HALEY MARK T purchased $12K of USA

USA Rare Earth reported Q2 2026 revenue of about $5.82 million versus a Wall Street forecast of $8 million, while adjusted EPS matched expectations at a loss of 15 cents. The company said revenue came entirely from Less Common Metals. Shares fell to $19.04 in regular trading and to $17.32 after hours. Cash was about $1.5 billion.

Brookfield Asset Management and Canada Pension Plan Investment Board agreed to buy LXP Industrial Trust in an all-cash deal valued at about $5.2 billion. Other headlines include Jersey Mike’s IPO terms targeting about $8 billion market cap, Domino’s profit of $135.8 million ($4.07/share), and BP selling its Austrian mobility retail business to Volenergy.

From June 2-26, 2026, the US committed about $2.9B in direct federal funding to expand rare earths and permanent magnet supply chains outside China, led by Commerce’s CHIPS Act. Companies added $1.4B. DOD and DOE also issued loans and ARPA-E research funding, while the Army opened bases for processing. USA Rare Earth, Energy Fuels, Phoenix Tailings, Empire State Mines, EnergyX, Ioneer, and REalloys were named.

Wall Street analysts issued multiple calls Monday. Goldman initiated HawkEye 360 as buy; Morgan Stanley upgraded Dell to equal weight; Wells Fargo upgraded Tandem Diabetes Care to overweight. Citizens initiated Microsoft at Market Outperform with a $550 target; Barclays initiated IBM at overweight with a $350 target. Cantor reiterated Tesla overweight; RBC reiterated Meta outperform. Broadcom was reiterated overweight by Morgan Stanley, raising its target to $485.

Brazil is ramping up rare-earth development as demand for magnet metals rises for EVs, wind turbines and AI-related tech, the IEA says. Meteoric Resources is investing in its Caldeira ionic clay project in Minas Gerais. Brazil has ~21 million tons of reserves vs China’s ~44 million. Stocks of rare-earth miners have gained 65%-122% in 12 months; USA Rare Earths bought Brazil’s only active mine for $2.8 billion.

DE ANGOITIA ALFONSO purchased 476,190 indirectly-held shares of Liberty Latin America Ltd. (LILA) at an average of $20.95 ($20.65–$21.00, $9.98M total) across 3 trades over 2026-08-31 to 2026-09-02.