Core Insights - EHang Holdings Limited (NASDAQ: EH) operates in a competitive eVTOL (electric Vertical Take-Off and Landing) market, alongside other notable players like Joby [1] Industry Overview - The eVTOL space is relatively new but has already attracted significant competition, indicating a growing interest and investment in this sector [1] Company Analysis - EHang is highlighted as one of the key players in the eVTOL market, suggesting its potential for growth and innovation within this emerging industry [1]

Market Impact of Government Shutdowns - Government shutdowns theoretically impact the stock market by reducing spending power for up to 900,000 people, leading to decreased consumer spending [1] - Historical data shows that the last six shutdowns did not negatively affect the stock market, with an average rally of 1% following shutdowns, creating a cycle of complacency among investors [1] Speculative Bull Market Dynamics - The current speculative bull market is characterized by a surge in interest for stocks related to data centers, biotech, and emerging technologies, with a notable absence of profit-taking [1] - The "post-Liberation Day" rally has been a significant driver of market strength, with major indices like the S&P 500 rising from a low of 4,982 to a recent close of 6,715 [1] - The market's resilience is attributed to a shift in investor sentiment, where every dip is viewed as a buying opportunity, leading to a new generation of buyers focused on high-risk, high-reward stocks [1][2] Notable Stock Performances - Companies like Palantir and Rigetti have shown dramatic stock price movements, with Palantir rising from around $40 to $173, while Rigetti surged from $0.70 to $40 [2] - Other notable stocks include Oklo, D-Wave Quantum, IONQ, Bloom Energy, and Joby, all experiencing significant price increases over the past year [2] Nvidia's Market Position - Nvidia is highlighted as a key player in the current market, with its stock being described as the "greatest stock of all time," despite skepticism from some investors [2] - The company's performance is linked to the broader trend of artificial intelligence and its applications across various industries, positioning it as essential for tech giants like Meta, Alphabet, and Microsoft [2] Investment Strategy Recommendations - Investors are advised to take profits when stocks have significantly appreciated, suggesting a balanced approach to capitalize on the current market conditions while mitigating potential losses [2]

Josh, give me a final trade. Uh, Archer Aviation was just named Conviction Long for Q4 at Deutsch. These stocks, Joby, Planet Labs, we talked about him Tuesday.All of them are having an unbelievable week. Threw Josh off his game for a minute there. I thought he was going to pick I thought he was going to pick Shaq.I'm hungry now. We all believe me, Rob. JP Morgan like the setup headed into earnings two weeks out.Think financials can lead into the fourth quarter. Amy Shell, a wellpositioned company in an unl ...

Josh, give me a final trade. >> Uh, Archer Aviation was just named Conviction Long for Q4 at Deutsch. These stocks, Joby, Planet Labs, we talked about him Tuesday.All of them are having an unbelievable week. >> Threw Josh off his game for a minute there. >> I thought he was going to pick I thought he was going to pick Shaq.>> I'm hungry now. We all >> believe me, Rob. >> JP Morgan like the setup headed into earnings two weeks out.Think financials can lead into the fourth quarter. >> Amy >> Shell, a wellposi ...

Core Insights - The low-altitude economy index increased by 1.01% this week, with a daily average transaction amount of 34.308 billion yuan and a TTM price-to-earnings ratio of 114.66 times, while the net inflow of main funds was -330 million yuan [1][2] Market Performance - The daily average transaction amount decreased compared to last week, while the valuation remained high and the net outflow of main funds narrowed [2] Industry Developments - The U.S. government announced the launch of a new low-altitude pilot project [4] - GAC High Domain World Smart Expo received 500 intent orders [5] - The first urban-level low-altitude intelligent system was launched in Wuhu, Anhui [5] - XPeng Huaitian's "land aircraft carrier" (X3-F) received a special flight certificate in the UAE [5] - The first low-altitude economic internet platform in Hunan was launched [6] Policy Developments - Wenchang City Development and Reform Commission publicly solicited opinions on the "Wenchang City Low Altitude Economic Industry Development Plan (Draft for Comments)" [7] Company News - Nocoda Technology's subsidiary signed a cooperation agreement with AlphaAI Technology Limited to establish a strategic partnership in the field of drone AI technology and low-altitude economic smart facilities [8] - Joby signed a memorandum with Miami-Dade County to plan short-distance shuttle services in the Biscayne Bay area starting in Q1 2026, initially deploying 10 S4 models [8]

Group 1 - Joby will participate in a White House program aimed at accelerating the adoption of electric vertical takeoff and landing (eVTOL) aircraft [1]

Core Insights - Joby Aviation has been in the news recently due to its stock performance and earnings report, which has seen a decline since early August [1][6]. Company Developments - Joby has integrated Blade Mobility's booking network into the Uber app, leveraging Uber's scalable business model and network effects [2][3]. - The company is planning to launch its first air mobility taxi service this year, contingent on obtaining necessary regulatory and operational approvals [3][4]. Financial Performance - Joby reported a larger-than-expected adjusted EPS loss, increasing the forecast from a loss of $0.66 to $0.89 per share [6]. - Topline sales expectations for the current fiscal year were significantly reduced from $2.2 million to $232,000, and next year's estimates were cut from $60 million to $28 million [8][9]. - The company is facing a cash burn of approximately $800 million per year, necessitating financing through share issuance [10].

Group 1: Oracle's Strong Performance - Oracle shares surged by 40%, marking the largest one-day increase since the 1990s, driven by a robust forecast for its cloud infrastructure business [5][10][27] - The company expects cloud infrastructure revenue to grow by 77% this fiscal year, reaching $18 billion, with projections of $32 billion next year and $144 billion by fiscal year 2030 [19][27] - Analysts have raised price targets for Oracle, with estimates reaching as high as $400, reflecting confidence in the company's long-term competitive position in the AI infrastructure market [47] Group 2: Market Reactions and Economic Indicators - The Dow Jones Industrial Average saw a slight decline of about 73 points, while the S&P 500 and Nasdaq Composite reached new record highs, indicating mixed market reactions [2][3] - Wholesale inflation unexpectedly declined, reinforcing expectations that the Federal Reserve may cut interest rates in the upcoming meeting [3][27] - The technology sector, particularly driven by Oracle's performance, emerged as the best-performing group, with the XLK sector index up 2.3% [4][3] Group 3: Competitive Landscape and Future Outlook - Oracle's focus on performance and speed in cloud services is seen as a competitive advantage, allowing it to potentially undercut rivals on costs [15][16] - The company is positioning itself as a disruptor in the AI and GPU market, which could lead to a larger book of business than competitors like Google in the future [17][18] - The demand for AI infrastructure is expected to remain strong, with no signs of slowdown, indicating a robust growth trajectory for Oracle and similar companies [20][22] Group 4: Tariff Developments and Market Implications - President Trump is advocating for new tariffs on China and India, with the Supreme Court agreeing to fast-track a case regarding the legality of these tariffs [51][52] - The potential for tariff refunds has raised questions among investors, with implications for Treasury markets if significant refunds are issued [54][56] - The ongoing trade dynamics between the U.S. and China are expected to remain stable in the near term, as the U.S. administration seeks to balance its trade strategies [65][66]

Uber customers will be able to book Blade’s helicopter and seaplane services directly within the Uber app as early as next year, as part of an expansion of the ride-hailing company’s partnership with Joby https://t.co/hNssZOKUOe ...

The move comes just one month after Uber partner Joby acquired Blade's passenger business. https://t.co/9ILdCcOhrf ...