YENOM NOTICIAS
Noticias financieras organizadas para conectar titulares, símbolos, fuente, fecha y sentimiento con tu análisis y operativa.
Si escribes ticker, YENOM prioriza ese instrumento. Si lo dejas vacío puedes explorar el feed general o por tema.
MP Materials MP is accelerating efforts to strengthen its position across the U.S. rare earth supply chain, with rising NdPr production, expanding heavy rare earth capabilities and growing downstream magnet manufacturing. The company's rec…
PHOENIX, Oct. 8, 2026 /PRNewswire/ -- U.S. Metal News News Commentary - The U.S. government has moved from warning about tungsten to paying for it. On September 15, the Department of War committed $2.45 billion to Elmet Group, a privately…
The AI chip boom has pushed Samsung to flag a very large profit jump, which underlines a simple reality: high performance electronics need powerful magnets and specialized materials, and many of those rely on rare earth elements. That supp…
Cybersecurity is rapidly becoming one of the most essential areas of investment in AI. In today’s essay, I want to show you where the winners in this new spending cycle are emerging – and I want to put something else on your radar as well.
The Pentagon is providing more capital to ensure strong domestic supply of key materials. Continue Reading
Energy Fuels UUUU is pursuing an ambitious growth strategy focused on uranium and rare earth elements (REEs). While the company's latest financial results highlight a strong liquidity position, elevated spending on expansion projects could…
MP Materials MP shares have fallen 31.2% in the past year, underperforming the industry's 60.8% growth. The Zacks Basic Materials sector rose 12.7% while the S&P 500 gained 16.2% in the same timeframe. Rare earth peers USA Rare Earth, Inc.…
[A double exposure image of skyscrapers with overlay of financial graphs, set against a blurred background, illustrating the concept of business growth] Short interest varies widely across mid- to mega-cap materials stocks, with MP Materia…
President Donald Trump is reportedly ruling out nationalizing artificial intelligence labs like OpenAI and Anthropic, but is looking at taking an equity stake in them instead, modeled on the government's stake in Intel Corp. (NASDAQ:INTC).…
TORONTO, Oct. 1, 2026 /CNW/ -- MP Materials Founder, Chairman and Chief Executive Officer James Litinsky topped Bedford Group/TRANSEARCH's 2026 mining compensation rankings with a reported fiscal 2025 total compensation of US$28.0 million…
Rare earth miners are back in the spotlight after Project Meridian pulled tech, defense and policy heavyweights into a focused search for next generation military technology. Advanced weapons, sensors and secure communications all rely hea…
MP Materials (MP) is moving ahead with a rare earth magnet campus in Northlake, Texas, a 120 acre project backed by more than US$1.25b and a 10 year Pentagon offtake deal. Investors have seen a sharp move in MP Materials lately, with the s…
Energy Fuels Inc. UUUU made progress in reducing its operating cash burn in the first half of 2026, supported by stronger uranium sales. However, cash flow remained negative despite the year-over-year improvement. Investment spending remai…
DALLAS, Sept. 29, 2026 /PRNewswire/ -- American News Group News Commentary - The global rare earth magnets market is projected to grow from approximately $21.98 billion in 2025 to about $30.01 billion by 2030, a compound annual growth rate…
[Aerial View of a Fog-Filled, Pacific Northwest Landscape Near Portland, Oregon] Velvetfish/iStock via Getty Images Goldman Sachs says investors should focus on stocks where they see a differentiated view on long-term revenue growth as val…
On September 18, 2026, Reuters reported that state-owned China Rare Earth Group is in talks to acquire Shenghe Resources, which holds a roughly 3% stake in US rare earths company MP Materials Corp. (NYSE:MP) and also serves as MP's exclusi…
Energy Fuels Inc. UUUU is expanding beyond its traditional uranium business and is steadily advancing its rare earth strategy through investments in additional separation capacity at the White Mesa Mill and strategic acquisitions that exte…
MP Materials MP is advancing its strategy to move beyond rare earth mining and processing into higher-value magnet manufacturing. During the second quarter of 2026, MP Materials delivered magnets to General Motors GM for in-vehicle qualifi…
Global energy markets are being reshaped as major economies race to secure long term supplies and harden supply chains. That same drive to lock in reliable power sources directly lifts the importance of rare earth minerals, which sit insid…
China's grip on rare earth magnets is tightening as MP Materials scales a U.S. alternative for America’s next industrial buildout.
