boeing is also a defense contractor.r members of congress is how they keep the orders flowing. but our relationship with china never seemed to thaw, a huge source of frustration. if i stuck around since june of 2023, it paid off as boeing started making extremely optimistic relationships. but i didn't have the fortitude to wait it out. i just couldn't take -- >> the house of pain. >> -- in january of 2022, boeing recorded a hideous quarter. skyrocketing labor costs, nasty costs and the company taking big charges. now they have a $1.5 billion charge from delay of the 777x. they even messed up on the air force one contract. at this point, boeing had huge credibility problems and the stock came down to the 120s. what does management do to fix things? they decided to move the headquarters from chicago to washington, d.c. finally, i gave up. the endless trip of bad news and botched quarters was like torture to me. so we sold boeing in the spring of 2022, right when we should have been buying it at discounted prices. what did

a dovish hold from the boe? for the boe, it was part of the communication as part of the guidance, it depends on the persistence of inflation. we are not in this camp. look at the latest data. they clearly point to weaker activity and inflation. regarding the fed, if you look at data, q3 gdp yesterday surprised up at 3.9%, the highest point since '21, mainly driven by consumption. we should have reached the peak in u.s. and growth should deteriorate, also the case for the labor market. that's the reason why, we expect the fed to maintain rate where they are in the range of five .25%. guy: there is a danger for the boe and ecb, a risk that type policy in america with a 5% yield on a 10 year is too high for europe. the treasury market has an impact on the guild market, thebund market. this will be a problem for european central bank's. the strong u.s. economy and tighter policy from the fed bleeds into europe and tightens conditions to a level that is not required. sabrina: yes. indeed. that is a good point. on th

you asked about the boeing 777, right?ff, saturn was rising and rahu and mars were in the twelfth house. this means that at the moment when the plane took off, the influence of rahu, mars and saturn was very strong in the twelfth house. since saturn, rahu and mars stood together, then it was probably a conspiracy. it appears there was some foul play in this incident. this is definitely true because saturn, rahu and mars were in the twelfth house from the ascendant, so it is very possible that there is some criminal activity behind this incident. in principle, since scorpio is a water sign, of course, the plane ended up in the water. scorpio is a water sign, so he must be deep deep underwater, somewhere near the rocks, and because of mars the plane caught fire, mars is fiery. since mars, saturn and rahu were in the east when the plane was taking off, the influence of these three grahas greatly influenced it. it will be extremely difficult to find him, the plane probably fell apart, its parts are under water, most of them ar

guy: a bit of a roller coaster for boeing shares.roadly lower but we saw an initial balance that has faded. probably driven by the fact that they maintained financial forecast despite the fact that they have effectively, understandably downgraded expectations on deliveries for the 737 max. sheila kahyaoglu joins us now. she has a buy rating on the stock, target of 275. is it a surprise that they have maintained financial guidance despite what is going on with the 737, despite what is happening with spirit? do you think that maintenance of the guidance is realistic? sheila: i think that is right on in terms of the stock reaction right now. what boeing has done is they have cut the 737 max deliveries. that is a big part of their free cash flow, revenues. they cut it from 400 to 450. about 40 aircraft at the midpoint. we think that's about 400 to $500 million of cash cap. but they maintained their full-year free cash flow guidance. they are only halfway there. they maintain the full-year guidance despite cutting the largest program. i t

if boeing can hit that target, it's very positive for the stock. i like that.u listen, dave calhoun had a ton of positive commentary. he said demand in boeing's commercial businesses will remain incredibly robust he told us they're on track to hit preproduction goals for the 737. he predicted major production growth by 2025 i thinks they pretty amazing it confidently can ramp up production because sales of the 737 and 787 remain strong. do you know they had about 400 net orders and the overall backlog stands at a staggering $469 billion, including over 5100 commercial aircraft to me that's the key point i know it's hard to stay focused on the long-term opportunity, where no one is thing long-term at all in thismarket, where boeing has so many short-term hiccups, but the long-term story, i got to tell you, i think it's incredible. admittedly you need a lot of patience to stick with this one. well didn't have it for the trust. i now regret that we also heard about air aerospace strength how about honeywell? it reported a solid quarter. the stock didn't get much c

