The post These 3 stocks defied market sell-off as U.S. struck back at China appeared on BitcoinEthereumNews.com. As the stock market tumbled on Friday amid renewed trade tensions between the United States and China, rare earth equities leveraged the opportunity to post gains. Notably, the benchmark S&P 500 index ended the day down 2.7%, wiping out about $1.5 trillion in market capitalization. S&P 500 one-day chart. Source: Google Finance The sell-off followed President Donald Trump’s announcement of a 100% tariff on Chinese imports, effective November 1, in response to China’s expanded export restrictions on rare earth elements, which are critical for high-tech and defense industries. Rare earth stocks ignore market downturn  MP Materials (NYSE: MP), the largest rare earth producer in North America, rose about 8.4% to close at $78.34, reflecting increased investor focus on domestic critical mineral supply chains and regulatory support for rare earth processing. MP one-week stock price chart. Source: Finbold Meanwhile, USA Rare Earth (NASDAQ: USAR), which is developing a U.S.-based supply chain for rare earth magnets, gained nearly 5%, closing at $32.61 as investors reacted to its strategic importance amid the trade tensions. Finally, NioCorp Developments (NASDAQ: NB), advancing the Elk Creek Project in Nebraska with North America’s highest-grade niobium deposit and significant scandium capacity, rose over 5% to close at $10.39. Implication of tariffs on rare earth stocks  The surge in these stocks came as investors reassessed the heavy U.S. reliance on China, which currently supplies about 70% of America’s rare earth imports.  This dependence has long been viewed as a national security risk, especially given rare earths’ essential role in producing electric vehicles, wind turbines, smartphones, and defense equipment. Analysts noted that the new tariffs could disrupt U.S. manufacturers reliant on Chinese rare earth materials, potentially driving up production costs and pushing companies to secure alternative supply chains.  However, this same disruption could benefit domestic producers which stand to gain… The post These 3 stocks defied market sell-off as U.S. struck back at China appeared on BitcoinEthereumNews.com. As the stock market tumbled on Friday amid renewed trade tensions between the United States and China, rare earth equities leveraged the opportunity to post gains. Notably, the benchmark S&P 500 index ended the day down 2.7%, wiping out about $1.5 trillion in market capitalization. S&P 500 one-day chart. Source: Google Finance The sell-off followed President Donald Trump’s announcement of a 100% tariff on Chinese imports, effective November 1, in response to China’s expanded export restrictions on rare earth elements, which are critical for high-tech and defense industries. Rare earth stocks ignore market downturn  MP Materials (NYSE: MP), the largest rare earth producer in North America, rose about 8.4% to close at $78.34, reflecting increased investor focus on domestic critical mineral supply chains and regulatory support for rare earth processing. MP one-week stock price chart. Source: Finbold Meanwhile, USA Rare Earth (NASDAQ: USAR), which is developing a U.S.-based supply chain for rare earth magnets, gained nearly 5%, closing at $32.61 as investors reacted to its strategic importance amid the trade tensions. Finally, NioCorp Developments (NASDAQ: NB), advancing the Elk Creek Project in Nebraska with North America’s highest-grade niobium deposit and significant scandium capacity, rose over 5% to close at $10.39. Implication of tariffs on rare earth stocks  The surge in these stocks came as investors reassessed the heavy U.S. reliance on China, which currently supplies about 70% of America’s rare earth imports.  This dependence has long been viewed as a national security risk, especially given rare earths’ essential role in producing electric vehicles, wind turbines, smartphones, and defense equipment. Analysts noted that the new tariffs could disrupt U.S. manufacturers reliant on Chinese rare earth materials, potentially driving up production costs and pushing companies to secure alternative supply chains.  However, this same disruption could benefit domestic producers which stand to gain…

These 3 stocks defied market sell-off as U.S. struck back at China

As the stock market tumbled on Friday amid renewed trade tensions between the United States and China, rare earth equities leveraged the opportunity to post gains.

Notably, the benchmark S&P 500 index ended the day down 2.7%, wiping out about $1.5 trillion in market capitalization.

S&P 500 one-day chart. Source: Google Finance

The sell-off followed President Donald Trump’s announcement of a 100% tariff on Chinese imports, effective November 1, in response to China’s expanded export restrictions on rare earth elements, which are critical for high-tech and defense industries.