Choosing between Cameco Corp (NYSE:CCJ) and MP Materials Corp (NYSE:MP) means weighing the steady growth of nuclear power against the high-stakes demand for rare earth magnets essential for electric vehicles and defense. Cameco is a global…
For years, the "domestic rare earth supply chain" has been more of a policy talking point than a viable business. That's starting to change. MP Materials Corp. (NYSE:MP), the company at the center of America's push to reduce reliance on Ch…
Quick Read CRML drops 6% but retains a 23% monthly gain, as profit taking follows Monday's Greenland security deal rally with no change to Tanbreez's development timeline. USAR and MP slip 2% each while REMX holds flat, confirming the pull…
DALLAS, Sept. 22, 2026 /PRNewswire/ -- American News Group News Commentary - The global rare earth elements market is expected to grow from $6.86 billion in 2026 to $10.44 billion by 2030, a compound annual growth rate of 11.1%, according…
Rare earths have moved from obscure chemistry to front-page politics as Washington and Beijing haggle over tariffs, export controls and who gets reliable access to the minerals that feed batteries, chips and advanced magnets. That negotiat…
Greenland-linked rare earth stocks Critical Metals and Greenland Mines surged on Monday morning, following President Donald Trump's Friday announcement of a security agreement with Denmark. Analysts have speculated that the U.S. government…
Energy Fuels Inc. UUUU and MP Materials MP are US-based critical-minerals companies seeking to strengthen domestic supply chains and reduce reliance on China. Energy Fuels is a leading U.S. producer of uranium and owns the White Mesa Mill…
Quick Read Critical Metals (CRML) surged 25% after a U.S.-Greenland security pact spotlighted its Tanbreez permit, Greenland's only rare earth exploitation license. USA Rare Earth (USAR) rose 6% and MP Materials (MP) gained 4% as thematic…
[word m and a made with wood building blocks, stock image] Maksim Labkouski/iStock via Getty Images Here's a list of key deals reported across sectors this week: * S&P Global (SPGI [https://seekingalpha.com/symbol/SPGI]) has entered into a…
This article first appeared on GuruFocus. State-owned China Rare Earth Group is in talks to acquire Shenghe Resources, which holds 3% of MP Materials Corp. (NYSE:MP). Two sources said discussions began earlier this year and that the Chines…
Several mid-cap U.S. materials stocks are lagging their sector peers, with key industry names earning weak momentum grades driven by underwhelming price performance. Seeking Alpha's Momentum Grade measures a stock's momentum relative to ot…
USA Rare Earth, Inc. USAR is strengthening its rare earth processing capabilities through a strategic partnership with neutral-atom quantum computing company Pasqal Holding SA PSQL and Riven Systems, an AI-based solutions provider for indu…
Major initiatives of one administration inevitably attract scrutiny when political power changes hands, Y. David Scharf writes. Continue Reading
MP Materials Corp. MP reported an operating loss of $32 million in the second quarter of 2026 compared with the year-ago loss of $43.9 million. Despite the narrower loss, the company extended its streak of operating losses to 12 consecutiv…
Quick Read Critical Metals (CRML) surged 5% after a Tanbreez refinery study projected annual revenue of between $1.8B and $2.2B from processing 19 ultra-high-purity rare earth products. MP Materials trades near $8.76B market cap while CRML…
As global demand for reliable power and advanced manufacturing materials surges, investors are evaluating different paths to profit. Is the market leader Cameco Corp (NYSE:CCJ) or the newcomer USA Rare Earth Inc (NASDAQ:USAR) the better pi…