Jim Cramer highlights that Wall Street's thematic basket trading during the Iran conflict is causing stock prices to move away from company fundamentals, creating opportunities for investors who focus on business performance. He cites Boeing and retailers like Costco and Walmart as examples where stock prices are influenced more by geopolitical and inflation concerns than by actual company outlooks. Cramer notes that while basket trades dominate short-term price action, earnings seasons bring focus back to individual company fundamentals, offering potential gains for patient investors.
Airbus and Boeing are both recovering well in jet deliveries, nearing pre-pandemic output levels with a 12% year-over-year increase. Airbus leads the 2026 order race with 1,024 net orders compared to Boeing's 438, holding a $23.1 billion advantage in...
China has restricted access to 12 critical minerals essential for manufacturing advanced laser weapons, posing a supply risk for defense contractors like Raytheon. Raytheon's $289 billion backlog, driven by missile systems and munitions, depends heav...
Boeing's CEO Kelly Ortberg will present at the Morgan Stanley Laguna Conference on September 16 at 11:30 a.m. PT. The event will be webcast live and a transcript will be available on Boeing's investor website. This presentation offers investors a cha...
