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tz-plus logo Pentagon, Beijing's Pressure, and Physical AI: These Five Stocks Shake the Chinese Resource Throne!

L. Kulikov
Reading Time: 3 minutes

Amid billion-dollar deals out of Washington, export bans from Beijing, and the imminent boom of humanoid robots, one of the hottest investment topics is currently forming on Wall Street: the rare earth market . These 17 elements are the invisible backbone of modern permanent magnets – and thus essential for electric motors, fighter jets, data centers, and AI robots. China controls about 85% of global refining. When Beijing cut exports of heavy rare earths in 2025, production lines in US and EU automotive plants came to a standstill. Since then,...

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