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3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade
Reported by Bridget Bennett. Article Posted: 2/2/2026.
Key Points
- A White House-backed deal is reviving a fast-moving “federal catalyst” trade that can reprice stocks in days.
- Rare earths are shifting from a one-champion story to a two-player U.S. buildout with bigger implied demand.
- Chips and nuclear are emerging as the next bottlenecks investors are watching across the AI supply chain.
Some rallies are driven by surprise earnings; others occur because Washington has picked a side.
In a recent MarketBeat interview, InvestorPlace's Luke Lango suggested 2026 is shaping up for more of the latter. The White House has begun placing targeted bets in industries it sees as mission-critical for the AI era, and those moves can reprice a stock in days rather than quarters. The opportunity for investors is clear — and so is the risk.
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Once a "federal catalyst" trade begins to work, it attracts attention fast.
USA Rare Earths Reignited the "Federal Catalyst" Trade
Lango called USA Rare Earths (NASDAQ: USAR) the latest proof that this theme can move quickly.
He outlined the deal: $1.6 billion in cash, $1.3 billion in debt financing, and a 10% White House stake. For a company most investors weren't watching closely a few months ago, that kind of headline can instantly change perceptions about timing and possibility.
The stock reaction emphasized the point. After the White House stake was announced, shares jumped sharply — USAR traded near $10 in late December before racing toward $30 within weeks. That rapid repricing puts its recent run, 52-week range, and trend front and center.
Big, fast repricings tend to split investors: some chase momentum, while others step back to ask what the government is trying to build and which companies could benefit next.
Lango's rationale is the durable part. Rare earths aren't just another commodity cycle, he says. They're strategic inputs across the AI buildout — motors, magnets, data-center hardware, and physical AI devices — and the United States wants to reduce dependence on China, which controls most of the processing market.
MP Materials Sold Off, But the Signal May Have Strengthened
USAR's announcement also pressured MP Materials (NYSE: MP) in the short term, and Lango argued that reaction was more about narrative than fundamentals.
MP had been treated as the national champion since a government-backed move in July 2025. A second rare-earth "winner" turns a monopoly story into a duopoly story, and markets often respond to that shift before reassessing the bigger picture.
Lango suggested that framing may be backwards. His point was simple: a duopoly can still win massively if the government expands the domestic market.
"I'd rather have MP be a duopoly in a massive domestic rare-earth industry than a monopoly in a not-massive domestic rare-earths industry," he said.
In other words, Washington didn't shrink the prize; it signaled an intent to scale it.
For MP investors the practical question becomes less about a one-week dip and more about expectations. If the White House underwrites domestic mining and magnet manufacturing, the focus shifts to demand visibility, capital access, and the long runway implied by a multi-year buildout.
Investors can track MarketBeat's analyst forecast for MP, including the latest analyst ratings, price-target updates, consensus target, and implied upside.
White House Watchlist: 3 Stocks Trump Could Take a Stake In Next
Lango's takeaway extends beyond rare earths — he sees the same "federal catalyst" setup forming around other chokepoints in the AI economy. Here are three stocks he highlighted as potential candidates for the next White House-backed headlines.
1. GlobalFoundries: A Second Chip Bet That Fits the Pattern
Lango's view is that the White House isn't making a single bet in one sector; it's placing multiple bets across strategic bottlenecks. Chip manufacturing is a logical place to expect a "double up" after Intel (NASDAQ: INTC).
His pick was GlobalFoundries (NASDAQ: GFS). The case isn't about bleeding-edge AI GPUs; it's about what he calls the "boring chips" — semiconductors used across industrial systems and defense applications where reliability matters as much as performance.
If Washington leans into domestic capacity and national-security priorities, the less glamorous parts of the chip stack can become far more strategic than the market currently prices.
On buying strength, Lango leaned into momentum.
"The data suggest the most likely outcome after a stock hits an all-time high is that it goes on to hit more all-time highs," he said.
In this tape, a useful question is whether expectations can keep pace with the trend when the next catalyst arrives — especially ahead of GlobalFoundries' next earnings date. That puts consensus EPS and revenue estimates, analyst ratings, price-target updates, and the stock's 52-week range into focus.
2. Oklo: The People-and-Policy Setup in Nuclear
Another major theme for Lango is nuclear, tied to a constraint getting louder: AI needs electricity, and power is becoming a real-economy bottleneck. He argues the administration is prioritizing energy broadly, and the nuclear lane is getting special attention as red tape is cut and timelines are compressed.
His higher-probability candidate for direct support was Oklo (NYSE: OKLO).
Lango emphasized "people connections," pointing to Energy Secretary Chris Wright's background in the nuclear industry and Oklo's proximity to the small modular reactor push.
He also noted Oklo's ties to Sam Altman and the broader AI ecosystem, which keep the company close to the policy conversation.
The investable tension is that Oklo remains early-stage. That means the stock can trade more on policy momentum and funding signals than on mature operating metrics, especially in a market willing to price optionality aggressively.
Lango believes that if Washington repeats the "cash infusion" pattern, the market could quickly re-rate Oklo's timeline, even if execution still takes time.
Investors can contextualize the setup by reviewing Oklo's progress in its most recent earnings report, along with the latest analyst ratings and price-target updates.
3. Energy Fuels: The "Speed" Play in Processing Capacity
When discussing speed, Lango highlighted Energy Fuels (NYSEAMERICAN: UUUU) and its White Mesa Mill in Utah. This is existing, operating infrastructure — a key advantage if the government wants domestic capability sooner rather than waiting for greenfield projects to come online years from now.
He framed Energy Fuels as a rarer combination: uranium exposure plus rare-earth processing. In the rare-earth narrative, mining is only part of the equation; processing — turning raw material into usable inputs — is often the bottleneck. If the government wants a sovereign processing hub quickly, Energy Fuels' "ready now" position makes it a realistic target for support.
Asked about upside after a sharp run, Lango urged investors to think in longer timelines. These stories shouldn't be judged solely by trailing valuation optics when the core question is how large the industry can become and who emerges as a scaled player. A large cash infusion can reduce operational risk and compress timelines — which is precisely why these trades can move abruptly.
For additional context, investors can review the stock's 52-week range after its run and the operating updates discussed in its most recent earnings report. As the next quarter approaches, keep an eye on analyst ratings, price-target updates, and consensus EPS and revenue estimates.
The Pattern Matters More Than the Pop
Lango's underlying point is that the government may repeat this playbook. It has backed rare earths, signaled interest in domestic manufacturing, and prioritized energy. Investors don't have to agree with the politics to recognize the market behavior those moves create.
The upside case is straightforward: if more "federal catalyst" headlines arrive, names closest to strategic bottlenecks can reprice quickly as risk is removed and timelines compress.
But these stories can be headline-driven and volatile. Sentiment will swing with policy messaging, project timelines, and the broader market. Staying grounded means tracking what actually changes — funding, contracts, approvals, and execution milestones — rather than assuming every headline creates a straight line higher.
Investors should keep watching the bottlenecks, because that's what will move the next wave of federal-catalyst stocks.
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