Joby Aviation JOBY -4.23% ▼ shares surged nearly 8% in after-hours trading on October 28 after the electric air-taxi company announced a new deal with Nvidia NVDA +4.98% ▲ . Nvidia has picked Joby as its exclusive aviation launch partner for the IGX Thor platform, built on its new Blackwell chip design.

Elevate Your Investing Strategy:

• Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.

The IGX Thor system is built to power “physical AI”, helping machines see and react to the real world in real time. For Joby, the deal adds strong computing power to its Superpilot flight system, designed to make flying safer and more independent.

Joby Moves Closer to Autonomous Flight Approval

Joby will use Nvidia’s hardware to speed up work on Superpilot, its own flight automation system. The technology is built to handle key parts of flight — from takeoff to landing — with little pilot control.

Nvidia’s platform meets top safety standards, allowing Joby to aim for certifiable autonomy across both defense and commercial aircraft. This marks an important step as the Federal Aviation Administration (FAA) develops new rules to guide the use of autonomous flight in U.S. skies.

Investors Cheer Nvidia Partnership, But Challenges Remain

The news sparked strong investor interest, sending Joby Aviation shares higher after the announcement. Traders viewed the deal as a major vote of confidence from one of the world’s leading AI companies.

Even so, Joby is still in the early stages of its journey. Its aircraft are not yet fully certified by the Federal Aviation Administration (FAA), and mass production is still ahead. Still, teaming up with Nvidia gives Joby a real advantage as it works to bring safe, autonomous flight closer to reality.

Is JOBY a Good Stock to Buy? 

On TipRanks, JOBY stock has received a Hold rating based on one Buy, four Hold, and one Sell recommendations. The average JOBY stock price target is $15.25, implying a 2.31% downside from the current price.

See more JOBY analyst ratings

Disclaimer & DisclosureReport an Issue

Cathie Wood’s ARK Invest ETFs (exchange-traded funds) revealed several notable portfolio moves for Tuesday, October 28, 2025, showing continued conviction in biotech names and select growth stocks. The trades, revealed in ARK’s daily report, included major buys in DraftKings DKNG -5.46% ▼ , Intellia Therapeutics NTLA -5.61% ▼ , and 10x Genomics TXG -1.84% ▼ , alongside further selling in Shopify SHOP +2.23% ▲ , Palantir Technologies PLTR +0.22% ▲ , and other technology names.

Elevate Your Investing Strategy:

• Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.

ARK Boosts DraftKings and Intellia Positions

Leading the day’s activity, ARK purchased 499,483 shares of DraftKings worth $16.46 million, spread across three of its ETFs. This follows a large buy the previous day, showing ARK’s growing confidence in the sports betting firm as more states open to online wagering.

ARK also made a strong move in Intellia Therapeutics, acquiring 479,411 shares valued at $7.09 million through two of its funds. The repeated buying signals a bullish outlook on the gene-editing firm, which remains one of ARK’s high-conviction biotech bets within the CRISPR space.

In addition, the firm bought 237,961 shares of 10x Genomics worth $3.23 million, showing ongoing interest in biotech names.

Shopify Leads ARK’s Latest Round of Tech Stock Sales

On the sell side, ARK trimmed 61,072 shares of Shopify, valued at $10.69 million, continuing its pattern of reducing exposure to high-multiple e-commerce names after recent volatility in the sector.

Other divestments included Ionis Pharmaceuticals IONS +0.79% ▲ , Palantir, Roblox RBLX +2.51% ▲ , Roku ROKU +0.20% ▲ , and Teradyne TER -2.12% ▼ , with total sale values ranging from $896,000 to $4.1 million. The trades show ARK is fine-tuning its tech exposure in response to changing market moves.

Let’s see how these stocks perform using the TipRanks Stock Comparison Tool:

Disclaimer & DisclosureReport an Issue

Recently, chip stock Intel INTC +5.03% ▲ got together with two other major names in the field—Super Micro Computer SMCI +1.53% ▲ and Micron MU +0.82% ▲ —to produce something impressive: the STAC-M3 benchmark, a system which has impressive potential in generating and using trading strategies. Intel’s part in this was mostly infrastructure, but the results spoke for themselves. And investors spoke too, and loudly. Intel shares surged over 6% in Tuesday afternoon’s trading.

Elevate Your Investing Strategy:

• Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.

