earnings and revenue surprises of -6.67% and -2.75%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Fresh disclosures about a roughly $400 million U.S. government equity stake in MP Materials (MP) have pushed the rare-earth producer into focus as policymakers and manufacturers confront a critical-minerals shortfall. See our latest analysis for MP Materials. Despite the fresh attention from Washington, MP Materials’ recent trading has been weak, with the share price down 30.1% over the past 90 days and 21.5% year to date. However, the three year total shareholder return of 80.8% still leaves...

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.

American mineral capacity remains insufficient five months before restrictions on supplies from China and other adversaries.

Escalating Chinese export controls are driving a major push to establish a secure North American rare earth supply chain from mining to magnet production.

Ethics filings cited by the report showed Trump’s personal accounts started buying Intel shares in March, after the stake announcement boosted the stock.

The Trump administration's equity stakes—from Intel to quantum startups—appear in no budget document and are subject to no watchdog.

There's increasing chatter that the U.S. will nationalize key AI companies.

Artificial intelligence and data centers are in the spotlight, but investors should pay attention to a less-noticed boom in global manufacturing. Ten ways to play the new wave.

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

The White House announced two policy moves aimed at reducing reliance on foreign suppliers while encouraging domestic metals production.

The order comes as the administration has ramped up efforts to break China’s stranglehold on the mining and processing of rare earths needed for defense and autos.

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.

MP Materials stock has given investors a strong 89.9% gain over the past three years, yet the current valuation checks and recent share price weakness paint a more complicated picture of what the stock is worth today. Over the last three years, MP Materials has returned 89.9%, which sets a high bar for what the current price needs to deliver from here. On the one hand, expectations around MP Materials' role in critical rare earth supply chains can support the investment case. On the other...

MP Materials offers stronger long-term earnings growth and deeper U.S. integration, but rising expansion costs pressure near-term profitability.

MP's reshoring strategy gains policy backing and downstream traction, but rising costs and execution risks still cloud durable earnings.

MP Marerials' operating gains and strong liquidity support its rare earth buildout, but a premium valuation and unfinished project ramps favor patience.

MP is building an integrated U.S. rare earth platform, pairing record production and policy support with execution, cost and customer risks.

Energy Fuels is advancing a mine-to-magnet rare earth strategy through acquisitions spanning resources, processing and magnet manufacturing.

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 […]

MP is expanding U.S. rare earth magnet production with government backing, long-term customer deals and new manufacturing projects to strengthen its supply chain.

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.

UUUU's strong liquidity, improved cash flow and new financing support expansion across uranium and rare earths.

Engineer shortages may delay US rare earth processing despite billions in government support.