and for leading the boeing global relationship with talent management, other boeing stakeholders in support of veteran recruitment and hiring programs. previously he worked at the institute for security governance, where he led and guided capacity building programs, the indo-pacific region. he also worked for the u.s. institute of peace, where he led inter organizational projects on addressing fragile states and understanding risk to u.s. diplomats and development professionals and united nations peacekeeping reform. mr. hamm served over 24 years in the united army, with more than 12 years of experience and executing, assessing national policy directives, the united states department of defense and the u.s. department of state. friends, please join me in welcoming to the stage a message from our title sponsor of the company linwood ham. thank you, clifton for those kind words and the introduction. good, distinguished guests. good evening, friends i am honored here tonight representing the boeing company and our partnership of the truman libraries commemoration of the 75th anniversary of the

didn't hate on boeing. >> i've never made money in them honestly. boeing is different, it's a duopoly. has a unit backlog and they're improving in production. i still think they can get to 10 billion. >> you can still be levered to the airline business without being overly reliant on the strength of the airline business. >> that's why i look at the backlog. they're making the planes and have the orders. >> orders can be canceled. just because you have an order doesn't mean it gets fulfilled. >> the age of the fleet, those are big themes. they're trying to cut costs, the airlines are. i like the story a lot. this was a $400 stock a couple years ago. it's been a hard one. >> i think the airlines are telegraphing the economic outlook. there's not much excitement and i think that's what the airlines are representing in their price action right now. a muted growth environment. that's probably what we'll be challenged with. >> i'm gathering you don't like industrials, liz. why are you laughing? it seems obvious. am i the master of the obvious? is that why

boeing, norfolk southern, and t-mobile.fter the close we'll get reports from meta, ibm, and mattel. >>> and as joe said, the drama continues for speaker of the house. tom emmer ended his bid. dozens of larms and former president donald trump expressed opposition to his candidacy, last night choosing mike johnson as their next nominee. a social conservative from louisiana. he's a former analyst and radio host and served on president trump's defense team during his two impeachment trials. this came after former speaker kevin mccarthy floated a plan that would reinstall him as speaker and name congressman jim jordan as assistant speaker. we'll talk more about mike johnson's chances with jake sherman. >> look at that picture. >> it's an older picture of jake sherman. >> that is not jake sherman. >> i recognize his eyes. >> that is not -- >> i recognize his eyes. look, guys. i was thinking of this. we're more than three weeks into an impasse. look how long it took to elect kem at the beginning of the year. this is nine months an

officially , the american company boeing is nothing to russia has been selling since the beginning ofhe full-scale invasion of ukraine. muscovites have already begun to disassemble part of their planes to repair those that are still in operation. they also had the option of buying non -original components. but no international airport will accept such a ship. then they began scrolling through the schemes. against the law, when a company from a friendly, friendly country of russia, and the company, as it knows, calls its, i don't know, representative office of boeing or arbas or some other company, says, you know, here we have a block number 27 that broke down, and this block is coming, only no one says that this block 27, which was allegedly damaged, is actually being packed. imported to russia. among the so-called friendly countries are the united arab emirates, china and turkey, which in particular is a member of nato. since the beginning of the great war in ukraine, they have supplied moscow with components worth more than 167 million euros. this is according to the data of the int

you tell me where it's going, i'll tell you where the stock of boeing is going. it's much more important for the stock than the terrific conference call. if you want to see boeing stock's soar, we need to see fewer jobs created, more people laid off which leads me to the fourth way. we get osome level where it doesn't make sense to sell stocks because stocks can actually be cheap. even regardless to buying meals. that happened in the 90s that's 1990s, not 1890s. we're obviously not at these levels yet, or a stock like boeing would have rallied all day. the bond market can once yields or stocks get attractive in price, both, achievable nirvana. when we get to the lower price level the market will be really oversold, it's pretty much there right now, will it can cause a bounce of its own. we are indeed oversold fifth, we can have -- flight to safety is the way they call it, where there is so much turmoil overseas like we have now that people rush to buy u.s. treasuries because despite all the craziness in washington, the combination of strong dollar and lack of sta

