Thursday, July 31, 2025

Boeing BA Stock Skydives—Strong Q2 Can’t Offset Labor Woes or Production Delay

Boeing BA Stock Skydives—Strong Q2 Can’t Offset Labor Woes or Production Delay

Market confidence was harmed by labor disputes, certification problems, and manufacturing delays, even though Boeing's Q2 performance was...

 

Quick overview

  • Boeing reported better-than-expected Q2 results with revenue of $22.7 billion, but investor sentiment was dampened by production delays and labor tensions.
  • Significant delays in aircraft certification for key models, including the 777-9 and 737 MAX variants, are now expected until 2026.
  • Despite a strong commercial backlog of $522 billion, concerns over labor stability and production issues have led to a sharp decline in Boeing's stock.
  • The company's core loss of $1.24 per share was better than forecasts, but operational challenges overshadowed the positive earnings report.

Market confidence was harmed by labor disputes, certification problems, and manufacturing delays, even though Boeing’s Q2 performance was better than anticipated.

Revenue Beat Fails to Lift Sentiment

Boeing posted strong second-quarter financial results, with revenue reaching $22.7 billion—topping Wall Street estimates—and reporting a smaller-than-feared core loss of $1.24 per share. Despite these positive figures, investor enthusiasm was quickly eclipsed by updates that pointed to deeper structural challenges within the company.



Aircraft Certification Delayed to 2026

The company announced a significant delay in certification for several key aircraft models, including the 777-9 as well as the 737 MAX 7 and 10 variants. These programs are now not expected to be certified until 2026, pushing out timelines and dampening near-term delivery expectations. This delay represents a serious hurdle for Boeing’s recovery strategy and undercut the optimism generated by its earnings beat.

Boeing’s stock initially rose in pre-market trading, opening the U.S. session at $239.50—$3 higher—but the early optimism faded quickly. Shares failed to hold above the 100-day moving average on the monthly chart and closed the session sharply lower at $226.08, marking a drop of more than 5%. The move was especially notable for a stock that rarely swings more than 5% in a single session.

Boeing Q2 Earnings Report Financial Highlights

Revenue Surge: Boeing’s revenue rose 35% year-over-year to $22.7 billion, driven by strength across commercial and defense segments.

Earnings Beat: The company posted a core loss per share of $1.24, which came in better than analysts had forecast.

Cash Flow: Free cash flow usage totaled $200 million during the quarter, reflecting ongoing investments and operational challenges.

Segment Performance

BCA (Commercial Airplanes): Revenue came in at $10.9 billion, but margins remained under pressure due to ongoing production issues and the continued delay in 737 MAX 10 certification.

BDS (Defense, Space & Security): Revenue rose 10% year-over-year to $6.6 billion, contributing positively to the top-line expansion.

BGS (Global Services): The segment delivered $5.3 billion in revenue, marking an 8% year-over-year increase.

Backlog and Production Outlook

Robust Commercial Backlog: Boeing reported a massive commercial backlog of $522 billion, including more than 5,900 aircraft orders—a sign of sustained long-term demand.

737 MAX Challenges Persist: Delays in FAA certification and negative BCA margins remain a drag on near-term profitability and investor sentiment.

Labor Tensions Add to Investor Concerns

Weighing further, investors reacted negatively to news that a proposed labor agreement had been rejected by workers, raising the specter of production-halting strikes. While Boeing has seen improved aircraft delivery numbers, these gains were overshadowed by mounting uncertainty around labor stability and future output.

ConclusionBoeing’s solid financial performance in the second quarter was ultimately overshadowed by operational and labor-related challenges. With crucial aircraft programs now delayed until 2026 and labor unrest brewing, investor confidence remains shaky. The sharp post-earnings decline in the stock reflects growing skepticism about Boeing’s near-term execution, despite a strong demand environment and a robust order book.

