Trump administration equity stakes pose risks to U.S. companies and markets

The Trump administration’s portfolio of equity stakes in U.S. companies has reached a scale that is unprecedented outside economic crisis or wartime. The administration has taken stakes or has agreements to do so with at least 10 companies, most of which are publicly traded. The government announced its latest investment, USA Rare Earth, at the … Read more

U.S. to inject $1.6 billion into rare earths miner for 10% stake, FT reports

Alex Jech walks past equipment that will become part of the production line at USA Rare Earth’s facility in Stillwater, Oklahoma on June 20, 2025. Nick Oxford | The Washington Post | Getty Images The United States is planning to inject $1.6 billion into Oklahoma-based miner USA Rare Earth and will receive a 10% stake … Read more

Goldman Sachs says buy this rare earths miner that’s already soaring in 2025

Goldman Sachs sees no end in sight for MP Materials ‘ massive year-to-date rise. The bank initiated coverage of the rare earth mine operator with a buy rating and 12-month price target of $77 per share, implying an upside of 32% from Tuesday’s close. Shares of MP Materials have surged 275% this year. Analyst Brian … Read more