Jim Cramer: Rare Earth Stocks Are On Fire — And That's The Problem

Benzinga_recent_news10-15

Jim Cramer wanted investors to rotate out of "quantum/nuke/crypto" hype into real-economy names. But judging by the year-to-date leaderboard, that rotation might have landed in another bubble — rare ...

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But judging by the year-to-date leaderboard, that rotation might have landed in another bubble — rare ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/25/10/48223325/jim-cramer-rare-earth-stocks-are-on-fire-and-thats-the-problem\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSYW.SI","symbol_name":"TESLA 3xLongSG261006","start_time":0,"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/25/10/48223325/jim-cramer-rare-earth-stocks-are-on-fire-and-thats-the-problem","article_id":"2575738981","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/10/15/Rare-earth-minerals.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/trading-ideas/long-ideas/25/10/48223325/jim-cramer-rare-earth-stocks-are-on-fire-and-thats-the-problem","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2575738981","pubTimestamp":1760534460,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Jim Cramer advises investors to rotate from hype to real-economy names, but rare earth stocks are soaring despite negative earnings signals.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSYW.SI":"TESLA 3xLongSG261006","LEU":"Centrus Energy Corp.","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","AREC":"American Resources Corporation","BK4585":"ETF&股票定投概念","BK4563":"昨日强势股","TMC":"The Metals Company","QID":"两倍做空纳斯达克指数ETF-ProShares","TMRC":"Texas Mineral Resources Corp.",".IXIC":"NASDAQ Composite","BK4006":"钢铁","NB":"NioCorp Developments Ltd.","USAW.SI":"AMZN 3xLongSG261006","NVIW.SI":"NVDA 3xLongSG261006","TQQQ":"纳指三倍做多ETF","BK4081":"电力公用事业","BK4606":"AI电力股","METC":"Ramaco Resources Inc.","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4588":"碎股","SQQQ":"纳指三倍做空ETF","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","UAMY":"United States Antimony Corp","BK4156":"煤与消费用燃料","BK4539":"次新股","BK4168":"多种金属与采矿","QLD":"2倍做多纳斯达克100指数ETF-ProShares","USJW.SI":"ALPHAB 3xLongSG261006","TMQ":"Trilogy Metals Inc.","MP":"MP Materials Corp."},"translate_title":"吉姆·克莱默：稀土股着火了——这就是问题所在","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NQmain":0.6,"TQQQ":0.6,"TMC":1,"NB":1,"AREC":1,"USAW.SI":0.6,"TMQ":1,"METC":1,"NVIW.SI":0.6,"SQQQ":0.6,"UAMY":1,"PSQ":0.6,"TSYW.SI":0.6,"MNQmain":0.6,"QLD":0.6,".IXIC":0.9,"TMRC":1,"QID":0.6,"USJW.SI":0.6,"LEU":1,"MP":1},"content_text":"Jim Cramer wanted investors to rotate out of \"quantum/nuke/crypto\" hype into real-economy names. But judging by the year-to-date leaderboard, that rotation might have landed in another bubble — rare earths. Stocks around the “Rare Earth Mineral trade are on fire” he said. These miners, refiners, and energy-adjacent plays are soaring, even as most don't produce steady earnings.\nFrom United States Antimony Corp (AMEX:UAMY), up a staggering 881.46% YTD, to Texas Mineral Resources Corp (OTCQB:TMRC), up 843.69%, and Trilogy Metals Inc (AMEX:TMQ), which has surged 813.79%, the sector's price action reads more like a meme-stock rally than a commodity trade. \nEven established players like MP Materials Corp (NYSE:MP) and Centrus Energy Corp (AMEX:LEU) have clocked gains above 480% this year — far outpacing any broad market index or industrial metals benchmark.\nRead Also: Cramer’s Banking Bet: Why JPMorgan And Goldman Still Look Cheap\nBut beneath those eye-popping returns lies a worrying signal: negative earnings yields across nearly every name. American Resources Corp (NASDAQ:AREC), NioCorp Developments Ltd (NASDAQ:NB), The Metals Company Inc (NASDAQ:TMC), and others are all posting negative profitability, underscoring Cramer's warning that \"most don't generate any revenue.\" Only Centrus Energy, with an earnings yield of 1.56%, even shows a sliver of fundamental grounding — though its 64x trailing P/E and EV/EBITDA above 50 (per Benzinga Pro data) suggest valuations that are, quite literally, off the charts.\nThe speculative fever has spread well beyond Wall Street's comfort zone. Ramaco Resources Inc (NASDAQ:METC) and Oklo Inc (NYSE:OKLO) — the latter a nuclear startup — are being swept into the same rare earth narrative despite vastly different business models. With the \"green transition\" and defense applications serving as the thematic glue, investors appear more captivated by story than substance.\nFor Cramer, that's the red flag. His hope was to \"take the air out of\" speculative bubbles and pump life into solid, earnings-backed sectors. But the rare earth trade — now hotter than uranium, lithium, or even crypto itself — may be proving the opposite: when easy money hunts for the next big thing, fundamentals often get buried deeper than the minerals themselves.\nRead Next: \nImage by The Light Lab via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2575738981","isCrawlerRequest":true}