Liberty All-Star Equity Fund (USA) Stock News

USA Rare Earth, which went public via SPAC merger in 2025, holds $1.53 billion in cash but generated only $5.8 million in Q2 revenue. With a $4.4 billion market cap, the company is positioned to benefit from U.S. efforts to reduce reliance on China for critical minerals. The planned $2.8 billion acquisition of Brazilian rare-earth specialist Serra Verde, backed by $1.55 billion in DoD support, is expected to drive significant growth, with projections of $550-650 million EBITDA by end of 2027 and $1.8 billion by 2030.

USA Rare Earth (USAR) is positioned to benefit significantly starting in 2027 when Chinese rare-earth magnets will be barred from U.S. military systems. The company owns Round Top, one of the largest rare-earth deposits in the U.S., and is building magnet factories in Oklahoma and South Carolina. While the mine won't be operational until 2028, defense contractors are expected to lock in future supply agreements before the 2027 mandate takes effect, potentially driving the stock higher from its current depressed levels.

USA Rare Earth (USAR) is burning through cash at an accelerating rate of $56.7 million in Q2 2026, up from $19 million in Q1. With $1.5 billion in cash on hand, the company has roughly 27 quarters of runway at current burn rates. However, accounting for capital expenditures ($108 million in H1 2026), a potential $300 million acquisition of Serra Verde, and ongoing construction of mining and magnet facilities, the company likely has only about three years of capital. USAR has access to $277 million in federal funding and $1.3 billion in secured financing capacity, providing additional financial flexibility.

A $1,000 investment in USA Rare Earth (USAR) made a year ago would have grown 13% to approximately $1,140 today. Despite extreme volatility, all eight analysts covering the stock rate it a strong buy with a $37.50 price target. The company is developing rare-earth mining and production facilities to reduce U.S. dependence on Chinese supplies, but remains years away from profitability and meaningful output.

USA Rare Earth (USAR) trades around $18, down 50% from its 52-week high, but analyst Matt DiLallo argues it's not a bargain despite the discount. While the company has ambitious plans to become a global rare-earth leader through acquisitions like Serra Verde ($2.8B) and federal funding support ($1.6B), it faces significant challenges: only $5.8M in Q2 revenue, $46.3M operating loss, and substantial execution and financing risks. The $4.5B market cap appears expensive for a pre-revenue company years away from profitability.

Bill Ackman's Pershing Square has reinvested in Netflix with a 3.15 million-share position (4.9% of portfolio) after losing over $400 million on the stock in 2022. This time, Ackman is buying a transformed company with strong margins, growing ad revenue (~$3B expected), and 325M+ subscribers at a lower valuation (25x earnings vs. higher multiples previously). However, decelerating growth (from 16.2% to 11.7% guidance) remains a key risk.

Lincoln Educational Services Corporation announced that its Melrose Park, IL campus has been recognized as one of 'America's Top Vocational Schools' for 2026 by USA Today, marking the second consecutive year for this honor. The recognition was based on graduation rates, graduate salaries, diversity, program affordability, and social mobility. The campus, with roots tracing back to 1902, offers programs in automotive, electrical, HVAC, medical assisting, and welding, with an 81% job placement rate for graduates.

While the space industry has shifted toward small satellite constellations, the U.S. Air Force awarded Boeing a $2 billion contract to build two large MUOS satellites expected to operate through 2035. The article clarifies this doesn't signal a reversal in the small satellite trend, but rather reflects the Pentagon's existing commitment to maintaining its large satellite infrastructure.

USA Rare Earth announced a leadership transition with Barbara Humpton retiring as CEO on October 1, 2026, to be succeeded by Thras Moraitis, current CEO of Serra Verde Group. Michael Blitzer was elected Executive Chairman effective immediately. The changes follow the anticipated completion of USAR's combination with Serra Verde by end of August 2026, positioning the company to create the first fully integrated Western mine-to-magnet rare earth supply chain.

