Investment Recommendations - Josh's final trade recommendation is Uber [1] - Jimmy recommends Delta Airlines, Zimmer (ZBH), and Boeing [1]

Core Viewpoint - The investigation into the crash of the Indian Airlines Boeing 787 indicates that the fuel control switches for the engines were turned off, leading to a loss of power shortly after takeoff [1][4]. Group 1: Incident Details - The crash occurred shortly after takeoff from Ahmedabad, India, resulting in over 270 casualties on board and on the ground [1]. - The aircraft involved was a Boeing 787-8, marking the first fatal accident for this model [6]. Group 2: Investigation Focus - The investigation is primarily focused on the actions of the pilots, with preliminary evidence suggesting the activation of an emergency backup power source before the crash [4]. - There is speculation that a malfunction in one engine may have led the pilot to mistakenly shut down the functioning engine, resulting in a dual failure [4][5]. Group 3: Pilot Background - The captain had 8,200 flight hours, while the co-pilot had 1,100 hours, and their backgrounds are under review as part of the investigation [5]. - Previous incidents of similar pilot errors have been noted, indicating that such mistakes can occur under certain conditions [5]. Group 4: Regulatory and Support Involvement - The investigation is being supported by the U.S. National Transportation Safety Board (NTSB) and the Federal Aviation Administration (FAA), along with Boeing and General Electric [6]. - The preliminary investigation report is expected to be released soon, with the investigation process potentially taking a year or more [6].

Accident Investigation - The Air India crash investigation is centered on the pilots' actions [1] - The investigation has not identified any issues with Boeing's 787 Dreamliner [1]

Core Viewpoint - The preliminary investigation into the crash of Air India flight AI171 suggests that pilot error may be the cause, rather than an issue with the aircraft itself [1]. Group 1: Accident Details - The Boeing 787-8 aircraft lost thrust shortly after takeoff due to the critical fuel supply switch for both engines being turned off, which should remain on during normal flight [2]. - It remains unclear how and why the fuel switches were turned off, with ongoing investigations to determine if it was accidental or intentional [2]. - The captain had over 10,000 hours of experience flying large aircraft, while the co-pilot had 3,400 hours [2]. Group 2: Investigation Progress - The Indian Aircraft Accident Investigation Bureau (AAIB) has submitted a preliminary report to the Ministry of Civil Aviation based on initial evidence and assessments [2]. - The report is expected to be made public later this week [2]. - The crash occurred on June 12, when the aircraft was en route from Ahmedabad, India, to London, UK, resulting in 294 fatalities, including 242 passengers and crew, with only one survivor [2].

Bin, what's your final trade today. AVY. It's a name I'm looking to get back into break above 197.I think it marches towards its all-time high. That seems to be a popular name uh among the committee. Who's got Boeing.I have Boeing. Scott. Okay.This is no longer a turnaround story. It's a legit recovery. Max orders are up and the backlog is unbelievable.Oracle. Oracle. That's me.I I really like this Stargate project. That's a big deal. Hang on to this Yeah, we've been talking about that's in that group AI st ...

Core Viewpoint - Boeing has faced significant challenges in recent years, with its stock underperforming compared to the S&P 500, but recent operational improvements and a strong backlog provide a glimmer of hope for recovery [1][10]. Group 1: Stock Performance - As of July 8, Boeing's five-year total return was only 22%, significantly lower than the S&P 500's return of approximately 112% [1]. - Boeing stock started 2025 poorly, falling 23% through early April, but rebounded to a 23% increase by June 8, outperforming the S&P 500's 6% return [2][3]. Group 2: Operational Improvements - Boeing reported a 27% increase in commercial plane deliveries in June compared to the previous year, with a total of 60 planes delivered [4]. - For the first half of 2025, Boeing's commercial plane deliveries reached 280, marking a 60% increase from the first half of 2024 [4]. - Defense, Space, and Security deliveries also improved, totaling 62, a nearly 48% increase from 42 in the first half of 2024 [4]. Group 3: Competitive Landscape - Boeing is narrowing the gap with Airbus, which delivered 306 planes in the first half of 2025, while Boeing's deliveries have surged [5]. - Airbus's deliveries fell by around 5.6%, indicating a potential shift in market dynamics favoring Boeing [5]. Group 4: Safety Concerns - Safety remains a critical issue for Boeing, highlighted by the recent Air India crash involving a 787 Dreamliner, which could impact public perception [6][7]. - Despite efforts to improve safety, including leadership changes and quality control measures, it will take time to rebuild trust in Boeing's safety record [8]. Group 5: Backlog and Future Outlook - Boeing's backlog stood at 5,953 planes at the end of June, indicating strong demand and a potential for future growth [9]. - The current recovery is seen as a positive sign, but Boeing must continue to improve execution to see significant stock appreciation [10].

