Diversified Metals and Mining

MP Materials

US Sets $110/kg Price Floor for NdPr Oxides to Secure MP Materials Delivery

MP Materials Reports Strong Q1 2026 Earnings

MP Materials Reports Q1 2026 Earnings, Anticipates Rare Earth Price Increase

MP Materials Revenue Growth and Increased Demand for Rare Earth Magnets

MP Materials CFO Sells $1.5 Million in Stock

MP Materials Corp Stock Target Price Raised to $78.92

MP Materials warns of significant price drop in heavy rare earth materials

MP Materials released FY2026 Q1 earnings on May 7 After-Market EST, actual revenue USD 132.92 M (forecast USD 75.46 M), actual EPS USD -0.0447 (forecast USD -0.035)

MP Materials expects Q2 rare earth prices at $90 per kg and begins heavy rare earth separation loop debugging

MP Materials Announces First Quarter Financial Report

Wedbush Maintains a Buy Rating on MP Materials

Sigma Planning Corp Significantly Reduces Holdings in MP Materials Corp

Jim Cramer advises against investing in Flagstar Bank and recommends MP Materials Corp

MP Materials to Release FY2026 Q1 Earnings on May 7 After-Market EST, Forecast Revenue USD 75.46 M, EPS USD -0.035

Zurcher Kantonalbank Increases Stake in MP Materials Corp, CEO and CFO Reduce Holdings

MP Materials Corp. Shares Rise as Earnings Beat Estimates, But Revenue Falls

MP Materials CEO Sold 300,000 Shares

Wedbush Analyst Gives MP Materials a Buy Rating

MP Materials Texas Magnet Project and Revenue Miss Raise Concerns

Analyst Rating Change Leads to MP Materials Stock Price Decline

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

MetaVia

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

Rubico

Virax Biolabs

MP Materials (MP.US) Q4 2025 Earnings Conference Call

MP Materials (MP.US) Q3 2025 Earnings Conference Call

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US rare earth miners, including MP Materials and USA Rare Earth, are facing significant declines due to falling global commodity prices, geopolitical shifts, and supply-side risks. Stocks are down over 10% amid speculation of a potential US-China rare earth agreement. Additionally, insider selling and a global risk-off sentiment are contributing to the downturn. Despite these challenges, experts believe the structural foundation for domestic rare earth companies remains strong, supported by long-term contracts and agreements.

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USA Rare Earth

Apple

General Motors

USA Rare Earth - CW300313

Why are Trump's rare earth stocks crashing today?

Major indexes fell as Micron Technology impacted the tech sector, with the Nasdaq down 128 points. President Trump threatened Iran over a peace deal, affecting market sentiment. Li Auto's stock dropped 10.1% after a poor response to its SUV update, while Roblox Corp rose 9.6%. MP Materials Corp fell 8.5%, marking its seventh drop in eight sessions, despite being up 11% year-to-date.

- Micron Technology's recent downturn impacted the tech sector, causing notable losses in the Nasdaq Composite, Dow Jones Industrial Average, and S&P 500 Index.  
- President Trump’s comments on Iran's negotiations have contributed to market volatility, with West Texas Intermediate crude prices rising above $105 per barrel.  
- Notable stock movements include Li Auto down 10.1%, Roblox Corp up 9.6%, and MP Materials down 8.5%, reflecting a mixed performance among major companies.

Schaeffers

Li Auto

Micron Tech

Roblox

Direxion Daily MU Bull 2X Shares

GraniteShares 2x Long MU Daily ETF

iShares Semiconductor ETF

First Trust Nasdaq Food & Semicon

T-Rex 2X Long RBLX Daily Target ETF

Invesco PHLX Semiconductor ETF

ISHRS S&P Glb It

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

SPDR S&P Semicon

VanEck Semiconductor ETF

NASDAQ Composite Index

Dow Jones Industrial Average

S&P 500

Nextera Energy

LI AUTO-W

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

Major Indexes Backpedal as Micron Drags Tech Sector

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The Department of Defense (DoD) and MP Materials have established a $110/kg price floor for NdPr oxide supplies under their July contract, ensuring minimum pricing for MP's deliveries. MP Materials operates the Mountain Pass rare-earth mine in California, playing a significant role in U.S. rare-earth supply and government critical-minerals initiatives.