Meta, Microsoft roar higher on strong earnings as AI spending booms

Tech

Meta, Microsoft roar higher on strong earnings as AI spending booms

 



Key Points
  • Shares of Meta and Microsoft popped after reporting strong earnings that beat analysts’ expectations.
  • Meta and Microsoft have been investing heavily in AI infrastructure in recent years, and they will continue to shell out billions in capital expenditures.
  • Analysts at Citi said the companies’ increased capital expenditures will likely be a boon for chipmakers.
  • Shares of Meta soared 12% and Microsoft popped 5% on Thursday, after the companies reported better-than-expected earnings that beat on top and bottom lines.

    Microsoft topped the $4 trillion market cap benchmark with the move, joining Nvidia in the club.

    Both Meta and Microsoft have been investing heavily in artificial intelligence infrastructure in recent years, and the companies said they expect to continue to shell out billions in capital expenditures.

    Meta said capital expenditures will range between $66 billion and $72 billion for the full year, raising the low end of the company’s previous estimate of between $64 billion and $72 billion. Microsoft sees over $30 billion in fiscal first quarter capital expenditures and assets acquired through finance leases, while analysts surveyed by Visible Alpha had expected $24.23 billion.

    Analysts at Citi said the companies’ increased capital expenditures will likely be a boon for chipmakers. Microsoft makes up roughly 8% of Advanced Micro Devices’ sales, while Meta makes up about 2% of Broadcom’s sales, the analysts said.

    “We believe AVGO and AMD will be the primary beneficiaries of Microsoft’s and Meta’s increased capex,” they wrote in a Thursday note.

  • In addition to increased capital expenditures, Meta CEO Mark Zuckerberg has been on an AI hiring blitz, highlighted by a $14.3 billion investment into the data-labeling startup Scale AI and the launch of its new Meta Superintelligence Labs unit.

    Morgan Stanley analysts said they “applaud the effort” and are pleased with the state of Meta’s core business, but they remain a little wary of Zuckerberg’s AI spending.

    “On one hand, the core business is so strong that it’s paying for all the new AI talent and infra several times over, but on the other hand the cavalier nature by which Zuckerberg is throwing money around is a bit unnerving, especially if things don’t come together as planned with the new superintelligence team,” the analysts wrote.

    Barclays analysts said Microsoft’s generative AI scaling is still playing out, but the strong demand for its data center infrastructure continues to point to ongoing momentum for the quarters ahead. They maintained their overweight rating on the stock.

    “With its strong Q4 FY25 results, MSFT confirmed its unique status in the software space and will likely continue to be one of the core holdings by investors,” they wrote in a note Wednesday.

    Microsoft reported $76.44 billion in revenue for its fiscal fourth quarter, up 18% year over year. The company said net income increased to $27.23 billion, or $3.65 per share, from $22.04 billion a year ago.

    Meta reported $47.52 billion in revenue for its second quarter, up 22% year over year. Its net income rose 36% year over year to $18.34 billion, or $7.14 per share.


Wednesday, July 30, 2025

SMCI stock | July 30 2025

 


MarketBeat | Super Micro Stock Surges Before Q4 Earnings. Is A Correction Coming?

 

Super Micro Stock Surges Before Q4 Earnings. Is A Correction Coming?

The 14-day Average True Range (ATR) for UnitedHealth Group (UNH) stock

 The 14-day Average True Range (ATR) for UnitedHealth Group (UNH) stock is $9.20. This value represents the average price fluctuation over the past 14 trading days and can be used as an indicator of volatility. 

Period
Average True Range
14-Day
$9.20
20-Day
$9.74
50-Day
$12.27
100-Day
$13.15
A higher ATR indicates greater price volatility, while a lower ATR suggests lower volatility. For example, the 14-day ATR of $9.20 suggests that, on average, UNH's stock price moves $9.20 up or down each day. 

