Markets Desk, here's your midday tape. Boeing is offloading three businesses to Archer Aviation while closing a hundred thirty-one billion dollar F-15 order, a reshuffling that hands Archer profitable defense operations and real revenue, and leaves investors debating which side actually got the better end of that trade.
Meanwhile, all eyes are on Nvidia's earnings, and with Jensen Huang's presence in question, options traders are bracing for a three hundred forty-one billion dollar swing in the stock. Guidance will do as much work as the headline numbers, and the implied moves tell you how much volatility the market is truly pricing in.
And Treasury Secretary Scott Bessent is putting Nvidia on blast, saying that if it were a bank failing to comply with regulations, a lot of the executives would be removed. That follows a dispute over blacklisting Megaspeed, the cloud company at the center of chip-smuggling concerns, and it raises real questions about export enforcement.
That's the tape. Markets Desk, signing off the floor.
