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Trump-Xi Talks Won't Deliver Breakthroughs on Chips, Rare Earths. Boeing Can Benefit.
Barrons.com1d agobullish
Trump-Xi Talks Won't Deliver Breakthroughs on Chips, Rare Earths. Boeing Can Benefit.

Talks between President Trump and China's leader Xi Jinping Thursday won't deliver breakthrough on AI chips and rare earths, Jefferies analysts said. The Trump administration's plans for a Board of Trade to oversee a reduction in tariffs across a range of products is "the single most possible deliverable" from talks, the analysts said.

Boeing, GoGo test satellite-linked military drone in challenge to Starlink
Reuters2d agoneutral
Boeing, GoGo test satellite-linked military drone in challenge to Starlink

WASHINGTON, Sept 22 (Reuters) - Boeing's drone subsidiary Insitu and aviation Wi-Fi provider Gogo have successfully tested a military drone ‌using satellite communications, the companies said on Tuesday, underscoring growing ‌efforts by governments and defense firms to reduce reliance on Elon Musk's Starlink. Gogo Special Missions, ​the military and government arm of Gogo, and Insitu integrated a modified version of Gogo's Galileo HDX antenna onto Insitu's Integrator drone, a mid-sized uncrewed

Should Boeing Stock Investors Worry About Its Money-Losing Jet Business?
Trefis2d agoneutral
Should Boeing Stock Investors Worry About Its Money-Losing Jet Business?

If you own Boeing (BA), the worry is whether its commercial airplane business can earn money on the jets it sells. In the second quarter of fiscal 2026, that business lost money. Its operating margin was negative 2.7%, meaning costs ran above sales. The jet business brought in nearly half of Boeing's revenue for the quarter. That makes its margin the number that matters most for Boeing's profits.

Boeing (BA) Strengthens its Backlog with Korean Air’s 103-Aircraft Commitment
Insider Monkey2d agoneutral
Boeing (BA) Strengthens its Backlog with Korean Air’s 103-Aircraft Commitment

The Boeing Company (NYSE:BA) and Korean Air finalized an order for 103 aircraft worth $36.2 billion at list prices, comprising 20 777-9s, 25 787-10s, 50 737-10s and eight 777-8 freighters. Reuters reported that the aircraft will support Korean Air’s fleet expansion following its integration of Asiana Airlines, while about 80% are expected to replace existing […]

Boeing and Lockheed Martin Both Cash In on the Pentagon’s Contract Calendar
Insider Monkey3d agoneutral
Boeing and Lockheed Martin Both Cash In on the Pentagon’s Contract Calendar

On September 14, the Pentagon announced nearly $1.9 billion in contract awards and potential contract value involving two of its largest prime contractors, showing how the US defense budget continues to provide recurring funding to both uncrewed systems and long-range tactical weaponry. The Boeing Company (NYSE:BA)’s long-delayed MQ-25A Stingray has finally begun production, thanks to […]

Boeing (BA) Completes 13-Satellite O3b mPOWER Constellation — Here’s What It Means for Defense Growth
Insider Monkey4d agoneutral
Boeing (BA) Completes 13-Satellite O3b mPOWER Constellation — Here’s What It Means for Defense Growth

Following the successful launch of its last three O3b mPOWER satellites, The Boeing Company (NYSE:BA) has completed its 13-satellite constellation for operator SES. F11, F12 and F13 launched from Cape Canaveral Space Force Station and joined the 10 already in orbit. The completed constellation offers strategic benefits to Boeing beyond this specific program. It acknowledges […]

WW International Eyes Cash Flow Turnaround as GLP-1 Care Gains Momentum
MarketBeat4d agoneutral
WW International Eyes Cash Flow Turnaround as GLP-1 Care Gains Momentum

WW International (NASDAQ:WW) executives outlined the company’s efforts to reposition its weight-management business around behavioral support, telehealth and GLP-1 medications, following a restructuring that substantially reduced its debt burden. Speaking at Morgan Stanley’s healthcare conference,

Investing.com4d agoneutral
What to expect from upcoming summit between Presidents Trump and Xi

Investing.com -- U.S. President Donald Trump and Chinese President Xi Jinping are set to meet in Washington on Sept. 24, with trade, tariffs, Taiwan, the Iran war, and artificial intelligence among the main issues expected to shape their second meeting this year, Reuters reported.

Is Boeing’s (BA) Freighter And Defense Strength Quietly Rebalancing Its 737 And 787 Risk Profile?
Simply Wall St.5d agoneutral
Is Boeing’s (BA) Freighter And Defense Strength Quietly Rebalancing Its 737 And 787 Risk Profile?

AerSale Corporation previously announced the lease of a Boeing 757-200PCF freighter to Kazakhstan-based Jupiter Jet, while Boeing also secured regulatory relief to continue selling 777F freighters and gained approval as prime contractor for a US$5.75 billion JDAM-ER munitions package to Saudi Arabia. Together, these developments highlight how Boeing’s freight and defense franchises can offset pressure from ongoing 737 and 787 production challenges and cash flow constraints. Next, we’ll...

Can A Faster Factory Lift Boeing Stock?
Trefis6d agoneutral
Can A Faster Factory Lift Boeing Stock?

Boeing (BA) stock is down about 8% over the past year and trades about 22% below its 52-week high. Inside the factories the picture reads differently: the company is delivering airplanes at a pace it has not managed since 2018, against a record order book. The upside case rests on a clear assumption: translating that delivery pace into positive free cash flow.