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USA Rare Earth (USAR) Climbs 17.4% on US Minerals Inventory Plan

We recently published 10 Stocks Crushing Wall Street With Massive Gains. USA Rare Earth Inc. (NASDAQ:USAR) was one of the top performers on Tuesday.

USA Rare Earth soared by 17.42 percent on Tuesday to close at $25.97 apiece as investors increased their exposure in rare earths stock following news that more than 50 minerals can be included in President Donald Trump’s stockpile program.

Called the Project Vault, the US would create an inventory of rare earth minerals critical to the production of various industries such as semiconductors, automotive, gadgets, batteries, electric cars, and military applications, among others, as it aims to boost domestic production and reduce reliance on China.

Karpenkov Denis/Shutterstock.com

Under the project, companies that have pledged to buy materials at a specific inventory will pay upfront fees and provide Project Vault with a list of their preferred materials, and they will also agree to repurchase the same amount at the same price in the future.

USA Rare Earth Inc. (NASDAQ:USAR) rallied alongside its counterparts, including Energy Fuels Inc., following the news.

The positive development followed USA Rare Earth Inc.’s (NASDAQ:USAR) successful $1.6 billion financial support from the US government in a bid to accelerate the country’s rare earth production.

The total amount would include $277 million in government funding and another $1.3 billion in senior secured loan.

In addition, the company raised its common stock Private Investment in Public Equity (PIPE) to $1.5 billion, with participation from large mutual fund complexes.

While we acknowledge the risk and potential of UASR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than USAR and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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