Market Overview - US stock index futures experienced slight declines, with Nasdaq futures down 0.18%, S&P 500 futures down 0.07%, and Dow futures down 0.01% [1] - European stock indices showed mixed results, with Germany's DAX down 0.36%, UK's FTSE 100 up 0.61%, France's CAC up 0.25%, and the Euro Stoxx 50 up 0.13% [2] Corporate Developments - The White House revealed that Trump purchased over $100 million in bonds this year, including corporate bonds from Meta, Qualcomm, Home Depot, and T-Mobile [3] - Reports indicate that US Commerce Secretary Raimondo is exploring the expansion of "subsidy-for-equity" programs to chip companies beyond Intel [4] - Google has proposed modifications to its Play Store to the EU to avoid potential fines [5] - Elon Musk responded to an AI-generated video of a Cybertruck, suggesting that Tesla might consider producing it [6] - Meta is contemplating another restructuring of its AI business, aiming to significantly reduce departmental size [7] - McDonald's has agreed with franchisees to reduce prices on eight popular meal combos by 15% and launch promotional activities [8] Company Earnings - Target reported Q2 net sales of $25.21 billion, with adjusted earnings per share of $2.05, both exceeding expectations [12] - Estée Lauder's Q4 net sales reached $3.41 billion, with adjusted earnings per share of $0.09; however, the earnings guidance fell short of expectations [13] - Baidu's Q2 total revenue was 32.7 billion yuan, with AI new business revenue exceeding 10 billion yuan for the first time; core net profit was 7.4 billion yuan, a 35% year-over-year increase [14] - ZTO Express reported Q2 revenue of 11.83 billion yuan, a 10.3% year-over-year increase; however, adjusted net profit decreased by 26.8% to 2.05 billion yuan [15] - iQIYI's Q2 total revenue was 6.63 billion yuan, with a Non-GAAP operating profit of 58.7 million yuan, maintaining profitability for 14 consecutive quarters [16] - Kingsoft Cloud reported Q2 revenue of 2.35 billion yuan, a 24.2% year-over-year increase; adjusted EBITDA was 410 million yuan, a 570.1% year-over-year increase [17] Notable Events - CoreWeave, a data center operator, secured a $2.6 billion loan supported by OpenAI [10] - Hertz, a US car rental platform, announced plans to sell used vehicles on Amazon [11] - Boeing recently delivered a 787 Dreamliner to Korean Air, marking a total of 1,200 deliveries of the 787 model [9] Upcoming Events - The Federal Reserve is set to release the minutes from its monetary policy meeting at 2:00 AM the following day [18]

Core Viewpoint - Boeing's CEO announced plans to increase the production of the 787 Dreamliner to seven aircraft per month in the near future [1] Group 1 - The current production rate of the 787 Dreamliner is set to be elevated, indicating a positive outlook for Boeing's manufacturing capabilities [1] - This increase in production may reflect a growing demand for the 787 Dreamliner in the aviation market [1]

Core Viewpoint - Boeing's Q1 performance exceeded Wall Street expectations, providing a more stable operational foundation amid global trade disruptions affecting aircraft exports [1][2] Financial Performance - Boeing reported Q1 revenue of $19.5 billion, a year-over-year increase of 17.7%, although it fell short of market expectations [1] - The adjusted loss per share was $0.49, marking the smallest loss in over a year and significantly better than the anticipated $1.30 loss [1] - The company consumed $2.3 billion in free cash flow during the quarter, which was better than the $3.4 billion expected by analysts [1] - Net loss for the quarter was $31 million, compared to a net loss of $355 million in the same period last year [1] Operational Highlights - Boeing's backlog increased to $545 billion, including over 5,600 commercial aircraft [1] - CEO David Calhoun referred to 2025 as a "transformational year," with plans to increase the monthly production of the 737 Max to the regulatory limit of 38 aircraft [1] - The company aims to seek permission to further increase the monthly production to 42 aircraft later this year [1] Challenges and Trade Impact - Boeing remains vulnerable to the impacts of Trump's tariff policies, which have halted aircraft deliveries to China, the world's second-largest aviation market [2][3] - The CEO indicated that suppliers might also be affected by trade disputes, potentially raising costs and delaying production [2] - Boeing's current performance reflects only the tariff impacts implemented as of March 31 [2] Business Segments - Both the commercial and defense sectors showed improvement, with the defense segment achieving an operating profit of $155 million and a profit margin of 2.5% [2] - The commercial aircraft segment reduced its operating loss to $537 million [2] Production Quality and Future Plans - The CEO stated that Boeing is manufacturing higher-quality aircraft and delivering them at a more predictable pace [3] - Plans are in place to increase the monthly production of the 787 Dreamliner to 7 aircraft this year, contingent on stable factory operations [3] Strategic Moves - Boeing announced the sale of its flight navigation division and other digital assets to Thoma Bravo for $10.6 billion, marking a significant asset adjustment under the new CEO [4]