CRWV stock | After market close | Gain 4%

 


MSFT stock | After market | Earnings gain 7.55% | July 30 2025

 


Meta earnings | July 30 2025 | After market | 8.74% gain

 


华府空难调查听证 责任直指:“黑鹰直升机数据出错”

 

华府空难调查听证 责任直指:“黑鹰直升机数据出错”

文章来源:  于  - 新闻取自各大新闻媒体,新闻内容并不代表本网立场!
美国国家运输安全委员会(NTSB)周三(30日)开始,就一月在华盛顿列根国家机场附近发生的致命空中相撞事故,举行为期三天的听证会,专家们已指出潜在的肇事因素:错误的高度资讯。

1月29日,一架执行训练任务的陆军黑鹰直升机撞上一架即将降落在国家机场的美国航空区域性客机,造成67人死亡。NTSB专案小组成员周三表示,陆军机组员使用的气压高度计显示,直升机比实际高度低了100英尺。

《华盛顿邮报》报道,NTSB周三公布的新数据显示,在1月29日的相撞事故发生前,驾驶黑鹰直升机的陆军机组员所获得的资讯,可能导致他们认为自己的飞行高度低于实际高度。
尽管直升机配备有称为无线电高度计的装置以提供高度数据,但飞行员和副驾驶也配有计算高度的气压高度计。虽然大多数机组员在低空飞行时会使用无线电高度计来确定其高度,因为它被认为更准确,但NTSB听证会的专案小组成员周三表示,第12航空营的成员被训练使用他们的气压高度计。

在周三的听证会上,NTSB展示在整个飞行过程中,黑鹰机组员报出的高度比其无线电高度计记录的高度低约100英尺。调查人员表示,事故后对另外三架黑鹰直升机的测试也显示出类似的差异。他们还发现,当黑鹰直升机的旋翼旋转时,这种差异会增大。

联邦航空总署(FAA)旋翼机首席科学家兼技术顾问兰斯甘特(Lance T. Gant)被问及,如今天空更为繁忙等现代飞行因素,是否应要求在美国空域使用更新的技术。他回答说:“我会说这可能是一个因素。”事故中涉及的直升机设计于1970年代。

根据一份国家运输安全委员会的报告,在1月29日的相撞事故发生前,列根国家机场的航空交通管制员曾两度提议移动事故发生的直升机航线,但却被一位区域经理告知这个想法“太过政治化”,或是经过负责设计航空图的联邦航空总署办公室审查后被否决。根据NTSB的说法,塔台的地方安全委员会,曾邀请事故中涉及的陆军中队代表参加会议,但他们从未出席。
一名代表多名事故罹难者家属的律师30日表示,关于陆军直升机用来确定高度的设备存在差异的证词显示,陆军和联邦航空总署的官员都忽视关键的安全问题,家属准备下个月就此次相撞事故提起诉讼。

Tradingview.com | Heatmap | Monthly return

 


Tuesday, July 29, 2025

How Much Does A Boeing 737 MAX Cost In 2025?

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How much does a Boeing MAX cost in 2025? As Simple Flying outlined in the cost of the A350, the answer to that question is not straightforward but depends on many factors. While the typical stated price for a MAX series aircraft is often said to be over $100 million, the current market values for the aircraft are around $55 million and the monthly leasing rates are around $400,000. Here are some things to know about the price of a Boeing 737 MAX family aircraft.

No Boeing MAX list prices

It should be noted that Boeing and Airbus no longer publish list prices for their aircraft. Aircraft list prices are the airplane maker's suggested retail prices. However, the actual selling prices can vary significantly on account of discounts, negotiations, configurations, number of aircraft ordered, and various other factors.

Airbus stopped publishing its list prices in 2019 and today, neither Boeing nor Airbus publishes those prices. Like Airbus, Boeing published some data in the past, but no more.

Boeing 737 MAX prices:

  • "New price": $99.7 million for MAX 7 (per AXON Aviation Group)
  • Market Price: Approx. $55 million for MAX 8 (per IBA Insight)
  • Lease Rate: Approx: $400,000 a month for MAX 8 (per IBA Insight)

Airbus has said in the past that "catalog prices are relatively meaningless" and that its focus is on the "total cost of ownership" of the aircraft rather than just the initial purchase price. Boeing's position is something similar.

