Pentagon Bets $725M On Energy Fuels — 5 Rare Earth Stocks To Watch

The Department of Defense's Office of Strategic Capital on Thursday announced a $725 million conditional loan commitment with Energy Fuels Inc. (AMEX:UUUU) to expand domestic rare earth processing at its White Mesa Mill in Utah and fund a new rare earth metals and alloy facility in the U.S.

Benzinga • Jun 18, 2026

Top Stocks Powering the Future of Electric and Self-Driving Vehicles

From EVs and robotaxis to charging networks and lithium, NIO, WeRide, ChargePoint and Lithium Americas offer exposure to the future of mobility.

Zacks Investment Research • Jun 11, 2026

Rare Earth Stocks Rally On Funding News, Fading China Fears

USA Rare Earth is close to finalizing $1.6 billion in U.S. government financing.

Investors Business Daily • May 21, 2026

Rare Earth Stocks Rebound Because U.S.-China Summit Changed Little — Again

When the U.S. and China meet, rare earth stocks generally fall, but then recover.

Investors Business Daily • May 20, 2026

Lithium Americas: Construction Progress Does Not Fix The Equity Problem

Lithium Americas Corp. remains a Sell; Thacker Pass progress lowers execution risk but doesn't improve equity risk/reward. LAC capex pressures intensify with $1.3–1.6 billion needed in 2026 and potential tariff exposure of $80–120 million. ATM share issuances dilute common equity, signaling investors are primarily funding the project rather than capturing upside.

Seeking Alpha • May 18, 2026

Lithium Americas Reports First Quarter 2026 Results

VANCOUVER, British Columbia--(BUSINESS WIRE)---- $LAC #Nevada--Lithium Americas Corp. (TSX: LAC) (NYSE: LAC) (“Lithium Americas” or the “Company”) announced that it has filed its Quarterly Report on Form 10-Q, which includes the Company's unaudited condensed consolidated interim financial statements (“Financials”) for the three months ended March 31, 2026 (“Q1 2026”), and provided an update on its Thacker Pass lithium project in Humboldt County, Nevada (“Thacker Pass” or the “Project”). Jonathan Evans, Presiden.

Business Wire • May 14, 2026

Why Lithium Americas Corp. (LAC) Dipped More Than Broader Market Today

Lithium Americas Corp. (LAC) concluded the recent trading session at $5.57, signifying a -3.8% move from its prior day's close.

Zacks Investment Research • May 12, 2026

Lithium Americas Appoints Clayton Walker to the Board of Directors

VANCOUVER, British Columbia--(BUSINESS WIRE)---- $LAC #Nevada--Lithium Americas Corp. (TSX: LAC) (NYSE: LAC) (“Lithium Americas” or the “Company”) announced the appointment of Clayton Walker as an independent member of its Board of Directors (the “Board”) effective immediately. Mr. Walker has over 25 years of experience leading global mining companies, most recently as former Chief Growth and Development Officer at Rio Tinto where he was responsible for the overall strategic direction and execution of the Coppe.

Business Wire • May 5, 2026

Lithium Americas Corp. (LAC) Suffers a Larger Drop Than the General Market: Key Insights

Lithium Americas Corp. (LAC) reached $5.54 at the closing of the latest trading day, reflecting a -2.98% change compared to its last close.

Zacks Investment Research • May 4, 2026

Why Smart Money Is Quietly Piling Into This Lithium Stock

An unusual surge in bullish options activity for Lithium Americas NYSE: LAC suggests institutional capital is positioning for a significant upside repricing, looking past near-term operational headwinds. On April 28, call option volume soared 197% above the daily average, with over 62,000 contracts changing hands.

MarketBeat • Apr 29, 2026