The Pentagon Has a Hard Deadline. There Are Only Two Companies That Can Meet It.
A January 2027 ban on Chinese rare earth magnets just became the most overlooked supply shock in defense history.
A January 2027 ban on Chinese rare earth magnets just became the most overlooked supply shock in defense history.
Vertiv ended 2025 with a $15.0B order backlog and is widely expected to report Q2 earnings on July 29. Put…