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NYSE:MP News 6 January 2026 - 3 February 2026

Energy Fuels stock jumps 13% as Trump’s ‘Project Vault’ fuels rare earth, uranium rally

Energy Fuels stock jumps 13% as Trump’s ‘Project Vault’ fuels rare earth, uranium rally

Energy Fuels Inc. shares jumped 13.4% to $23.83 by 1:01 p.m. ET after President Trump announced “Project Vault,” a $12 billion U.S. plan to stockpile critical minerals. The U.S. Export-Import Bank approved up to $10 billion in direct loans for the effort. Investors also lifted MP Materials and USA Rare Earth. A ministerial on critical minerals is set for Feb. 4 in Washington.
3 February 2026
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USA Rare Earth stock jumps as Donald Trump’s $12 billion ‘Project Vault’ plan boosts rare-earth names

USA Rare Earth stock jumps as Donald Trump’s $12 billion ‘Project Vault’ plan boosts rare-earth names

USA Rare Earth shares jumped 9.4% to $24.52 after reports the White House plans a $12 billion critical minerals stockpile, including a $10 billion Export-Import Bank loan. About 24.8 million shares traded by 11:20 a.m. EST. MP Materials rose 3.3%. Traders are watching for the Ex-Im Bank board’s loan vote later Monday.
2 February 2026
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Lynas Rare Earths share price sinks as U.S. steps back from critical-minerals price floors

Lynas Rare Earths share price sinks as U.S. steps back from critical-minerals price floors

Lynas Rare Earths shares fell 4.5% to A$14.90 Friday, extending an 8% two-day slide after the U.S. signaled it may not support price guarantees for critical minerals. Australia’s government reaffirmed its A$1.2 billion strategic reserve plan but is still weighing price floor mechanisms. Lynas reported quarterly sales of A$201.9 million and output of 2,382 tonnes, citing power outages and maintenance. Markets await further policy signals next week.
31 January 2026
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NioCorp stock jumps premarket as Trump administration rare-earth deal lifts U.S. critical minerals names

NioCorp stock jumps premarket as Trump administration rare-earth deal lifts U.S. critical minerals names

NioCorp shares rose 5.6% to $7.70 in early Monday trading after news of a $1.6 billion federal funding package for USA Rare Earth lifted the sector. The U.S. Department of Defense recently awarded NioCorp up to $10 million for its Elk Creek project. The company reported $307 million in cash at year-end and plans to file its quarterly report by Feb. 16. Investors remain alert to dilution risk after a new equity agreement filing.
26 January 2026
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Fed week starts: U.S. stock futures dip as Big Tech earnings loom and gold hits new record

Fed week starts: U.S. stock futures dip as Big Tech earnings loom and gold hits new record

S&P 500 futures slipped 0.1% early Monday as investors awaited the Federal Reserve’s policy decision and major tech earnings. Gold surged above $5,100 an ounce, rattling risk assets and lifting mining stocks. USA Rare Earth soared up to 62% premarket on reports of a planned Trump administration stake. Oil prices rose as winter storms disrupted U.S. production and geopolitical risks persisted.
26 January 2026
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Energy Fuels stock climbs in premarket as Washington’s rare-earth push lifts UUUU

Energy Fuels stock climbs in premarket as Washington’s rare-earth push lifts UUUU

Energy Fuels Inc shares rose 4.3% in U.S. premarket Monday, trading at $25.50 after news the Trump administration will acquire a 10% stake in USA Rare Earth as part of a $1.6 billion deal. The move follows Energy Fuels’ agreement to buy Australian Strategic Materials for $300.9 million, linking rare earth operations in the U.S., Korea, and Australia. USA Rare Earth and MP Materials also gained in early trading.
26 January 2026
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MP Materials stock: what traders are watching after a fresh U.S. rare-earths funding signal

MP Materials stock: what traders are watching after a fresh U.S. rare-earths funding signal