In 2019, FlightGlobal reported that Airbus said in 2019 that catalog prices for aircraft had become irrelevant to real-world deal values. In reality, negotiated aircraft deals are always significantly discounted on the aircraft's sticker price.

List prices have previously functioned more as a benchmark from which to negotiate. It was widely seen that Airbus had stopped publishing the data as a way to improve its negotiating position.

New-launch aircraft are cheaper

The US International Trade Commission (USITC) investigation found in 2018 pricing differed for new aircraft entering service for the first time. The airlines that are the first to accept delivery of a new aircraft enjoy a certain amount of prestige. However, they are also taking on more risk operating a new product.

Launch customers have to put up with more risks from difficulties and delays given the complexity of aircraft production. This suggests that airlines that take a 'wait and see' stance for the aircraft to mature, also have to pay a higher price.

The report noted that the "launch price" or "marquee deal" can be anywhere from 20% to 30% lower than the price of subsequent sales. It should be noted that the USITC report was only investigating imports of 100-150-seat CSeries (now Airbus A220) aircraft. It is unclear how true this is for Boeing's MAX series.

The report quoted Delta as saying, "one widely recognized and consistent feature {of this industry} is that launch or marquee customers receive favorable pricing that reflect their status and the risk associated with adopting new aircraft." The discount is intended to compensate airlines for the risk associated with operating new aircraft types.

This is particularly relevant to the Boeing MAX series. The Boeing MAX has four variants, the MAX 7, MAX 8, MAX 9, and MAX 10. Of these, only the MAX 8 and MAX 9 have FAA certification and have been in production and service for years. Meanwhile, the delayed FAA certification for the MAX 7 and MAX 10 remains pending.

All else being equal, within the family, one should expect the MAX 8 and MAX 9 to sell for a relative premium as they have had a steady delivery stream. In-service disruptions have now been minimized, and the risks associated with them have declined. Therefore, risk-associated discounts should have evaporated and prices risen.

Conversely, when the first MAX 7s and MAX 10s are sold, they should theoretically come with more generous discounts. Some airlines like Southwest have purchased the delayed MAX 7s. Southwest has since removed the aircraft from its near-term acquisition plans to purchase variants currently available.

Boeing 737 MAX market value

Perhaps a better gauge of the value of a Boeing 737 MAX is the market value and not the list price. Various outlets report the value of a Boeing 737 MAX aircraft as being between $110 and $120 million, but this seems to be far off the actual market value of the aircraft.

For its part, AXON Aviation Group reports the value of a new Boeing 737 MAX 7 as $99.7 million in 2022. It is unclear where that figure comes from, seeing as the aircraft is not certified, Boeing no longer releases list prices, it is not in production and has not been delivered.

IBA Insight reports on the market values of commercial aircraft. In September 2024, it was reported that both the current-generation Airbus A320neo and Boeing MAX 8 narrowbodies have market values of around $55 million, slightly favoring the A320neo.

IBA Insight also stated that the Airbus A321NX (neo) is the best performer in the new family and a "typically specified new delivery Airbus A321NX" is now valued at around $64.0 million. Longer-range A321neo models can go into the upper $60 million range.

It is unclear how much more the Airbus A321XLR is worth, but it is reportedly around $7 million more than the A321LR.

Previous-generation narrowbody aircraft like the Airbus A320-200 and the Boeing 737-800 are worth significantly less than their current-generation counterparts. However, their market value shows a distinct premium to base value, although it varies depending on the vintage. In recent months, the value of the Boeing 737-700 has shown signs of decline.

In 2015, aircraft leasing company AerCap was reported to have placed a firm order to purchase 100 Boeing 737 MAX 8s for $10.7 billion. Using back-of-the-envelope math, that works out to $107 million per aircraft. Adjusting for inflation, that would be $144 million per aircraft in 2025.

