Delta celebrating 100 years in business and suffice to say a lot has gone on in the 100 years within the aviation industry, within the consumer, within the world. I'm really excited to bring in our next guest here at Yahoo Finance Invest, Delta's longtime CEO, Ed Bash. Ed, good to see you here.Uh, 100 years, mind-blowing thing in corporate America, mind-blowing milestone. What does that mean to you. >> A lot of pride. A lot of pride in our people for getting there.First US airline to reach 100. Uh it's quit ...

Core Insights - The collaboration between Palantir Technologies and Surf Air Mobility aims to leverage AI for advancements in regional electric aircraft travel [1][2] - Palantir has seen significant stock performance, with a 145% increase this year and a market capitalization of approximately $453 billion [4] Company Overview - Palantir Technologies is a data mining company known for its Gotham and Foundry platforms, which provide real-time analytics and data sorting capabilities [2] - The company has transitioned from a government contractor to serving commercial businesses, focusing on supply chain management and predictive analysis [3] Financial Performance - In Q3, Palantir reported earnings of $1.18 billion, reflecting a 63% year-over-year increase, with U.S. commercial revenue rising 121% to $397 million [4] - U.S. government revenue reached $486 million, marking a 52% increase from the previous year [4] Valuation Concerns - Palantir's valuation metrics are notably high, with a price-to-earnings (P/E) ratio of 569 and a forward P/E of 345, alongside a price-to-sales (P/S) ratio of 160 [5] - CEO Alex Karp acknowledges the challenges in appraising the company's significance and financial value, emphasizing its potential for retail investors [5]

Core Insights - Loar Holdings Inc. reported record results for Q3 2025, driven by strong growth in commercial passenger traffic, significant backlogs at airframe manufacturers, and high global demand for defense products [1] Financial Performance - The company achieved record quarterly results in Q3 2025, indicating robust financial health and operational efficiency [1] - There were upward revisions to the 2025 outlook, suggesting improved expectations for revenue and profitability [1] Market Trends - The company is benefiting from secular growth trends in commercial passenger traffic, which is expected to continue driving demand [1] - Immense backlogs at airframe manufacturers indicate a strong supply chain demand, which could positively impact the company's future performance [1] - Global demand for defense products remains high, contributing to the company's strong performance in the defense sector [1]

Business Model - Joby Aviation's business model focuses on providing transportation services rather than selling eVTOL aircraft to third parties, which allows for potentially greater upside through recurring revenues [2][5] - The company plans to operate under a vertically integrated model, manufacturing, owning, and operating its aircraft while offering an app-based aerial ridesharing service [4][5] Partnerships and Collaborations - Joby has a long-term partnership with Uber Technologies, having acquired Uber's Elevate planning unit and received a $75 million investment from Uber [6] - The company also acquired Blade's passenger business, integrating it into the Uber app for future eVTOL travel [6] - Joby collaborates with Toyota, which has committed to investing $894 million and is working with Joby's engineers on manufacturing solutions [9] Manufacturing Strategy - Unlike competitors like Archer Aviation and Vertical Aerospace, which rely on external partners for key components, Joby operates its own powertrain and electronics manufacturing facility [8] - This in-house manufacturing approach is part of Joby's strategy to maintain control over its technology and certification process [10] Certification Progress - Joby is ahead of competitors in the FAA certification process, being 77% complete on its side and 55% complete on the FAA side, with plans to begin certification flights early next year [11] - Archer is reported to be behind Joby in the certification process, indicating a potential advantage for Joby in terms of regulatory approval [11] Investment Potential - The combination of greater upside potential and relatively less risk due to Joby's progress in certification makes it an attractive stock for investors interested in the eVTOL sector [12]

Core Points - Air T, Inc. has received strong support from a majority of Rex's creditors for its acquisition bid, indicating confidence in the company's vision for Rex and commitment to regional aviation in Australia [1] Company Summary - The second meeting of creditors took place on November 11, 2025, where the majority of creditors, both in number and value, voted in favor of Air T, Inc.'s bid [1]

