Key Takeaways Eve Holding's backlog of LOIs highlights growing demand across Brazil, the U.S., and other key markets. JOBY is expanding aircraft production and test programs ahead of commercial launch in Dubai. EVEX has outperformed JOBY on earnings surprises, beating the mark twice in the past 4 quarters.The demand for next-generation air transport solutions, including electric vertical takeoff and landing (eVTOL) aircraft, has surged significantly in recent years, spurred by growing urban congestion and ...

Market Movements - US stock index futures showed mixed results with Dow futures down 0.10%, S&P 500 futures up 0.04%, and Nasdaq futures down 0.05% [1] - European indices also declined, with Germany's DAX down 0.94%, UK's FTSE 100 unchanged, France's CAC40 down 0.67%, and Europe's Stoxx 50 down 0.74% [2][3] - WTI crude oil fell by 0.99% to $65.30 per barrel, while Brent crude oil decreased by 0.95% to $68.55 per barrel [3][4] Market News - Federal Reserve Chair Jerome Powell is under political pressure ahead of his speech at a regulatory meeting, which will focus on Basel III, stress tests, and capital requirements for large banks [4] - Jefferies raised its S&P 500 year-end target to 5600 points, emphasizing the need to monitor core CPI and favoring defensive sectors amid high valuations [5] - Morgan Stanley warned of a historical peak in the demand for high-beta stocks, indicating increased short-term market risks due to a lack of fundamental support [6] - Wells Fargo remains bullish on the S&P 500, predicting double-digit growth driven by major tech companies, despite concerns over high valuations [7][8] Company-Specific News - General Motors reported a 35% decline in Q2 net profit, impacted by $1.1 billion in tariffs, with revenue of $47.1 billion, slightly below expectations [10] - Coca-Cola's Q2 revenue grew by 1% to $12.54 billion, with earnings per share of $0.87, exceeding analyst expectations [11] - NXP Semiconductors' Q3 outlook fell short of expectations, projecting revenue between $3.05 billion and $3.25 billion, reflecting ongoing industry challenges [12] - JPMorgan Chase is exploring the possibility of issuing loans backed by clients' cryptocurrency holdings, indicating a shift in stance towards crypto assets [13] Economic Data and Events - Powell's speech at a regulatory meeting is scheduled for 20:30 Beijing time, with additional discussions on large bank capital frameworks to follow [14]

Air taxi startup Joby Aviation expects to have five aircraft in one of the final phases of certification next year as it aims to start commercial flights in early 2026, its CEO said https://t.co/aVQkVzzz8Q ...

Group 1 - The article highlights the expertise of Moz Farooque, a market analyst known for uncovering under-the-radar stock and crypto opportunities through investigative financial journalism and robust modeling [1] - Moz Farooque is a Fellow Member of ACCA and holds a BSc in Applied Accounting and Finance from Oxford Brookes University, indicating a strong educational background in finance [1] Group 2 - The article does not provide any specific company or industry analysis, focusing instead on the credentials and approach of the analyst [2][3]

Core Viewpoint - Joby Aviation (NYSE: JOBY) may seem like a typical SPAC-era eVTOL company facing challenges, but it is undergoing significant structural changes that could lead to future growth [1] Company Analysis - Joby Aviation is positioned in the eVTOL market, which is characterized by high burn rates and low revenues, yet it is part of a larger structural play that could enhance its market position [1] Market Positioning - The company is leveraging its first-mover advantage and strong technology moat to establish a competitive edge in the rapidly growing eVTOL industry [2] Financial Health - Joby Aviation is focused on sustainable revenue growth and efficient cash flow management, which are critical for long-term survival and success in the market [2] Investment Methodology - The investment strategy emphasizes identifying high-conviction opportunities with a strong margin of safety, aiming for significant upside potential while managing risks effectively [2]

Joby Aviation (JOBY 8.97%) soared by 47.2% this week on news of the expansion of an existing manufacturing site in Marina, California. The expansion is a key part of its growth plan as it prepares to scale up production of its air taxis in anticipation of entering the market.Heavyweight backingThere's no shortage of investment in the electric vertical takeoff and landing (eVTOL) market, and several competitors are developing air taxis. Still, as Tesla investors will argue regarding their company's robotaxi ...

Joby Aviation (JOBY) , a leading player in the electric vertical takeoff and landing (eVTOL) space, announced plans to expand operations. To this end, the transportation company announced the expansion of its site in Marina, CA, which will double its aircraft production capacity at that location.The expanded site will span 435,500 square feet, helping the company to scale up its commercial operations. Once operational, Joby expects the Marina site to be able to produce up to 24 aircraft per year as it races ...

Stocks are a volatile bunch today, with Wall Street suffering from whiplash amid Trump's Fed Chair rhetoric. Two stocks that are weathering the storm -- and then some -- are Joby Aviation Inc (NYSE:JOBY) and Rigetti Computing Inc (NASDAQ:RGTI). JOBY is up 15.3% to trade at $16.08. Yesterday, the eVTOL (electric vertical takeoff and landing) aircraft makers announced plans to double production in their Dayton, Ohio and Marina, California locations. The shares are up 34.5% this week alone, and are now over 11 ...

美国电动垂直起降飞行器(eVTOL)制造商Joby Aviation(JOBY.US)周二收涨超10%，创下历史新高。这也 使得该公司创始人兼首席执行官JoeBen Bevirt所持有的公司股份价值达到约13亿美元。 自Joby Aviation于上个月向阿拉伯联合酋长国交付了首架eVTOL、并计划明年在该地区推出服务以来， 再加上美国总统特朗普此前签署了旨在全面扶持和推动美国无人机及先进空中交通(AAM)产业发展的行 政命令，投资者们对eVTOL行业的兴趣激增。数据显示，Joby Aviation股价自4月8日跌至年内低点以 来，到目前为止已上涨了超160%。 据悉，特朗普在6月曾签署行政命令，该命令聚焦两大方向：一是推动美国在无人机制造和防御方面追 赶竞争对手，二是拨款支持五个eVTOL重点项目，来加速电动垂直起降飞行器的商业化进程。该命令 被视为特朗普政府在eVTOL领域的政策加码，并直接推动了Joby Aviation、Archer Aviation等相关概念 股股价的飙升。 Joby Aviation股价周二再度大涨，原因是该公司表示，将在美国加强制造能力，力争在2026年前推出空 中出租车服务。J ...

Core Insights - Joby Aviation is accelerating its manufacturing capabilities in the U.S. to launch air taxi services by 2026 [1][2] - The company is expanding production at its Dayton, Ohio facility and plans to double capacity at its Marina, California hub [2] - Joby Aviation's shares increased by over 7%, contributing to a 16% gain year-to-date, as it competes with other eVTOL manufacturers [3] Company Developments - Joby Aviation is reimagining urban mobility through speed, scale, and precision manufacturing [2] - The company is currently seeking Federal Aviation Administration approval for its electric vertical takeoff and landing vehicles [3] Industry Context - Joby Aviation, along with competitors like Archer Aviation and Eve Air Mobility, aims to alleviate traffic congestion in urban centers with eVTOL technology [3]