Archer Aviation

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Google $Alphabet(GOOGL.US) is developing a new AI chip that could run Gemini models 6x to 10x more efficiently than its latest TPUs, per The Information. The chip, internally called “Frozen v2,” would bake parts of Gemini’s architecture directly into silicon, reducing data movement and simplifying inference decisions. Google is targeting deployment as early as 2028 to help ease its AI compute shortage, though the design would trade flexibility for major gains in speed and power efficiency.

2. Microsoft $Microsoft(MSFT.US) is expanding its partnership with AMD $AMD(AMD.US) and will deploy AMD’s Helios rack-scale systems on Azure for frontier AI inference. The platform combines MI455X GPUs, Venice CPUs, Pensando networking, and ROCm software, with shipments to Microsoft beginning in the second half of 2026. Azure will also add new AMD-powered virtual machines for agentic AI, data pipelines, and semiconductor design, marking a broader adoption of AMD’s full AI infrastructure stack.

3. AUM in U.S. leveraged semiconductor ETFs has fallen $63B from the June peak to $100B, the lowest level since late April. That marks a 39% decline, the largest drawdown since April 2025, when assets more than halved from their August high. The semiconductor unwind accounts for 63% of the broader $100B drop in AUM across all U.S. leveraged ETFs over the same period. The selloff follows a massive ramp, with assets in these funds nearly tripling between late March and the June peak. Even after the pullback, leveraged semiconductor ETF assets are still up 400% from January 2023 levels.

4. Archer $Archer Aviation(ACHR.US) and Anduril unveiled Thunder, an autonomous attack VTOL aircraft, with first flight planned for 2027. The runway-independent hybrid-electric aircraft is designed to operate autonomously alongside crewed attack and assault aircraft. The dual-use platform features tiltrotors and modular payloads for both defense and commercial missions. Full-scale surrogate flights have already been completed, and Archer plans to announce its first commercial customers later this week.

5. Chinese AI models are taking record share among U.S. firms on OpenRouter. The proportion of tokens used by American companies running through Chinese models has climbed to roughly 58%, a record high. OpenRouter lets developers access and compare models from multiple providers, making it a useful real-world signal of AI model adoption. Chinese model usage has tripled since mid-January, overtaking U.S. peers on the platform for the first time in March and briefly hitting 63% in early July. At the start of 2025, Chinese models were under 10% of usage, while U.S. models were around 80%. DeepSeek has become the most popular choice among American firms in recent months.

6. The top 10 most active options today by contracts traded were $NVIDIA(NVDA.US) with 3.1M contracts, $Tesla(TSLA.US) with 2.4M contracts, $Apple(AAPL.US) with 1.8M contracts, $Micron Tech(MU.US) with 951K contracts, $Microsoft(MSFT.US) with 884K contracts, $Amazon(AMZN.US) with 691K contracts, $Intel(INTC.US) with 640K contracts, $SpaceX(SPCX.US) with 606K contracts, $AMD(AMD.US) with 506K contracts, and $Alphabet(GOOGL.US) with 492K contracts.

7. BofA reiterated its Buy rating on CoreWeave $Coreweave(CRWV.US) with a $140 price target. Analyst Tal Liani raised FY26 capex estimates to $34B from $29B, saying capex remains a key indicator of buildout progress and hardware pricing. BofA expects Q2 operating margin of 2.4%, slightly below the Street at 2.8%, but sees margins improving through the rest of the year as active power drives revenue recognition. By Q4, BofA expects operating margin to reach 14.6%, up from 1.0% in Q1, showing strong operating leverage. The firm also pushed back on competition concerns from SpaceX and Meta, arguing AI compute demand still far exceeds supply, making access to capacity the real bottleneck rather than provider choice.

8. IREN $IREN(IREN.US) raised its 2026 AI Cloud ARR target to over $4B, up from its prior target of $3.7B. The company announced new AI cloud contracts representing $2.8B in total contract value, with approximately 85% of the updated ARR target now under contract. Goldman Sachs estimates the newly announced contracts represent an additional roughly $1B in contracted revenue with an average term of around 3 years. IREN also said recent agreements include customer prepayments covering about 45% of GPU capex, with customer contracts having a weighted average term of approximately 4 years.