The three firms brought together an advance in the STAC-M3 benchmark, which is intended to provide an edge in high-frequency quantitative trading. Delivering better performance on this front can generate a direct improvement in trading profits, so for Intel to have a hand in this is, undoubtedly, welcome.

Supermicro supplied its Petascale servers, and Micron brought its 9550 solid-state drives along with DDR5 memory. Intel kicked in the Xeon 6 processors, a move which should help give Intel’s processors a brand-new credibility in the market. That is something Intel very much needs right now, considering how much market share Intel has lost to its various competitors over the last few years.

Why Lip-Bu Tan Got Involved

Meanwhile, Intel’s newest CEO, Lip-Bu Tan, got more personally involved, revealing why he had joined Intel to begin with. He noted that his plan was to “refocus” the chipmaker, putting a particular emphasis on engineering. Intel had “…too many layers of management,” Tan revealed, and set about flattening the company’s org chart, as well as removing large portions of it altogether.

In the place of all that management, Tan has focused on advancing Intel’s position in artificial intelligence—which had been lagging the market for quite some time—as well as improving the foundry business, which received quite a bit in the way of investment, but did not deliver much in return. At least, not yet.

Is Intel a Buy, Hold or Sell?

Turning to Wall Street, analysts have a Hold consensus rating on INTC stock based on two Buys, 24 Holds and six Sells assigned in the past three months, as indicated by the graphic below. After a 72.66% rally in its share price over the past year, the average INTC price target of $34.81 per share implies 17.02% downside risk.

See more INTC analyst ratings

Disclosure

Disclaimer & DisclosureReport an Issue

Boeing (NYSE:BA) stock has been struggling to keep pace with the broader market. Since early September, shares have fallen about 6%, while the S&P 500 has climbed 7%. With Q3 results due out tomorrow, J.P. Morgan’s top analyst, Seth Seifman, believes the recent weakness reflects investor caution heading into the report.

Elevate Your Investing Strategy:

• Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.

Seifman, who’s ranked among the top 3% on Wall Street, thinks part of this is down to expectations of a potential multi-billion-dollar charge related to the 777X program, based on management commentary and recent press reports.

The potential size of a Q3 777X charge is still uncertain, however. The charge would likely result from a delay in the aircraft’s entry into service, mainly due to testing and administrative work with the FAA that is taking longer than anticipated. At an investor conference last month, CEO Kelly Ortberg noted that even a little delay could have “a pretty big financial impact.” Ultimately, the length of the delay will determine the size of the charge. “Finger in the wind,” says the 5-star analyst, the 777X charge will be $4 billion.

Seifman believes the “key” for Boeing stock is a significant increase in FCF (free cash flow) over the next several years, but estimating this growth for 2026 is difficult from the outside, and management appears unlikely to provide detailed commentary before January’s Q4 call.

With the 777X delay pushing out cash flow, Seifman has lowered his 2026–27 estimates. On top of higher losses on the first 500 aircraft, the delay also postpones customer deliveries and advance payments. Although this is primarily a “timing issue,” it can significantly affect cash flow in a specific period. For example, Seifman’s model now excludes 10 777X deliveries in 2026, meaning it assumes no deliveries next year.

On the positive side, a key factor supporting higher free cash flow is the rise in 737 and 787 deliveries, and Boeing is continuing to make progress on both aircraft. Q3 737 deliveries were “up nicely,” and the FAA has approved raising production to 42 per month.

As such, ahead of the earnings report, Seifman is “penciling in” a $4 billion 777X charge, though this is expected to have little impact on cash flow for the current year. However, to reflect a delayed 777X ramp, the analyst has reduced his 2026–27 cash flow projections to $3.75 billion and $8.5 billion, respectively (each down $500 million). That said, Seifman still sees “nice growth beyond 2027.”

Bottom line, Seifman assigns Boeing shares an Overweight (i.e., Buy) rating, backed by a $251 price target. The implication for investors? Upside of 12% from current levels. (To watch Seifman’s track record, click here)

Almost all analysts agree with that stance; barring one skeptic recommending a Hold, all 12 other BA reviews are positive, making the consensus view here a Strong Buy. The $258.91 average price target factors in a one-year gain of ~16%. (See Boeing stock forecast)

To find good ideas for stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a tool that unites all of TipRanks’ equity insights.

Disclaimer: The opinions expressed in this article are solely those of the featured analyst. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.

Disclaimer & DisclosureReport an Issue