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 ...

Core Viewpoint - The Malaysian Trade Minister indicated that the negotiations with the United States regarding tariffs include a business proposal involving Malaysia Airlines purchasing Boeing aircraft [1] Group 1 - The discussions with the U.S. are centered around tariff negotiations [1] - A significant aspect of the negotiations is the potential purchase of Boeing aircraft by Malaysia Airlines [1]

Market Overview - The Dow Jones Industrial Average decreased by 165.60 points, or 0.37%, closing at 44,240.76 [2] - The Nasdaq increased slightly by 5.94 points, or 0.03%, closing at 20,418.46 [2] - The S&P 500 fell by 4.46 points, or 0.07%, ending at 6,225.52 [2] - European markets showed positive performance, with the Euro Stoxx 50 up by 30.41 points, or 0.57%, and the UK FTSE 100 rising by 47.65 points, or 0.54% [2] - Asian markets had mixed results, with the Hang Seng Index increasing by 260.24 points, or 1.09%, while the Taiwan Weighted Index fell by 66.45 points, or 0.30% [2] Trade Policy Developments - President Trump announced new trade agreements, including a proposed 50% tariff on imported copper, which led to a significant increase in copper prices by 17% [3] - A high tariff of up to 200% on pharmaceuticals is also expected, with a grace period of 18 months for companies to adjust their supply chains [3] - Trump emphasized that tariffs will officially take effect on August 1, 2025, with no possibility of delay [4] Economic Commentary - Trump criticized Federal Reserve Chairman Jerome Powell, suggesting that the current economic conditions warrant a rate cut, citing a study indicating tariffs have no impact on inflation [5] AI Adoption in Japan - Japan's Ministry of Internal Affairs reported that only about 27% of the population has used generative AI services, indicating a lag in AI research and application [6] Global Trade Outlook - The UN Conference on Trade and Development reported that global trade is expected to grow by approximately $300 billion in the first half of 2025, with a projected acceleration in growth rates [7][8] - The report highlighted that ongoing policy uncertainty and geopolitical tensions pose risks to trade stability [8] Gold Market Insights - The World Gold Council reported a $38 billion increase in global gold ETFs in the first half of the year, driven by strong performance in June [9] Corporate Leadership Changes - Apple announced that COO Jeff Williams will retire, with Sabih Khan set to take over the role, marking a significant leadership transition within the company [10] Talent Acquisition in Tech - Meta has successfully recruited Ruoming Pang, the head of Apple's foundational models team, to lead its new "Superintelligence Lab," indicating a strategic move to bolster its AI capabilities [13] SpaceX Valuation - SpaceX is reportedly discussing plans to raise funds, with its valuation expected to reach approximately $400 billion, significantly higher than its previous valuation of $350 billion [14] Investment in Smart Glasses - Meta has invested $3.5 billion in EssilorLuxottica, aiming to strengthen its position in the smart glasses market [15] Boeing's Delivery Performance - Boeing reported delivering 150 aircraft in the second quarter of 2025, the highest number for that period since 2018, with a total of 280 aircraft delivered year-to-date [16][17]

Boeing on Tuesday reported second-quarter deliveries that topped analysts' estimates, as the plane maker continues its turnaround under its new CEO. https://t.co/1hGRfoscbS ...

Boeing Delivers Most Jets in 18 Months. Listen for more on Bloomberg Intelligence. https://t.co/SLEzmcsMV8 ...

Boeing's Deliveries and Orders - Boeing delivered 60 airplanes in June, with 42 being 737 Maxes, marking the highest monthly delivery rate since December 2023 [1] - First half deliveries reached 280, the highest total since 2018 [2] - Net orders for June totaled 113, bringing the year-to-date total to 625 [2] - The backlog now stands at just under 5,953 planes [2] Production Rate and FAA Regulations - Boeing has reached a production rate of 38 planes per month, the limit set by the FAA [2] - Boeing intends to apply to the FAA to increase the production rate to 42 planes per month in the next couple of months [3] Stock Market Performance - The stock's movement is muted as the increased delivery rate was expected [3] - Boeing's stock is near its 52-week high, reflecting a positive trend in recent months [4] - Strong delivery totals are expected to continue for the next several months as Max production increases [4]

Production & Delivery - Boeing delivered 60 aircraft in June, marking an 18-month high [1] - The increased deliveries reflect improvements in Boeing's factories [1] - Resumption of US jet exports to China contributed to the improved performance [1]

智通财经7月8日电，波音公司报道显示，二季度累计交付超过150架，创2018年以来同期新高。 ...

Core Insights - Boeing received a total of 116 aircraft orders in June [1] - Boeing delivered 60 aircraft in June, including 42 units of the 737 MAX [1]

Core Insights - Boeing delivered 60 airplanes in the last month, marking the highest delivery rate since December 2023, as the company aims to increase production of its 737 Max jets following previous manufacturing and safety issues [1] - The recent delivery total includes 42 units of the 737 Max, with major customers such as Southwest Airlines, Alaska Airlines, and United Airlines [2] - Boeing's CEO, Kelly Ortberg, has indicated progress in enhancing production rates and quality on the factory lines [2] Production and Performance - For the three months ending June 30, Boeing delivered 150 airplanes, representing the best second quarter performance since 2018, prior to the grounding of Max jets due to two crashes [3] - The last time Boeing reported an annual profit was in 2018, and the ongoing issues have allowed rival Airbus to gain a competitive advantage [3] - Boeing had been producing approximately 38 Max aircraft per month and requires Federal Aviation Administration approval to exceed this limit, which was imposed after a door plug incident [4] - The CEO expressed confidence in increasing production to 42 Max jets per month [4]