9. UBS says Micron $Micron Tech(MU.US) could repurchase more than 40% of its shares by the end of 2028. The firm expects Micron to generate over $40B in free cash flow through 2028, and once its buyback restriction expires on December 9, 2026, UBS says the company could potentially use that cash to buy back more than 40% of its shares at the current price. Morgan Stanley said that memory stocks are trading at attractive prices but their best risk to reward names in the semi space are $NVIDIA(NVDA.US) Nvidia and $Broadcom(AVGO.US) Broadcom.

10. Bloom Energy $Bloom Energy(BE.US) shares are trading lower after New Mexico regulators rejected permits for a gas pipeline planned to supply Oracle’s Project Jupiter data center for the second time. The decision could delay the campus, which is expected to use up to 2.5GW of Bloom Energy’s gas-powered fuel cells. Energy Transfer may now pursue an alternative pipeline route.

11. Intel $Intel(INTC.US) plans additional layoffs in its data center group as part of a broader effort to become a more focused and efficient company, CNBC reports. Intel said the unit is realigning roles and skills for long-term success, though the number of affected employees was not disclosed.

12. Trump signed three proclamations under Section 338 of the Tariff Act of 1930 imposing additional 50% tariffs on certain Canadian goods in response to what the White House calls Canada’s discriminatory treatment of U.S. products. The tariffs cover different categories of Canadian imports, including products ranging from wine to hockey sticks to cement, and apply even if goods originate under USMCA. Exemptions include energy, potash, goods already subject to Section 232 tariffs, fish, critical minerals, and certain other products. The tariffs take effect 30 days after signing.

WALL STREET IS THE GREATST SHOW ON EARTH,

Source: amit

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Archer, BETA & Macquarie Launch U.S. eVTOL Charging Consortium - $Archer Aviation(ACHR.US) $Beta Tech(BETA.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐀𝐫𝐜𝐡𝐞𝐫, 𝐁𝐄𝐓𝐀, and 𝐌𝐚𝐜𝐪𝐮𝐚𝐫𝐢𝐞 launch 𝐀𝐂𝐄𝐒 consortium.

➤ ACES targets electrifying up to 𝐵𝟓𝟎 air taxi sites over a decade.

➤ Network will deploy 𝐂𝐂𝐒-based interoperable charging infrastructure nationwide.

➤ Initial focus includes airports and vertiports in 𝐂𝐚𝐥𝐢𝐟𝐨𝐫𝐧𝐢𝐚, 𝐓𝐞𝐱𝐚𝐬, 𝐅𝐥𝐨𝐫𝐢𝐝𝐚, and 𝐍𝐞𝐰 𝐘𝐨𝐫𝐤.

➤ Consortium supports the 𝐅𝐀𝐀'𝐬 𝐞𝐕𝐓𝐎𝐋 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧 𝐏𝐢𝐥𝐨𝐭 𝐏𝐫𝐨𝐠𝐫𝐚𝐦.

➤ 𝐁𝐄𝐓𝐀 will supply interoperable charging hardware for every site.

➤ 𝐀𝐫𝐜𝐡𝐞𝐫 plans to anchor the network with passenger air taxi operations.

➤ 𝐌𝐚𝐜𝐪𝐮𝐚𝐫𝐢𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 will help arrange infrastructure investment and financing.

➤ Shared charging network supports passenger, cargo, medical, and airport ground vehicles.

➤ Consortium aims to create an open infrastructure model for the entire eVTOL industry.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬:

𝐃𝐚𝐧 𝐄𝐝𝐰𝐚𝐫𝐝𝐬, Principal Deputy Assistant Secretary for Aviation and International Affairs at the U.S. Department of Transportation:

"The eVTOL Integration Pilot Program is about more than just getting electric aircraft flying in American cities - it's about building the infrastructure ecosystem needed to support commercial operations. By bringing 250+ interoperable charging sites in eIPP markets and beyond, America’s Consortium for Electric Skyways is helping to lay the foundation for the United States to win in the next era of advanced aviation."

