Trump's Rare Earths Champions Were Supposed To Fight China. Instead, They're Fighting Each Other

For years, the Trump administration's rare-earth strategy has been straightforward: reduce dependence on China and create an American supply chain for the critical minerals powering everything from electric vehicles to fighter jets. Now two of the strategy's biggest beneficiaries are fighting each other.

Benzinga • 11 hours ago

Trump's Drone Dominance Play: US Government May Soon Own Stakes In These Stocks

President Donald Trump‘s administration has made a habit of taking equity stakes in American industries it deems strategically critical — Intel Corp. (NASDAQ:INTC), rare earth mining companies like MP Materials (NYSE:MP) and others have already seen the government show up as a part-owner rather than just a customer.

Benzinga • May 28, 2026

USAR vs. MP: Which Rare-Earth Stock Has an Edge Right Now?

USA Rare Earth scales U.S. magnet output with funding and expansion plans, while MP Materials ramps production and revenues despite rising costs.

Zacks Investment Research • May 28, 2026

China Against Everybody: The New Geopolitics of Rare Earth Elements

MP Materials (NYSE:MP) is the closest thing the U.S.

24/7 Wall Street • May 24, 2026

MP Stock Stays Perfect but Trading Has Been Strange Lately

MP stayed perfect when it got a new rating. All the analysts on Wall Street rate shares Buy.

Barrons • May 22, 2026

MP Materials vs. IDR: Which Mining Stock Has More Upside?

Idaho Strategic's profitable gold business, rising earnings and lower valuation give it an edge over MP Materials in the rare-earth investment race.

Zacks Investment Research • May 22, 2026

MP's Operating Losses Continue in Q1: Can It Revert to Profitability?

MP Materials posts narrower Q1 2026 operating loss but extends 11-quarter loss streak as rising costs offset 49% revenue growth.

Zacks Investment Research • May 21, 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

Why are Trump's rare earth stocks crashing today?

US rare earth miners are seeing immense pressure today (May 18) due to a combination of cooling global commodity prices, geopolitical headline shifts, and company-specific supply-side risks. MP Materials (MP) and USA Rare Earth (USAR) – two of them in which the Trump administration holds direct equity stakes are each down more than 10% at the time of writing.

Invezz • May 18, 2026