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MarketBeat
MarketBeat
Bridget Bennett

3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade

Donald Trump MP Earth Oklo GlobalFoundries White House Energy Fuels MP Materials Washington Energy

There are rallies that happen due to surprise earnings, and then there are rallies that happen because Washington picked a side.

In a recent MarketBeat interview, InvestorPlace’s Luke Lango suggested 2026 is setting up for more of the second kind. The White House has started placing targeted bets in industries it views as mission-critical to the AI era, and those moves can reprice a stock in days instead of quarters. The opportunity for investors is obvious, but so is the risk.

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