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The Partnership Turning Heads in Critical Metals

Rio Tinto doesn’t make early-stage bets often. But one, small North American firm earned its trust with projects in lithium, uranium, and titanium – metals the U.S. calls “defense-essential.”

This partnership looks to be a key link in the Western supply chain.

Uncover what caught Rio Tinto’s attention >

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Featured News from MarketBeat Media

Momentum Is Just Starting for These 3 Rapid-Growth Stocks in 2026

Reported by Nathan Reiff. Publication Date: 2/2/2026. 

Article Highlights

• Corvus Pharmaceuticals has nearly tripled in value this year amid optimism that its atopic dermatitis drug candidate will continue to deliver strong trial results.
• Despite legal and other hurdles, New Era Energy & Digital recently noted a key achievement in its path toward providing data center capacity.
• USA Rare Earth has received around $1.6 billion in federal funding as it seeks to provide a domestic alternative to foreign rare earth minerals.

About one month into 2026, the S&P 500 has been fairly sluggish, rising just over 1% year-to-date after several dips in January. That middling performance, however, masks several individual companies that have enjoyed supercharged starts and dramatically outperformed the benchmark.

Investors seeking to capitalize on rising momentum this year might consider Corvus Pharmaceuticals Inc. (NASDAQ: CRVS), New Era Energy & Digital Inc. (NASDAQ: NUAI), and USA Rare Earth (NASDAQ: USAR) — each up at least 56% year-to-date.

Analysts Stay Bullish on Corvus With 50%+ Upside Targets

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As a clinical-stage biopharma company, Corvus operates in an industry prone to rapid, sizable share-price moves. A key catalyst for the stock has been encouraging trial data for soquelitinib, a drug candidate for atopic dermatitis and other conditions. In mid-January, Corvus reported promising Phase 1 results, including a 72% reduction in eczema severity among trial participants.

That news helped CRVS shares surge roughly 188% YTD. A Phase 2 trial is planned for early in the year and could push the stock higher. To fund the upcoming study, Corvus launched a $150 million equity offering to extend its cash runway, though that move may dilute existing shareholders. The financing appears necessary: Corvus ended the third quarter of 2025 with about $67 million in cash on hand.

Corvus is clearly banking on soquelitinib’s continued success, and the addressable market for atopic dermatitis is sizable. Analysts remain optimistic: six of seven covering the stock rate CRVS a Buy, and the consensus price target implies roughly 51% upside even after the recent rally.

New Era’s Data Center Pivot Makes Big Strides, Though Legal and Other Risks Remain

New Era & Digital is a polarizing name among energy exploration and production investors. Shares of NUAI are up more than 114% YTD after the company announced in January a strategic partnership with Primary Digital Infrastructureto co-develop up to 1 gigawatt of hyperscale data-center capacity in Texas. That deal is a key step in the firm’s planned pivot into the high-demand data-center market. Earlier in the month, New Era also closed the acquisition of a 50% ownership interest in Texas Critical Data Centers, further positioning the company for the shift.

While these moves suggest the reorganization could succeed, New Era faces legal scrutiny: the Rosen Law Firm has announced plans to investigate allegations of “materially misleading business information.” With a market value just under $400 million, New Era is a relatively small, high-risk company. Investors who can tolerate that risk may be rewarded if the pivot and rally continue.

USA Rare Earth Looks to Fill a Significant Supply Chain Need With Government Support

Rare-earth minerals are essential to many modern technologies, and supply-chain and trade tensions threaten U.S. sources. USA Rare Earth aims to address those concerns by developing a domestic supply. The company has been bolstered by a $1.6 billion federal investment and additional private capital in recent weeks, alongside a healthy cash position disclosed with its latest earnings.

USA Rare Earth’s rare-earth and magnet production capacity is expanding at its Texas operations, and revenues are expected to rise substantially. Still, the company remains early-stage and does not yet have a proven track record of consistent profitability, which could deter some investors. Its 56% YTD return and a bullish analyst profile, however, suggest substantial upside potential if execution continues as planned.

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