TradingView

Defiance Daily Target 2X Long MP ETF

SPDR S&P Mtls & Mng

ISHRS MSCI Glb Slct Met & Mining

Leverage Shares 2X Long MP Daily ETF

Invesco DB TR Base Metals ETF

Key facts: DoD and MP set $110/kg NdPr floor; MP runs Mountain Pass

MP Materials (NYSE:MP) has delivered an average annual return of 16.51% over the past 5 years, outperforming the market by 3.83%. An investment of $1000 in MP stock five years ago would now be worth $2,197.09, reflecting the significant impact of compounded returns. The company's current market capitalization stands at $10.71 billion.

benzinga_article

Here's How Much $1000 Invested In MP Materials 5 Years Ago Would Be Worth Today

MP Materials shares fell 6.79% to $59.40 on Thursday as investors reacted to the company's Q1 results, which showed revenue of $90.65 million, exceeding estimates. Despite strong sales and cash reserves of $1.74 billion, the stock is facing downward pressure. Key price levels to watch include resistance at $69.50 and support at $50.00. The stock's recent volatility is attributed to its significant 12-month gain of 182.50%, with current momentum indicating consolidation rather than a breakdown.

MP Materials Shares Slide Thursday: What's Going On?

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MP Materials achieved record rare earth output of 917 MT of NdPr in Q1 2026, a 63% increase year-over-year. First Majestic Silver reported a 95% revenue surge to $477 million, attributed to rising silver prices and robust production. The market outlook indicates continued volatility in metals prices for 2026 following significant gains in 2025.

First Majestic Silver

Global X Silver Miner

Abrdn Silver ETF Trust

ETFMG Trust Prime Jr Silver Miners ETF

Invesco Db Precious Metals ETF

iShares MSCI Global Silver Miners

iShares Silver Tr

Sprott Silver Mnrs & Physical Silver ETF

MP Materials posts record rare earth output as metals boom

Neo Performance Materials reported a 27% year-over-year revenue increase to $155 million in Q1 2026, with adjusted EBITDA more than doubling to $36.2 million, the highest in the company's history. The rare metals segment drove this performance, alongside contributions from Magnaquench and Chemicals and Oxides. The company raised its adjusted EBITDA guidance for 2026 to $100-$110 million and is focusing on ramping up rare earth magnets production in Europe and securing gallium supply amid strong demand.

Neogenomics

Full Transcript: Neo Performance Materials Q1 2026 Earnings Call

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The article discusses the implications of Trump's trade war, highlighting the significant tariffs imposed, the impact on U.S. allies, and China's strategic advantage in rare earths. It argues that America's vulnerability lies not in political narratives but in its declining manufacturing capabilities, emphasizing that the trade conflict transcends economics and touches on future global power dynamics.

CNRE

CHINA RAREEARTH

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VanEck Rare Earth/Strategic Metals ETF

Tariffs up to 245% Trump's trade war that costs America everything

MP Materials reported strong Q1 2026 earnings, with revenue of $90.65 million, a 49% year-over-year increase, and adjusted EPS of 3 cents, beating estimates. The company is on track to meet its NdPr production target of 500 metric tons per month by year-end, supported by a new magnet manufacturing facility. Additionally, MP's price protection agreement with the U.S. government contributed significantly to revenue, totaling $132.9 million. The firm is also enhancing its heavy rare earth separation capabilities and aims to reduce reliance on expensive heavy rare earths in its products.

Market Beat

MP Materials Is Quietly Building a Rare Earth Powerhouse

MP Materials(MP.US)