(https://www.cnbc.com/2026/09/08/ge-aerospace-to-buy-castings-maker-cpp-for-nearly-12-billion.html), which tells you everything about where defense production is actually constrained. The move screams supply tightness—but here's the trap: when a prime contractor vertically integrates to solve a bottleneck, it's admitting it can't get suppliers to scale fast enough, which means *it will absorb the cost inflation itself*.

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