Archer Aviation (ACHR) shares have fallen from about $8 at the start of the year to about $4, but the author argues the company has made real progress. Archer completed Phase 3 of the FAA's four-phase type certification process, becoming the first eVTOL company to do so, and flew more than 70 test flights in August. Its eVTOL revenue remains zero, but it has announced plans to acquire three Boeing (BA) subsidiaries, Wisk Aero, SkyGrid and Insitu, with Insitu, a profitable military drone maker, generating over $200 million in annual revenue. Archer posted just $5 million in revenue last quarter against expenses of about $284 million, and Boeing would receive a substantial stake that dilutes existing shareholders if the deal closes.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
Open a keyword to see other news on the same topic.
Related news
- Prediction: Here's What a $5,000 Investment in Archer Aviation Will Be Worth in 3 Years
Archer Aviation (ACHR) trades near $5 a share, down from about $7.50 at the close of 2025 and below $7 for much of 2026. The eVTOL company earned just $300,000 in revenue in 2025, and its Midnight aircraft still lacks FAA approval for commercial flights. The author expects FAA type certification by 2029, noting Archer has completed three of four certification phases, and sees upside from a planned purchase of three Boeing subsidiaries, including Insitu, a drone maker with over $200 million in annual revenue. The main risk is dilution from further capital raises and shares issued for the deal, as Archer lost about $260 million in the second quarter alone. The author sees a shot at $8 a share by October 2029, which would turn $5,000 into $8,000, while stressing that this is not a guarantee.
- Microsoft Is Down 4%. Here's Why I'm Buying More.
Microsoft remains one of the largest players in cloud computing and AI, and the author argues that its 4% drop from the 52-week high could be a chance to buy more shares. Demand for Azure, the cloud platform powering AI applications, has exceeded Microsoft's current capacity, and its Cloud revenue continues to grow rapidly. Microsoft 365 Copilot surpassed 30 million paid seats by the end of fiscal 2026, and Copilot conversations per user nearly doubled year over year in the fourth quarter. Beyond AI, the software business, including Microsoft 365, Dynamics 365 and LinkedIn, gives Microsoft multiple revenue streams from its large customer base.
- Warren Buffett Warned About Stock Valuations. So Why Is Berkshire Still Buying Stocks?
In an early-May CNBC interview, Warren Buffett answered “Yeah” when asked whether stock prices were too high, saying many things would look very silly. From May 1 (7,230.12) to Oct. 15 (7,744.06), the S&P 500 rose 7%. Even so, Berkshire Hathaway became a net buyer of stocks in Q2 for the first time in three and a half years, buying about $23.5 billion while selling about $3.7 billion, and it bought back $4.5 billion of its own stock. It also invested in Alphabet, now nearly 13% of its equity portfolio, and in the recent IPO of Bending Spoons, with $600 million in July and $330 million in a private placement this month. The article notes Bending Spoons trades at 29 times forward earnings and will carry significant debt, so it is not a bargain in the traditional sense.
- Treasury Yields Hit a 24-Year High This Month. Is Vanguard's High-Dividend ETF Still Worth Buying?
The 10-year Treasury yield closed at 5.31% on Oct. 5, its highest close since spring 2002, and was about 5.1% when the article was written. The author compares it with the Vanguard High Dividend Yield ETF (VYM), which trades around $160 and had an SEC yield of 2.35% for the period ending Sept. 30. Unlike the Treasury's fixed interest, the fund's payout can shrink when its holdings cut dividends, as it did by around 24% from 2008 to 2010. However, the payout grew about 5% a year from 2015 to 2025, rose about 7% so far in 2026, and the fund returned around 11% a year on average over the decade ended Sept. 30. The author concludes the fund suits investors who reinvest dividends for growing income, not those who need the highest income now.
- Schwab's Dividend ETF Has Gained 25% This Year. Is It Still Worth Buying?
Schwab's SCHD ETF is up about 25% in 2026 to around $34, well ahead of the S&P 500's roughly 13% gain, though still about 3% below its August 24 record close of $35.21. The author argues nearly all of this gain came from a higher share price, not bigger payouts: the first three 2026 payments total about $0.78, only 1% above 2025, while the yield fell from about 3.8% at year-end 2025 to about 3.1%. Valuation also rose, with the portfolio's P/E climbing from about 18 in June to about 20 in August. Assuming 6% annual dividend growth and a 3.4% yield in five years, a $10,000 investment with reinvested dividends could reach a little over $14,000, roughly 7% a year, with a range of about $12,900 to $15,600 depending on the yield.
- Down 12.5% in 2 Months, Is the Sell-Off in Realty Income a Buying Opportunity for Income Investors?
Realty Income (O) shares fell 12.5% over the two months ended October 9, while the S&P 500 gained 1.1%. The REIT, which mainly owns retail properties, reported 98.8% occupancy as of June 30 and 3.8% growth in adjusted FFO, and management raised its 2026 adjusted FFO guidance to $4.44–$4.45 per share. Rising rates are a risk, as the 10-year Treasury yield climbed from 4.8% to 5.24% and the company has increased its debt. Realty Income has raised its dividend for 116 straight quarters, and with the stock down, its yield has risen to 6%. The annualized dividend of $3.258 per share equals 73% of projected adjusted FFO. The author concludes that long-term prospects remain solid and the price drop could be a buying opportunity for income investors.
