Core Insights - The recent surge in stock prices has been driven by companies involved in rare earth minerals, rather than AI, amid rising U.S.-China trade tensions [1][2] - Rare earth minerals are essential for defense and technology sectors, including electric vehicles and semiconductors [2] - The U.S. government is increasing domestic production and investing in mining companies to reduce reliance on China [3][4] U.S. Government's Direct Investments - The U.S. government has taken equity stakes in several mining companies, resulting in stock price increases of over 100% in 2025 [5] - Lithium Americas (LAC) has seen a stock price increase of 135% to $6, with a 5% U.S. stake and significant lithium projects in Nevada [6] - Trilogy Metals (TMQ) has experienced a 434% increase in stock price to $6, with a 10% U.S. stake supporting its Alaskan mining project [7] - MP Materials (MP) has a stock price of $82, up 427%, with a 15% U.S. stake, although its stock may be overvalued [9][10] Company-Specific Developments - USA Rare Earth (USAR) has seen its stock rise over 100% to over $30, driven by its focus on producing rare earth magnets in the U.S. and potential government partnerships [12][13] - Cleveland-Cliffs (CLF) announced a pivot into rare earth minerals, resulting in a 20% stock increase to $16, despite reporting an adjusted loss [17][18] Market Outlook - While rare earth stocks are gaining attention, they are still in a speculative growth phase, suggesting potential for better buying opportunities in the future [19]

Cleveland-Cliffs, Inc. (NYSE:CLF) third-quarter earnings call highlighted a new strategic direction: the company is actively exploring the potential of rare earth minerals within its mining operations. The news sent shares surging, as investors took stock of Cleveland-Cliffs' move to diversify its resource base and possibly enter the high-value, geopolitically strategic market segment.CLF stock is climbing. See the real-time price action here. Rare Earth SupplyThe growing demand for rare earth elements, cri ...

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Core Insights - Cleveland-Cliffs Inc. is strategically shifting towards automotive-grade steel to strengthen its position in the automotive industry, supported by new contracts with original equipment manufacturers (OEMs) [1][6] - The company reported an earnings per share (EPS) of -$0.45, which was better than the estimated EPS of -$0.48, but faced a revenue shortfall of approximately $4.73 billion, slightly below the estimated $4.79 billion [2][6] - Cleveland-Cliffs is reducing capital expenditures to improve margins and revenue quality, with expectations of a cyclical recovery in steel prices and the conclusion of the ArcelorMittal slab supply contract providing potential upside [3][6] - The company is entering the rare earths mining sector, which has been positively received by the market, indicating a significant pivot in its business strategy and potential for growth and diversification [4][6] Financial Metrics - Cleveland-Cliffs has a price-to-earnings (P/E) ratio of -4.74, indicating negative earnings, and a price-to-sales ratio of 0.42, suggesting the stock is valued at 42 cents for every dollar of sales [5] - The debt-to-equity ratio stands at 1.28, indicating more debt than equity, while a current ratio of 2.04 reflects strong liquidity to cover short-term liabilities [5]

Cleveland-Cliffs (CLF) shares closed more than 20% higher today after the NYSE-listed company signalled a potential expansion into rare earth mining. CLF is already exploring its existing mines in Michigan and Minnesota that show promising signs of rare-earth deposits according to a press release on Monday. More News from Barchart Including today’s rally, Cleveland-Cliffs stock is up more than 170% versus its year-to-date low. www.barchart.com Significance of Potential Rare Earth Expansion for CLF Sha ...

LOGIN SUBSCRIBE | FastCo Works advertisement BY Associated Press Listen to this ArticleMore info 0:00 / 0:00 Stocks are climbing on Wall Street Monday and pulling near their records following last week's roller- coaster ride. The S&P 500 rose 1% and got back within 0.4% of its all-time high set earlier this month. The Dow Jones Industrial Average was up 358 points, or 0.8%, and the Nasdaq composite was 1.4% higher just before noon Eastern time. IBM Texas A&M University Zions Bancorporation rose 2.5% fol ...

A major U.S. steelmaker is looking to help kickstart domestic production of rare earth minerals amid China's move to block access amid its trade dispute with the Trump administration. Cleveland-Cliffs, a steelmaker headquartered in Ohio, announced the rare earths plan on the company's quarterly earnings call on Monday."Beyond steelmaking, the renewed importance of rare earths has driven us to re-focus on this potential opportunity at our upstream mining assets," said Cleveland-Cliffs' CEO Lourenco Goncalves ...

Steelmaker Cleveland-Cliffs said two of its mines look promising for producing rare earths. Dustin Franz / Bloomberg / Getty Images Close Key Takeaways Shares of Cleveland-Cliffs (CLF) popped 20% Monday afternoon after it shared some news along with its third- quarter earnings: The steelmaker said it wants to get into the rare earths mining business. CEO Lourenco Goncalves said "the renewed importance of rare earths has driven us to re-focus on this potential opportunity at our upstream mining assets.†He ad ...

Key Points Cleveland-Cliffs reported a loss and drop in revenue. The company disclosed what it calls a new, "highly accretive" deal. Cliffs will also be exploring the production of rare earth minerals. 10 stocks we like better than Cleveland-Cliffs › Steelmaker and mining company Cleveland-Cliffs (NYSE: CLF) reported third-quarter earnings today, but those results aren't what has the stock popping. Shares were trading at session highs, up by 24.5% as of 11:10 a.m. ET. The company reported a net ...

Core Insights - Cleveland-Cliffs Inc (NYSE:CLF) stock has seen a significant increase, rising 18.1% to $15.70, with a peak at $16.30, marking a 14-month high [1] - The company reported an adjusted third-quarter loss of 45 cents per share, which is better than the analysts' estimate of a 48 cents loss [1] - Despite revenue falling short of projections, capital expenditures were lower than expected, and demand remained strong due to tariffs from the Trump administration [2] Financial Performance - The stock has more than tripled from its five-year low of $5.63 on May 30, and is currently 65.5% higher in 2025 [2] - The company hinted at potential exploration into rare earth deposits through two mining assets [2] Market Dynamics - A short squeeze may support the stock's upward momentum, with short interest at 5.1% and 71.3 million shares sold short, accounting for 14.7% of the total float [3] - Analyst ratings show that eight out of twelve analysts maintain "hold" or worse ratings, with a 12-month consensus price target of $11.59, indicating a 26% discount to the current price [3] Options Activity - Options traders are actively buying calls, with over 72,000 contracts traded, five times the average intraday volume, and nearly triple the number of puts [4] - The November 15 call is the most popular, with new positions also being opened at the 17.50-strike [4]