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NASDAQ:MOBX 4 March 2026 - 15 May 2026

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

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

Mobix Labs Inc. jumped into the rare-earth supply chain on Thursday, announcing it had entered a non-binding letter of intent to buy Special Project Delivery LLC, a private U.S. group with a focus on rare earth elements, critical minerals, and energy storage. Shares in Mobix Labs finished the session up 78.74% at $3.11, with trading volume hitting 158.8 million shares, per the company’s delayed Nasdaq data from LSEG.
Mobix Labs Stock Jumps After Rare-Earth Deal Puts Defense Supplier in China Supply-Chain Fight

Mobix Labs Stock Jumps After Rare-Earth Deal Puts Defense Supplier in 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.
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