Pomegra
Geopolitics
MAJOR
6d ago6 min read
Trump-Putin-Xi Summit: China Confirms APEC Shenzhen Talks
China confirmed contact with Washington and Moscow on a possible Trump-Putin-Xi summit at APEC in Shenzhen on November 18-19, an unprecedented meeting.
Company hub
BA stock news & analysis
Everything Pomegra has published on BA: 30 news articles and 6 market briefs, newest first.
Market briefs on BA
- Boeing Stock Heads Into Earnings Expecting 21-Cent Loss
Boeing (BA) reports before the bell with $330.5M free cash flow expected, a key test of its turnaround
Oct 27
- Boeing Stock Rises 3.4% After Navy F/A-XX Fighter Win
Boeing (BA) shares closed at $192.28 as its $20B Navy deal gave it both US next-generation fighters.
Oct 2
- Boeing Stock Falls 7% as FAA Blocks 737 Max 10 Certification
Boeing (BA) shares tumble 7% as FAA refuses to certify the 737 Max 10 over VNAV software flaw.
Sep 28
- Boeing Stock Falls 22% From High as China Order Hopes Fade
Boeing (BA) slides to $98 as CEO Ortberg damps China order hopes before Wednesday's Trump-Xi summit.
Sep 22
- Taiwan's $14B Arms Deal Threatens Xi's White House Visit
Trump's call on a $14B Taiwan arms package could cancel Xi's Sept. 24 visit and boost Lockheed Martin (LMT).
Sep 21
- Boeing Stock Slips 3.7% as 17,000 Engineers Vote on October Strike
Boeing (BA) fell 3.7% on Wednesday; 17,000 SPEEA engineers vote overshadows record $44.8B Korean Air deal.
Sep 16
BA news
Geopolitics
NOTABLE
Nov 56 min read
Trump's Israel Aid Cut Claim: What Congress Controls
Trump says US military aid to Israel ends in 2026, but Congress holds the $3.8B appropriation and the 2028 MOU stands. Here is what changes and what does not.
Business & Earnings
MAJOR
Oct 295 min read
Boeing (BA) Stock Falls 10.7% on Q3 2026 Loss
Boeing (BA) stock fell 10.7% after a Q3 2026 core loss of $0.34 a share missed forecasts and the 737 ramp to 52 a month slipped into the second half of 2027.
Business & Earnings
MAJOR
Oct 276 min read
Coca-Cola, Boeing, UPS, Visa Earnings Open Big Week
Coca-Cola and UPS raised 2026 guidance while Boeing posted a wider core loss, as Visa reports after the close ahead of Microsoft and Alphabet on Wednesday.
Markets
MAJOR
Oct 266 min read
Stock Market Today: Earnings, Fed and Midterms Collide
Microsoft, Alphabet and Amazon report as the Fed decides on rates Wednesday, with PCE data due Thursday and midterms on Nov. 3 shaping the stock market today.
Business & Earnings
MAJOR
Oct 15 min read
Boeing Wins $20B Navy F/A-XX Fighter; Northrop Falls 3.5%
Boeing won a Navy contract worth more than $20 billion to build the F/A-XX stealth fighter, lifting its shares about 2% as Northrop Grumman fell 3.5%.
Business & Earnings
MAJOR
Sep 305 min read
Boeing (BA) Falls 7% as FAA Delays 737 MAX 10 Approval
Boeing shares fell nearly 7% on Sept. 28 after the FAA delayed 737 MAX 10 certification over a software glitch, a setback for Boeing in its rivalry with Airbus.
Markets
MAJOR
Sep 284 min read
Boeing BA Falls 7% as FAA Rejects 737 Max 10
Boeing (BA) fell 7% after the FAA refused to certify the 737 Max 10 over a software glitch, with United and Southwest halting deliveries of affected jets.
Markets
MAJOR
Sep 247 min read
Boeing Rises on Tentative Union Deal, $3.4B FMS Order
Boeing shares advanced Wednesday as a new tentative machinists' contract and a $3.4 billion foreign-military-sales expansion simultaneously reduced two of the jet maker's most pressing near-term…
Business & Earnings
MAJOR
Sep 175 min read
Boeing BA: 737 Line Still Unstable, Shares Tumble 6%
Boeing CEO Kelly Ortberg warned the 737 MAX program remains short of its 47-plane monthly target, flagged potential defense charges, and sent shares nearly 6% lower in a single session.
Markets
MAJOR
Sep 67 min read
ITA ETF Hits All-Time High on $1.5T Defense Budget
The ITA ETF hit all-time highs as Trump's $1.5 trillion FY2027 defense budget and Iran conflict transform geopolitical risk into contractor revenue.
Markets
NOTABLE
Aug 146 min read
Boeing Upgraded to Buy at Argus, $65 Target
Argus Research raises Boeing to Buy with a $65 price target, citing recovered 787 Dreamliner output and stabilizing aircraft assembly operations as catalysts for a projected 14% gain.
