Critical Metals fell 11% to $7.11 as new shares from its all-stock European Lithium acquisition are due to start trading on Nasdaq around November 6, with each European Lithium share converting into 0.045 of a Critical Metals share. The pre-revenue company expects full ownership of the Tanbreez rare earth project in Greenland and holds the Wolfsberg lithium project in Austria, but posted a net loss of $120.38 million for the six months to December 31, 2025 and has a going-concern warning. USA Rare Earth fell 10% to $9.52 and MP Materials dropped 6% to $39.21, with MP's Q2 2026 revenue up 89% to $108.49 million while USA Rare Earth posted Q2 2026 revenue of $5.82 million and a gross loss of $1.58 million. The article links the declines to a risk-off day in which the Invesco QQQ Trust fell 4% after big tech earnings, which hit volatile small and mid-cap stocks hardest. Both rare earth names have earnings reports coming up.
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