MP Materials shares rose 1.8% to $69.58 Friday ahead of a $1.6 billion U.S. investment package for rare earths expected Monday. The Trump administration plans to acquire a 10% stake in USA Rare Earth, according to sources cited by Reuters. Investors are watching for policy impacts and MP’s next earnings update, set for Feb. 19. The Financial Times reports the deal includes equity, warrants, and loans for mine and magnet factory construction.
25 January 2026
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USA Rare Earth stock slips after early jump on France-backed Lacq plant plan

USA Rare Earth stock slips after early jump on France-backed Lacq plant plan

USA Rare Earth shares fell 1.6% to $18.90 by midday Wednesday after jumping 12% earlier, following news France will back its new rare earth metals plant with tax credits. The company plans a 3,750-ton-per-year facility in Lacq, France, with government support covering up to 45% of equipment costs. Investors remain focused on funding, permits, and execution risks as the project moves forward.
21 January 2026
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MP Materials stock pops as William Blair starts coverage and rare-earth price floors hit the agenda again

MP Materials stock pops as William Blair starts coverage and rare-earth price floors hit the agenda again

New York, January 14, 2026, 14:36 EST — Regular session Shares of MP Materials climbed roughly 7.5% Wednesday, closing at $68.63. The rare-earths miner dipped as low as $62.20 earlier in a volatile session before bouncing back. Wall Street is zeroing in on rare-earth supply chains, where policy and pricing weigh heavily alongside production. On Tuesday, William Blair analyst Neal Dingmann kicked off coverage, dubbing MP “the only fully integrated U.S. mine-to-magnet producer.” He highlighted that MP’s U.S. presence is gaining value as governments prioritize non-China sources. (William Blair) This week in Washington, the policy focus intensified. Finance ministers from
14 January 2026
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AustralianSuper boosts Lynas Rare Earths stake — what it could signal for LYC stock before the next catalyst

AustralianSuper boosts Lynas Rare Earths stake — what it could signal for LYC stock before the next catalyst

Sydney, January 10, 2026, 17:10 AEDT — Market closed AustralianSuper increased its stake in Lynas Rare Earths Limited, raising its voting power to 9.37% from 8.36%, according to a substantial holder notice dated Jan. 9. Lynas shares fell 1.0% to close at A$14.10 on Friday, after swinging between A$14.02 and A$14.78 during the session. The stock has gained roughly 13% year-to-date, trading within a 52-week range of A$6.16 to A$21.96. (Investing.com) The timing is crucial as policymakers turn their focus back to rare-earths—markets usually move quickly when China’s involved. U.S. Treasury Secretary Scott Bessent said Australia and other nations have
10 January 2026
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USA Rare Earth (USAR) stock rises again as Venezuela shock keeps rare-earth trade in focus

USA Rare Earth (USAR) stock rises again as Venezuela shock keeps rare-earth trade in focus

New York, January 6, 2026, 12:47 EST — Regular session USA Rare Earth shares rose 4.8% to $16.56 in midday trade on Tuesday, extending a sharp rally in U.S.-listed rare-earth names after Washington’s seizure of Venezuela’s leader jolted commodity-linked stocks. The Nasdaq-listed stock hit an intraday high of $17.31, with about 9.2 million shares traded. The gains come as investors reassess supply risks for rare earths — a group of metals used in high-strength permanent magnets found in everything from electric motors to military hardware. U.S. forces captured Venezuelan President Nicolas Maduro over the weekend and moved him to New
6 January 2026
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
Binance scoops up 3,600 more Bitcoin for SAFU as BTC whipsaws after brutal selloff

Binance scoops up 3,600 more Bitcoin for SAFU as BTC whipsaws after brutal selloff

7 February 2026
Binance bought 3,600 bitcoin for its Secure Asset Fund, bringing its holdings to 6,230 BTC after bitcoin rebounded above $70,000 following a sharp drop. The broader crypto market lost about $2 trillion since October, with $1 billion in leveraged bitcoin positions liquidated in 24 hours. Strategy reported a wider Q4 loss as bitcoin fell. Gemini will cut up to 200 jobs and exit the UK, EU, and Australia.
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