Apple Secures $500M Game-Changing Rare Earth Magnet Supply Deal With MP Materials
Tech giant locks down critical supply chain—Wall Street yawns.
The Rare Earth Power Play
Apple just dropped half a billion dollars to future-proof its gadgets. No more begging China for magnets—MP Materials now feeds Cupertino’s hunger for the stuff that makes AirPods snap together and iPhones vibrate discreetly.
Why This Shakes the Tech World
Every Tesla, every drone, every gadget whispering 'I’m premium' relies on these unsung metallic heroes. Apple’s move? A hedge against geopolitical tantrums and a middle finger to supply chain chaos.
The Finance Bros’ Take
'Innovative vertical integration!' cries some analyst who’ll downgrade the stock when Q3 margins dip 0.2%. Meanwhile, crypto degens shrug—$500M is just Tuesday’s memecoin pump-and-dump volume.
Bottom line: When the world runs on rare earths, Apple just bought a VIP ticket.
MP Materials Stock Soars After Apple’s Rare Earth Magnet Deal
The company’s shares have surged by 255% year-to-date and are among the top-performing equities in the markets. An investment of $1,000 into MP stock in January WOULD have turned into $3,550 in July 2025. Apple and the US Department of Defense have boosted MP Materials’ prospects with the rare earth magnet deals.
Apple does not want stoppages in critical components as its revenues depend on the supply and demand mechanism. The rare earth magnet deal with MP Materials allows Apple to gain full access to the metals in the homeland.said Gracelin Baskaran, Director of Critical Minerals Security Program at Center for Strategic and International Studies.
However, Apple and MP Materials did not disclose the volume of rare earth magnets to be supplied every year. Neither firm reveals the length of the deal or how many years they plan to keep the agreement.said Apple CEO Tim Cook.
