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Finance & Markets

Joby Is Buying a Defense Company. Archer Plans to Buy 3 From Boeing. Here's Which Pivot Makes More Sense.

Key PointsThe viability of Archer and Joby's commercial eVTOL aircraft businesses remains unproven.

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Microsoft Just Announced Incredible News for Nvidia Shareholders

Microsoft is one of Nvidia’s biggest customers.

  • Microsoft allocated 75% of fiscal 2027 capital expenditures to CPUs and GPUs.
  • Nvidia stock performance impacted by overspending concerns on AI infrastructure.
  • Microsoft forecasts $170 billion in capex for the year, driven by high demand.

Look Who's Upgrading America's Nuclear Forces Now

RTX just won an $8 billion nuclear contract. How big a deal is that for RTX stock?

  • Raytheon secured $8B contract from U.S. Air Force.
  • AFNWC manages America's strategic nuclear deterrent.
  • Contract restarts production of modernized Strategic Communications Terminals.

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