Notícias

United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock or a warning sign for the entire domestic critical-minerals trade?

MP Materials (NYSE:MP) reported second-quarter 2026 revenue and PPA income of $126.1 million, more than double the prior-year period, as sales volumes of neodymium-praseodymium, or NdPr, increased 127% year over year. Consolidated adjusted EBITDA was $28.5 million, improving by $41 million from a ye

(Bloomberg) -- President Donald Trump touted $3 billion in US investments in critical minerals mining at a meeting Friday with top industry executives aimed at weaning the US off supply chains dominated by China.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shipping Reached With OmanWalmart Tests Fulfillm

The strategic necessity of ensuring a domestic source of rare-earth magnets for U.S. manufacturing is a key part of the investment case for these two stocks.

MP Materials targets Q3 NdPr output above 1,000 tons, Q4 commercial magnet shipments and expansion into heavy rare earth products.

Moby summary of MP Materials Corp.'s Q2 2026 earnings call

Investors focus on MP Materials’ stronger rare earth output, defense partnerships and U.S. efforts to strengthen critical mineral supply chains.

MP Materials Corp. has reported past second-quarter 2026 results, with sales rising to US$108.49 million while its net loss narrowed to US$20.3 million, alongside improved losses per share versus a year earlier. Alongside the earnings, MP Materials’ Project Swarm rare-earth magnet initiative, tied to its 10X facility and U.S. defense partnerships, highlights an effort to deepen its role in domestic drone and motor supply chains. We’ll now examine how stronger-than-expected EBITDA and the...

The Metals Company has a bold business plan, but this rare-earth stock is already generating revenue and profits.

Thursday evening, MP Materials reported second-quarter Ebitda of $28.5 million, Wall Street was looking for $27.1 million.

Project Swarm will allow any domestic or allied manufacturer up to 2 million drones of magnet capability a year, Chairman and CEO James Litinsky said.

MP Materials faces Q2 earnings with strong production growth but a negative Earnings ESP. Can expanding rare earth operations outweigh higher costs?

(Bloomberg) -- China is growing anxious that Anthropic PBC’s Mythos could be wielded against the world’s second-biggest economy, adding a volatile new issue to already heightened tensions before a planned summit between Xi Jinping and Donald Trump.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevS&P 500 Closes Near Record High on US-Iran Hopes: Markets WrapAlibaba Adds to China AI Breakthroughs With New Qwen Model Iran Says Hormuz Talks Ongoing After Trump Calls O

Trump handed Lutnick export authority in July, months after Washington quietly loaded MP Materials with subsidies and floors.

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

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.

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...