Geopolitics Alpha

Canadian Rare Earth Stocks With Up To 97% Fair Value Upside

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Canadian Rare Earth Stocks With Up To 97% Fair Value Upside

AI infrastructure spending has become a huge theme for markets, with tech giants planning up to $828b on data centers and chips this year, and that surge in hardware demand puts rare earth elements in the spotlight. Canadian rare earth miners sit right in this story, feeding

Directly affected

  • No company is named in this report.

Indirectly affected

  • REMX VanEck Rare Earth and Strategic Metals ETF-28.8% 30d

    VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story.

  • QQQ Invesco QQQ-2.6% 30d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • PICK iShares MSCI Global Metals & Mining Producers ETF-7.0% 30d

    iShares MSCI Global Metals & Mining Producers ETF: it holds metals and mining companies. Linked by “miners” (metals & mining) in this story.

  • EWC iShares MSCI Canada ETF+0.3% 30d

    iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canadian”).

  • MP MP Materials-20.9% 30d

    MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.

  • USAR USA Rare Earth-42.7% 30d

    USA Rare Earth (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story.

  • MSFT Microsoft+4.0% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • GOOGL Alphabet-21.2% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
REMXNo price data for this ticker———————
QQQ+3.12%+5.08%baseafter closeafter closeafter closeafter close
PICKNo price data for this ticker———————
EWCNo price data for this ticker———————
MPNo price data for this ticker———————
USARNo price data for this ticker———————
MSFTNo price data for this ticker———————
GOOGLNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Canadian Rare Earth Stocks With Up To 97% Fair Value Upside Yahoo Finance

Source: Yahoo Finance

How far Vaneck Rare Earth And Strategic Metals Etf (REMX) has moved since 31 Oct 2026

CompanyWhenMoveStatus
QQQthree days earlier+5.08%final price
QQQfive days earlier+3.12%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Vaneck Rare Earth And Strategic Metals Etf (REMX)

Companies tied to this story

  • REMX Vaneck Rare Earth And Strategic Metals Etf

    In “Canadian Rare Earth Stocks With Up To 97% Fair Value Upside,” Vaneck Rare Earth And Strategic Metals Etf (REMX) is linked, with no stored direction, medium confidence. Reason on file: VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story

  • EWC Ishares Msci Canada Etf

    In “Canadian Rare Earth Stocks With Up To 97% Fair Value Upside,” Ishares Msci Canada Etf (EWC) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canadian”)

  • MP MP Materials Corp. / DE

    MP Materials Corp. / DE (MP) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Canadian Rare Earth Stocks With Up To 97% Fair Value Upside.” Reason on file: MP Materials (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story

  • USAR USA Rare Earth

    USA Rare Earth (USAR) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Canadian Rare Earth Stocks With Up To 97% Fair Value Upside.” Reason on file: USA Rare Earth (metal mining): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story

  • CLNE Clean Energy Fuels

    Clean Energy Fuels (CLNE) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Canadian Rare Earth Stocks With Up To 97% Fair Value Upside.” Reason on file: Clean Energy Fuels (gas and other services combined): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story

  • UUUU Energy Fuels

    In “Canadian Rare Earth Stocks With Up To 97% Fair Value Upside,” Energy Fuels (UUUU) is linked, with no stored direction, medium confidence. Reason on file: Energy Fuels (mining and quarrying of nonmetallic minerals (no fuels)): rare-earth producers gain when supply is restricted. Linked by “rare earth” (rare earths) in this story

Vaneck Rare Earth And Strategic Metals Etf (REMX) and the semiconductors link

“Canadian Rare Earth Stocks With Up To 97% Fair Value Upside” (31 Oct 2026) reaches Vaneck Rare Earth And Strategic Metals Etf (REMX) through Semiconductors.

The link for Vaneck Rare Earth And Strategic Metals Etf (REMX) is this: VanEck Rare Earth and Strategic Metals ETF: it holds rare-earth and critical-mineral producers. Linked by “rare earth” (rare earths) in this story

Also listed, Ishares Msci Canada Etf (EWC): iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canadian”)

Dates and price levels for Vaneck Rare Earth And Strategic Metals Etf (REMX)

EWC traded between 57.81 and 61.73 across 20 sessions. The latest close on file is 60.61. MP traded between 37.12 and 48.63 across 20 sessions. The latest close on file is 39.55. REMX traded between 49.38 and 64.22 across 20 sessions. The latest close on file is 50.02.

How solid “Canadian Rare Earth Stocks With Up To 97% Fair Value Upside” looks

46 out of 100

“Canadian Rare Earth Stocks With Up To 97% Fair Value Upside” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.