Is MP Materials Stock a Buy, Sell, or Hold for August 2025?

Thanks to a series of government initiatives, the rare ground mineral industry finally gets its time in the spotlight.
This was a great news of MP (MP) materials, the only company that has a rare running ground mine in the United States government deals and a recently announced partnership with Apple (AAPL) is juice stocks, which now rose more than 300 % in 2025.
Is there still gas in the tank for the share of the deputy? Or is the current wave to excite the rare land that has already been priced?
Let’s get wandering around these modern developments, and whether this last increase in stocks still has to try to play.
The first main catalyst for MP materials is to provide Apple with $ 500 million of rare Earth magnets. This will also cover the development of a recycling facility to help strengthen the rare ground supply chain of Apple.
This deal led to a 20 % increase in MP shares as it indicates a long -term agreement with Apple, one of the largest and most important companies in the world. This deal must secure years of income and profits for the company as Apple operates to secure a more stable supply chain.
Now, I do not expect Apple to occupy a lot of production of its devices, if any, to the American market given the low cost of production of its devices abroad. But I also believe that this supply chain should diversify this positive for Apple, a company that felt brutally brutal the geopolitical wind that we have seen recently achieved. In addition, with a large part of the rare ground minerals in the world coming from China, securing some American production provides a safety net if commercial tensions escalate again.
For MP materials, this deal is undoubtedly an indication that the main players in technology are starting to take these minerals more seriously, and they look forward to locking the width where they can. If the Apple 7 peers jump on this vehicle, the deputy’s share may continue to rise.
The second catalyst for the deputy is the news that the US Department of Defense has become the largest contributor to MP materials. The Pentagon invests $ 400 million in the hope of strengthening US production of these minerals. The reason that the government is keen on this arrangement is that rare ground minerals are the main components of everything from electric cars to combat aircraft.
2025-07-25 20:35:00