Chinese rare earth suppliers are quietly refusing U.S. shipments, and one American producer just closed a deal that could position it to fill that gap at the worst possible moment for Beijing's…
United States Antimony surged 8% this morning with no press release, no earnings, and no same-day filing to explain it, while the broader critical minerals sector quietly slipped lower. Something moved this…
Critical Metals is surging nearly 20% while its rare earth peers sit flat or slide lower, and no company announcement explains the gap. One unverified catalyst keeps surfacing in trader circles, and…
A $1.55 billion government-backed deal that should signal strength is somehow sending USA Rare Earth shares lower, and the sharpest selloff belongs to a company with no news at all.
Critical minerals stocks are surging while the broader market barely twitches, and the forces driving the move have less to do with company news than with a shift happening deep inside the…
A $100 million buyback authorization from United States Antimony landed just days after a badly missed quarter and a guidance cut that nearly halved the full-year outlook, raising a pointed question about…
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 
