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The surge in the stock market has shifted focus from AI to companies involved in rare earth minerals, particularly amid rising tensions between the U.S. and China. Currently, rare earth stocks are attracting investor interest as the U.S. government ramps up domestic production and makes direct investments in mining companies to bolster national security.
Key stocks include Lithium Americas (LAC), trading at $6 with a year-to-date gain of +135%, and Trilogy Metals (TMQ), trading at $6 and gaining +434%. MP Materials (MP) is also notable, trading at $82 and up +427%. USA Rare Earth (USAR), which went public in March, has seen its stock rise more than +100% recently.
Cleveland-Cliffs (CLF) recently reported a pivot into the rare earth sector, causing its stock to surge over +20% to $16 amid plans to explore production at its U.S. sites.
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