in comparison, boeing and airbus, boeing has delivered 371 planes this year.bus, by comparison, has delivered 488 planes. guys, send it back to you. >> thank you, phil. appreciate it. >>> turning to the bond market now, yields falling this morning as investors search for safe havens amid the conflict in israel. is the trend to stay? paul tudor jones joined "squawk box" and shared his take on the bond market and what it's indicating. >> what's happening is and why we're probably -- we're probably going to go in a recession some time in the first quarter of next year, probably because the bond market simply through supply and demand is going to deliver more rate hikes because we don't have a clearing price yet for long-term debt. so, those rate hikes are probably going to tip us into recession. >> joining us now, kamal, thank you for being here. just curious if you agree with paul tudor jones and his asse assessment and rates and the potential to tip us into a recession? >> i would agree with paul tudor jones in terms of a recession coming. that has been my base

it is boeing. performing stock right now in the dow, so, jimmy, you had a deutsche bank analyst cutting deliveries today. >> yes. >> in part because of these issues related to the 737 max. >> yeah, it's an issue that cropped up two months ago but doesn't seem to be going away. i've been saying, judge, you know this for quite some time, boeing is taking two steps forward, one step back. i have to acknowledge this one step back is a doozy down 20% over the last two months, which makes me ask, is this an air safety worthiness question? i don't think it is, and the company has been adamant the last two months saying this is not an airworthiness safety, you. if it is not, then this is a manufacturing issue which gets solved, they always do, and as far as the deliveries go, you're correct, the deutsche bank analyst is correct, in the short term this has hit deliveries. the company is projecting that in a year and a half they're going to be almost double the production rate and delivery rate they're at no

we have breaking news on boeing. >> look at the markets at this point.t a big miss on earnings per share, worse than expected for boeing. we've got a loss of 326 a share on earnings, street was looking for a loss of 296, revenue coming in barely above estimates, 18.1 billion, the estimate was 18.01 billion. stock was actually moving higher by about 2 and-a-half percent going into this report. take a look at it right now. losing a little bit of steam. i'm having a hard time seeing the screen. year-to-date it's down 4 and-a-half percent. here's the headlines here. they're talking about commercial aircraft delivery in total, down 6%. they're also talking about the fact that -- this is along -- 7737 max has been a big focus from the street. their delivery targets for the 737 is actually lower now due to, quote, spirit arrow systems, one of -- aero systems, one of their suppliers. 787 deliveries are on track. they say they have 10 billion in free cash flow, that's the target for 2025-26 but, again, it's the 737 that seems to be the issue here. they're trying

as you look at shares of boeing, the question for wall street, whether boeing has to amend its guidance year after last quarter. they said it was 400 to 450. because they report in a couple weeks, they are in a guy either period, so we won't know if they have to amend that guidance again. but that is the question going into their earnings report. >> phil, thanks. now a news update with silvana henao. >> the biden administration is looking for a way to get americans and other foreigners out of gaza. and to set up for safe zones for palestinians. the "new york times" reports the u.s. is talking with israel and egypt to arrange safe passage for foreigners through an egyptian border crossing and that the u.s. is working with the red cross and u.n. to set up the safe zones within the palestinian territory. >>> secretary of defense lloyd austin on the ground in israel today assuring israel that the pentagon is ready to deploy more aid to israeli forces as they prep for what any international observers believe is a likely ground invasion of the gaza strip. >>> and house republicans are again m

