supply and demand

2 articles
The Motley FoolThe Motley Fool··Rich Smith

Rare-Earth Magnet Play: Institutional Investors Bet Big on MP Materials' Texas Expansion

Major institutional investors accumulate $MP shares amid flat performance, betting on new Texas factory to capitalize on surging U.S. rare-earth magnet demand projected to reach 50,000 tons by 2030.
MPinstitutional investorsearnings beat
The Motley FoolThe Motley Fool··Keithen Drury

Memory Chip Cyclicality Limits Micron's Long-Term Growth Potential

Micron shares surged 40% on AI demand, but commodity memory markets face cyclical pricing pressures as competitors add capacity, limiting long-term growth potential.
MUTSMartificial intelligencememory chips