Boeing shares are considered a buy around $220 due to its operational turnaround, record backlog, and renewed opportunities in China. The company faces challenges like delayed 777X deliveries and negative margins but benefits from rising airplane deliveries and a strong defense segment. The reopening of China to Boeing orders could significantly boost mid-decade delivery economics. Investors should watch for 737-10 certification, Q2 free cash flow, and formal China deal confirmations as key milestones.
China's economy showed signs of slowing in April as retail sales grew only 0.2%, industrial output rose 4.1%, and urban fixed asset investment contracted 1.6%, all missing expectations. The slowdown is partly attributed to the impact of the Iran war ...
President Donald Trump secured a major deal with China, where China agreed to purchase at least $17 billion worth of US agricultural products annually until 2028. This agreement was announced after a two-day summit in China, the first by a US preside...
Recent inflation data shows accelerating price pressures, especially from energy costs, keeping the Federal Reserve cautious and supporting higher Treasury yields and a strong US dollar. The Trump-Xi meeting improved market sentiment but lacked confi...
President Donald Trump made significant stock purchases worth between $220 million and $750 million in the first quarter of 2026, including shares in tech giants like Nvidia, Oracle, and Microsoft, as well as defense companies such as Palantir and Bo...
Boeing and Broadridge Financial Solutions were recently dropped from the Bloomberg New Constructs Core Earnings Leaders Index after their Core Earnings fell below reported GAAP earnings in 2Q2026. Boeing's GAAP earnings were artificially inflated by ...
