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HXD Morning Brief - January 25, 2026
HXD MORNING BRIEF
January 25, 2026
Institutional investors split on eVTOL timing while international partnerships accelerate supply chain development and security infrastructure.
• Cathie Wood backs Joby despite JPMorgan short recommendation
• India-Japan eVTOL collaboration strengthens through SASMOS-SkyDrive partnership
• NASA blockchain breakthrough enhances autonomous aircraft data security
📈 TRENDING TODAY
10 Top-Scored Articles
#1
Yahoo Finance UK • Score: 100
The conflicting institutional positions on Joby reflect broader uncertainty about eVTOL market timing and commercial viability as the industry nears certification milestones.
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#2
fool • Score: 100
A major institutional investor's concentrated bet signals strong confidence in electric aviation despite current market skepticism and stock underperformance.
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#3
webpronews • Score: 100
The leadership appointments signal Honeywell's commitment to creating a strong independent aerospace entity that will compete directly in the rapidly growing AAM and defense markets.
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#4
latestly • Score: 99
This partnership demonstrates growing international collaboration in eVTOL supply chains and India's emergence as a key manufacturing hub for advanced air mobility systems.
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#5
Electrek • Score: 94
This establishes another domestic battery supplier for AAM manufacturers seeking US-made energy storage solutions amid supply chain diversification efforts.
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#6
Electrek • Score: 80
China's massive electric truck production demonstrates proven electrification technologies that could accelerate adoption in aerospace ground support equipment and urban air mobility infrastructure.
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#7
simpleflying • Score: 74
These potential aircraft launches could reshape competitive dynamics between Boeing and Airbus while addressing market gaps in passenger capacity segments.
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#8
menafn • Score: 73
SkyDrive's compact design philosophy could unlock urban air mobility by maximizing vertiport density in space-constrained cities worldwide.
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#9
Notebookcheck.net • Score: 72
This blockchain security breakthrough is essential for protecting the data integrity of future autonomous aircraft and urban air mobility operations.
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#10
defenseworld • Score: 69
These defense stocks represent key players in advanced aircraft and space technologies that directly impact the evolving AAM ecosystem.
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