Group 1: US Stock Market - US stock markets experienced a notable climb as investor sentiment turned positive regarding the potential end of the ongoing government shutdown [2] - Optimism is high that a swift resolution will unlock critical economic data, which has been delayed, and boost confidence in the Federal Reserve's likelihood of implementing rate cuts [2][3] - The tech-heavy Nasdaq Composite showed a particularly strong upward movement, with the S&P 500 also gaining significantly [2] Group 2: Government Shutdown - The Senate advanced legislation aimed at ending the government shutdown by voting 60-40 in favor of a temporary funding bill [3] - The cessation of the shutdown is expected to lead to the resumption of key US economic data releases, including the monthly jobs report, which are vital for the Federal Reserve's interest rate decisions [3] Group 3: Advanced Micro Devices (AMD) - AMD outlined an ambitious financial outlook, projecting operating margins to exceed 35% and earnings per share (EPS) to surpass $20 within the next three to five years [4][8] - AMD anticipates gross margins to fall within the 55-58% range, leading to a 4.5% increase in shares during after-hours trading following these optimistic projections [4][8] Group 4: Aviation Sector - The aviation sector is navigating significant adjustments as US Transport Secretary Sean Duffy addressed recent flight reductions, stating that a 4% flight reduction was a data-driven decision originating from the safety office [5] - The Federal Aviation Administration (FAA) ordered airlines to reduce flights at 40 major US airports due to strained air traffic control staffing during the government shutdown [5] - Airlines were initially required to cut flights by 4%, with potential increases to 10% if the shutdown continued [5]

Core Insights - The "zero tariff" policy for transportation tools and yachts in Hainan Free Trade Port has resulted in a cumulative benefit of over 9.834 billion yuan, with tax reductions amounting to 2.585 billion yuan, benefiting 388 enterprises across various cities [6]. Group 1: Policy Impact - The introduction of the Airbus A330 aircraft marks a new record for the "zero tariff" policy, with a tax reduction of approximately 114 million yuan, significantly lowering the cost of aircraft acquisition for enterprises [2]. - The policy has led to the continuous introduction of new passenger and cargo aircraft, with Zhongzhou Airlines acquiring two Boeing 777 freighters valued at 1.397 billion yuan, resulting in a tax reduction of 197 million yuan [3]. - The policy has expanded to cover not only aircraft but also ships, yachts, and multi-functional passenger vehicles, achieving comprehensive coverage across air, land, and sea [6]. Group 2: Industry Development - Hainan Free Trade Port has established its first aviation spare parts consignment warehouse, enhancing the support for the aviation maintenance industry [4]. - The Haikou Jiangdong New District is cultivating a billion-level aviation economy cluster, attracting 63 key enterprises, including Zhongzhou Airlines and Huazhong Airlines, with a focus on aviation passenger transport, logistics, maintenance, and leasing [4]. - The policy has been optimized to include 22 additional items, such as road tractors and hybrid passenger cars, further enhancing its impact on various industries [6].

Core Insights - Archer Aviation's stock experienced a significant increase following a surprising purchase, indicating a positive market reaction after a challenging week for investors [2]. Company Summary - Archer Aviation is actively working on obtaining regulatory approval for its Midnight eVTOL aircraft, which is a key focus for the company [2].

FAA Bans Most Private Jets At 12 Major Airports—But Some Say It Doesn’t Go Far Enoughhttps://t.co/BQ7mdj67hI https://t.co/umiHAS9Yd7 ...

Today, the bench marks the first time in history that air traffic controllers and other aviation safety professionals we represent have now received two $0 paychecks. 41 days without pay. Controllers continue to show up and step up despite working full time during the shutdown and in many cases, mandatory overtime. Controllers continue to show up and step up for the American flying public and for each other.On behalf of myself and your national leadership, we see you. We thank you for your tireless commitme ...