USA Rare Earth's stock was bouncing back after Chairman Michael Blitzer spent his own money to buy 100,000 shares and CEO Barbara Humpton said the company does not need price guarantees for projects. ...

Rare Earth Stocks Backslide After Trump Stake In USA Rare Earth | Investor's Business DailyMUST-VIEW FOR INVESTORS: [See The Best Online Brokers For 2026]---USA Rare Earth (USAR) stock jumped on Monday on news that the Trump administration will purchase a 10% stake as part of $1.6 billion in financing to help the Stillwater, Okla., company build out its mine-to-magnet supply chain. Other rare earth stocks joined in the rally early, but reversed lower, including MP Materials (MP), in which the U.S. governmen ...

We recently compiled a list of the 7 Best Rare Earth Stocks to Buy According to Hedge Funds. Critical Metals Corp. is among the best rare earth stocks. TheFly reported on January 7, 2026, that CRML officially announced the commencement of construction for a multi-use storage and pilot-plant facility in Qaqortoq, Greenland. This project is a critical infrastructure milestone for the Tanbreez project, intended to support pilot-plant operations, core handling, and technical work programs. Critical Metals Co ...

Core Viewpoint - United States Antimony Corporation (NYSE:UAMY) has seen a significant stock price increase of 676% year-to-date, largely due to trade tensions between the US and China affecting rare earth supplies [2][3] Company Overview - United States Antimony Corporation specializes in rare earth metals, including zeolite and antimony [2] - The company has gained investor interest as American rare earth firms benefit from reduced competition from China [2] Market Context - The trade tensions have led to concerns about China's dominance in the rare earth industry, prompting a shift in investor focus towards US-based companies [2] - Jim Cramer has expressed a contrarian view, suggesting that investors should consider selling UAMY shares unless there is government intervention, such as a stake purchase by President Trump [2][3] Investment Sentiment - Despite the potential of UAMY, there is a belief that certain AI stocks may offer better returns with lower risk compared to UAMY [5]

Core Viewpoint - Investors are considering the implications of a potential meeting between the leaders of the world's two largest economies, which may not take place as indicated by Trump [1] Group 1 - The meeting's uncertainty is causing investors to weigh various potential outcomes [1]

Group 1 - Rare earth stocks experienced a significant increase as the U.S. and Australia pledged to invest billions in critical mineral projects, including one involving Alcoa [1] - William Blair identified American Resources (AREC) and USA Rare Earth (USA) as strong candidates for potential equity stakes from President Trump [1] - United States Antimony (UAMY) was also mentioned as a notable candidate in the context of Trump's equity stakes [1] Group 2 - The stock market saw a notable rise, with the Dow jumping 500 points as Trump softened his tariff stance against China, coinciding with a surge in rare earth stocks [4] - The price of a potential U.S.-China trade deal has increased, impacting the dynamics of rare earth stocks and related companies [4] - The upcoming Q3 earnings season is expected to influence market movements, particularly for companies involved in critical metals [4]

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]

Core Insights - Tensions between the U.S. and China have escalated due to Beijing's decision to tighten export controls on certain rare earth materials, leading to a surge in MP's stock earlier this week [1] Industry Impact - The tightening of export controls by China on rare earth materials could significantly affect global supply chains, particularly for industries reliant on these materials [1] - The move may lead to increased prices and potential shortages in the market for rare earth elements, which are critical for various high-tech applications [1]