the academy founded here in the environment and conducted daniel baron, boeing unites young musicians from age royal, on the pallets the landfill. okay, well welcome to the program. one of the hostages, released by how mass overnights has been speaking about audio. there should be a diff shift, so i told you unless she was abducted on a motorbike and forced to walk through columbia just of tunnels. despite this be 85 year old said she and her fellow hostages, were treating gently by the captive who provided medicine and food issues, talking about that traumatic not. you know, i was lying on the motorcycle here. i left my body on one side and my legs on the other end. the guys beat me on the way they didn't break my roots, but hurt me very much. and it made it very hard for me to breathe. there were 5 of us and each of us had someone who guarded them. they treated us well. they took care of all the details. there were women there who knew what feminine hygiene means. they made sure we had everything that the toilets were cleaned. they cleaned it, not us. i should say they were very gra

and ukraine has st. compressed as lockheed martin and general dynamics benefit from high demand . boeing has been dogs by supply herrera's and high manufacturing costs. and the us trade watch dog has recommended binding inputs of apple watches the same. they violate the intellectual property of a medical technology company must be man who'd all get the product infringes its system of using lights to protect blood oxygen now, and this red tape labrons of bureaucracy. unless the venture capital are taking the shine of germany as a hub, the stock tubs select a representative for and that things on nothing proving fast enough. the flattening businesses of the country is lacking behind rivals. in attracting investment, germany is losing its a new office stops. one scene is an open coming place to launch new ventures. key barriers have yet to be removed. and the biggest, germany's complex legal system and bureaucracy. gemini is still a very pro credit country that a lot of things can be done digitally. i will say that is a huge pain point. and the visa process in germany is pretty slow also co

lots as a boeing's defense units have hit $1700000000.00 for the year. so far, the war in ukraine has st. competitors, lockheed martin and general dynamics benefit from high demand. boeing has been dogs by supply herrera's and high manufacturing costs. the us trade watch dog has recommended binding inputs of apple watches, saying they've violate the intellectual property of a medical technology company. must be man who'd all get the product infringes its system of using lights to detect blood oxygen now and this red tape labyrinths, bureaucracy less venture capital are taking the shine of germany as a hub. the stuff helps select a representative board that things are not improving fast enough. the flattening businesses on the country is lagging behind rivals and attracting invest. germany is losing, it's a new office stops. one scene is an open coming place to launch new ventures. key barriers have yet to be removed and the biggest, germany's complex legal system and bureaucracy. gemini, is still a very bro credit country, but a lot of things can be done

. >> all right, let's get to boeing.ng off today after ubs said it would rally more than 40% here on aircraft demand. the stock is up 49% from a year ago, but down nearly 17% in the last two months. tim? >> i think boeing really had a tough time with higher interest rates, as well. this is often, when you're buying boeing, it's a free cash flow story. so, to the extend that some of the dynamics in terms of their cost to capital, but this isn't a company that borrows at high rates. i mean, they have a very solid balance sheet, but i will say, that was the correlation, it took this stock down from 235 and one of the best charts to one that's really traded down almost 20 straight sessions or so it seemed. the upgrade is about both demand and just some stability under that 737 max. but the best part of the valuation story here really should be at the 787 level. that's where they make their money. i'm long boeing, it's been frustrating. but they're back on the beam. >> guy? >> if you want to do levels, i'm not saying it's goi

julia boorstin. >>> let's get to boeing, the worst performing stock in the dow right now. on the uaw, but phil has some on what's driving some of the boeing losses. phil? >> it continues to be the problems with the max as they want to increase production and they are moving to increase production and deliveries, they continue to have to do rework and inspections and in this case, they are expanding inspections on the 737 dash 8 versions of the max. these are maxes that are being built in production, not one lrs in service, the target, once again, nonconforming parts of the plane. drill holes in the affidavit pressure bulkhead. these are parts that came from their primary fuselage supplier, spirit aero systems out of wichita, kansas. this is not a flight safety issue. the max models that are in service flying right now, they continue to be in service. they are not impacted by this issue. as you look at shares of boeing, keep in mind, the focus for wall street is, aside from the inspection, what happens with the delivery guidance on the max this year. the company has said 40