However, it is not possible to do back-of-the-envelope math as it is unclear what was included in the deal. It's unclear if the deal included things like extra engines, servicing of the aircraft, and more.

Leasing the Boeing 737 MAX

It's worth noting that airlines often do not purchase aircraft outright. Instead, they lease them from aircraft leasing companies like AerCap, the largest aircraft lessor.

IBA Insights also notes that the market lease rates for narrowbody aircraft types remained steady in 2024 (until September 2024) after a significant increase in the second half of 2023. In 2024, the market lease rates for a new Airbus A320neo and Boeing 737 MAX 8 were around $400,000 a month.

The larger Airbus A321neo attracts a lease rate of around $460,000. It's likely the A321XLR is somewhere north of that figure. Lease rates for previous-generation Boeing 737-800s and A320s that are around midlife were around $230,000 to $250,000 a month.

The looming threat of tariffs

In a sense, the complexities of the modern supply chain mean there is no such thing as a purely American or European commercial jet. The DNA of European aviation companies like BAE, Rolls-Royce, Safran, Thales, Airbus, and more can be found in Boeing aircraft (and vice versa).

A trade war between the United States and Europe could have massive impacts on the price of commercial aircraft. In March 2025, AerCap stated that in a worst-case scenario, the cost of the Boeing 787 Dreamliner could rise by $40 million. It's unclear how much tariffs could increase the MAX 8's price.

The Ireland-based aircraft lessor stated that the tariff war could favor Europe's Airbus as the world's airlines would turn to Airbus. It said Airbus could take 75% to 80% of the global market, essentially marginalizing Boeing.

For years, Airbus has been outgrowing Boeing, and its A320 family is set to overtake the Boeing 737 family as the most delivered commercial jet of all time. That is even though the 737 had a 20-year head start. Boeing has been hit by the Boeing MAX crisis, the pandemic, and supply chain issues. Its last 'normal' year was 2018.

Time will tell if these warnings come true and if the looming trade war drives up the price of the MAX family and further erodes Boeing's position with Airbus.

Boeing has a significant backlog of 4,747 Boeing 737 family aircraft, which is a respectable second to Airbus' backlog of over 7,000 A320-family aircraft. However, Boeing is also harmed by the fact that, of its four variants, only two have FAA approval, leading Airbus to offer more A320 family variants to fill more niches in the market.

 

Fact Sheet: President Donald J. Trump Secures Unprecedented U.S.–Japan Strategic Trade and Investment Agreement

Fact Sheet: President Donald J. Trump Secures Unprecedented U.S.–Japan Strategic Trade and Investment Agreement

July 23, 2025 

A HISTORIC TRADE AND INVESTMENT AGREEMENT WITH JAPAN: Yesterday, President Donald J. Trump announced a landmark economic agreement with Japan—one of America’s closest allies and most important trading partners.

  • This historic deal reflects the strength of the U.S.–Japan relationship and Japan’s recognition of the United States as the most attractive and secure destination for strategic investment in the world.
  • The agreement reaffirms the shared commitment of both nations to economic prosperity, industrial leadership, and long-term security. It delivers a powerful signal that the U.S.–Japan alliance is not only a cornerstone of peace in the Indo-Pacific, but also a driver of global growth and innovation.
  • With over $550 billion in a new Japanese/USA investment vehicle and enhanced access for American exports, this agreement marks a new chapter in bilateral cooperation—one that will unleash the full potential of the U.S. economy, strengthen vital supply chains, and support American workers, communities, and businesses for decades to come.

RESTORING AMERICAN INDUSTRIAL POWER: Japan will invest $550 billion directed by the United States to rebuild and expand core American industries.

