LIBERTY ALL STAR EQUITY FUND
No enriched coverage for $USA in the last 7 days.
No SEC Form 4 filings for $USA in the last 30 days.
See all $USA insider activity →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.
Trump said the US will invest about $3 billion in critical minerals projects to reduce reliance on China, citing a $1.4 billion DoD loan to Sila Nanotechnologies for silicon battery anodes and lithium cells, $400 million to Sunrise Energy Metals for scandium production, and other funding for Niron Magnetics, Ivanhoe Electric, and graphite mining. Executives from Rio Tinto, BHP, MP Materials and others attended.
Reuters reports that President Trump will host mining executives at the State Department to advance U.S. and allied critical mineral supply chains for defense. The White House cites depleted weapons inventories from the Iran conflict and aims to reduce reliance on China. Expected attendees include Rio Tinto, BHP, Freeport-McMoRan, MP Materials, USA Rare Earth, Energy Fuels, and The Metals Company.
Recent USA coverage spans sector analysis, financial news and market movers.
Revenue miss despite in-line adjusted EPS, with investors likely repricing near-term commercialization and sales ramp risk.
The article does not disclose a new USA Rare Earth financing, contract, or operational milestone.
Increased probability of government-backed funding or partnerships for domestic rare-earth capacity.
Management commentary frames demand tailwinds as the primary driver, shifting focus to throughput and ramp timing.
Leadership change tied to a completed $2.8B combination can influence integration execution and operational credibility.
alphai scores every news story that mentions USA with an AI model for sentiment and relevance, and aggregates insider trades from LIBERTY ALL STAR EQUITY FUND's SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
6 min readTrump said the US will invest about $3 billion in critical minerals projects to reduce reliance on China, citing a $1.4 billion DoD loan to Sila Nanotechnologies for silicon battery anodes and lithium cells, $400 million to Sunrise Energy Metals for scandium production, and other funding for Niron Magnetics, Ivanhoe Electric, and graphite mining. Executives from Rio Tinto, BHP, MP Materials and others attended.
6 min readReuters reports that President Trump will host mining executives at the State Department to advance U.S. and allied critical mineral supply chains for defense. The White House cites depleted weapons inventories from the Iran conflict and aims to reduce reliance on China. Expected attendees include Rio Tinto, BHP, Freeport-McMoRan, MP Materials, USA Rare Earth, Energy Fuels, and The Metals Company.
4 min readThe article says the U.S. is reducing reliance on China for critical minerals used in defense systems. It cites a July 20 Trump executive order restricting defense contractors’ sourcing from adversaries and notes $10 billion in federal investment from Jan 2025 to Jun 30 2026. It highlights Pentagon stake purchases in Korea Zinc and MP Materials and CEO comments on demand.
7 min readBrookfield 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.
6 min readFrom 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.
7 min readHALEY MARK T (President) purchased 356 shares of LIBERTY ALL STAR EQUITY FUND (USA) at $5.85 on 2026-06-02.
2 min readWall 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.
6 min readBrazil 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.
7 min readThe Liberty All-Star® Equity Fund (NYSE: USA) released its November 2025 Monthly Update, detailing its investment approach, top holdings, and performance metrics. The fund, which combines three value and two growth managers, reported a net asset value of $6.79 and a market price of $6.13 at month-end, trading at a 9.7% discount. Key sector allocations included Information Technology (25.3%) and Financials (18.9%), with Top 20 holdings featuring NVIDIA Corp., Microsoft Corp., and Alphabet, Inc.
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