Markets
Aug 105 min read
Archer Acquires Boeing's Wisk, Insitu and SkyGrid Units
Archer Aviation absorbs Boeing's Wisk Aero, Insitu and SkyGrid in an all-stock eVTOL consolidation deal, granting Boeing a ~16.5% post-close stake and sending ACHR up 20%.
Business & Earnings
Jul 286 min read
Boeing Q2 2026 Loss Widens on Air Force One Charge
Boeing's second-quarter loss tripled analyst estimates as a $280 million Air Force One charge erased the benefit of stronger commercial deliveries and a swing to positive free cash flow.
Economy
Jul 287 min read
U.S. June Durable Goods Orders Miss by Wide Margin
June durable goods orders rose just 0.3%, sharply below the 2.5% consensus forecast, signaling broad softness on the American factory assembly line and raising fresh doubts about second-half…
Geopolitics
Jul 267 min read
US Middle East War Costs 2026 Hit Fiscal Health Hard
A 108-day military campaign against Iran has added more than $113 billion to a US balance sheet already groaning under a $39 trillion national debt, forcing painful trade-offs between war-fighting…
Geopolitics
Jul 187 min read
Israel Hits Iran Nuclear, Military Sites: Markets Jolted
Israel and the United States struck Iranian military and nuclear infrastructure for the seventh consecutive night on July 18, as Tehran formally suspended its ceasefire commitments, driving Brent…
Markets
Jul 176 min read
Air China Orders 55 Airbus Jets in $12.4B Deal
Air China and subsidiary Shenzhen Airlines sign a 55-aircraft Airbus agreement worth $12.4 billion at list prices, reinforcing Europe's dominant position in China's vast aviation market.
Geopolitics
Jul 136 min read
US-Iran Ceasefire Collapses as Gulf Strikes Widen
The US-Iran ceasefire has collapsed as Washington and Tehran trade Middle East missile strikes across Gulf states, driving Brent crude back toward $80.
Markets
Jul 97 min read
Defense Stocks Surge on AI and Autonomous Weapons Boom
Defense stocks and the ITA ETF rally on the Pentagon's $54.6 billion autonomous weapons request as global military spending hits a record $2.9 trillion.
Geopolitics
Jul 97 min read
Taiwan Hardens Defenses as China Pressure Mounts in 2026
Taiwan has approved a landmark NT$780 billion arms budget and deployed first-of-kind suicide drones as Beijing's military incursions hit record frequency, reshaping Indo-Pacific security calculations.
Geopolitics
Jul 87 min read
Trump in Ankara: NATO Seals Billions in Arms Deals
NATO's Ankara summit delivers a sweeping defense investment push as Trump arrives in Turkey, unlocks sanctions relief, and presses allies toward a 5%-of-GDP spending commitment.
Markets
Jul 87 min read
Defense Stocks Surge on AI and Autonomous Weapons Boom
Defense stocks and the ITA ETF are surging as $14.6B in venture funding, Pentagon AI contracts, and record global military spending fuel the sector's steepest climb in decades.
Geopolitics
Jul 86 min read
Taiwan's $40 Billion Defense Surge Targets China Threat
Taiwan's new Littoral Combat Command and $40 billion defense package signal a decisive strategic shift as China rehearses blockades and presses toward its 2027 military readiness target.
Geopolitics
Jul 78 min read
NATO Ankara Summit: Trump Arrives, Billions in Arms Deals
NATO allies unveiled tens of billions in fresh military contracts as U.S. President Trump arrived in Ankara for the 36th NATO summit, with F-35 sales to Turkey and the 5% spending deadline…
Geopolitics
Jul 17 min read
US-China Shifts Shape 2026 APEC Outlook
US-China strategic stability from the May Beijing summit faces new friction as APEC 2026 preparations in Shenzhen accelerate toward November's leaders' meeting.
Markets
Jul 17 min read
Dow Jones Wraps Best First Half in 5 Years
The Dow Jones Industrial Average closed H1 2026 up 8.9%, its strongest first-half performance since 2021, driven by record earnings, tariff relief, and an AI-fueled semiconductor surge.
Geopolitics
Jul 17 min read
India Cuts Tariffs as US-India Trade Deal Nears Finish Line 2026
India is slashing tariffs on US goods and committing to $500 billion in American exports as the two nations race to finalize a full bilateral trade agreement before a critical July 2026 deadline.
Geopolitics
Jun 308 min read
Stratfor Q3 2026: Tech War Eclipses Mideast as Top Risk
Stratfor's Q3 2026 geopolitical risk forecast identifies the US-China tech war as the dominant driver of global instability, displacing Middle East tensions in the global outlook.
Markets
Jun 307 min read
Industrials Surge 2.5% on Defense and Infrastructure Bets
The industrials sector rally gained momentum as defense spending 2026 commitments and infrastructure stocks fueled a decisive sector rotation away from technology.