The renewed U.S.-China trade truce struck in London left a key area of export restrictions tied to national security untouched, an unresolved conflict that threatens a more comprehensive deal, two people briefed on detailed outcomes of the talks told Reuters.

Investor interest in rare earth minerals is rising, a source of strength for shares in the rare earth miner MP Materials. The stock rose early on Friday after jumping late Thursday following a Bloomberg report that the Defense Department might provide additional capital to boost production.