Sprott Rare Earths Ex-China ETF

Critical Metals Announces Acquisition of European Lithium, Stock Drops 7.6% with Recovery Potential

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

Wall Street Zen Upgrades US Rare Earths to Sell, Target Price Divergence Evident

Niocorp Developments released FY2026 Q3 earnings on May 14 (EST), actual revenue USD 0, actual EPS USD 0.0066

Niocorp Developments released FY2026 9 Months Earnings on May 14 (EST), with actual revenue of USD 0 and EPS of USD -0.5532

Roth MKM Analyst De Silva Maintains Buy Rating on USA Rare Earth with $30 Price Target

USA Rare Earth released FY2026 Q1 earnings on May 13 After-Market EST, actual revenue USD 5.698 M (forecast USD 3.629 M), actual EPS USD -0.4524 (forecast USD -0.254)

USA Rare Earth Updates Risks of Merger with SVRE

Critical Metals Corp. Plans Greenland Tanbreez Project to Reduce Hafnium Dependency on China

US Rare Earth Company Receives $14.2 Million Grant from Texas Semiconductor Fund

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

Critical Metals Extends Exclusivity with European Lithium for Acquisition Talks

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

Amesite

Meiwu Tech

InMed Pharmaceuticals

Generation Income Properties

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Phoenix Asia

MetaVia

NextNRG

Co-Diagnostics

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

USAR

USARW

OpenAI

PICK

Musk vows to appeal OpenAI verdict, House lawmakers water down housing affordability bill, the world needs more rare earth mines, and more news to start your day.

USA Rare Earth

USA Rare Earth - CW300313

ISHRS MSCI Glb Slct Met & Mining

SPDR S&P Mtls & Mng

Stock markets now shrug at Trump’s Iran rhetoric. That’s a big worry.

REXC

Avalon Advanced Materials has made significant progress on its Nechalacho Rare Earths Project in 2026, establishing a dedicated subsidiary, opening a Yellowknife office, and updating its 2013 Definitive Feasibility Study through a Preliminary Economic Assessment. The project aims to enhance North America's supply of critical rare earth elements, essential for future technologies. Key initiatives include appointing experienced leadership and evaluating processing pathways to improve recovery and environmental performance, addressing the strategic importance of diversifying supply chains away from China.

StockTitan

Avalon Advanced Materials Provides Year-to-Date Progress Update on Nechalacho Rare Earths Project | AVLNF Stock News

DSGN

FCEL

AEHR

LWLG

AXTI

BRUN

SGML

OUST

Design Therapeutics(DSGN) fell 25.54%, with a trading turnover 90.0 Million USD, and a year-to-date rose 14.1%. Rackspace Tech(RXT) fell 17.53%, with a trading turnover 149.9 Million USD, and a year-to-date rose 394.4%. FuelCell Energy(FCEL) fell 16.95%, with a trading turnover 280.1 Million USD, and a year-to-date rose 142.7%.

Top Gainers&Losers

Design Therapeutics

Rackspace Tech

FuelCell Energy

Aehr Test

Lightwave Logic

Boost Run

Sigma Lithium

Ouster

Top 10 US Stock Losers (5.18)

USA Rare Earth fell 12.71%; MP Materials fell 8.54%, with a transaction volume of USD 366 million; Rio Tinto fell 0.21%, with a transaction volume of USD 125 million; BHP fell 0.15%, with a transaction volume of USD 118 million; Teck Resources fell 1.68%, with a market value of USD 29.4 billion

Price Alert

MP Materials

Rio Tinto

Teck Resources B

U.S. Stock Market Midday Update: Dual Impact of Middle East Conflict and Rating Pressure, USA Rare Earth Stock Price Plummets 12.71%

CRML

Critical Metals (NASDAQ: CRML) shares fell 7.60% to $10.33 after announcing a binding Scheme Implementation Deed to acquire European Lithium. Shareholders of European Lithium will receive 0.035 shares of Critical Metals for each share held. The acquisition aims to consolidate ownership of the Tanbreez project and enhance capital. Despite the drop, CRML remains above its 50-day and 200-day SMAs, indicating potential for recovery if it stabilizes around $11.00.

Fidelity

Critical Metals

Invesco DB TR Base Metals ETF

European Lithium Ltd.

Regeneron Pharma

ServiceNow

Dow Jones Industrial Average

S&P 500

NASDAQ Composite Index

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

Critical Metals Stock Drops Despite European Lithium Deal

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.

Invezz

Apple

General Motors

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

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

EART

REMX

Defense firms are urging the Trump Administration to delay a 2027 ban on procuring Chinese rare earth magnets for military contracts. The ban, affecting essential components for various technologies, is part of broader efforts to reduce U.S. reliance on China for critical minerals. The Pentagon has not yet commented on the situation, which highlights concerns over supply chain visibility and risks.

benzinga_article

Global X Rare Earth & Critical MatrlsETF

VanEck Rare Earth/Strategic Metals ETF

Pentagon Suppliers Push Trump Administration To Postpone China Rare Earth Crackdown: Report

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

Leverage Shares 2X Long MP Daily ETF

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

159608

China has agreed to address U.S. concerns over shortages of specialty rare earths due to export controls, according to the White House. Despite previous agreements, China's restrictions on exports of critical minerals like yttrium and scandium remain tight. The U.S. seeks to resolve supply chain issues related to these materials, essential for defense and technology sectors.

fidelity

GF CSI Rare Metals Theme ETF

China has agreed to address US concerns over rare earth shortages, says White House

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

Stock markets now shrug at Trump’s Iran rhetoric. That’s a big worry.

Avalon Advanced Materials Provides Year-to-Date Progress Update on Nechalacho Rare Earths Project | AVLNF Stock News

Top 10 US Stock Losers (5.18)

U.S. Stock Market Midday Update: Dual Impact of Middle East Conflict and Rating Pressure, USA Rare Earth Stock Price Plummets 12.71%

Critical Metals Stock Drops Despite European Lithium Deal