Financial Performance - Boeing's free cash flow burn was only $200 million, significantly lower than the street's anticipation of approximately $2 billion [2] - Year-to-date free cash flow burn is 22% [2] - 737 production rate reached 38 per month, representing 50% of Boeing's estimated free cash flow [3][9] - Defense sector is showing a turnaround, with no losses reported for the second consecutive quarter [13] Order Momentum & Backlog - Boeing's backlog is currently at 7 years of production [6] - Year-to-date, Boeing has approximately 650 official orders [6] - Preliminary orders from trade deals amount to around 450, including deals with Qatar, Indonesia, Japan, and the EU [6] Production Rate & Targets - The company aims to increase the 737 production rate by 5 per month, targeting 42 per month initially, followed by a potential increase to 47 [10] - The aspirational target for monthly production rate is 52 to 55 [10] Trade & Tariffs - Trade deals are expected to build order momentum and support pricing, which will positively impact free cash flow [7] - Trade deals are considered a significant factor for Boeing, potentially adding substantial business [5]

Uh let's uh get some more about the uh huge deal of course of the morning. Biggest in fact of all time. Union Pacific announcing in the rail industry. Union Pacific announcing it it will buy Norfolk Southern.It's a cash and stock deal worth about $72 billion at present. It will create the first coast to coast freight operator in the country and as I said uh ranks as the number one deal the rail industry has seen in terms of its size. Joining us now in a first on CNBC interview is Union Pacific CEO Jim Venna ...

Let's get some jolts in conference board with Rick Santelli. Hey, Rick. >> Good morning, Carl.Yes, job opening labor turnover jolts. This is a June number. Expecting the number around 7.5% million.Comes in a bit light. 7,437,000. That would be the lowest level of just since April uh of this year when it was just a whisker under 7.4% million.What's notable here is last month's 7,769 moves up a bit, which not only continues to make it the best number of the year, but it's the best number going back to Novembe ...

It's time for Jim to stop trading. >> Just to tell you how hard it is when you're trying to figure out these quarters. Dave Gitlin who has done a remarkable job at Carrier just a spin-off with the RTX spin-off technology I thought delivered a very good quarter.Sales up 6% earnings up 26% aftermarket up 13%. Data center on track to double this year to 1 billion. Pre-cash flow strong.They raised their first quarter but they kept their uh fullear guidance unchanged. And that's the kiss of death in this market. ...

Financial Performance & Guidance - The company's Q2 earnings missed expectations, coming in at $408 per share [1] - 2025 earnings guidance is at least $16 per share, lower than the street's expectation of at least $18 per share [2] Optum Health Performance - Optum Health's Q2 revenues decreased by 7% [2] - Optum Health's full-year revenue is projected to decrease by 4% [3] Factors Impacting Performance - The company faces higher costs, higher utilization, and headwinds in Medicare Advantage plans [2] - V28 reshuffling of billing for Medicare visits is negatively impacting the 90,000-strong doctor unit [3] Leadership & Transparency - Steven Hemsley replaced Andrew Witty as CEO to restore confidence through transparency [1]

Scott. Big opening. >> Silvana.All right. Silvana, thanks so much for that. Dom Chu has today's ETF edge as advertised.Hey, Dom. All right, so Scott, from adoption driven by Washington to a ten year birthday coming later on this week, there's a lot going on in cryptocurrencies. Joining me now is Sal Gilberti, the president and CEO of Teucrium Trading.This is an interesting development. You're one of the firms out there that runs a slate of ETFs. But one of them is a levered fund tied to the value of a crypt ...

the consumer's under some pressure. Um but uh where we're seeing it um that manifest itself is in uh a little bit of trade down within the portfolio. If you look at private label shares, they're down year-toear both in North America and Europe.So it hasn't led to a flight from performance of brands uh that really make a difference in my lives in my life but it has led for example for just some trade down from one form of tide to another form of tide. We also see it in their consumption levels. Um they're th ...

you can uh wrap China into this but other countries where things are I mean Canada what about Canada uh I don't know what they're feeling now um at this point India that's pro is that imminent um what do you expect to happen and and what's really happening with with China in in your view right now have things are things going okay with with with some of the president's comments about fake news says I want a meeting with shei it's it's not true we thought that that there there was eventually going to be some ...

Yeah, a lot of names down this morning on earnings, Carl. Yep. And not indeed.Let's get the openings all this morning in the CNBC real time exchange of the big board. It's Evelyn Hill celebrating its 10th listing anniversary retirement solution to the said, Jim, seven or six consecutive record closes in a row and no 1% move in over a month. No, I mean there's no doubt how but what's amazing is is that we have a sea of green even though we just mentioned some serious declines and some of that is David's worl ...

Hey, Carl. Kelly Orford, thank you for joining us today. Uh, let's talk with Q2 results.Better than expected, a much smaller than expected loss. You're improving your cash burn substantially. A lot of that because deliveries were increasing.Can you get the cash flow positive in the third quarter or is that further out. >> Well, we've always said that we want to get cash flow positive in the second half. Certainly want to finish the fourth quarter with positive cash flow.So, we get into uh 26 with this cash ...