The Boeing Company
Coverage focused on a new 737 Max software/navigation issue that could raise pilot workload, with potential certification and delivery impacts; FAA scrutiny moved from review to a panel that later found no safety risk, implying near‑term operational, not safety, consequences 1311741. Labor risk eased as Boeing’s unionized white‑collar workers ratified a contract, while Ryanair downplayed delivery delays, and Boeing won a classified Navy fighter award; separate incidents and competitive moves (Airbus A350 freighter) rounded out sentiment 31061295. An outspoken geopolitical critique accused the U.S. of weaponizing Boeing, contrasting with otherwise operational and regulatory themes 2.
From the window to Oct 3, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 bullish
Strongly bullish
- CLCharles LemonidesStrongly bullish Expects Boeing to rise, saying the valuation is super cheap and new management could deliver a triple. ▶ 8:20 Top Performing Value Investor Explains Why the M… · 12 Oct
1 bullish
Also asked
Valuation 1 voice← expensive · cheap →1 cheap
Strongly cheap
- CLCharles LemonidesStrongly cheap Sees Boeing's valuation as super cheap and expects a triple if new management executes. “they seem to be getting their house in order and the valuation is super cheap there too” ▶ 53:34 Top Performing Value Investor Explains Why the M… · 12 Oct
Mentions
5 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Max Wiethe 2 mentions
- Bloomberg 2 mentions
- Charles Lemonides 2 mentions
- Walter Bloomberg 1 mention
- Jack Farley 1 mention
See what your own voices say about The Boeing Company, every morning.
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