Joby Aviation is expanding its defense sector by acquiring Resonant Sciences for $500 million. This strategic move aims to bolster Joby Aviation's capabilities in the defense industry. Meanwhile, Apple Inc. is reportedly increasing its inventory of OLED display panels due to rising component costs, extending its holding periods for these components. AI
IMPACT Joby Aviation's defense expansion may involve AI applications, while Apple's component strategy impacts the broader tech supply chain.
RANK_REASON The cluster contains a significant acquisition for defense business expansion and a notable supply chain strategy change by a major tech company. [lever_c_demoted from significant: ic=2 ai=0.4]
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