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Rare Earths News 19 January 2026 - 27 January 2026

USA Rare Earth stock: what to know before the bell after $1.6B U.S. backing and a $1.5B PIPE

USA Rare Earth stock: what to know before the bell after $1.6B U.S. backing and a $1.5B PIPE

USA Rare Earth fell 2.7% to $26.01 in premarket trading Tuesday after announcing a $1.6 billion U.S. government-backed funding plan and a $1.5 billion private placement at $21.50 per share. The Commerce Department proposal includes $277 million in CHIPS Act awards and a $1.3 billion loan. The deals require raising $500 million from private investors and securing customer agreements before closing.
27 January 2026
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Lynas share price slides 5% despite ASX rally as rare-earth policy bets churn

Lynas share price slides 5% despite ASX rally as rare-earth policy bets churn

Lynas Rare Earths fell 5.0% to A$16.01 at Tuesday’s close, underperforming a rising S&P/ASX 200, which gained 0.92%. Arafura dropped 6.9% and Iluka lost 4.6%. The declines came as investors weighed new U.S. government funding for rare earths and after Lynas reported a 30% drop in December-quarter NdPr output due to outages and maintenance.
27 January 2026
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Critical Metals stock flips lower after early surge as U.S. rare-earth deal jolts sector

Critical Metals stock flips lower after early surge as U.S. rare-earth deal jolts sector

Critical Metals Corp shares fell 9.5% to $18.66 by mid-morning after a volatile start, despite rare-earth stocks initially rising on news of U.S. support for USA Rare Earth’s $1.6 billion financing package. Traders are seeking details on Critical Metals’ Greenland project timeline and funding. USA Rare Earth jumped 15% after announcing federal backing and a $1.5 billion PIPE deal.
26 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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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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Lynas Rare Earths share price: ASX:LYC ends the week higher as price-floor talk returns — what to watch next

Lynas Rare Earths share price: ASX:LYC ends the week higher as price-floor talk returns — what to watch next

Lynas Rare Earths closed Friday up 0.7% at A$16.86, capping a 9% weekly gain after reporting a 43% jump in quarterly sales revenue on higher prices, despite output falling to 2,382 tons due to power outages at its Kalgoorlie plant. CEO Amanda Lacaze said policy support is helping, as governments discuss price floors for rare earths. The ASX reopens Tuesday after the Australia Day holiday.
24 January 2026
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Lynas Rare Earths share price jumps after quarterly numbers; floor-price talk returns

Lynas Rare Earths share price jumps after quarterly numbers; floor-price talk returns

Lynas Rare Earths shares rose 6.7% to A$16.27 after reporting a 43% jump in December-quarter revenue to A$201.9 million, driven by higher prices despite lower output. Production fell to 2,382 tonnes, down from 3,993 tonnes in the prior quarter. Investors remain alert to power issues at Kalgoorlie and possible government price support for the sector.
21 January 2026
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Lynas Rare Earths share price sinks 6% — what investors watch before the Jan. 21 update

Lynas Rare Earths share price sinks 6% — what investors watch before the Jan. 21 update

Lynas Rare Earths Ltd fell 6.3% to A$15.25 Tuesday, with over A$100 million traded ahead of its quarterly results due Wednesday. The drop came as rare-earth magnet exports from China to Japan slipped 8% in December and the ASX 200 lost 0.66%. CEO Amanda Lacaze is set to retire at the end of the financial year. Investors await updates on sales, pricing, and plant operations.
20 January 2026
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Lynas Rare Earths share price jumps 5% on ASX as traders eye Wednesday’s quarterly update

Lynas Rare Earths share price jumps 5% on ASX as traders eye Wednesday’s quarterly update

Lynas Rare Earths rose 5.4% to A$16.32 at Monday’s close, bucking a weaker Australian market. The company will report quarterly results on Wednesday, with CEO Amanda Lacaze set to brief analysts at noon. Investors remain focused on leadership succession after Lacaze’s retirement announcement last week. Lynas is valued at about A$16.4 billion.
19 January 2026
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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