---
title: "U.S. stock market midday update: IMC Rare Earths down 14.55%, second-quarter performance under pressure dragging down stock price"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295955083.md"
description: "IMC Rare Earths fell 14.55%; MP Materials rose 7.94%, with a transaction volume of USD 314 million; USA Rare Earth rose 7.12%, with a transaction volume of USD 179 million; Rio Tinto fell 0.34%, with a transaction volume of USD 110 million; BHP fell 0.56%, with a market capitalization of USD 220.3 billion"
datetime: "2026-08-14T15:53:11.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295955083.md)
  - [en](https://longbridge.com/en/news/295955083.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295955083.md)
generator: "portal-rs"
---

# U.S. stock market midday update: IMC Rare Earths down 14.55%, second-quarter performance under pressure dragging down stock price

**U.S. Stock Market Midday Update**

IMC Rare Earths fell 14.55%. Based on recent key news:

1.  On August 14, IMC released its second-quarter financial report, showing a 9% year-on-year decline in net income and a 3% decrease in adjusted EBITDA. The report indicated that despite some gains from the sale of RA Catering, overall poor performance led to a drop in stock price. Source: Public Technologies

2.  On August 13, IMC's acquisitions and growth in the Australian market drove record second-quarter revenue and adjusted EBITDA, offsetting negative impacts from the Canadian market. Full-year revenue guidance was raised to $1.6 billion to $1.8 billion, causing fluctuations in stock price. Source: North American Construction Group Ltd.

3.  On August 13, analysts expressed increased optimism about oil sands demand. Although IMC was not on the recommended buy list, the growing demand for oil sands could impact stock prices. Source: ATB Cormark Capital Markets, increased oil sands demand, optimistic market sentiment.

**Top Stocks by Industry Transaction Volume**

MP Materials rose 7.94%. Based on recent key news:

1.  On August 11, MP Materials announced second-quarter results, with losses lower than expected, reporting a loss of $0.01 per share and revenue of $108.49 million, exceeding expectations, which drove the stock price up by 7.5%. Data source: FactSet.

2.  On August 11, analysts adjusted the target price for MP Materials, lowering the median from $80 to $77.5; nevertheless, 19 analysts still provided positive optimistic evaluations. Data source: FactSet.

3.  On August 12, exploration drilling at the Mountain Pass mine indicated an extended mine life, expanded resource scale, facility upgrades, and new technologies improving output, driving the stock price up. Data source: AI-generated summary. Demand growth in the rare earth industry, active market.

USA Rare Earth rose 7.12%. Based on recent key news:

1.  On August 11, USA Rare Earth released its second-quarter financial report, showing a non-GAAP earnings per share of -$0.15, below expectations, leading to a 9.40% drop in stock price in after-hours trading. The report indicated revenue of $5.82 million, falling short of expectations by $0.63 million, disappointing the market regarding its financial performance. Source: Benzinga

2.  On August 11, USA Rare Earth announced that its Round Top project is expected to reach commercial operations by the end of 2028, aiming for a manufacturing capacity of 10,000 tons of U.S. metals, alloys, and magnets by 2029. This news boosted market confidence in its future growth potential Source: Public Technologies

On August 11, analysts rated USA Rare Earth as "Buy," believing its stock price has over 100% upside potential. The analysts' optimistic expectations drove the stock price up. Source: TipRanks The rare earth market is tight, and rising prices are affecting industry dynamics.

Rio Tinto fell 0.34%, with increased trading volume. Based on recent key news:

1.  On August 13, the Australian government announced AUD 2.5 billion in funding support for Rio Tinto's Tomago aluminum smelter to ensure its power supply is economically reliable. This move aims to help the smelter continue operations after 2028, alleviating the pressure of high energy costs and driving stock price fluctuations. Source: Jin10 Data

2.  On August 13, Rio Tinto reached a 10-year power purchase agreement with the Australian government to ensure power supply before 2038, with all power coming from renewable sources after the agreement takes effect. This agreement stabilizes the long-term operational expectations of the smelter, affecting the stock price. Source: Jin10 Data

3.  On August 14, Rio Tinto's stock went ex-dividend, facing an immediate price adjustment, while dividend growth over the past three years has declined by 20.3%, sparking discussions among institutions about the long-term sustainability of dividends. Source: PUBT Global commodity price fluctuations have significant impacts.

**Stocks ranked among the top in industry market capitalization**

BHP fell 0.56%. Based on recent key news:

1.  On August 13, Chile's state-owned mining company Codelco's copper production expectations declined, affecting the global supply chain. Codelco's production plans were thwarted, leading to tight copper supply, putting pressure on BHP as one of the major suppliers. Source: Jin10 Data

2.  On August 14, cost overruns and asset impairments at the Canadian Jansen potash project led to a USD 2.3 billion asset impairment for BHP. Analysts lowered earnings expectations, affecting market confidence. Source: Jin10 Data

3.  On August 11, copper prices rose, and BHP maintained its rating. Copper prices exceeded expectations, and the market's investment rating for BHP remained unchanged. Source: MarketWatch Increased copper demand poses challenges for the industry

### Related Stocks

- [IMC.US](https://longbridge.com/en/quote/IMC.US.md)
- [MP.US](https://longbridge.com/en/quote/MP.US.md)
- [USAR.US](https://longbridge.com/en/quote/USAR.US.md)
- [RIO.US](https://longbridge.com/en/quote/RIO.US.md)
- [BHP.US](https://longbridge.com/en/quote/BHP.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**