  • This is the single largest foreign investment commitment ever secured by any country and will generate hundreds of thousands of U.S. jobs, expand domestic manufacturing, and secure American prosperity for generations.
  • At President Trump’s direction, these funds will be targeted toward the revitalization of America’s strategic industrial base, including:
    • Energy infrastructure and production, including LNG, advanced fuels, and grid modernization;
    • Semiconductor manufacturing and research, rebuilding U.S. capacity from design to fabrication;
    • Critical minerals mining, processing, and refining, ensuring access to essential inputs;
    • Pharmaceutical and medical production, ending U.S. dependence on foreign-made medicines and supplies;
    • Commercial and defense shipbuilding, including new yards and modernization of existing facilities.
  • The United States will retain 90% of the profits from this investment—ensuring that American workers, taxpayers, and communities reap the overwhelming share of the benefit.
  • This capital surge, combined with the trillions already secured under President Trump’s leadership, will be a key component of a once-in-a-century industrial revival.

ENSURING BALANCED TRADE THROUGH A PREDICTABLE TARIFF FRAMEWORK: As part of this agreement, imports from Japan will be subject to a baseline 15% tariff rate.

  • In addition to raising billions in revenue, this new tariff framework, combined with expanded U.S. exports and investment-driven production, will help narrow the trade deficit with Japan and restore greater balance to the overall U.S. trade position.
  • This approach reflects the United States’ broader effort to establish a consistent, transparent, and enforceable trade environment—one in which American workers and producers are no longer disadvantaged by outdated or one-sided trade rules.
  • By aligning with this framework, Japan affirms the strength and mutual respect of the U.S.–Japan economic relationship and recognizes the importance of durable trade grounded in fairness.

SECURING INCREASED MARKET ACCESS FOR AMERICAN PRODUCERS: For decades, U.S. companies have faced barriers when seeking access to Japan’s market. This agreement delivers breakthrough openings across key sectors:

  • Agriculture and Food:
    • Japan will immediately increase imports of U.S. rice by 75%, with a major expansion of import quotas;
    • Japan will purchase $8 billion in U.S. goods, including corn, soybeans, fertilizer, bioethanol, and sustainable aviation fuel.
  • Energy:
    • Major expansion of U.S. energy exports to Japan;
    • The US and Japan are exploring a new offtake agreement for Alaskan liquefied natural gas (LNG).
  • Manufacturing and Aerospace:
    • Japan has committed to purchase U.S.-made commercial aircraft, including an agreement to buy 100 Boeing aircraft;
    • Additional billions of dollars annually of purchases of U.S. defense equipment, enhancing interoperability and alliance security in the Indo-Pacific.
  • Automobiles and Industrial Goods:
    • Longstanding restrictions on U.S. cars and trucks will be lifted, granting U.S. automakers access to the Japanese consumer market; U.S. Automotive standards will be approved in Japan for the first time ever.
    • Broader openings for a range of industrial and consumer goods, leveling the playing field for American producers.

A GENERATIONAL SHIFT IN U.S.-JAPAN ECONOMIC RELATIONS: This agreement is not merely a trade deal—it is a strategic realignment of the U.S.-Japan economic relationship delivering for the American people.

  • For the first time, the terms of engagement place American industry, innovation, and labor at the center.
  • By securing historic investment and breaking open long-closed markets, President Trump has once again delivered a deal that no one else could deliver—a deal that will help to rebuild the American economy, strengthen our industrial foundation, and safeguard our national strength for decades to come.
  • President Trump is proving that when the United States leads from strength, the world follows—and America wins.

SECURING LONG-TERM ECONOMIC PARTNERSHIP: This agreement reflects the strong and enduring relationship between the United States and Japan, and it advances the mutual interests of both nations.

  • By aligning on economic and national security, energy reliability, and reciprocal trade, the agreement establishes a foundation for shared prosperity, industrial resilience, and technological leadership.
  • President Trump has once again delivered a transformative outcome for the American people—ensuring that our workers, producers, and innovators are rewarded, respected, and empowered in the global economy.