MP Materials Corporation - Ordinary Shares - Class A Stock News

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.

Oklo is a nuclear start-up that aims to power AI data centers and other sites with compact microreactors. Joby Aviation wants to build an air taxi network to take passengers on short-haul flights.

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.

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...

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