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,…
In recent years, particularly under the current administration as of early 2026, the U.S. government has shifted toward some direct equity investments and partnerships in strategic private companies, often framed as efforts…
Oil built the 20th century. Rare earths and critical minerals is building the 21st. Every electric vehicle, wind turbine, solar panel, and guided missile depends on materials one country controls. China dominates…
Shares of USA Rare Earth (NASDAQ: USAR) are up about 20%, or $3.88, with volume spiking to 14 million, as compared to its daily average volume of 11.1 million. Fueling upside, the…
The Trump administration took the historic step of directly investing U.S. government funds into four publicly traded companies in 2025 to advance national security interests in critical sectors like semiconductors and minerals.…
With the U.S. battle over rare earth, Morgan Stanley just upgraded MP Materials (NYSE: MP) to an overweight rating with a price target of $71 a share. While China did pause its…
