MP Materials (NYSE: MP) has experienced a remarkable 480% increase in its stock price in 2025, driven by a significant $500 million supply agreement with Apple for rare earth materials. This deal, signed in July, has propelled the stock from $58 to its current price of $95, marking a 65% rise in the past three months. The company, recognized as the only fully integrated rare earth producer in the U.S., has also benefited from federal funding aimed at expanding its refining and separation capabilities under the Defense Production Act. Analysts highlight MP Materials' pivotal role in revitalizing the U.S. rare earth supply chain, bolstered by long-term contracts with major corporations like Apple and General Motors.