Despite a detente on China’s restrictions on the critical manufacturing inputs, shipments remain far below last year’s levels ...

Those calling to allow access to Nvidia’s H20 chips are ignoring decades of experience.

Lee Samaha: Shares in MP Materials have had a tremendous run in 2025, trading up more than 270% year to date at the time of ...

Nvidia informed its Chinese customers that H20 chip availability is constrained, according to The Information.

The rally followed news from Apple that it committed to gobble up US-made rare earth magnets from MP Materials Corp.’s ...

Apple has made a monumental decision to invest $500 million in the United States, marking a historic move toward revitalizing ...

To accumulate industrial leverage over the U.S., China played the long game. The U.S. must do the same.

The Pentagon’s landmark deal with MP Materials has sparked a rare earths rally, reshaping U.S. supply chains and attracting ...

The Defense Department (DOD) is investing in MP Materials to undercut China’s rare-earth magnet dominance. China dominates ...

Plus: Tailwater Capital secures $250 million commitment for its upstream strategy and True North Advisors acquires California ...

The U.S. government has invested $400 million in MP Materials, a rare earth mining company. Stakeholders are criticizing the ...

Tesla faces significant headwinds from the new graphite tariff and China’s export controls, risking higher costs, supply ...