and boeing i don't think's done that. if i were to run boeing -- don't put anything out.to run a big company before i'm done. i would be on that factory floor every day going to the south, going to northwest, because that's what it takes to build a plane. okay? boeing builds the best planes but you need that help. next we have a question from robert in florida, who asks do you think nee is a good long-term buy at these levels after the big price drop? the answer is no. and i'll tell you why. because i can't figure out why this one fell so deep. and i've made a ton of calls on textera. it is acting so funny i can't get in it. i have to make a lot of calls to figure out what's going on and then forget about it. that means it's way too hard for everybody because i've got contacts everywhere and i can't figure it out. you want to join the club? let's say you're regina gilgan, she's my executive producer, she should take the cell phone -- oh, she has the flip phone. never mind. "mad money's" back after the break. >> announcer: coming up, cramer takes your calls and the sky is

how can it be at these levels in boeing? i think you for being there and maybe few were in new jersey them i would buy one in middleton. as a shop right by the way. let's go to brian in texas. >> caller: hey, jim. i'm calling today about one of our long-time favorites, thermo fisher. i know you got a lot about this. i'm concerned with the news recently that is partnering up with -- on helping produce -- is how the good news to me. and yet, the stock has tended to be trailing down ever since that nuclear a few weeks ago. >> i think it is actually going down. they're all going down because of worries about inventory. i think you have to buy it. i think this group has oversold. i think thermo fisher is one of the best companies in the world, as is -- i am with you. call me a buyer of thermo fisher. john in florida? >> caller: hey, jim. i am calling but accompanied is going to be mining the thatcher pass. lithium americas corporation. >> too risky here. we are not going to allow that. we have been great. what worked today? the c

intelligence solids, boeing, boeing can't get up high, only super heavy falcon rockets them.ke the only person making starling and when the tried coast to coast ev chargingdi networks, it didn't really work and general motorsrs and ford opened up his own charging instead of public funds. >> as the book went on, i got the sense were growing more impatient with him for at least lack of self-control, did i imagine that? >> i found it difficult and trying to convey it in the book inyo the terms, i don't preach,i don't say is what you think, i will leave it to you but by the end, he's doing amazing things, he's getting starship loss, studied artificial intelligence company self driving machine learning but also somewhat unhinged and uncontrolled and same things especially posting things on twitter and it's so impulsive and antonio vazquez said we are traveling and i just have to stop him to and then 3:00 a.m. musk called hotel security so i try not to be too judgmental but you can read the book and you can see boom, boom, boom all of these things that happened and make the judgment but clear

lauren: so they make the fuselage for some of the boeing planes.s is been quality control issues with that. spirit now has a deal with boeing that would include some price increases for them and a cash advance. so its main customer, boeing -- which is up almost 2% -- is helping spirit through its production problems. spirit's up 23% on this news with boeing. stuart: not a bad gain on a down day. thanks, lauren. biden says he has not seen, quote, any evidence that israel is to blame for that deadly strange on a hospital in gaza. the mainstream media was very is quick to pin the blame on israel. we'll get into it. >>> in washington lawmakers will begin voting on a speaker any moment. this is causing serious damage to the republican party. david webb on that, and that's next. ♪ ♪ (sfx: stone wheel crafting) ♪ the biggest ideas inspire new ones. 30 years ago, state street created an etf that inspired the world to invest differently. it still does. what can you do with spy? ♪ meet the jennifers. jen x. jen y. and jen z. each planning their future throug

i know we'll talk about boeing and ge and everything else later. i think the economy for now is good. we don't know about next year. it is too early to tell. i think for now the better economy is going to lead to better earnings and eventually if earnings are going higher and being revised higher which they are we could have a year end rally. talk about next year next year. >> josh, go ahead. i remind everybody too yesterday afternoon another new note over at jpmorgan. again, lag effects right? the full effect of the severe tightening that took place last year has yet to be felt. it goes right to the heart of this conversation as to whether, you know, we believe the economy is as strong as it appears to be. you know, ackman yesterday suggesting one reason he has taken off his lopping held short on the long end of the treasury curve is there's too many geo political risks and the economy is in fact weaker than people think. josh brown, to you. >> stephanie, i would just ask, forget about the age and whether or not it is millennials. what i'm saying

