Group 1 - MP Materials' stock has increased by 7% to $62.75 following an upgrade to "buy" from "hold" and a price target increase to $71 from $68 by Deutsche Bank, indicating a bullish valuation and a strong buying opportunity for long-term investors in minerals [1] - The stock is recovering from a decline from its record high of $100.25 on October 14, with support at the 126-day moving average, and is projected to be 300% higher in 2025 [2] - Short interest in MP Materials has decreased by 3.2% in the last two weeks, although 24.16 million shares sold short still represent 18% of the stock's total available float [2] Group 2 - Options trading appears to be a cost-effective strategy for investors looking to bet on MP Materials, as indicated by the equity's Schaeffer's Volatility Index (SVI) of 91%, which is in the 32nd percentile of its annual range [3]

Group 1 - USA Rare Earth (NASDAQ: USAR) experienced a significant stock increase of nearly 14% following a new rare earths and critical minerals deal between the U.S. and Australia, which aims to secure a reliable supply of these materials amid China's tightening export controls [1][2][3] - The agreement includes a commitment of $1 billion over the next six months for domestic rare earth mining and processing, which is expected to positively impact USA Rare Earth despite the company currently being pre-revenue [3][4] - Analyst Neil Dingmann from William Blair initiated coverage of USA Rare Earth, rating it as an outperform, indicating a bullish outlook without providing a specific price target [3][4] Group 2 - The deal between the U.S. and Australia is seen as a strategic move to bolster domestic stocks related to rare earths, benefiting companies like USA Rare Earth [6] - The company is recognized as one of the few integrated rare earth companies in the U.S., which adds to its attractiveness for investors [4][5] - Despite the positive developments, USA Rare Earth is still considered a speculative investment due to its early-stage business status, appealing to investors with a higher risk tolerance [5]