Trump orders tightening of defense supply chain waiver rules

President Donald Trump on Monday signed an executive order making it harder for U.S. defense contractors to obtain waivers allowing them to ​buy critical minerals and other materials from China and other prohibited foreign ‌suppliers, the administration's latest effort to reduce reliance on overseas supply chains for weapons production.

Reuters • Jul 20, 2026

Rare Earth Stocks Slide On Oversupply Fears

Rare earth mining output outside China could triple by 2035, the IEA says.

Investors Business Daily • Jul 20, 2026

Trump Order to Secure Critical Minerals Supply Chain Underscores Risk to Defense Industry

The order comes as the administration has ramped up efforts to break China's stranglehold on the mining and processing of rare earths needed for defense and autos.

Barrons • Jul 20, 2026

MP vs. LYSDY: Which Rare Earth Stock is the Better Buy Now?

MP Materials offers stronger long-term earnings growth and deeper U.S. integration, but rising expansion costs pressure near-term profitability.

Zacks Investment Research • Jul 20, 2026

MP Materials Announces Date for Second Quarter 2026 Financial Results and Webcast

LAS VEGAS--(BUSINESS WIRE)---- $MP #rareearth--MP Materials Corp. (NYSE: MP) will release its financial results for the second quarter ended June 30, 2026, after the U.S. markets close on Thursday, August 6, 2026. MP Materials' management will host a conference call and webcast that afternoon at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). Prior to the conference call and webcast, MP Materials will issue a press release and post a slide presentation at https://investors.mpmaterials.com/. Conference Call Detai.

Business Wire • Jul 16, 2026

MP Materials Stock Outlook Hinges on Rare Earth Scale-Up Plans

MP is building an integrated U.S. rare earth platform, pairing record production and policy support with execution, cost and customer risks.

Zacks Investment Research • Jul 16, 2026

MP Materials and the U.S. Rare Earth Push are Starting to Align

MP's reshoring strategy gains policy backing and downstream traction, but rising costs and execution risks still cloud durable earnings.

Zacks Investment Research • Jul 16, 2026

Is MP Stock a Buy Now or Too Pricey for Its Execution Risks?

MP Marerials' operating gains and strong liquidity support its rare earth buildout, but a premium valuation and unfinished project ramps favor patience.

Zacks Investment Research • Jul 16, 2026

Investors Can't Shake AI Bubble Fears—But They're Not Dropping Their Favorite Tech Stocks

Individual investors continue to prove their resilience and maintain their optimism more than halfway through a volatile year for stocks and continued geopolitical uncertainty, according to Investopedia‘s latest reader survey.

Investopedia • Jul 16, 2026

Can Government Backing Drive MP Materials' Next Phase of Growth?

MP is expanding U.S. rare earth magnet production with government backing, long-term customer deals and new manufacturing projects to strengthen its supply chain.

Zacks Investment Research • Jul 13, 2026