US rare earth concept stocks rise pre-market; MP Materials up over 7%, NioCorp Developments up nearly 6%, USAR up 3.5%

US rare earth concept stocks rise pre-market; MP Materials up over 7%, NioCorp Developments up nearly 6%, USAR up 3.5%

US rare earth concept stocks experienced a significant rally in pre-market trading on July 2, 2025, driven by positive developments in the rare earth sector. MP Materials (MP), NioCorp Developments (NCDE), and USA Rare Earth Inc. (USAR) were among the notable performers, with MP Materials surging over 7%, NioCorp Developments nearly 6%, and USAR up 3.5%.

The surge in MP Materials' stock can be attributed to Apple CEO Tim Cook's announcement of a $100 billion investment in the US, which included a commitment to purchasing American-made advanced rare earth magnets from MP Materials. This strategic partnership is expected to bolster MP Materials' domestic production capacity and strengthen its position in the global supply chain [1].

NioCorp Developments, another player in the rare earth sector, saw its stock rise due to speculation that Australia could implement a US-style price floor guarantee for rare earths. This potential policy shift is seen as a significant catalyst for the sector, with analysts projecting a substantial earnings impact for Australian miners [3].

USA Rare Earth Inc. also benefited from the broader momentum in the rare earth sector. The company's stock surged as investors reacted positively to the news of the MP and Apple partnership, which could set a precedent for future collaborations in the high-tech realm [2].

These pre-market gains reflect the growing interest and optimism among investors in the rare earth sector, driven by strategic partnerships and potential policy changes aimed at reducing dependence on Chinese supply chains. As the sector continues to gain traction, investors will closely monitor these developments for further insights into the potential growth opportunities in rare earth stocks.

References:

[1] https://stocktwits.com/news-articles/markets/equity/apple-s-100-b-us-investment-pledge-drives-this-rare-earth-miner-higher-after-hours/chrlw7dRdde

[2] https://www.timothysykes.com/news/usa-rare-earth-inc-usar-news-2025_08_04/

[3] https://www.tradingview.com/news/marketindex:2a2da5dad094b:0-why-lynas-iluka-resources-and-rare-earth-stocks-are-going-vertical/