Sprott Rare Earths Ex-China ETF

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TAILWIND 2.0 ACQUISITION CORP ORD USD0.0001 CL A (S/R)07/11/2030

CRML

Critical Metals has gained control of the Tanbreez Project in Greenland, which contains essential heavy rare-earth elements crucial for defense and renewable energy. The company now holds a 92.5% stake after the Greenland government transferred ownership. With a refined concentrate grade of 2.96% Total Rare Earth Oxides, the project promises lower processing costs and higher profitability. Critical Metals plans to invest $30 million to expand resources and enhance operations, targeting first ore production by late 2028 or early 2029. Analysts suggest keeping the stock on a watch list rather than buying now.

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Critical Metals

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CRITICAL METALS CORPORATION C/WTS 27/02/2029 (TO PUR COM)

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This Rare Earth Stock Just Took Control of a Massive Greenland Deposit. Is It a Buy?

MP Materials has gained 16.2% following significant U.S. government support, including a $400 million Department of Defense investment and long-term contracts with major clients like Apple and General Motors. This backing strengthens its position in the domestic rare earth supply chain, reducing pricing volatility risks. The company aims for $1 billion in revenue and $236.3 million in earnings by 2028, necessitating substantial growth. However, reliance on a few contracts poses risks, and analysts have varying revenue and earnings projections for the future.

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MP Materials (MP) Is Up 16.2% After Pentagon-Backed Price Floors And Offtake Deals - Has The Bull Case Changed?

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The article discusses the emerging opportunities in the space economy, particularly focusing on five mining companies that are crucial for supplying the necessary minerals. As SpaceX's IPO approaches, Morgan Stanley highlights the importance of raw materials in the space race. The featured companies include MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, and Teck Resources, each playing a significant role in providing essential materials for satellite and spacecraft technology. The article emphasizes that while the space race may be won in orbit, it is fundamentally supported by resources mined on Earth.

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ISHRS MSCI Glb Slct Met & Mining

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These Five Stocks Are Winning The Space Race

USAR

USA Rare Earth rose 11.12%; MP Materials rose 3.96%, with a transaction volume of $280 million; Critical Metals rose 12.96%, with a transaction volume of $162 million; Rio Tinto rose 2.88%, with a transaction volume of $159 million; BHP rose 3.44%, with a market capitalization of $204.1 billion

Tracking Unusual Activity

USA Rare Earth

U.S. Stock Market Update: USA Rare Earth Acquires Brazilian Miner, Stock Price Soars 11.12% Challenging China's Dominance in Rare Earths

Critical Metals rose 11.65%; USA Rare Earth rose 10.92%, with a transaction volume of USD 622 million; MP Materials rose 3.45%, with a transaction volume of USD 248 million; Rio Tinto rose 2.96%, with a transaction volume of USD 155 million; BHP rose 3.51%, with a market value of USD 204.2 billion

U.S. stock market midday update: Critical Metals up 11.65%, driven by dual benefits of Greenland mining rights approval and CEO appointment boosting stock price rebound

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The Trump administration has invested a total of $20.9 billion in equity acquisitions, marking the largest U.S. intervention in strategic industries since World War II. According to research by the Council on Foreign Relations, since Trump returned to the White House in January 2025, the U.S. government has announced 15 investment agreements aimed at strengthening supply chains in critical areas such as rare earth minerals and semiconductors, involving companies including Intel, Westinghouse Electric, and MP Materials

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Trump Administration's Equity Acquisition Surge Nears $21 Billion

TQQQ

USA Rare Earth (USAR.US) rose over +8% on the day, with a current price of $24.77, up +8.40% for the day, and a market capitalization of $5.398 billion. On April 20, it announced the acquisition of Brazilian rare earth miner Serra Verde for $2.8 billion, expanding its magnetic rare earth reserves. Under the backdrop of the China-U.S. trade game, expectations for the localization of the U.S. rare earth supply chain continue to provide catalysts, and the stock price has increased by over 20% since the acquisition announcement

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USA Rare Earth - CW300313

09:52 AM EST - Neo Performance Materials Inc. : Will report its first-quarter results for the period ended March 31, 2026, before the Toronto market opens on Tuesday, May 12. Neo Performance Materials Inc. sharesEO are trading up $1.23 at $25.25.

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Stocks in Play: Neo Performance Materials Inc.

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BREAKINGVIEWS-Uncle Sam's magnetic field lures mining M&A

MP Materials Corp. (NYSE:MP) shares rose 5.3% to $69.24, with 6,044,144 shares traded. Analysts have mixed ratings: William Blair maintains an "outperform" rating, while Morgan Stanley lowered its price target to $62.00. The stock has a consensus rating of "Buy" and an average price target of $79.08. The company reported $0.09 EPS, beating estimates, but revenue fell 13.6% year-over-year. Insiders sold significant shares recently, with 12.60% of stock owned by insiders. Hedge funds have also adjusted their stakes in the company.

Market Beat

MP Materials (NYSE:MP) Trading 5.3% Higher   - Here's Why

Rainbow Rare Earths (LON:RBW) shares rose 1.9% to GBX 26.60, with 1,295,357 shares traded. Analysts from Stifel Nicolaus and Berenberg Bank reaffirmed "buy" ratings, setting price targets at GBX 30 and GBX 34, respectively. The stock has a consensus rating of "Buy" and a target price of GBX 32. The company focuses on developing rare earth elements for the green energy transition, particularly through its Phalaborwa and Uberaba projects.

Rainbow Rare Earths (LON:RBW) Trading 1.9% Higher   - Still a Buy?

SPDR S&P Mtls & Mng

Invesco DB TR Base Metals ETF

BUZZ-Critical Metals slips on $60 mln PIPE financing

Serra Verde receives offtake for magnet rare earths in US consortium deal

USA Rare Earth, Inc. has announced a merger agreement with SVRE Holdings Ltd., effective April 19, 2026. The deal requires SVRE shareholders' approval and USAR will seek shareholder consent for issuing common stock as merger consideration. The company highlighted various risks associated with the merger and related projects, urging investors to review forthcoming proxy materials. Analysts currently rate USAR stock as a Buy with a $30 price target, although concerns about financial performance persist. USAR focuses on developing a U.S.-based supply chain for rare earth production and magnet manufacturing.

Tip Ranks

USA Rare Earth Announces Merger Agreement with SVRE Holdings

MP Materials rose 8.39%; USA Rare Earth rose 12.88%, with a transaction volume of USD 860 million; Critical Metals fell 5.10%, with a transaction volume of USD 283 million; Rio Tinto fell 0.07%, with a transaction volume of USD 183 million; BHP fell 1.00%, with a market value of USD 202.2 billion

U.S. Stock Market Midday Update: MP Materials up 8.39%, driven by a dual boost from mergers in the rare earth industry and analyst ratings

Sprott Rare Earths Ex-China ETF(REXC.US)

Sprott Rare Earths Ex-China ETF Stock Performance Chart

This Rare Earth Stock Just Took Control of a Massive Greenland Deposit. Is It a Buy?

MP Materials (MP) Is Up 16.2% After Pentagon-Backed Price Floors And Offtake Deals - Has The Bull Case Changed?

These Five Stocks Are Winning The Space Race

U.S. Stock Market Update: USA Rare Earth Acquires Brazilian Miner, Stock Price Soars 11.12% Challenging China's Dominance in Rare Earths

U.S. stock market midday update: Critical Metals up 11.65%, driven by dual benefits of Greenland mining rights approval and CEO appointment boosting stock price rebound