Core Insights - The last analysis on Boeing (BA) was conducted in 2018, indicating a significant gap in coverage for the stock [1] Group 1 - The analysis is driven by market strategies that have been developed over more than two decades of trading experience [1] - The author provides daily video updates on trades and important price levels for heavily traded assets on YouTube [1]

Core Insights - Boeing is reinforcing its safety and quality plan in response to past crises, focusing on quality lapses, training improvements, and addressing a toxic culture that hindered employee feedback [2][12] - The company has seen early positive results, with a 75% decline in "traveled work" and a 60% improvement in the flow of planes through the factory since April 2024 [3][8] - Boeing plans to increase 737 production to 42 jets per month and aims for a future output of 60 jets per month, while also preparing to establish a fourth production line by 2026 [8][11][16] Quality and Safety Measures - Boeing has intensified inspections of fuselages from Spirit AeroSystems to identify flaws early in the manufacturing process [6][7] - The company has implemented a feedback loop with Spirit to address root causes of defects, emphasizing the importance of early detection [7][8] - Employee involvement sessions have been revived, allowing over 100,000 workers to suggest improvements, resulting in more than 1,000 addressed complaints [12][14] Cultural and Operational Changes - The company is working to root out deep-seated cultural issues and rebuild trust among employees, acknowledging that this process is ongoing [12][16] - Weekly meetings have been instituted to facilitate open communication and demonstrate commitment to quality improvement [15][16] - Boeing's efforts to improve its operational culture are seen as essential for regaining trust from regulators and investors after years of turmoil [9][12]

As the second anniversary of the Alaska Air Group midair near-calamity approaches, Boeing is looking to reinforce the safety and quality plan it crafted last year https://t.co/6UbRSswYJn ...

Core Points - NASA and Boeing have agreed to reduce the number of crewed missions for the CST-100 Starliner spacecraft from 6 to 4 as part of their commercial crew transportation contract [1] - The next mission, CST-100 Starliner-1, will be an uncrewed flight aimed at delivering supplies to the International Space Station (ISS) and validating system upgrades, scheduled for as early as April 2026 [1] - NASA's Commercial Crew Program manager emphasized that the contract adjustment aligns future mission planning with the ISS's operational needs through 2030 [1] Summary by Sections Contract Adjustment - NASA and Boeing signed a commercial crew transportation contract in 2014, originally including up to 6 crewed flights [1] - The number of planned crewed missions has been officially reduced to 4 after a comprehensive review [1] Upcoming Missions - The CST-100 Starliner-1 mission will be uncrewed and is intended for cargo delivery and system validation [1] - Following the successful completion of CST-100 Starliner-1, the spacecraft is expected to conduct up to 3 crewed rotation missions [1] Testing and Future Planning - NASA and Boeing are conducting rigorous testing of the Starliner’s propulsion system in preparation for two potential flights next year [1] - The adjustment in the contract is aimed at ensuring alignment with the operational requirements of the ISS until 2030 [1]

Boeing’s troubled Starliner spacecraft will fly again early next year, but this time it won’t be carrying astronauts https://t.co/06L83vf2Lt ...

The space vehicle will launch again, without astronauts, in April on a cargo mission to the International Space Station. ...

NASA cut the planned missions of Boeing Co.’s Starliner spacecraft to the International Space Station from six to four, following a highly publicized botched test flight last year and as the orbiting lab heads for retirement by the end of the decade. https://t.co/j8jEOeKskx ...

NASA and Boeing are modifying the Starliner spacecraft contract to reduce the number of missions from six to four, the latter said in a statement on Monday. ...

Core Viewpoint - The article discusses the potential for a market rotation from high-flying AI stocks to more traditional blue-chip stocks, particularly focusing on three Dow stocks that may perform well in 2026 and beyond. Group 1: Walmart - Walmart's revenue grew by 5.8% year-over-year to $179.5 billion, surpassing expectations of $177.4 billion for Q3 of fiscal year 2026 [5] - Adjusted earnings per share were $0.62, exceeding estimates of $0.60, with same-store sales in the U.S. improving by 4.5% [5] - Despite strong performance, Walmart's stock has not fully reflected its growth, indicating potential for further gains [7] Group 2: Boeing - Boeing's production backlog reached a record $635 billion, despite ongoing challenges with its 737 Max and 787 Dreamliner jets [9] - The airline industry is expected to require 43,600 new planes by 2044 to meet growing demand, highlighting a significant opportunity for Boeing [10] - Investors may begin to recognize the long-term potential of Boeing's order backlog in the coming year [11] Group 3: Apple - Apple shares recently hit a record high, but the company has faced challenges with its AI initiatives, particularly with its digital assistant Siri [12][14] - iPhone revenue has only improved by about 4% over the past four quarters, partly due to disappointing AI software [15] - The average age of iPhones is 37 months, suggesting a potential surge in upgrades as consumers look to replace aging devices [17]

Core Insights - The 19th Dubai Airshow concluded on November 21, attracting over 1,500 exhibitors from more than 110 countries and regions [1] Group 1: Major Orders - Emirates Airlines announced the purchase of 65 Boeing 777-9 aircraft, valued at up to $38 billion on the first day of the airshow [1] - Emirates also committed to an additional order of 8 Airbus A350-900 aircraft for $3.4 billion [1] - Dubai Air, a subsidiary of Emirates, will spend $24 billion to acquire 150 Airbus A321neo aircraft, with an option to purchase an additional 100 [1] - One day later, Dubai Air announced a $13 billion order for 75 Boeing 737 MAX aircraft, with an option for another 75 [1] Group 2: Defense Contracts - The Tawazun Economic Council signed 36 procurement contracts during the airshow, totaling 254.6 billion dirhams [1] Group 3: Other Airlines' Orders - Etihad Airways, Ethiopian Airlines, and Azerbaijan Cargo Airlines also signed significant orders during the event [1]