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Why Rare Earths Are Suddenly Back in Focus Electric vehicles are scaling. Those trends are getting plenty of attention. What's not... is what makes them possible. Rare earth elements sit behind the systems driving all three - inside modern defense technology, high-performance magnets and advanced electronics. Without them, much of this growth simply doesn't happen. And yet, they've largely stayed out of the spotlight. That's starting to change. Supply remains tightly concentrated, with processing even more controlled. At the same time, demand is being pulled forward across energy, infrastructure, and security. The International Energy Agency is already pointing to multi-fold growth over the coming decades. That kind of imbalance tends to surface quickly. Attention shifts. Capital follows. And early-stage developments begin to matter more than they did before. This is where things stand now. One North American group has already begun expanding into rare earths while still early, still building, and still not widely followed. The broader story is just starting to form. |
Bonus content from Invested Early:
Hello.
Most weeks, the small caps worth watching don't make the front page. But sometimes they do: a new hire, a fresh data point, a study that quietly starts enrolling. So we scanned the news for you, pulled the small caps that actually did something this week, and collected them here for you to check out.
Three crossed the radar:
🛒 Rezolve AI staffs up for "agentic commerce"
🌐 Similarweb measures the AI traffic shift
🧬 Castle Biosciences puts AI to work on skin-disease flares
Big week! Let’s get started.
🛒 Rezolve AI (RZLV)
Nasdaq | Price: ~$2.39 | Market Cap: ~$929M
What happened this week: named a Microsoft/Amazon veteran as CMO to push into "agentic commerce" (AI agents that shop and buy for you).
The setup: reiterated guidance for $360M+ in FY26 revenue and 1,000+ enterprise customers.
What our parter AltIndex sees: AI Score 70/100, led by its fundamental (75) and audience (71) pillars. Also… the CEO and founder just bought 800,000+ shares at $4 in April, well above today's price of ~$2.39.
Risks: still pre-profit with steady losses, and that revenue target is a huge leap from trailing numbers. Size it small.
🌐 Similarweb (SMWB)
NYSE | Price: ~$4.17 | Market Cap: ~$359M
What happened this week: its data drove the headlines on the AI traffic shift, that Google now sends only ~23% of searches to the open web, and that Claude is the fastest-growing AI traffic source.
The hook: as AI rewires how people find things online, Similarweb is the company measuring it.
What AltIndex sees: AI Score 69/100, with a standout 92 fundamental pillar. Revenue climbed from ~$59M to ~$73M a quarter over two years, and four insiders bought shares in May-June near today's price.
Risks: still small and not quite profitable yet in a competitive market, but it has the most real revenue of the three.
🧬 Castle Biosciences (CSTL)
Nasdaq | Price: ~$21.08 | Market Cap: ~$639M
What happened this week: enrolled the first patient in an AI-powered study (with SciBase) to predict flares in atopic dermatitis, a step toward catching disease before it develops fully.
The base: already a real business, ~$84M in quarterly revenue from its skin-cancer diagnostic tests.
What AltIndex sees: AI Score 65/100, strong on audience (71) and employment (68), with hiring up ~14% month over month.
Risks: profitability is lumpy (fundamental pillar just 25), and new studies take years to reach revenue. The CEO made small share sales in early June.
The bottom line
Three shapes of "early": Rezolve the speculative theme bet, Similarweb the quality pick, Castle the established business reaching further. None of those are recommendations (remember that small caps can swing 20%+ on one headline) and the AI Score is just a starting point for your research, not a verdict. If one earns a spot in your portfolio, it should probably just earn a small one.
See you soon!
To investing early,
— Brandon & Blake @ Invested Inc
ADVERTISING DISCLOSURES: 1) The author of the Article, or members of the author’s immediate household or family, do not own any securities of the companies set forth in this Article. The author determined which companies would be included in this article based on research and understanding of the sector.
2) This email is a paid advertisement by i2i Marketing and does not constitute investment advice. Invested Inc. has been compensated $3,000 by i2i Marketing for the distribution of this profile and related marketing materials. We have not performed due diligence on the company and the information provided is for informational purposes only. We are not a registered investment advisor or broker-dealer.
Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
Not financial advice or a recommendation to buy or sell any security. Small and micro-cap stocks are volatile and carry a real risk of loss. All figures sourced from AltIndex as of June 11, 2026. Always do your own research. Invested Early is published by Invested Inc.
Not financial advice or a recommendation to buy or sell any security. Small and micro-cap stocks are volatile and carry a real risk of loss. All figures sourced from AltIndex as of June 11, 2026. Always do your own research. Invested Early is published by Invested Inc.
The information provided in Invested Early is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable.
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