i'm or can companies produce weapons like boeing know, top to bottom, and the general dynamics as a height on the top 5 most profitable us defense corporations in 2022 were 80 on technology is with 67 $1000000000.00 in revenue. boeing with more than $66000000000.00 located motion with about $66000000000.00 general dynamics with $39000000000.00 a know through goodman, with $36000000000.00 in revenue. or these big companies are pushing or show a, b, i'm or can government to waive it, or fund 6 position on ukraine, 2 to 2, pulse ukraine. and was who in tensor lo, being in the american congress. if a you convince the organizations to spin mole about the military budget on each of his teammates, if it wouldn't be a, maybe a and to a $1000.00 been. so from dall spending the next 10 years for weapons industry. this helps reinforce america's of control over a bull nato countries, the including germany and, and poland. and it helps to destroy the natives military facilities and military production in europe. which is that obvious plus with united states. the french also announced a significant dona

we're 80 on technologies with $67000000000.00 in revenue. boeing with more than $66000000000.00 located motion with about $66000000000.00 general dynamics with $39000000000.00 a know through goodman, with $76000000000.00 in revenue. or these big companies are pushing or show a, b, i'm or can government to wave it, or fund 6 position on ukraine to, to, to pulse ukraine. and those who intend 0 being in the americans congress. if a you convince the organizations to spin mole about the military budget on the weekend is too made to be, we'd be a, maybe a and to a, 1000 been. so start off spending the next 10 years for weapons industry. this helps reinforce america's uh, control over the phone they to countries the including germany and, and poland. that helps to destroy the native military facilities and military production in europe, which is an obvious plus for the i'd states. the french also announced a significant donation of a amex, 10 light tanks, and many european countries have announced their own training initiatives as a part of the huge military assistance mission to ukraine. the

you come to an accord with boeing, and then you say, wait a second.some runway, no pun intended, for this stock. i was wrong for a long time, but this might have been the turn. we might go back and look in october of 2023, we saw a trough in spr. i don't know about boeing, necessarily, but spirit aerosystems for sure. >> all right, coming up, the tesla conference call is under way officially. we'll hit all the headlines out of that call in just moments. "fast money" friend gene munster will join us for his take and what he wants to hear. >>> plus, a rebound for abbott labs. fighting back against wall street's obsession with obesity drugs. why they're calling it an overreaction, and how they're lightning the load for investors. tas enfa eilwh "st money" returns. from chrome to duckduckgo. duckduckgo is a browser you download to your mobile and desktop devices. unlike chrome, the duckduckgo browser has privacy built-in. it comes with a private alternative to google search, which doesn■t spy on your searches, and it blocks cookies and creepy ads. and the

i wonder is good news still good news for the boe. is good news going to be bad news?all the good news -- in distance there there isn't that is in all the good news and we hear consumer spending is up, the bad news underlying that of course inflation stay stickier and we saw that yesterday. inflation -- when we got the downside number in august and sure enough it was not because it came up again. guy: you think the bank of england is -- how big of an effect will that data have on the boe? the slight narrative they are being led around by the cpi data and i wonder about what impact the number has. liz: exactly. last month we were surprised by the inflation number and the day after the boe which we assumed was on track to raise rates decided not to. you would not rule out that happening again. we do not think they high in november. the market is not think they hike. i think we probably got the most pertinent information. we will get the unemployment numbers next week i'm up emi next week, retail sales but we know inflation, we know the labor market and on basis of that w

