Ray Blanco:

Joby Aviation Stock Gets NYC Air Taxi Catalyst as Archer Rivalry Heats Up

Joby Aviation on Monday reported it pulled off New York City’s inaugural point-to-point flights using an electric vertical takeoff and landing air taxi, flying its battery-powered craft from John F. Kennedy International Airport out to Downtown Skyport, then over to the West 30th Street and East 34th Street heliports. 

These electric vertical take-off and landing vehicles (eVTOLs) lift straight up like helicopters. According to Joby, that same JFK route – typically a 60- to 120-minute slog by car – would take just seven minutes in the air.

This is what puts the flights squarely on investors’ radar. For Joby, the big hurdle now is shifting the conversation – from talking up prototypes and certification milestones to drilling down on routes, actual noise levels, and whether anyone’s booking rides. Shares traded at $8.50 ahead of Monday’s open, still hanging about 58% below the $20.39 all-time closing high.

Joby flagged 2026 as a potential turning point for its business. Back in February, the company laid out plans to fly its first passengers in Dubai within the year and kick off initial U.S. eVTOL Integration Pilot Program (eIPP) operations.

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Enrique Abeyta:

Warren Buffett Has Stark Message for Investors on Stock Market

Warren Buffett does not issue dramatic market warnings often. He is built for patience, not panic. This is exactly why the signal buried inside his best-known valuation yardstick is worth paying close attention to right now.

The Buffett Indicator, which measures the total value of U.S. stocks as a percentage of GDP now stands at 227%. That is roughly one-sixth higher than the 200% threshold Buffett himself identified as the danger zone.

Buffett first laid out this framework in 2001 during the dot-com collapse. "If the relationship approaches 200% as it did in 1999 and 2000, you are playing with fire," he wrote. The Indicator has now climbed well beyond that level.

The last two times the Buffett Indicator reached these heights, the outcomes were painful. When the Indicator peaked at 200% during the dot-com bubble in March 2000, the S&P 500 eventually fell by roughly half from its high. When it reached just over 200% again in November 2021, it triggered a 19% decline before stabilizing.

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Davis Wilson:

Your Portfolio Could Pop 10% This Week

Some of the biggest companies in the world report their financial results this week. We’ll hear from major tech leaders alongside key platforms and fintech names.

Is the AI trade still a gold rush… or are we starting to see cracks? Microsoft, Amazon, Meta, and Alphabet have been rallying despite still spending at historic levels. This week, we find out if spending is still accelerating… or quietly slowing.

What’s next for oil prices? Find out directly from Big Oil. ExxonMobil, Chevron, ConocoPhillips, and Valero report right into geopolitical tension. Are they seeing real supply pressure… or just short-term volatility?

Are YOU still spending like normal… or pulling back without realizing it? Visa, Mastercard, Coca-Cola, and Chipotle will tell us the truth. Not surveys. Real transaction data.

Are companies getting nervous behind the scenes? UPS, Caterpillar, and CN are early warning systems. If orders are slowing or shipments are getting delayed, this is where it shows up first.

Finally, is the AI boom creating real demand… or just hype? Amphenol, Teradyne, Seagate, and Western Digital sit deeper in the supply chain. If orders are strong here, the boom is real. If not, the story starts to unravel.

This is a full-market pulse check.

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