MP Materials Corp. (MP)

MP controls one of the only scalable rare earth mines in the U.S. The company has inked strategic deals with the Department of Defense and Apple. After a 266% burst on the year, the stock's valuation leaves little margin for error.

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Frontier Capital Management Co. LLC lowered its holdings in MP Materials Corp. (NYSE: MP) by 7.0% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 538,876 shares of the company's stock after selling 40,473 shares during the quarter. Frontier Capital Management Co. LLC

MP Materials surges nearly 99% as new DoW partnerships, Apple deal and record NdPr output fuel a powerful six-month rally.

The rare earth metals producer is entering 2026 with major tailwinds behind it. MP landed three transformative deals in 2025 and has been steadily increasing output.

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Gas turbine maker GE Vernova is working with the U.S. government to increase its stockpiles of the rare earth yttrium, CEO Scott Strazik said on Tuesday, as China's export controls of the vital element create shortages across energy, aerospace and semiconductors.

MP's rare-earth metal mine in California is becoming a national priority. The company is on track to ship end-to-end U.S.-made high-performance magnets by late 2025.

The rare earth metals specialist landed several strategic partnerships in 2025. It is ramping up production at a moment when magnet demands are accelerating.

Rare earths have become big news lately. Contrary to the “rare” label, they're plentiful in our planet but mainly in China. And wherever they are, they're hard to produce. But (1) China and the U.S. aren't bosom buddies right now, so we worry about supply cutoffs. And (2) REEs are critical to many modern industries, and defense needs. MP and its deals with the U.S. and Apple (APPL) put it ahead of USAR. But the latter, though not as developed as MP, is also worth owning even without MP-like deals.

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Rare earths just stopped being a niche mining story and became a frontline geopolitical war. With China tightening control over strategic metals used in EV motors, defense systems, wind turbines, and AI hardware, the U.S. is scrambling to rebuild an independent supply chain.

Edgestream Partners L.P. acquired a new position in shares of MP Materials Corp. (NYSE: MP) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 38,342 shares of the company's stock, valued at approximately $1,276,000. A number of other large investors also

Wall Street analysts are now unanimous in being bullish on MP Materials' stock, after Morgan Stanley's Carlos De Alba upgraded it to overweight.