Dipender Saluja

October 9, 2026

Joby Aviation faces downgrade as investors weigh eVTOL outlook. Barclays lowered its rating on Joby Aviation to Underweight and cut its price target to $4, citing concerns about valuation and market momentum. Bill Gates highlighted the difficulty of decarbonizing aviation, underscoring sector challenges. Cathie Wood’s ARK fund has increased exposure to eVTOL companies, including Joby, while BitRipple announced deployment of its LT3 platform across Joby’s flight operations. These events provide mixed signals for the stock’s near‑term perception.

October 11, 2026

Navitas closes Claros acquisition, wins Army contract. Navitas Semiconductor has completed its acquisition of Claros to strengthen its AI power delivery solutions. The company also secured a contract from the U.S. Army for its high-voltage silicon carbide technology. These moves support its strategy in AI infrastructure, while the stock remains near its 52-week low.

October 11, 2026

QuantumScape launches QS PowerBlock for AI data center storage. QuantumScape introduced the QS PowerBlock, an in‑rack energy storage solution aimed at AI data centers. The launch signals a move beyond its traditional automotive battery focus toward the data‑center market. The company also disclosed the timing for its third‑quarter 2026 results and webcast. Analysts note the stock is trading below its average target price and discuss its book‑value valuation.