The global humanoid robot industry is transitioning from technological validation to commercial deployment, with the US focusing on AI intelligence and advanced models while China emphasizes supply chain integration and rapid scaling. The competitive landscape is shifting toward controlling key components and building sustainable business models, with both regions pursuing distinct strategies that may allow multiple players to coexist rather than a single dominant winner.

Spa Monarch at Monarch Casino Resort Spa in Black Hawk, Colorado has received its fourth consecutive nomination for USA TODAY's 10Best Readers' Choice Awards for Best Hotel Spa. The 23rd-floor wellness destination has previously ranked #4 in 2023 and #2 in the past two years, featuring innovative spa treatments and amenities with Rocky Mountain views.

The article compares two aerospace stocks: Hexcel, an established materials supplier for commercial aircraft with stable but limited growth tied to Boeing and Airbus production rates, and Rocket Lab USA, a high-growth space company with significant losses but strong revenue expansion and a $2 billion backlog. The author recommends Rocket Lab for long-term investors willing to tolerate volatility, citing its superior growth trajectory despite current unprofitability.

Raul Castro's grandson open to negotiations with the US, he tells USA Today  Reuters

USA Rare Earth's stock fell 23% in June due to three factors: an SEC filing revealing potential share overhang of 93.8 million shares (35.2% of outstanding stock), China's blacklisting of the company restricting access to Chinese technology and components, and a legal dispute with competitor MP Materials over alleged theft of proprietary technology.

Bimbo Bakeries USA announced a multi-year commitment to remove artificial colors, preservatives, and emulsifiers from its portfolio of iconic brands by 2028. The company will complete artificial color removal in occasional-consumption products by end of 2026, with major brands like Sara Lee, Oroweat, and Thomas' becoming free from artificial preservatives and emulsifiers by 2028. The initiative builds on existing progress where daily consumption products are already free from artificial colors and flavors.

Firefly Aerospace and Rocket Lab USA represent two different approaches to the expanding space economy. Firefly achieved 135% revenue growth in FY 2025 with successful lunar missions, while Rocket Lab is pursuing an $8 billion acquisition of Iridium Communications to become a comprehensive space systems provider. The article recommends Rocket Lab for 2026 despite both companies showing promise, citing its potential to compete with SpaceX through the transformative Iridium deal.

Eos Energy Enterprises announced a $125 million investment from Hudson Bay Capital Management to support its investment in Frontier Power USA (FPUSA), bringing the platform's expected equity base to approximately $375 million. This capital is structured to support over $1.5 billion in project deployment. The funding includes Hudson Bay's $75 million equity investment in Eos and $50 million direct investment in FPUSA, complementing previous commitments from Cerberus Capital Management ($100 million) and Eos' own contribution (up to $150 million through a rights offering). FPUSA has a robust pipeline of approximately 16 GWh of long-duration energy storage projects.

Eos Energy Enterprises announced a registered direct offering of 13.7 million shares and 6 million warrants to Hudson Bay Capital Management for approximately $75 million. Combined with Hudson Bay's $50 million direct investment in Frontier Power USA (FPUSA), the expected equity investment reaches $375 million. FPUSA plans to deploy over $1.5 billion in project capital with a 16 GWh pipeline of long-duration energy storage projects across U.S. markets.

Skanska USA Building announced the appointment of Bryan Northrop as Executive Vice President and General Manager of its Advanced Technology operating unit, effective July 1, 2026. Northrop, a 30-year construction industry veteran who joined Skanska in 1997, will oversee semiconductor and data center construction projects across multiple states. The appointment is intended to strengthen leadership cohesion and capitalize on strong market demand in the advanced technology sector.

USA Today is showing signs of a successful digital transformation with Q1 2026 results showing improved profitability, accelerating digital growth, and digital revenue reaching 48% of total sales. The company projects digital revenue to reach 50% by year-end with expected increases in net income and free cash flow. However, the turnaround remains risky as media companies face structural challenges from advertising cyclicality and print decline. The stock has surged 140% over 12 months but analyst consensus remains cautious with a Hold rating.

