Core Points - Boeing CEO Kelly Ortberg will speak at the Bernstein Strategic Decisions Conference on May 29 at 10:00 a.m. ET [1] - The event will be available via webcast, and a transcript will be accessible afterward on Boeing's investor relations website [1] - Participants are advised to verify access to the webcast prior to the event [1]

Core Viewpoint - PPG Industries, Inc. is investing $380 million in a new aerospace coatings and sealants manufacturing facility in Shelby, NC, set to begin construction in October 2025 and expected to be completed in the first half of 2027 [1][2]. Group 1: Investment and Employment - The new facility will create over 110 jobs to meet the increasing demands of the aerospace industry by producing a full line of PPG's aerospace coatings and sealants [2]. - The facility will span 198,000 square feet and is expected to enhance supply-chain management and operational efficiency due to its proximity to transport links [2]. Group 2: Environmental Considerations - PPG is focusing on environmental implications by incorporating advanced manufacturing technologies and practices aimed at reducing environmental impact while ensuring high standards of quality and safety [3]. Group 3: Market Performance - PPG's stock has declined by 16.3% over the past year, contrasting with a 1.4% decline in the industry [4].

MONTRÉAL, May 14, 2025 (GLOBE NEWSWIRE) -- Bombardier Inc. (“Bombardier”) today announced that it has launched an offering of US$500 million aggregate principal amount of new Senior Notes due 2033 (the “New Notes”). Bombardier intends to use the proceeds of the offering of the New Notes, together with cash on hand, (i) to fund the repayment and/or retirement of outstanding indebtedness, including the redemption of US$500 million aggregate principal amount of its outstanding 7.875% Senior Notes due 2027 (the ...

多年来，深交所充分发挥资本市场枢纽作用，以债券市场精准滴灌科技创新，为实体经济注入强劲动 能。截至目前，深市科技创新固收产品发行规模超2400亿元，助力企业突破技术瓶颈、优化产业结构， 形成科技与资本深度融合的良性循环。2025年以来，一系列科技创新债券在深交所成功发行，为相关企 业发展注入强劲动力，在推动科技创新领域发挥重要作用。 4月24日，广州开发区控股集团旗下的广州凯得投资控股有限公司在深交所成功发行广东省首单航天领 域科技创新公司债券，发行总规模5亿元，期限3+3+3年期，票面利率2.47%，募集资金将通过创业投资 基金投向航天领域科创企业。 21世纪经济报道记者 杨坪 深圳报道 交易所科创债正在加速扩容。 自5月7日，中国人民银行、中国证监会联合发布关于支持发行科技创新债券有关事宜的公告，深沪北三 大证券交易所同步配发了《关于进一步支持发行科技创新债券服务新质生产力的通知》后，多家证券公 司积极响应科创债新规，完成了科创债发行。 21世纪经济报道记者注意到，近期，长城证券成功发行了深交所首支证券公司科创债。该债券发行规模 不超5亿元，期限为2年，票面利率1.79%。募集资金主要用于高新技术产业和战 ...

其他： 1. 软银：对OpenAI的投资可能达到200亿美元。 2. AMD与沙特人工智能公司Humain达成100亿美元的战略合作。 3. OpenAI考虑在阿联酋建设数据中心，特朗普中东之行期间或官宣。 4. 美国商务部撤销拜登政府时期的AI芯片出口管制规则，或转向双边谈判模式。 5. Manus回应开放注册：海外用户已经取消等候名单，国内产品尚未发布。 6. 腾讯混元宣布开源首个多模态统一CoT奖励模型。 金十数据整理：每日科技要闻速递（5月14日） 人工智能： 7. 沙特与英伟达宣布建立人工智能合作伙伴关系，英伟达在沙特建设AI工厂，英伟达将向沙特出售1.8 万颗最新AI芯片。 8. 消息人士称，美国考虑允许阿联酋购买超过100万颗先进的英伟达芯片。 1. 京东外卖日均订单将很快超过2000万单。 2. 波音：希望沙特成为F15EX供应链的一部分。 3. 京东集团：2025年第一季度净利润为109亿元。 4. 据华尔街日报：苹果计划通过神经信号实现对iPhone的控制。 5. 马斯克、奥特曼和黄仁勋将在利雅得与特朗普和沙特王储共进午餐。 6. SpaceX：星目前正在为第九次星舰飞行测试做最后的准备工 ...

Loar Holdings (LOAR) Q1 2025 Earnings Call May 13, 2025 10:30 AM ET Company Participants Ian Mckillop - Director - Investor RelationsDirkson Charles - Founder, CEO & Executive Co-ChairmanBrett Milgrim - Executive Co-ChairmanGlenn D’Alessandro - CFOKen Herbert - Managing DirectorSheila Kahyaoglu - Managing DirectorBrad Eyster - Automotive Equity Research Senior Associate Conference Call Participants Kristine Liwag - Analyst Operator Greetings, and welcome to the Lohr Holdings First Quarter twenty twenty five ...