boeing is one of the worst performers today. more issues with the 737 max emerging. that stock down more than 3% as for tech, the biggest loser. every name losing some altitude today. meta one of the worst performers along with nvidia. our "talk of the tape." whether stocks can have a late-year surge or not. two market watchers on two sides of the argument, bmo's brian belski says investors shouldn't fear rising rates and eric johnston argues stocks are going a lot lower. both join me live, as you can see. good to have you both with us. brian belski, you're the bull. i'll go to you first. this week inflation sticky. consumer confidence is waning. what allows to you remain bullish stocks? >> thanks for having us. we appreciate the opportunity to clarify our stance. we remain bullish. u.s. profits will continue to be strong. i think the move back to u.s. stocks and the stability considering the atrocities in israel shows you once again that. i think what investors need to understand is that rates will be higher for longer. we know that. elevated on this network but i t

boeing shares flying higher despite cutting the 737 delivery target. the last hour. more on those numbers later. >>> and t mobile is higher. we'll speak to the ceo of t mobile and imax. and general motors beating higher thanks to demand for armored vehicles. >>> let's get to diana olick. >> good morning. new home sales in september took a much wider than expected jump, 759,000 annualized. the street was looking for 680. that's up 12% month to month and up 33.9% year over year. these numbers are based on signed contracts in september. that's people out shopping during the month signing the contract. we did see mortgage rates drop a little bit in september, below 7.5%. it's now they've been climbing up in october towards 8%. so those people obviously taking advantage. we did hear yesterday from the ceo of poltie group they're buying down. he said they're giving people 5.5% on the rate. this as the existing home supply, at the end of september, was at a record low according to realtors so builders are definitely profiting from that. the sale median price

dreams, constantly accusing other countries of terrorism without evidence in the case of the malaysian boeing, it doesn’t matter what else, the scheme is the same, so you can no longer trust washington, you need to send the americans to the isolation ward. i’m not kidding, lavrov said that he doesn’t know what a sober american looks like, although not literally, in the political sense. thank you so much for spending your time with us, i understand how... such a difficult situation with the schedule, i understand that i probably didn’t get much sleep, i’m probably tired, so thank you very, very much, it’s very important for me to ask you a question, kirby's official just recently announced publicly that this absolutely all american agencies quoted that over the past 2 months , 100 containers were delivered from pyongyang to moscow, probably with military assistance . the washington post then published satellite images that supposedly confirm this information, what is there? you know, i don’t comment on rumors, the fact that the americans constantly blame everyone for everything is not news, it

this week on sand hill road we talk to the lead investor for boeing, the person who takes boeing's money and finds interesting start-ups about the future of flight. >> what i love about it is just sort of, you know, looking at the other people on the airplane and thinking about what we're doing, thinking about connecting the world, connecting people that maybe had never seen each other face-to-face, giving people experiences, just take it all in. this is exactly what we do and why aviation is so cool. >> ryan shetler with horizon x which is boeing's venture capital firm. you can find our podcast on apple, google. the technology is not really in the drones that are going to fly you somewhere. it's in keeping them from bonking into each other. >> think of how many accidents we have on the roads and we have rules. >> we don't really understand round-abouts, so yeah. >>> trending this morning, with halloween on tuesday, why not curl up tonight with a scary movie? even better, one of the many films shot and in the bay area. >> anger will never defeat us. >> starting with this film based on th

it's good business to help the one democracy in the middle east and boeing isn't the only one we've got raytheon, lockheed martin and general dynamics and they're all apart of this. we really want to see what's the government is going to do and on top of that, we are struggling under a huge amount of debt, and we know that there is a massive deficit and if today chris whaler, who is a fed governor, said it's unsustainable. what would you agree to cut from the budget? >> the debt is unsus sustainable and -- unsustainable and led to impasse in the house and you see that the unit cannot recede from the world stage and the world needs us more than ever. i do need to point out that the house of representatives had passed a defense appropriations bill and a state and foreign operations appropriations bill, both of which have significant money for israel. they are sitting over in the senate ready to go. if the senate would pick up and pass our bills, they could be on their way down to the president for signature before the sun goes down today. liz: okay. well, i'm glass it's not just a mystery

