Critical minerals stocks rally on Alaska resource report and European acquisition, despite YTD losses and risks.

Critical minerals stocks including United States Antimony, USA Rare Earth, and Critical Metals surged between 8% and 11% following a new resource report on an Alaska property and the completion of a European acquisition. The sector-wide rally also lifted the VanEck Rare Earth and Strategic Metals ETF by 4%, outperforming the broader market. However, despite the gains, these companies still face significant year-to-date losses and operational risks, with some projects not yet generating revenue and concerns about going-concern status. Investors are advised to remain cautious and consider position sizes until more clarity emerges, especially regarding United States Antimony's mining plans in Alaska.

USA Rare Earth trades at USD 10.01 on Pluang as of Oct 27, 2026 23:02 WIB, up 12.35% in one day. The stock shows strong buying interest with 96% of orders as buys. Its market cap stands at $3.34 billion, reflecting significant investor attention amid sector rallies.