GE Aerospace Goes Vertical (Integration)

Vertical integration is re-emerging as a dominant corporate strategy, evidenced by GE Aerospace's $11.7 billion acquisition of Consolidated Precision Products to secure critical component manufacturing. While this move aims to mitigate supply chain bottlenecks, it highlights a cyclical shift away from the lean, outsourced manufacturing models that defined the previous three decades. Simultaneously, the increasing frequency of cyberattacks on non-tech sectors like healthcare and utilities poses a significant, ongoing operational risk. These incidents, such as the disruption at Boston Scientific, force companies to navigate rising security costs and potential long-term viability concerns. Finally, the discussion addresses the risks of reverse stock splits, noting that while they are often used to avoid delisting, they typically signal underlying business struggles rather than a path to recovery, with rare exceptions like Priceline.