And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greipel taking you through to that closing bell with the global simulcast. It started.There's Carol Massar. There's Tim Stenovec again, the radio booth. Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube.We had, I guess, Carol Massar what could be described as a bit of a rally in our hands, though we're seeing a fade, just a touch into the closing bell. Yea ...

Market Performance - The U.S. stock market rebounded on December 2, 2025, with major indexes recovering from previous losses, driven by stabilizing bond yields and a recovery in cryptocurrency markets [1][2] - The S&P 500 rose 0.2% to close at 6,829.37, the Dow Jones Industrial Average increased by 0.4% to 47,474.46, and the Nasdaq Composite climbed 0.6% to 23,413.67 [2] - The rebound was broad-based, with information technology leading gains on the S&P 500, while the Energy Select Sector SPDR rose 0.9% [3] Company Highlights - Boeing (BA) surged 8% after its new CFO provided an optimistic forecast for cash production next year, indicating progress in ramping up production [4] - MongoDB (MDB) shares jumped 22.2% following stronger-than-expected third-quarter results and an improved outlook for its cloud database platform [5] - Nvidia (NVDA) advanced 1% after announcing an expanded partnership and a $2 billion investment in Synopsys (SNPS) [5] - Intel (INTC) saw a substantial rise of 6% [5] - United Natural Foods (UNFI) climbed 4.6% after reporting stronger-than-anticipated profits [7] Cryptocurrency Market - Bitcoin (BTC) recovered significantly, trading near $91,000 after a drop below $85,000 on Monday, which alleviated pressure on crypto-linked stocks [6] Economic Outlook - Investors are anticipating the Federal Reserve's FOMC meeting on December 9-10, 2025, with an 80-87.4% probability of a 25-basis-point interest rate cut [8] - Upcoming economic data releases include the November ADP employment report and the delayed September PCE Price Index, which is closely watched for inflation insights [9] - The Consumer Price Index (CPI) for November 2025 is projected to show a 0.32% month-over-month increase and a 2.99% year-over-year rise [9] Historical Trends - December is historically a strong month for markets, with the S&P 500 averaging over a 1% gain, supported by optimism around potential Fed rate cuts and enthusiasm for artificial intelligence [11]

Jeff Bezos’ space company is finally getting momentum in orbit.Blue Origin is planning more orbital missions, including an early 2026 cargo flight to the moon, following its recent New Glenn rocket launches and booster catch. https://t.co/Q2hLmFPHS5 ...

Dec 2, 2025 2:00 PM Eastern Standard Time BAE Systems, Inc. Names Anjali Chaturvedi Chief Ethics Officer Share BAE Systems, Inc. has named Anjali Chaturvedi as vice president and chief ethics officer. (Credit: BAE Systems) FALLS CHURCH, Va.--(BUSINESS WIRE)--BAE Systems, Inc. has named Anjali Chaturvedi as vice president and chief ethics officer, effective December 2, 2025. In this role, Chaturvedi will be a member of the BAE Systems, Inc. senior leadership team, reporting to the company's general counsel. ...

Group 1 - Boeing has not been cash-flow positive on a yearly basis since 2023, indicating a significant financial challenge for the company [1] - The company is expected to change this trend, suggesting potential improvements in financial performance in the near future [1]

Core Viewpoint - Boeing Co. anticipates generating positive cash flow in 2026, marking a significant turnaround in its financial outlook as it plans to increase monthly production rates of passenger aircraft [1]. Financial Projections - The company expects free cash flow to reach "low-single digits" billions of dollars in 2026, reversing a projected cash burn of $2 billion for 2025, as stated by CFO Jay Malave [2]. - Analysts predict Boeing will generate $2.46 billion in free cash flow next year, although estimates have been reduced by more than half since mid-July due to delays in the certification of the 777X jetliner [6]. Stock Performance - Following the positive cash flow projections, Boeing's shares rose by as much as 9.2%, the largest increase since April, reflecting renewed investor confidence [3]. Long-term Goals - Boeing aims to achieve a cash generation target of $10 billion, initially set for 2025 but delayed due to various challenges. CFO Malave expressed confidence in reaching this goal once production rates increase [4]. Operational Improvements - The CFO highlighted improvements in production rates for the 737 Max and 787 Dreamliner, alongside a reduction in undelivered aircraft inventory, as key factors contributing to the optimistic outlook [5].

Market Overview - Major U.S. equities indexes experienced gains, with the Dow Jones Industrial Average rising by 0.3%, the S&P 500 increasing by 0.2%, and the Nasdaq climbing by 0.4% [1] Company Highlights - Boeing (BA) shares surged by 8% after the new CFO announced at a UBS conference that the company's production ramp-up plan is on schedule, following previous safety issues that had significantly slowed production last year. Boeing also expects to generate positive free cash flow next year after incurring substantial losses over the past two years [2] - Intel (INTC) stock rose by 7% as the company revealed plans to invest approximately $200 million to expand its manufacturing operations in Malaysia. This increase follows a rally initiated by reports suggesting that Apple (AAPL) could become a significant customer for Intel [3] - MongoDB (MDB) shares jumped nearly 25% after the company reported quarterly results that exceeded estimates and raised its full-year forecasts, following the appointment of a new CEO [3] - XPeng (XPEV), a Chinese electric vehicle manufacturer, saw its U.S.-listed shares decline by 6% after reporting November sales data. The company delivered just under 37,000 EVs, marking a 19% increase year-over-year, but falling short of October's sales figures amid intense competition in the Chinese EV market [4] - Symbotic (SYM) shares fell by 16% after a significant rally of nearly 40% following last week's earnings report. The company had exceeded sales estimates and announced its first partnership with a medical supply company [5] - Sandisk (SNDK), a recent addition to the S&P 500, led the decliners on the index with a 5% drop [5] Commodity and Currency Update - Crude oil futures decreased by 0.5% to approximately $59.00 per barrel, while gold futures fell by 1.4% to around $4,212 per ounce. The yield on the 10-year Treasury note remained stable at about 4.09% [6]

Core Insights - Nebius Group (NBIS) stock has increased by 7.2% since the last report, outperforming the S&P 500, which gained 4.3% [1] - The company is capitalizing on growth opportunities from AI hyperscalers, particularly following a deal with Microsoft [1] Company Analysis - Nebius Group is positioned within the aerospace, defense, and airline sectors, focusing on identifying investment opportunities [1] - The company leverages data analytics to inform its investment strategies and provide insights into industry developments [1]

Market attention this week will focus on the US economic news. On Wednesday, the Nov ADP employment change is expected to increase by +10,000. Also, Sep manufacturing production is expected to rise by +0.1% m/m, and the Nov ISM services index is expected to fall by -0.4 to 52.0. On Thursday, initial weekly unemployment claims are expected to rise by +6,000 to 222,000. On Friday, Sep personal spending is expected to increase by +0.3% and Sep personal income is expected to climb +0.3% m/m. Also on Friday, the ...

Boeing (NYSE: BA) opened in the green this morning after Jay Malave, its chief financial officer, confirmed at a UBS conference that the company's recovery is "in full force. ...