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Guru Stock PicksSteven Romick has made the following transactions:Reduce in ADI by 5.61%Sold out in XSWX:AMRZAdd in FBIN by 19.9%New position in TMOYacktman Fun

The Trump administration has been pursuing new ways to reduce supply chain reliance on China, according to the Bloomberg report. China is widely regarded as the largest producer of rare earth minerals in the world, which are needed for components in a variety of American tech products like smartphones and batteries.

MP Materials is at the forefront of an effort to rebuild a domestic supply chain for rare-earth elements. The company beat the market in 2025, and it's currently beating the market in 2026.

Rare-earth stocks are strategically important to the U.S., bringing benefits but also potential political risk. MP Materials has a bright future, but it's dependent on the U.S. Government in many ways.

LAS VEGAS--(BUSINESS WIRE)---- $MP #rareearth--MP Materials Corp. (NYSE: MP) will release its financial results for the fourth quarter ended December 31, 2025, after the U.S. markets close on Thursday, February 26, 2026. MP Materials' management will host a conference call and webcast that afternoon at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). Prior to the conference call and webcast, MP Materials will issue a press release and post a slide presentation at https://investors.mpmaterials.com/. Conference Cal.

The U.S. Department of Defense invested in MP Materials last year, and gave the company a price guarantee. Reuters reports the government is now reconsidering the wisdom of offering price guarantees to other miners.

USA Rare Earth (USAR) shares fell 11.68% to trade at $22.24, following a Reuters report that the Trump administration is stepping back from plans to introduce m

Rare-earth mining stocks slid after a report suggested the U.S. may rethink price-floor support—but analysts say government backing remains intact.

The rare earth sector got a shock Wednesday evening when Reuters reported that the Trump administration is walking back previous promises to guarantee price floors for domestic critical mineral projects.

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Rare earth stocks tumbled overnight on a Reuters report that the Trump administration no longer plans to guarantee price floors.

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Here are five key things investors need to know to start the trading day.

The government is taking equity stakes in American companies. Here are the next Genesis Mission stocks to buy before the capital hits.

Trade-related news from Washington, including the push for Greenland, is sending ripples of volatility through rare-earth mining stocks. However, these stocks are well-positioned in 2026, as they are insulated from broader macroeconomic concerns through domestically focused production strategies and government support.

The “Trump bump” is in effect again for critical mineral investors as the Trump administration invests in USA Rare Earth, Inc. (NASDAQ: USAR).

Oil built the 20th century. Rare earths and critical minerals is building the 21st.