Mobix Labs Stock Soars 79% After Rare-Earth Deal Plan — Why MOBX Is Suddenly in the China Supply-Chain Fight

Mobix Labs shares surged, climbing almost 100% during regular U.S. trading on Thursday after word came down about a non-binding letter of intent to acquire Special Project Delivery LLC. That’s a private American platform with a focus on rare earths, critical minerals, and energy storage. Mobix said the planned deal would push its defense and aerospace supply business deeper into the supply chain, reaching into the raw materials side of weapons, aircraft, and AI infrastructure.

Mobix Labs Inc traded at roughly $1.12 in early premarket action Wednesday. The stock had just soared 532.8% to finish Tuesday at $1.12, then climbed again to $1.33 in after-hours moves, price data shows. Market cap stands near $17 million.