BMO Capital Upgrades MP Materials: Attractive Entry Point Despite Rare Earth Pullback
BMO Capital upgrades MP Materials to Outperform, citing strategic importance and an appealing valuation despite lower rare earth prices.
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Analyst Upgrades Boost Outlook for Rare Earths and Lithium Stocks
Goldman Sachs upgrades MP Materials to Buy with a $77 target, while Canaccord raises Lithium Americas to Hold. Analysts cite stronger market outlooks and strategic advantages.
China Plans New Rare Earth Export Licenses, But Full Easing Unlikely
China is creating a new rare earth licensing system to simplify exports, but full removal of restrictions remains uncertain, industry insiders say.
MP Materials Reports Q3 Loss After Halting China Sales, Eyes Q4 Profitability
MP Materials posts wider Q3 2025 loss after stopping China sales to meet U.S. government requirements. Company expects profit return in Q4 with Pentagon agreements.
Boeing Tumbles as Trump-Xi Deal Disappoints on Aircraft Orders, Deutsche Bank Cuts Rating
Boeing stock falls after Trump-Xi meeting fails to produce aircraft purchase agreement. Deutsche Bank downgrades to "hold" citing cash flow concerns and legacy burdens constraining recovery.
US Strikes Trade & Critical Minerals Deals with Southeast Asia Amid China Tensions
Trump signs trade agreements with Malaysia, Thailand, Vietnam, and Cambodia to reduce tariffs, diversify rare earth supplies, and address trade imbalances as China tightens export controls.