MP Materials just posted a monster revenue beat and signed a secretive aerospace deal that has investors piling into rare earth stocks across the board. Find out what the company's CEO said…
Washington is writing billion-dollar checks to break China's grip on rare earth magnets, and there is an ETF built specifically to capture that trade. The problem is that a correct geopolitical thesis…
The U.S. copper industry is valued at around $20 billion, and is one of the key market indicators many market participants watch closely. Why is that? Well, copper is heavily used in…
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle…
On CNBC’s June 18, 2026 segment, Tara Murphy Dougherty, CEO of Air (recently rebranded from Govini), delivered a blunt diagnosis of America’s defense-industrial posture. “There’s a lot of pressure on defense companies…
Live Updates Analysts at DA Davidson Added Nvidia to its Best of Breed List9:03am ETThis morning, analysts at DA Davidson added Nvidia to its best of breed list, noting that the tech…
The most quotable framing of America’s rare earth predicament this year came from outside the rare earth industry itself. Speaking with Bloomberg Businessweek on May 22, 2026, REalloys CEO Lipi Sternheim reduced…
MP Materials (NYSE:MP) keeps stealing the rare earth spotlight on the back of its Pentagon equity stake and Apple offtake hype, and that is exactly the problem. The MP trade is crowded,…
A guest on the TechSurge Deep Tech Podcast reframed the rare earth debate in stark terms this week, arguing that Washington’s supply chain panic misses the actual problem. The headline numbers are…
On the Lightning Round of Mad Money on April 29, 2026, a caller named Kimo from California, whose fiancée Michelle had gifted him Jim Cramer’s book the prior December, told the host…
MP Materials (NYSE:MP) stock just earned a strong endorsement from Wedbush, which initiated coverage with an Outperform rating and a $90 price target. The call frames MP as the only fully integrated…
A Canadian-based mining company, Lithium Americas (NYSE:LAC), is spending at a pace that would make most pre-revenue companies flinch. With $1.3 billion to $1.6 billion in capital expenditures planned for 2026 and…
Mosaic (NYSE: MOS | MOS Price Prediction) has spent most of its public life trading on fertilizer cycles. The five-year return of −14.9% reflects that reality. Then, on March 11, the stock…
Operating the Round Top Heavy Rare Earth project in Texas, among other domestic projects, USA Rare Earth (NASDAQ:USAR) has become one of the more polarizing stories in retail investing this year. Shares…
MP Materials (NYSE: MP) sits at the center of one of the most consequential supply chain shifts in modern American industrial policy. With shares at $58.23, up 138.65% over the past year,…