Rare earth stocks ignore market downturn 

MP Materials (NYSE: MP), the largest rare earth producer in North America, rose about 8.4% to close at $78.34, reflecting increased investor focus on domestic critical mineral supply chains and regulatory support for rare earth processing.

MP one-week stock price chart. Source: Finbold

Meanwhile, USA Rare Earth (NASDAQ: USAR), which is developing a U.S.-based supply chain for rare earth magnets, gained nearly 5%, closing at $32.61 as investors reacted to its strategic importance amid the trade tensions.

Finally, NioCorp Developments (NASDAQ: NB), advancing the Elk Creek Project in Nebraska with North America’s highest-grade niobium deposit and significant scandium capacity, rose over 5% to close at $10.39.

Implication of tariffs on rare earth stocks 

The surge in these stocks came as investors reassessed the heavy U.S. reliance on China, which currently supplies about 70% of America’s rare earth imports. 

This dependence has long been viewed as a national security risk, especially given rare earths’ essential role in producing electric vehicles, wind turbines, smartphones, and defense equipment.

Analysts noted that the new tariffs could disrupt U.S. manufacturers reliant on Chinese rare earth materials, potentially driving up production costs and pushing companies to secure alternative supply chains. 

However, this same disruption could benefit domestic producers which stand to gain from accelerated government incentives and private investment aimed at reducing foreign dependence.

Featured image via Shutterstock

Source: https://finbold.com/these-3-stocks-defied-market-sell-off-as-u-s-struck-back-at-china/

Market Opportunity
Union Logo
Union Price(U)
$0.002474
$0.002474$0.002474
-2.05%
USD
Union (U) Live Price Chart
Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact service@support.mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

You May Also Like

US Congress Proposes AI Export Oversight Bill

US Congress Proposes AI Export Oversight Bill

US Congress introduces bipartisan bill for AI chip export oversight, affecting Nvidia and Trump policies.
Share
bitcoininfonews2026/01/22 21:02
Ubisoft (UBI) Stock: Restructuring Efforts and Game Cancellations Prompt 33% Dip

Ubisoft (UBI) Stock: Restructuring Efforts and Game Cancellations Prompt 33% Dip

TLDR Ubisoft’s stock dropped 33% following organizational changes and the cancellation of six games. The company plans to shut down studios in Halifax and Stockholm
Share
Blockonomi2026/01/22 20:50
This U.S. politician’s suspicious stock trade just returned over 200% in weeks

This U.S. politician’s suspicious stock trade just returned over 200% in weeks

The post This U.S. politician’s suspicious stock trade just returned over 200% in weeks appeared on BitcoinEthereumNews.com. United States Representative Cloe Fields has seen his stake in Opendoor Technologies (NASDAQ: OPEN) stock return over 200% in just a matter of weeks. According to congressional trade filings, the lawmaker purchased a stake in the online real estate company on July 21, 2025, investing between $1,001 and $15,000. At the time, the stock was trading around $2 and had been largely stagnant for months. Receive Signals on US Congress Members’ Stock Trades Stocks Stay up-to-date on the trading activity of US Congress members. The signal triggers based on updates from the House disclosure reports, notifying you of their latest stock transactions. Enable signal The trade has since paid off, with Opendoor surging to $10, a gain of nearly 220% in under two months. By comparison, the broader S&P 500 index rose less than 5% during the same period. OPEN one-week stock price chart. Source: Finbold Assuming he invested a minimum of $1,001, the purchase would now be worth about $3,200, while a $15,000 stake would have grown to nearly $48,000, generating profits of roughly $2,200 and $33,000, respectively. OPEN’s stock rally Notably, Opendoor’s rally has been fueled by major corporate shifts and market speculation. For instance, in August, the company named former Shopify COO Kaz Nejatian as CEO, while co-founders Keith Rabois and Eric Wu rejoined the board, moves seen as a return to the company’s early innovative spirit.  Outgoing CEO Carrie Wheeler’s resignation and sale of millions in stock reinforced the sense of a new chapter. Beyond leadership changes, Opendoor’s surge has taken on meme-stock characteristics. In this case, retail investors piled in as shares climbed, while short sellers scrambled to cover, pushing prices higher.  However, the stock is still not without challenges, where its iBuying model is untested at scale, margins are thin, and debt tied to…
Share
BitcoinEthereumNews2025/09/18 04:02