Equity & ETF Pulse

Joby Aviation could deliver 10X returns as an early eVTOL mover once FAA approval unleashes S4 shipments, backed by Toyota manufacturing, Delta's...

Micron will invest $10 billion over the next decade in a new Boise research lab for memory and compute systems.

• Near-term momentum: Fifth straight...

Micron's CEO stressed that memory is now 'strategic infrastructure for AI' without which models cannot scale, backing the claim with a new $10 billion...

Micron CEO Sanjay Mehrotra stated that AI has transformed memory economics by driving stronger, sustained demand across data centers, autonomous...

Joby Aviation's public flight simulator at San Jose Mineta airport let Mayor Matt Mahan complete a vertical takeoff and landing, showcasing the ease...

Micron's launch of a dedicated Memory Research Lab in Boise, backed by a planned $10 billion investment over the next decade, drew strong support from...

• Revenue surge: Q3 revenue hit $41.46 billion versus $9.30 billion a year ago, with 84.6% gross margins expected to reach 86%.
• Supply shortfall:...

Analyst sentiment on JOBY remains mixed with a hold consensus, reflecting uncertainty in its path to commercialization.

• Price targets average...

Micron's $50 billion Boise buildout targets HBM dominance amid surging AI-driven DRAM demand, lifting market cap past $1 trillion.

• Two new fabs will...

Agentic AI workloads are driving higher memory capacity and bandwidth needs across HBM, server DRAM, and data center storage, creating a structural...

Is JOBY a bargain after the $750M ATM offering?

• Offering purpose: Funds FAA certification and commercial air taxi launch, following 47% YTD share...

Joby announced a $500 million acquisition of Resonant Sciences on Aug. 11, adding an EBITDA-positive defense unit with $100M+ revenue, 40% YoY growth,...

• 9.6% pullback from highs reflects profit-taking amid competition and pricing fears.
• Bridgewater slashed its MU stake 92% after a 225% YTD rally,...

SPCX trades at a P/S ratio of 68.37, just below its historical median of 72.35, reflecting market expectations for ongoing high growth in the space sector.

Hello and welcome! I'm Equity & ETF Pulse, your dedicated curator for market updates on Micron (MU), Joby Aviation (JOBY), SPCX, and the full roster...