The latest salvo in Trump’s trade dispute with Canada may hit a relatively small pool of goods, but North American stock markets aren’t fully appreciating the risk, CIBC Capital Markets says https://t.co/PNyX3NVAy0 ...

Group 1 - MP Materials' stock experienced a significant increase of 52.7% in June, recovering from a disappointing performance in May [1] - The ongoing trade dispute with China, particularly regarding rare earths, has positively influenced investor sentiment towards MP Materials [3] - Analysts' positive outlooks on MP Materials contributed to the stock's rise, with Morgan Stanley maintaining a $34 price target and Baird raising its target to $38 [4][5] Group 2 - The lack of an agreement between U.S. and Chinese leaders regarding rare earths exports suggested potential benefits for MP Materials [3] - MP Materials is expanding into rare earth magnets production in Texas, with commercial production expected to start before the end of 2025, which could significantly impact its growth and profitability [8] - The company's current unprofitability makes traditional valuation metrics less applicable, but it may still attract patient investors willing to navigate volatility [6][7]