AI spending doubts are rippling far beyond chipmakers, dragging rare earth miners into Tuesday's selloff even as government contracts and defense deals set these stocks apart from the rest of the carnage.
U.S. rare earth stocks are surging Friday with no confirmed catalyst in sight, and the reason traders are piling in reveals something important about how this volatile sector actually works.
Rare earth stocks are surging across the board today, and the catalyst is bigger than any single headline. Here is what is driving traders into critical minerals right now and what separates…
United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock…
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…
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…
Live Updates USA Rare Earth Q1 Earnings Coverage Wrap-Up4:50pm ETThat wraps up our initial coverage of USA Rare Earth’s Q1 results. Thank you for stopping by! Check out management’s earnings call at…
Thomas Richmond 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…
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…
Insiders continue to scoop up Under Armour and W.R. Berkley shares, and a public offering of International Tower Hill Mines shares prompted huge insider purchases as well.
Silver is now at historic highs above $115. Not only has that been great for silver stocks, but also for ETFs such as the iShares Silver Trust (NYSEARCA: SLV). Since December, the…
Live Updates Microsoft Boss on AI Chip12:18pm ETMicrosoft CEO Satya Nadella has posted an update on the company’s latest AI chip, which competes with that of Amazon. Nadella said, “Our newest AI…
Live Updates Gold Now Above $5,10011:42am ETLast trading at $5,100, some analysts are now calling for $7,000 gold. While a substantial number of analysts have been calling for $5,000 gold for some…
