🚨Elon Musk on SpaceX market share: “SpaceX now launches about 90% of all Earth’s payload to orbit” https://t.co/6BUnb9Eyj2 ...

Space Industry Overview - Space is open for business, indicating growing commercial opportunities in the space sector [1] - Disrupt 2025 will explore business opportunities beyond Earth's orbit [1] Event Details - Disrupt 2025 features speakers Bridgit Mendler, Even Rogers (@TrueAnomalyInc), and Max Haot (@VastSpace) [1] - The event launches on October 27 [1]

RT Starlink (@Starlink)Starlink-equipped buoys provided real-time video streaming in the Indian Ocean during Starship's eleventh test flight 🛰️🚀 https://t.co/cyqAKNspGU ...

Robinhood co-founder @BaijuBhatt is giving Disrupt attendees an intimate glimpse into what's new with his latest venture, the aerospace solar power company @AetherfluxUSA.And you can be in the room for that and much, much more Oct. 27 - 29 by getting your Disrupt ticket today! https://t.co/BNWF7oOWIZ ...

Core Insights - GE Aerospace is expected to announce earnings on October 21, 2025, with historical data indicating a positive stock response to earnings announcements, achieving a positive one-day return in 60% of cases [2][7] - The consensus forecast for the upcoming report anticipates earnings of $1.46 per share on revenues of $10.39 billion, reflecting an increase from the previous year's earnings of $1.15 per share on sales of $8.94 billion [3] Financial Performance - GE Aerospace currently has a market capitalization of $319 billion and generated $42 billion in revenue over the past twelve months, with operating profits of $7.9 billion and a net income of $7.8 billion [4] Historical Earnings Reaction - Over the last five years, there have been 20 earnings data points, with 12 showing positive one-day returns and 8 showing negative returns, resulting in a 60% occurrence of positive returns [7] - The median positive return is 5.1%, while the median negative return is -2.0% [7] Post-Earnings Strategy - Traders can evaluate historical likelihoods of positive moves and position accordingly before earnings disclosures, as well as examine the relationship between immediate one-day returns and medium-term stock performance for trading decisions [6][8]

Core Viewpoint - The bull market is expected to continue as companies are anticipated to report better-than-expected earnings, driving stock prices higher [1]. Group 1: Earnings Expectations - Cleveland Cliffs will provide insights into the health of the real economy on Monday, followed by Zions Bancorporation, which recently disclosed bad loans [1]. - Positive earnings are expected from GE Aerospace and Coca-Cola on Tuesday, with 3M and Danaher also predicted to report strong results [2]. - Capital One is anticipated to follow American Express' successful quarter, especially after its acquisition of Discover [3]. Group 2: Sector-Specific Insights - Data center builder Vertiv is likely to deliver excellent earnings, while GE Vernova may experience a multi-year growth period [3]. - IBM is expected to demonstrate growth, countering bearish sentiments, with a strong focus on quantum computing [3]. - Blackstone's data center business is projected to contribute to a particularly strong quarter [3]. Group 3: Market Reactions - T-Mobile is seeing increased bullish sentiment following record iPhone sales, with expectations for stock performance to improve [4]. - Procter & Gamble is believed to have reached a bottom after facing significant challenges, with earnings to be reported on Friday [4].

Core Point - The company has increased its production capacity to 42 planes per month from a previous limit of 38 planes, which was imposed after a fuselage panel incident in January 2024 [1] Group 1 - The production increase is a response to previous operational limitations due to safety concerns [1] - The incident that led to the production cap involved a fuselage panel blowing off a jet midair [1]

Boeing Co. has secured the backing of US aviation regulators to raise production of its 737 jetliner to 42 jets a month, a person familiar with the matter said, a crucial step in the US planemaker’s path to recovery following a series of crises. https://t.co/9f7IEulSPh ...

Core Points - Boeing has received regulatory approval to increase production of its 737 Max jetliners to 42 units per month, marking a significant milestone for the company after previous restrictions [1][4] - The Federal Aviation Administration (FAA) had previously limited Boeing's production to a maximum of 38 units per month due to safety concerns following an incident involving a door plug detaching from a 737 Max 9 during a flight [2][3] - The FAA will continue to oversee Boeing's production processes to ensure safety as the company ramps up output, with Boeing expressing gratitude for the collaboration with the FAA and its suppliers [4] Production and Safety - The FAA's restriction in January 2024 was a response to a safety incident, highlighting the importance of regulatory oversight in the aviation industry [2][3] - Boeing's commitment to safety and quality is emphasized as it prepares to increase production, indicating a focus on maintaining standards despite the ramp-up [4] - The company aims to work closely with suppliers to ensure that the increase in production is managed effectively and safely [4]

Group 1 - The stock market experienced a strong weekly rally, with major indexes showing significant gains [1][2] - Key companies reporting earnings include Tesla, GE Vernova, Netflix, and GE Aerospace, indicating a busy earnings week ahead [1] - The market's rebound was influenced by President Trump's comments on China trade, which contributed to the reversal in the Dow Jones index [2] Group 2 - Tesla is highlighted as a key stock to watch, with expectations of potentially exceeding third-quarter earnings estimates [4] - Clean energy stocks are outperforming fossil fuel companies despite challenges related to anti-ESG sentiments and skepticism towards sustainability from political figures [4] - Nvidia is focusing on AI data centers and aims to utilize all-renewable electricity, reflecting a trend towards sustainable technology investments [4]