Core Viewpoint - The article highlights significant stock movements in the Hong Kong and US markets, indicating various companies experiencing notable gains due to specific events or developments. Hong Kong Market Highlights - Li Auto (02015) saw a rise of over 3% as the launch of the Li i8 is set for July 29 [1] - Chinese banks experienced gains, with Zhengzhou Bank (06196) up 6.06%, Minsheng Bank (01988) up 4.97%, CITIC Bank (00998) up 3.24%, and Industrial and Commercial Bank of China (01398) up 1.8% [1] - Jiuyuan Gene (02566) increased by over 6% following the approval of its drug by the National Medical Products Administration [1] - Conant Optical (02276) rose over 6% as its net profit is expected to increase by over 30% year-on-year [1] - Puxing Energy (00090) surged over 220% after acquiring equity in HashKey Holdings Limited, entering the digital asset finance sector [1] - Blucube (00325) saw a rise of over 8% as it faced its first share unlock, with an accelerated pace of new product launches [1] - InnoCare Pharma (02577) rose over 5% as TSMC exited the GaN business, prompting cornerstone investors to extend their lock-up period [2] - Jitu Express (01519) increased over 4% due to strong package volume performance in Southeast Asia [2] - Apple-related stocks saw gains, with Cowell (01478) up 5.14%, Sunny Optical (02382) up 4.99%, BYD Electronics (00285) up 4.67%, and AAC Technologies (02018) up 1.89% [2] - From Yuzhi Agriculture (00875) surged over 13% as the company aims to build a comprehensive modern agriculture flagship group [2] - Fenbi (02469) rose over 5% following an upgrade to its AI question-answering system, which is expected to drive performance growth [2] - E-Surfing (02550) increased over 16% after Barclays acquired a 280 million stake and partnered with Huawei Cloud [2] - Cryptocurrency ETF and related stocks rose, with New Fire Technology Holdings (01611) up 10.82%, Xiong'an Technology (01647) up 10.23%, and others [2] - Superstar Legend (06683) surged over 20% as Jay Chou joined Douyin, gaining over 10 million followers [3] - Cornerstone Pharmaceuticals (02616) rose over 4% after its drug production application was approved by NMPA [3] - Longguang Group (03380) opened over 4% higher as its debt restructuring plan was approved by creditors [3] - Saijing Technology (00580) opened over 8% after announcing a projected net profit of approximately 90 million, a 167% year-on-year increase [3] - Derin Holdings (01709) opened nearly 15% higher as it plans to tokenize up to 500 million HKD in assets for distribution to shareholders [3] US Market Highlights - Deutsche Bank (DB.US) rose over 3% as it restructures its wealth management business in Germany to improve profitability [4] - UnitedHealth (UNH.US) fell over 1% amid reports of a US Department of Justice investigation into its medical insurance billing [4] - Futu Holdings (FUTU.US) increased over 9% after Morgan Stanley raised its target price to 160 USD [4] - Boeing (BA.US) rose over 3% as June aircraft deliveries reached an 18-month high [4] - Meta (META.US) increased nearly 2% as it reportedly invested 3.5 billion USD to enhance its AI smart glasses business [4] - Nvidia (NVDA.US) rose nearly 2%, reaching a historic high with a market capitalization of 4 trillion USD [4] - Microsoft (MSFT.US) hit a historic high with a market capitalization of 3.74 trillion USD, following an upgrade from Oppenheimer [4]

Group 1 - Boeing is experiencing strong momentum in its commercial airplane business, with 150 deliveries in Q2 2025, a 63% increase from the same quarter last year, primarily driven by higher 737 shipments [1][7] - Compared to Q1 2025, Boeing's deliveries increased from 130 aircraft, reflecting a year-over-year growth of 56.6%, largely due to a rise in wide-body jet shipments [2] - The increase in aircraft deliveries is expected to enhance Boeing Commercial Airplane's revenues and profit margins, contributing to positive operating cash flow and strengthening financial recovery [3][7] Group 2 - Boeing's delivery growth in the first half of 2025 faces competition from Airbus, which delivered 306 aircraft compared to Boeing's 280 during the same period [4] - Embraer also reported solid delivery figures, with 30 aircraft delivered in Q1 2025, up from 25 in Q1 2024 [5] - Boeing's stock has risen 18.9% over the past year, outperforming the Zacks aerospace-defense industry's growth of 17.7% [6] Group 3 - Boeing is currently trading at a forward 12-month sales multiple of 1.82X, which is approximately an 18% discount compared to the industry average of 2.22X [8] - The Zacks Consensus Estimate for Boeing's earnings per share for 2025 has improved over the past 60 days, while the estimate for 2026 has declined [9]

波音(BA.US)涨3%，报225.16美元，6月飞机交付量创18个月来最高。 ...

If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Boeing (NYSE: BA ) stock has continued its strong run, delivering a 10.5% gain since my last report and significantly outperforming the S&P 500’s 4.3% increase. Year-to-date, the stock is up 23.5%, driven by renewed investor confidence in the com ...