𝐀𝐝𝐚𝐦 𝐆𝐨𝐥𝐝𝐬𝐭𝐞𝐢𝐧, Founder & Chief Executive Officer of Archer Aviation:

"Electric air taxi operations can't scale without the infrastructure to charge them. That's why we're building the backbone to support the next 250 years of electric aviation in America. We're putting interoperable chargers in the locations where we plan to fly, including the core eIPP markets, and using the industry-adopted charging standard so every operator can share in their usage and distribute the cost across the whole industry. This is how you build the foundation for the next-gen aviation technologies that will transform how Americans move through their cities.”

𝐊𝐲𝐥𝐞 𝐂𝐥𝐚𝐫𝐤, Founder & Chief Executive Officer of BETA Technologies:

"The infrastructure required to open our nation’s airports and future vertiports to advanced air mobility is a fraction of what people expect. By deploying interoperable chargers built on an open standard, we're putting in place nearly all the physical infrastructure this industry needs, built so every operator can use it."

𝐃𝐚𝐯𝐢𝐝 𝐅𝐚𝐫𝐤𝐚𝐬, Managing Director, Aerospace, Defense & Government Services, Macquarie Capital:

“Macquarie Capital has spent three decades building essential infrastructure that powers economies around the world. This consortium brings together the right combination of technology, operations, and advice on arranging capital to do the same for electric aviation. We are helping to build the foundation of a national network that every eVTOL manufacturer can rely on, and a template for how partnerships can accelerate the next generation of urban mobility in America and beyond."

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Archer Aviation(ACHR.US) Archer Unveils Zee, Aviation AI Foundation Model

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐀𝐫𝐜𝐡𝐞𝐫 launches 𝐙𝐞𝐞, its aviation-specific foundational AI model.

➤ Zee integrates 𝐀𝐃𝐒-𝐁, ATC, maps, aircraft, terrain, and weather data.

➤ Model is trained using real-world data from over 𝐬𝐢𝐱 𝐭𝐡𝐨𝐮𝐬𝐚𝐧𝐝 𝐀𝐃𝐒-𝐁 receivers.

➤ Zee supports both 𝐨𝐧-𝐝𝐞𝐯𝐢𝐜𝐞 offline and server-hosted deployment.

➤ Platform targets air taxis, 𝐔𝐀𝐕𝐬, commercial airlines, and air traffic management.

➤ Archer's AI team includes nearly 𝐨𝐧𝐞 𝐡𝐮𝐧𝐝𝐫𝐞𝐝 researchers and engineers.

➤ Team is led by former Apple executive 𝐌𝐚𝐫𝐢𝐨 𝐒𝐫𝐨𝐮𝐣𝐢.

➤ Archer is discussing pilot programs with 𝐠𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭𝐬, airlines, and industry partners.

➤ Zee aims to improve 𝐟𝐥𝐢𝐠𝐡𝐭 𝐬𝐚𝐟𝐞𝐭𝐲 and operational efficiency.

➤ U.S. DOT has committed approximately 𝐒𝟐𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 to airspace modernization.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬:

𝐀𝐝𝐚𝐦 𝐆𝐨𝐥𝐝𝐬𝐭𝐞𝐢𝐧, Founder and CEO of Archer:

“We are building an intelligence layer for the entire aviation system with Zee. The company that owns the data and the foundation model will help lead the aviation industry into the next era of flight.”

𝐌𝐚𝐫𝐢𝐨 𝐒𝐫𝐨𝐮𝐣𝐢, VP of AI Products at Archer:

“Aviation is having its GPT moment. Our current national air system is built on legacy technology, and is ripe for AI innovation. Archer’s world-class team, and industry-leading Zee foundation model positions us to help lead the industry transformation; unlocking new levels of safety, efficiency, and scale for America’s airspace.”

📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: AI Data Center Boom Accelerates Growth in 𝐃𝐫𝐨𝐧𝐞𝐬-𝐚𝐬-𝐚-𝐒𝐞𝐫𝐯𝐢𝐜𝐞 Market

$Archer Aviation(ACHR.US) $Aerovironment(AVAV.US) $Ondas(ONDS.US) $ZenaTech(ZENA.US) $Red Cat(RCAT.US) $Unusual Machines(UMAC.US) $Draganfly(DPRO.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Surging 𝐀𝐈 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 demand boosts adoption of commercial drone services.

➤ Global 𝐃𝐫𝐨𝐧𝐞𝐬-𝐚𝐬-𝐚-𝐒𝐞𝐫𝐯𝐢𝐜𝐞 market projected at $𝟐𝟎𝐁–$𝟐𝟔𝐁 over next decade.

➤ Broader 𝐝𝐫𝐨𝐧𝐞 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 market could exceed $𝟐𝟐𝟓𝐁 by 𝟐𝟎𝟑𝟒.

➤ Drones increasingly used for 𝐬𝐮𝐫𝐯𝐞𝐲𝐢𝐧𝐠, inspections, security, and construction analytics.

➤ AI-powered drone platforms enable 𝐫𝐞𝐚𝐥-𝐭𝐢𝐦𝐞 monitoring and automated issue detection.

➤ ZenaTech launches 𝐙𝐞𝐧𝐚𝐖𝐨𝐫𝐱 LiDAR platform targeting AI data center construction.

➤ North American AI data center market forecast to grow at 𝟑𝟎% 𝐂𝐀𝐆𝐑 through 𝟐𝟎𝟑𝟎.

$Archer Aviation(ACHR.US) | 𝐀𝐫𝐜𝐡𝐞𝐫 𝐀𝐯𝐢𝐚𝐭𝐢𝐨𝐧: Canaccord maintains 𝐁𝐮𝐲, cuts 𝐏𝐓 𝐭𝐨 $𝟏𝟐

Analyst sees higher R&D and production spending pressuring near-term losses, while certification and flight testing efforts continue scaling.

🌙 After-Market Earnings Recap:

$ZoomInfo Tech(GTM.US) $Blink Charging(BLNK.US) $Bakkt(BKKT.US) $Simon Property(SPG.US) $AST SpaceMobile(ASTS.US) $Quantum Computing(QUBT.US) $Surf Air Mobility(SRFM.US) $Rigetti Computing(RGTI.US) $Archer Aviation(ACHR.US) $Hims & Hers Health(HIMS.US) $Plug Power(PLUG.US) $Mara(MARA.US) $CleanSpark(CLSK.US)

$Archer Aviation(ACHR.US) Absolutely crushed sales expectations

EPS: $(0.28) vs $(0.32) est

REV: $1.600M vs $900.000K est

🟩 +4.43%

I have nothing against momentum names but I treat them as low capital trades. The risk is too high for serious sizing.

Especially for new traders, do you see how no one talks about $SoundHound AI(SOUN.US), $Archer Aviation(ACHR.US), $TIC Solutions(TIC.US), $Joby Aviation(JOBY.US), $Richtech Robotics - B(RR.US), etc? These were the darlings of the timeline last year and now they are forgotten. Chasing the hype is a fast way to burn capital. I suggest to stay focused on quality over quantity.

10 shares of $NVIDIA(NVDA.US) eats 1000 $TIC Solutions(TIC.US)'s and 5000 $Richtech Robotics - B(RR.US)'s for breakfast.

#Trading #Investing

Source: First Fellow

Andruil $20 Billion USD cumulative total contract awarded by US Department of War.

Positive news for $Palantir Tech(PLTR.US), $KRKNF, $Spire Global(SPIR.US), $Archer Aviation(ACHR.US) and other supply chain/integration partners.

Larger partners from $Oracle(ORCL.US), $AMD(AMD.US), and $NVIDIA(NVDA.US) are less likely to get much of a tailwind.

“Andruil… was awarded a firm-fixed-price contract with a cumulative total of $20,000,000,000 to consolidate current and future commercial solutions, including the proprietary, open-architecture, AI-enabled Lattice suite, integrated hardware, data, computer infrastructure, and technical support services”

Source: Serenity