China added MP Materials and USA Rare Earth to its export-control list, which paradoxically boosted their stock prices. The ban serves as validation of these companies' strategic importance and threat to China's rare-earth monopoly, likely accelerating U.S. government support. However, both companies face near-term operational challenges as they ramp up production and remain unprofitable.

Comfort Systems USA, a provider of ventilation and air conditioning systems for AI data centers, is positioned for continued growth driven by a $12.45 billion backlog (80.7% YoY increase) and strong Q1 results with $2.87 billion in revenue (56.5% YoY growth). The company benefits from tech giants' massive AI infrastructure spending, with over half its backlog from tech companies. With expanding profit margins, a 14.3% dividend hike, and strategic acquisitions expanding its market share, the stock has potential to reach $2,500 per share by year-end.

USA Rare Earth secured $3.5 billion in combined federal and private funding to build a domestic rare-earth supply chain, including the acquisition of Serra Verde Group and development of the Round Top mine in Texas. While the company is making progress on its mine-to-magnet strategy critical to national security, significant shareholder dilution and the high costs of scaling operations present risks typical of early-stage mining stocks.

USAA said it will deliver nearly $1 billion in combined savings and returns to eligible Florida members, including a $500 million dividend, CNBC can exclusively report.

Comfort Systems USA, a commercial HVAC and mechanical services company, is emerging as an unexpected beneficiary of the AI infrastructure boom. As AI data centers require massive cooling systems to manage heat from computing power, the company has secured significant contracts, growing its backlog to $12.45 billion with 51% year-over-year organic revenue growth. Despite a near 100% stock price increase over the past year and a forward P/E ratio of 47, analysts view the valuation as justified for long-term investors.

USA Rare Earth (USAR) stock surged 7.09% after being selected by the U.S. Department of Energy for up to $19.3 million in funding to develop a pilot-scale rare earth element separations project. The company also beat Q1 earnings expectations with adjusted losses of 12 cents per share versus 14 cents estimated, and revenue of $5.7 million versus $4.23 million expected.

Frontier Power USA announced the acquisition of a 480 MWh battery energy storage portfolio from Bimergen Energy Corporation, comprising three ERCOT-based projects. This marks the first transaction under FPUSA's 2 GWh capacity reservation agreement with Eos Energy Enterprises and demonstrates the integration of development, manufacturing capacity, institutional capital, and performance insurance in the long-duration energy storage sector.

USA Rare Earth, Inc. (NASDAQ: USAR ) stock is trading higher on Thursday as the company is selected for U.S. Department of Energy funding under its “Critical Materials Innovation, Efficiency and Alternatives” program. USA Rare Earth engages in mining, processing, and supplying rare earths. The funding, which could total up to $19.3 million, aims to support the development of a pilot-scale rare earth element separations project, enhancing domestic processing capacity for materials essential to U.S. energy and defense supply chains . data-variant="card" data-news-mode="manual" > Read Also: USA Rare Earth Gets An Upgrade As Government Redefines Sector Risk USAR Stock Jumps On U.S. Department Of Energy Funding The U.S. Department of Energy has chosen USA Rare Earth for potential funding to advance critical materials processing in the U.S. The initiative underscores the importance of building a resilient supply chain for rare earth elements, which are vital ... Full story available on Benzinga.com

Frontier Power USA (FPUSA) announced the acquisition of a 480 MWh battery energy storage portfolio from Bimergen Energy Corporation, comprising three ERCOT-based projects. The projects will utilize Eos Energy's Z3 long-duration battery systems under a 2 GWh capacity reservation agreement. FPUSA will fund 100% of construction equity while Bimergen retains a 7.5% economic interest, with notices-to-proceed expected mid-2026.

USA Rare Earth stock surged 11% as investors debate China's rare-earth magnet export policies. While Chinese exports to the U.S. grew 26.4% in April, Japan is experiencing severe shortages after Chinese export cuts, reinforcing the case for U.S. rare-earth independence. Analysts expect USA Rare Earth to reach profitability by 2028.