USA Rare Earth shares rose after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. Bloomberg's Jacob Lorinc discussed the story on "Bloomberg Markets" with Scarlet Fu. ...

U.S. stocks were higher, with the Dow Jones gaining over 100 points on Monday.Shares of Sarepta Therapeutics Inc (NASDAQ:SRPT) rose sharply during Monday's session after the company released topline three-year functional results from Part 1-treated patients in the EMBARK (Study SRP-9001-301) Phase 3 study of Elevidys (delandistrogene moxeparvovec-rokl) in ambulatory individuals with Duchenne muscular dystrophy.Three years after treatment, patients who received Elevidys in Part 1 of EMBARK demonstrated stati ...

The “Trump bump” is in effect again for critical mineral investors as the Trump administration invests in USA Rare Earth, Inc. (NASDAQ:USAR) . As the administration doubles down on decoupling from Chinese supply chains, companies with direct government backing are seeing national security premiums reflected in their valuations. Investors are speculating on how high USAR stock will climb. USAR stock is soaring. See the chart and price action here. The MP Materials PlaybookLast July, the U.S. government took ...

For decades, the U.S. government acted as a regulator, referee, and lender of last resort. That era is over. More News from Barchart As of January 2026, the Trump administration has made a decisive shift: from writing checks to taking ownership. Through the Department of Defense and Department of Energy, the U.S. is now taking direct equity stakes in public companies tied to semiconductors, rare earths, lithium, and defense manufacturing. On Wall Street, this new approach has a nickname: “The American ...

Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, uh KG, start off of a new week on Wall Street, last week of the month. We got a lot on the docket coming up.Uh how are you approaching this week. What's capturing your attention. >> Yeah, I think it's the technical structure, Diane, and and and good morning to you.Hopefully, you're staying warm out there in New York. But I think it's actually the technical structure that we are seeing in this mark ...

MP Materials Corp. (NYSE:MP) stock rose Monday as rare earth stocks advanced following reports of a significant U.S. government investment in rival USA Rare Earth Inc. (NASDAQ:USAR) , underscoring renewed policy focus on domestic critical minerals.Trump Administration’s $1.6 Billion InvestmentThe Trump administration is planning to invest $1.6 billion in USA Rare Earth, marking its biggest investment in the rare earth sector, according to a Financial Times report published Friday. The U.S. government will a ...

Gwengoat/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58) This is an abridged transcript. The odds of a government shutdown are higher this morning. Odds shot up on prediction markets after Senate Democrats vowed to block a $1.2T funding package that includes appropriation ...

US stock futures slipped into the red on Monday as pressure built on the dollar, keeping the mood cautious ahead of a big week filled with a Federal Reserve rate decision and Big Tech earnings reports. Dow Jones Industrial Average futures (YM=F) traded flat, while S&P 500 futures (ES=F) shed 0.1%. Contracts on the tech-heavy Nasdaq 100 (NQ=F) fell 0.3%, following back-to-back weekly losses for Wall Street's major indexes. A risk-off mood haunted markets as the dollar (DX-Y.NYB) dropped to a four-month l ...

Summary of J.P. Morgan North America Metals & Mining 2026 Buy-Side Sentiment Survey Industry Overview - The survey focuses on the Metals & Mining (M&M) sector, with insights into investor sentiment for 2026 based on responses from 25 investors, divided into 72% Long Onlys (LOs) and 28% Hedge Funds (HFs) [1][12]. Key Findings Sector Rankings - **Copper** is the top-ranked sub-sector for 2026, followed by **Gold**. **Steel** has dropped significantly from 2nd to 7th place [1]. - **Copper** is also the top-ranked commodity, while **Rare Earths** and **Steel** have both seen a decline in their rankings [1]. - **Freeport-McMoRan (FCX)** is identified as the top long investment due to its strong correlation with copper prices (~95%) and exposure to gold pricing [1][6]. - **Cleveland-Cliffs (CLF)** is viewed as the top short investment due to high debt levels and tariff challenges [1][6]. Investor Sentiment - 72% of investors expect the M&M sector to outperform the broader market in 2026, a significant increase from 41% in the previous survey [1][12]. - The primary themes influencing sector performance are **trade policy and protectionism**, and **onshoring and supply security** [1][16]. Tariff Expectations - 78% of participants anticipate some form of **S232 tariff relief** in 2026, with 72% expecting partial relief [1][19]. - 61% expect exemptions for Mexico and Canada, while 39% foresee country-specific exemptions [1][19]. M&A Activity - A significant 84% of participants expect an increase in M&A activity within the M&M sector in 2026, up from 50% in the prior survey [1][80]. Commodity and Stock Preferences Copper - FCX is again ranked as the best-performing copper stock, with 83% of participants favoring it [1][64]. - Concerns about potential near-term corrections in copper prices were noted, alongside positive sentiment regarding the restart of Grasberg's operations [1][6]. Steel - Investor sentiment towards steel has weakened, with CMC emerging as the best-performing steel stock due to its high-margin precast business and favorable trade policies [1][60]. Aluminum - **Alcoa (AA)** is expected to be the best-performing aluminum stock, with 63% of votes, followed by downstream players CSTM and KALU [1][71]. Rare Earths and Uranium - **MP Materials (MP)** is viewed as the best-performing stock in the rare earths/lithium/uranium sector, receiving 56% of the votes [1][76]. Underappreciated Themes - Several themes were identified as potentially underappreciated, including: - Valuations relative to the AI ecosystem - Copper demand related to power sectors - Supply and demand dynamics in uranium [1][84]. Conclusion - The survey indicates a bullish outlook for the M&M sector in 2026, driven by strong expectations for copper and gold, alongside anticipated tariff relief and increased M&A activity. Investors are advised to consider these dynamics when making investment decisions in the sector [1][12][80].

CITI'S TAKE We hosted a rare earth 2026 outlook call today with Ms. Yang Jiawen, senior rare earth analyst at SMM. Our takeaways: China's rare earth supply discipline has become structural following the extension of smelting and separation quotas to imported ores from 2025. While the loss of US-origin supply has been fully offset through Africa imports and rising recycling, PrNd remains structurally tight. Demand visibility remains solid, supported by NEVs, export license normalization, and early 15th FYP p ...