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Trump is ruling out nationalizing AI labs like OpenAI and Anthropic, but may take an equity stake instead, modeled on the Intel deal.
MP Materials and USA Rare Earth stocks surged on news of a U.S.-Denmark-Greenland defense agreement, but neither company has any assets or direct exposure to Greenland's rare-earth resources. The real beneficiaries are Critical Metals Corp. and REalloys, which have active projects in Greenland. Both MP Materials and USA Rare Earth have solid long-term growth prospects through their mine-to-magnet strategies, but these are independent of the Greenland deal.
Stocks related to Greenland surged after the new U.S.-Greenland deal. Here’s what it could mean for rare-earth and critical-minerals ETFs.