MP Materials Corp. (MP)

There's increasing chatter that the U.S. will nationalize key AI companies.

This Boom Is for the AI-Anxious. 10 Ways to Cash In.

Rare-Earth Stock Gold Rush Leaves Investors Empty-Handed — For Now

Rare earth stock prices exploded last year after China, in retaliation for Trump tariffs, flexed its near-monopoly on production of industrial-strength magnets by briefly slamming the brakes on exports. Just weeks later, the Trump administration launched what has grown into a multibillion-dollar financing effort. The U.S. government became the largest shareholder in MP Materials and pledged to buy the rare earth oxide from its Mountain Pass, Calif., mine at more than twice the going market price.

Needham analyst CARTER GOMAN maintains MP Materials (NYSE:MP) with a Buy and lowers the price target from $81 to $73.

CRML, MP, UAMY, USAR, Stocks Gain Premarket: Retail Cheers Trump's Defense Critical Metals Supply Chain Push

Investors expect stronger demand for domestic producers of rare earths and strategic materials.