USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More?
Published . Updated .
USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More? Yahoo Finance
Directly affected
- USAR USA Rare Earth
Named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More? Yahoo Finance
Source: Yahoo Finance
The price since 11 Oct 2026: USA Rare Earth (USAR) versus the S&P 500
Since the first closing price after “USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More?,” USA Rare Earth (USAR) is -14.72%. The S&P 500 fund (SPY) is -1.47% over the same days, a -13.25% difference versus the market.
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -1.85% | final price |
| AMAT | the next day | -8.47% | final price |
| AMAT | two days later | -11.90% | final price |
| AMAT | three days later | -15.16% | final price |
| AMAT | three days earlier | +2.71% | final price |
| AMAT | five days earlier | +6.91% | final price |
| AMD | that day | -2.23% | final price |
| AMD | the next day | -0.39% | final price |
| AMD | two days later | -6.07% | final price |
| AMD | three days later | -7.52% | final price |
| AMD | three days earlier | +6.26% | final price |
| AMD | five days earlier | +3.96% | final price |
| ASML | that day | -1.67% | final price |
| ASML | the next day | -3.58% | final price |
| ASML | two days later | -7.36% | final price |
| ASML | three days later | -6.84% | final price |
| ASML | three days earlier | +1.39% | final price |
| ASML | five days earlier | +4.48% | final price |
| AVGO | that day | -1.87% | final price |
| AVGO | the next day | -1.15% | final price |
| AVGO | two days later | -4.20% | final price |
| AVGO | three days later | -4.77% | final price |
| AVGO | three days earlier | +4.13% | final price |
| AVGO | five days earlier | +0.27% | final price |
| LRCX | that day | -2.93% | final price |
| LRCX | the next day | -5.46% | final price |
| LRCX | two days later | -10.06% | final price |
| LRCX | three days later | -12.97% | final price |
| LRCX | three days earlier | +3.31% | final price |
| LRCX | five days earlier | +8.40% | final price |
Companies in semiconductors around USA Rare Earth (USAR)
Companies mentioned with this story
- USAR USA Rare Earth
USA Rare Earth (USAR) is linked, with no stored direction, high confidence in the 11 Oct 2026 story “USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More?.” Reason on file: GA selected USAR as a RELATED security because its canonical security name directly matches this event's themes: rare earth, earth, rare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- HL Hecla Mining
In “USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More?,” Hecla Mining (HL) is linked, with no stored direction, medium confidence. Reason on file: GA selected HL as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- MP MP Materials Corp. / DE
For “USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More?,” MP Materials Corp. / DE (MP) is linked, with no stored direction, medium confidence. Reason on file: GA selected MP as a RELATED security because its canonical security name directly matches this event's themes: materials. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- RYAM Rayonier Advanced Materials
In “USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More?,” Rayonier Advanced Materials (RYAM) is linked, with no stored direction, medium confidence. Reason on file: GA selected RYAM as a RELATED security because its canonical security name directly matches this event's themes: materials. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ARIS Aris Mining
For “USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More?,” Aris Mining (ARIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected ARIS as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ATCX Atlas Critical Minerals
For “USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More?,” Atlas Critical Minerals (ATCX) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATCX as a RELATED security because its canonical security name directly matches this event's themes: critical minerals. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
USA Rare Earth (USAR) and the semiconductors link
USA Rare Earth (USAR) is the company in “USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More?,” the 11 Oct 2026 Semiconductors story.
USA Rare Earth (USAR) is on the page because GA selected USAR as a RELATED security because its canonical security name directly matches this event's themes: rare earth, earth, rare. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Also listed, Hecla Mining (HL): GA selected HL as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates and price levels for USA Rare Earth (USAR)
HL traded between 14.65 and 19.29 across 20 sessions. The latest close on file is 15.04. MP traded between 38.61 and 51.35 across 20 sessions. The latest close on file is 38.97. USAR traded between 9.82 and 17.10 across 20 sessions. The latest close on file is 10.08.
The semiconductors score for USA Rare Earth (USAR)
46 out of 100
“USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More?” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.