start with boeing, please. lauren: stock's up.their full-year delivery targets for their cash cow plane, 737, because of quality issues with the supplier. boeing gets the bulk of the payment when they deliver the plane, and they've lower that target. investors do not care because they upheld their guidance, and right now boeing is the second best with performer on the dow jones industrial average. stuart: we've reported a lot of hotel chains that have been doing very well, and hilton has reported. stock's down even though didn't they have record room rates? if. lauren: yeah. i can't figure this one out. higher hotel occupancy, they beat and raised their forecast, so -- stuart: go figure. got that. norfolk southern, that would be a railroad. lauren: okay. they're down 1.6%. the train derailment in east palestine, ohio, back in february pushed their profits down by 41%. litigation and cleanup costs have swelled to nearly $1 billion. and they're also shipping less because of reduced demand. so it was a pretty bad report card overall,

companies, but there are only a couple of closed conferences where he... really why -mostly with boeingaine, can you provide us with more details about the meeting. who was present, what was discussed. this meeting was part of a larger and longer-term effort that we have been undertaking together over the past months to maintain ongoing dialogue with leaders. it was a good discussion , i'm very grateful for their willingness to come and have this conversation, i fully expect that over time there will be additional similar round table discussions involving ceos, possibly other individuals. and this is a simple dialogue , what did this lead to, let's look at the income of those companies that he is here... lists as 2018 year and 2022, they were talking about ukraine, there are incomes here, the growth has almost doubled, well, yes, it’s not that simple, cossack, no, of course it’s not simple, and the only thing i disagree with here is igor in the sense that he is not you, this is not like a forced story, it is his responsibility to fend off inconvenient questions, and with a 100% guarante

sam. boeing model. so even though they fully de la the one not to see the best price, not me. who made the man? no, no, no, no no. no, no, no no. the the bending no nope. oh yes you guys gonna do my new mama 99. i take it. oh they did. a lot of uh like not tilting crane. i love the night i drive well not right now in the building running no problem. can i go from there? yeah, no, no, mike comes in a little bit slow one night. wait. no, i get i have a higher light thing, but they uh they, you know, they would, i would have to buy that for you. the guy, the guy not, i don't know the mean we're not in a campbell man. no, no, no no no. no, no. okay. who for the mirror? for the white one wow. wow. the way they and the time i was, i know my my have had my pain not been like hey my only and upside into like that hey, i'm not getting up on that with the doc and shut the phone. me that home at lunch. i need to go pay my down to man, when you buy it, he was a felony charge to be paid online by not the sheet to the to the. yeah. the job full way too late. they all got a little do they do

israel signed contracts with boeing several years ago to mark things like sdb precision munitions andam, and now the usual ones, that is, those that are free -falling without planning ammunition, and just so was in the final stages of the execution of this contract, but accelerates in order to , well, quickly transfer that, and in fact it is more positive, because if boeing accelerates something, it means that it expands its production capacity, and it will also be positive for ukraine, it is another matter if this war becomes long and protracted, in particular , it is known, well, there is such information that israel has appealed to the usa and asked to return some, not all, of the ammunition that the usa placed in israel itself, and removed in order to transfer to ukraine, its own american ammunition, which was simply located in israel in order to... so that there was a certain reserve in case of need, and according to the data western countries, in the winter 300,000 155 mm artillery munitions belonging to the us army and handed over to ukraine were exported from israel, but israe

let's look at the dow component, boeing. are actually rising in a down market after a report that the united airlines, airline is set to order 50 787 dreamliners. united, it's agnostic. it's also ordering 60 a a-321 narrow body jets from air bus. we've got boeing up two-thirds of a better. drug developer point pharma moving higher after eli lilly announced it has agreed to acquire the company, and when i say higher, try 85% higher. lilly has offered $12.50 for each share, right now it's at $12.38. so what's so great about point pharma? eli lilly believes this'll give it access to therapies that enable the precise targeting of cancer e cells. investors clearly see a positive future for warby parker after ever core upgraded the company from in line to outperform. shares moving higher by 3.5, a price target of $20 for the stock expecting revenue margin growth for the prescription eye glass manufacturer. ever core estimates 40 new physical stores in 2024 will support war by's retail sales growth. shares right now stand at $13.74