Group 1: Joby Aviation and Nvidia Partnership - Joby Aviation is collaborating with Nvidia to enhance its "Superpilot" autonomous flight system using Nvidia's IGX Thor computer platform and Blackwell AI chips [3][4]. - The technology enables Joby's aircraft to process large data volumes, make real-time flight decisions, and predict maintenance needs, mimicking human pilot capabilities [4][5]. - Joby Aviation's stock increased by 7% in early trading following the announcement of the partnership [5]. Group 2: Nvidia's Market Performance - Nvidia's stock rose by 3.2% to $207.92, driven by President Trump's comments about discussions with China's Xi Jinping regarding Nvidia's Blackwell AI chip [6]. - Nvidia's shares have surged nearly 50% year-to-date, adding approximately $1.6 trillion in market value, positioning the company to potentially surpass a $5 trillion market capitalization [6].
Wall Street Breakfast Podcast: Joby's Taking Off