Financial Data and Key Metrics Changes - In Q1 2025, total sales increased to $150 million, representing a 12% increase compared to the prior year period [15] - Net organic sales increased by 11.1% over the prior period [17] - Gross profit margin for Q1 2025 increased by 370 basis points compared to the prior year period [17] - Adjusted EBITDA was up $10 million in Q1 2025 versus Q1 2024, with adjusted EBIT margins at 37.6% [18][22] Business Line Data and Key Metrics Changes - Commercial aftermarket sales increased by 13% in Q1 2025 versus Q1 2024 and were up 15% sequentially from Q4 2024 [16] - Total commercial OEM sales increased by 8% in Q1 2025 compared to the prior year period [16] - Defense sales increased by 30% due to strong demand across multiple platforms and an increase in market share from new product launches [17] Market Data and Key Metrics Changes - The company expects commercial OEM to grow in high single digits and commercial aftermarket to grow in double digits for 2025 [20] - Defense end markets are expected to grow in high double digits, between 17% to 20% [20] Company Strategy and Development Direction - The company aims to achieve above-market growth rates by providing an entrepreneurial and collaborative environment for its business units [6] - Focus on launching new products to drive organic top-line growth of 1% to 3% annually [13] - Continuous improvement in margins through strategic initiatives and price increases above inflation [9][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of demand across all end markets, with no degradation observed [20] - The company is ahead of its plan on value pricing and productivity initiatives, expecting to meet or exceed guidance for 2025 [20] - Management noted that the current tariff environment has had an insignificant impact on results [22] Other Important Information - The company plans to close the acquisition of L and B Fans and Motors in Q3 2025, which is not included in the current guidance [22] - Capital expenditures for the year are expected to be approximately $14 million, with an effective tax rate of around 30% [22] Q&A Session Summary Question: Are you seeing any incremental pushback on pricing from airlines in your commercial aftermarket channel? - Management noted no pushback on pricing and indicated they are actually receiving more price this year than last year [28][30] Question: What drove the robust growth in defense sales, and what is expected for the remainder of the year? - Management indicated that defense sales are typically lumpy and the strong Q1 growth is not necessarily indicative of the entire year [41] Question: Can you discuss the impact of potential procurement reforms on your business? - Management stated they would assess any changes once finalized but emphasized their current efficiency in working with government procurement [60]

Core Insights - The Schaeffer's Volatility Scorecard (SVS) is a valuable tool for options traders, measuring realized volatility against expectations priced into options over the past year [2][3] - A high SVS indicates that a stock has realized greater volatility than what its options have priced in, making it a potential target for options trading [3][4] - The analysis highlights stocks with consistently high SVS scores, suggesting they are more likely to yield positive returns for options traders [4][9] Summary by Category SVS Overview - SVS is calculated using hypothetical at-the-money straddle trades held until expiration, generating around 250 data points annually [2] - The scoring system combines average straddle return (40%), percentage of positive returns (40%), and percentage of straddles that doubled (20%) into a score from 0 to 100 [3] High-Performing Stocks - Stocks like Moderna Inc (MRNA) and Mondelez International (MDLZ) have high SVS scores, indicating they have consistently provided positive returns despite recent price declines [4][9] - The table of stocks with SVS above 90 shows that several sectors, including pharmaceuticals and food producers, have performed well [5] Consistent Positive Straddles - The analysis identifies stocks with the highest percentage of positive straddles, including MDLZ and MRNA, which have shown strong performance metrics [8] - The data suggests that stocks with a history of positive straddle returns are likely to continue attracting options traders [9] Growth Stocks and Risk Appetite - Risky growth stocks like HIMS and SoundHound AI (SOUN) are highlighted as potential targets for options traders looking for high returns, despite their volatility [11] - The report emphasizes the importance of understanding risk tolerance when selecting stocks for options trading, especially in a post-earnings season environment [11]

Group 1 - Archer Aviation is leading the transformation of urban air mobility with its Midnight eVTOL, showcasing significant growth potential in the aerospace sector [1] - The company reported first quarter earnings that exceeded Wall Street estimates on core EPS, reinforcing a bullish outlook for its stock [1] - The Aerospace Forum, which focuses on investment opportunities in the aerospace, defense, and airline industries, provides data-informed analysis to support investment theses [1] Group 2 - The analyst behind the report has a background in aerospace engineering, which enhances the analysis of the complex industry dynamics [1] - The investing group offers direct access to data analytics monitors, aiding in the identification of investment opportunities [1]

Gauzy (GAUZ) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Speaker0 Good morning and welcome to Gossilenisen First Quarter twenty twenty five Earnings Conference Call. Today's call is being recorded and we have allocated one hour for prepared remarks and Q and A. At this time, I would like to turn the conference over to Dan Scott, Investor Relations. Thank you. You may begin. Speaker1 Thank you, operator, and thank you everyone for joining us today. Hosting the call today are Gauzy's CEO and Co Founder, Ey ...