Core Viewpoint - Surf Air Mobility's stock has significantly declined from approximately $8.80 in mid-July to $2.63, primarily due to substantial net losses and concerns over shareholder dilution following equity offerings [2][3] Financial Performance - The company reported net losses of $27.2 million in Q3 2025 and $28.0 million in Q2 2025, indicating ongoing financial struggles [2] - Despite these losses, Surf Air surpassed revenue expectations in its Q3 earnings report and achieved a second consecutive quarter of profitability in airline operations when considering adjusted EBITDA [4] Strategic Initiatives - Surf Air is transitioning from a traditional airline model to a software infrastructure provider for advanced air mobility, with ambitions to electrify short-haul regional air travel through hybrid and fully electric propulsion systems [7] - The partnership with Palantir has been strengthened, with Palantir increasing its investment to nearly 20% ownership and providing AI technology for SurfOS, which aims to be the operating system for the aviation sector [8] Market Potential - The potential for SurfOS is significant, as it could serve as essential software for eVTOL manufacturers and regional airlines, managing operations and optimizing routes [9] - If SurfOS captures 10% of the software/platform segment in the advanced air mobility market, it could generate $150–$250 million in recurring revenue, supporting a valuation of $1.2-1.5 billion based on software multiples [12][13] Future Outlook - The company has a phased plan for SurfOS development, aiming to demonstrate operational efficiency improvements within 1-2 years, establish partnerships with eVTOL manufacturers in 2-4 years, and scale to dozens of operators in 4-6 years [10][11] - The transition from being an airline with software to a software company that understands aviation presents a high-risk, high-reward scenario, with the potential for a 10x return if successful [17]

In this photo illustration, a Eli Lilly logo seen displayed on a smartphone.Mateusz Slodkowski / SOPA ImagesEli Lilly’s stock (NYSE: LLY) has recently surged 27% over the past month, reaching a current price of $1,022. This rally is fueled by several powerful factors, including robust sales of its weight-loss drug Zepbound and diabetes drug Mounjaro, strong third-quarter financial results, and a recent government agreement regarding Medicare drug price negotiation. The key question for investors is whether ...

KUNMING, CHINA - NOVEMBER 15: People visit Tesla booth during 2025 Kunming International Auto Show at the Dianchi International Convention and Exhibition Center on November 15, 2025 in Kunming, Yunnan Province of China. (Photo by Liu Ranyang/China News Service/VCG via Getty Images)China News Service via Getty ImagesTesla is currently experiencing significant challenges. Sales have declined this year, with deliveries dropping by 6% during the first nine months of 2025. Margins are tightening, competition is ...

Meta Platforms (META) stock has dropped about 16% over the past 21 trading days. This recent decline signals renewed worries regarding slowing user growth and substantial investments in artificial intelligence and reality labs, but significant drops like this often raise a more difficult question: is this weakness temporary, or an indication of deeper issues in the narrative?The Meta Platforms logo (formerly Facebook), the American multinational technology conglomerate founded by Mark Zuckerberg that owns a ...

CANADA - 2025/10/01: In this photo illustration, the UnitedHealth Group (United Health) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesUnitedHealth stock (NYSE: UNH) has faced significant pressure this year, creating a potential setup for a major rally.Currently, UNH stock is down 36% year-to-date, driven by several challenges, including margin compression. However, this weakness should be v ...

NVIDIA (NASDAQ:NVDA) is scheduled to report its earnings on Wednesday, November 19, 2025. The earnings arrive at a time when investors are intensely focused on the durability of the AI infrastructure boom and whether hyperscalers can sustain their aggressive pace of capital spending. Nvidia now serves as a marketwide bellwether — its results and guidance often shape sentiment across cloud, semiconductors, and the broader AI ecosystem.NVIDIA components are displayed at the GTC Paris NVIDIA at the VivaTech te ...

Marvell Technology (MRVL) stock could be a worthwhile investment at this time. Why? Because it offers high margins – indicative of pricing power and potential for cash generation – at a discounted price. Companies like this tend to produce consistent, reliable profits and cash flows, which decrease risk and enable capital to be reinvested. The market generally rewards such companies.Signage with logo at the Silicon Valley headquarters of semiconductor company Marvell, Santa Clara, California, August 17, 201 ...

Recognizing the 50 top leaders using tech for business impact. Edited By Alex Knapp and Richard NievaReporting by Brit Morse and Alicia ParkDeputy Editor: Elisabeth BrierInthe past decade, the CIO role has evolved from a purely technical one into a remit that crosses a smorgasbord of disciplines that include everything from risk management to strategic transformation. The leaders below are showing how it's done in a world being remade by artificial intelligence. The pace of AI development has grown increasi ...

DJT is at risk of breaking through the $10 levelgettySince its 2024 merger, Trump Media has reported low quarterly revenues with no growth. Operating expenses, meanwhile, have been larger and have increased. Therefore, the earnings pattern has been poor. Other SPAC-merger companies with similar financials have seen their stock prices fall significantly below $10 (the usual pre-merger SPAC stock price). However, while Trump Media stock has declined from enthusiastic peaks, it has remained well above $10. But ...

TOPSHOT - A man harvests coffee during the end of the annual crop season at Lira farm in Santa Clara district, Porciúncula municipality, Rio de Janeiro state, Brazil on July 21, 2025. (Photo by PABLO PORCIUNCULA/AFP via Getty Images)AFP via Getty ImagesEarlier this year, President Donald J. Trump imposed sweeping tariffs on food imports, branding the move “Liberation Day” and framing it as an effort to bolster U.S. self-sufficiency. In the April 2, 2025 executive order, the White House declared that “neithe ...