Related markets
Latest news
- JPMorgan's JPM Coin, representing dollar deposits, is coming to Ethereum: Bloomberg
JPMorgan will make JPM Coin, a token representing its dollar deposits, available to institutional clients on Ethereum, according to Bloomberg. The bank says Ethereum's liquidity makes it attractive to crypto companies seeking blockchain payments and to financial firms settling trades or backing tokenized assets. The move extends JPMorgan's blockchain work beyond Base and its private Kinexys network, which processes more than $7 billion daily. The bank did not say when the token will go live on Ethereum. Meanwhile, JPMorgan is among US banks planning a shared tokenized deposit network, but it was not on Swift's list of 17 banks preparing live transactions on its blockchain ledger in July.
- Cerrado Gold Reports 21% Year-Over-Year Increase in Q3 2026 Production Results at Minera Don Nicolas
Cerrado Gold reported Q3 2026 production of 16,685 GEO at the Minera Don Nicolas (MDN) mine in Santa Cruz Province, Argentina, up 21% from 13,832 GEO in Q3 2025. Year-to-date output reached 44,942 GEO, up 23% from 36,432 GEO in the comparable 2025 period. Heap leach output held steady at 9,649 GEO, while CIL output rose to 7,036 GEO as higher-grade Calandrias material, generally above 2.5 g/t gold, was routed to the Martinetas mill. Laboratory tests on selected material showed gold recoveries of up to 95%, versus about 60% expected from heap leaching, and the company now expects full-year 2026 production at the upper end of its 50,000 to 60,000 GEO guidance while targeting a new PEA by late Q1 2027.
- Is Visa Stock Still a Buy After Gaining 14% This Year?
Visa shares hit an all-time high of $401, up about 12% over the past two weeks from $359 at the end of September and up 14% year to date. Key catalysts include approval from the People's Bank of China to set up a bankcard clearing institution in China and the move of Visa Direct's stablecoin to commercial deployment on Oct. 15. Baird and BMO Capital both raised their price targets. Visa reports fiscal fourth-quarter earnings on Oct. 27 and has raised its dividend every year since 2009, last year by 14% to $0.67 per share. The author still considers the stock a buy ahead of earnings, citing a forward P/E of 24.
- Five things to watch in markets in the week ahead
Markets start the week with AI stocks under pressure after hotter-than-expected September inflation raised expectations of higher US rates and fed worries about debt-funded AI spending. Last week the Philadelphia semiconductor index fell 11.41% and the Nasdaq Composite lost 4.48%, with CoreWeave shedding about a quarter of its value and Oracle down 9.31%. Earnings are in focus, with SpaceX and Netflix reporting on Tuesday and Meta and Tesla on Wednesday after the close. Netflix reportedly plans to cut around 6% of its workforce, roughly 1,000 roles, its biggest reduction since 2022. SpaceX has also agreed to buy spectrum licenses from Grain Management for about $8 billion, a move into the wireless market.
- eMemory/PUFsecurity Showcases OCP S.A.F.E.-Approved PUFrt at OCP Global Summit, Strengthening AI Data Center Security with Caliptra
PUFsecurity, a subsidiary of eMemory Technology, was featured at Microsoft's Caliptra Workshop on Oct. 12, the opening day of the 2026 OCP Global Summit, which drew nearly 400 attendees. Its PUFrt received OCP S.A.F.E. Scope 3 approval after an independent assessment of its resistance to physical attacks such as fault injection and side-channel attacks, and is now listed on the OCP Marketplace. PUFrt provides the physical security foundation for Caliptra, an open-source hardware Root-of-Trust architecture, from key generation to chip mass-production testing. It has already been integrated into Caliptra products from ASPEED and security systems from several memory makers and networking chip vendors. The company says the milestone advances hardware security for cloud and AI infrastructure.
- Crypto vault deposits top $10 billion as lending risks draw regulatory scrutiny
Deposits into crypto lending vaults have risen from $4 billion at the start of last year to more than $10 billion, according to the Financial Times. Each vault is run by a 'curator' who selects lending strategies through smart contracts on DeFi platforms, sets risk limits and collects fees, with typical returns of 3% to 10% and riskier strategies reaching 20% or more. Risks include illiquid or hard-to-sell collateral, automatic liquidations, hacks and coding errors, while investors may focus on headline yields. Fintechs, digital asset treasury firms and hedge funds are among the main depositors, and Bitcoin lender Two Prime launched a vault on Pareto targeting 1.5% to 2% yields, with a minimum deposit of 5 WBTC and about $10 million of its own capital absorbing initial losses. U.S. and European regulators are examining whether existing rules should apply, and the SEC has questioned vaults that hold securities.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.