The U.S. Federal Aviation Administration (FAA) has certified Boeing's 737 MAX 10, a step the article says reduces risk and should improve earnings, cash flow and competitiveness against Airbus' A321neo. Management had repeatedly said it expected certification in 2027, but a history of groundings, delays and FAA production caps had left investors apprehensive. Once the already-built MAX 10s are delivered, Boeing will book revenue and cash that is currently tied up in undelivered aircraft; about 30% of its 737 backlog is MAX 10s, and larger aircraft typically carry higher margins. The MAX 10 has a range of 3,100 nautical miles and a maximum capacity of 230 passengers, below the A321neo's 3,400 to 4,700 nautical miles and 244 passengers, but it lets airlines add short-haul capacity without switching to Airbus planes.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
Open a keyword to see other news on the same topic.
Related news
- Airbus faces unprecedented challenge with record backlog of 9,300 aircraft
As of the end of September 2026, Airbus had 9,310 aircraft awaiting delivery, a record high, with the A320 accounting for 7,535 (81%). According to Christoph Zammert, A320 programme director, an A320 ordered today would not be delivered until 2034. Airbus delivered 547 aircraft in the first nine months, up 8% year on year, and must hand over about 323 more in the last three months to reach roughly 870 for 2026. Pressures include a surface treatment defect found on about 500 A321s, an early wear issue in Pratt & Whitney engines that has grounded about 500 A320neos, and cabin interior quality problems. Airbus still plans to raise A320 output to 70-75 a month by late 2027 but has no intention of expanding beyond that target.
- Boeing's Turnaround Just Hit a Pivot Point. Here's What It Means for the Entire Aerospace Supply Chain.
The article argues that improving 737 MAX delivery rates is the key to Boeing's turnaround, since higher production typically lowers unit costs and lifts earnings and cash flow. CEO Kelly Ortberg said production has not yet stabilized at 47 a month, with the problem appearing to relate to wings Boeing makes itself, while the supply chain, including CFM engines, is in good shape. Boeing targets 52 a month by year-end and then 57, when supplier inventories should align better with production. The article expects suppliers such as GE Aerospace, Hexcel, Woodward and Howmet to benefit in 2027, though GE Aerospace may face near-term pressure as LEAP engine output ramps up.
- Boeing wins FAA approval for 737 Max 10 after years of delays
The FAA certified Boeing's 737 Max 10 on Tuesday after years of delays, making it the last model in Boeing's best-selling jet family to receive government approval. The approval came weeks after federal officials reviewed a navigation system glitch and deemed it not a safety-of-flight issue. The Max 10, the largest model in the family, was originally slated to fly in 2020, but heightened scrutiny after two Max crashes in 2018 and 2019, along with other safety issues including engineering changes to an engine anti-icing system, delayed certification. Orders for this aircraft make up about 30% of Boeing's backlog, with customers including Alaska Airlines, American Airlines, United Airlines and Delta Air Lines. United's CEO said the lie-flat seats the airline expected for the plane are now sitting in a warehouse because the wait was so long.
- Boeing, Microsoft Reveal AI Aircraft Platform, FAA To Certify 737 Max 10
- Boeing Introduces Dataliner, a New Aircraft Data Intelligence Platform
Boeing [NYSE: BA] announced Dataliner, a new AI-powered data intelligence platform that helps airlines turn fragmented aviation data into fleet-wide insights for maintenance and operational decisions. Built with Microsoft using Azure AI Foundry and other technologies, it lets airlines keep their data in their own environments, control what they share, and access Boeing intelligence through apps, APIs, analytics and AI tools. Key benefits include a more complete view of aircraft condition and maintenance history, built-in access controls, encryption and monitoring, and flexible data sharing without centralizing data on one platform. Dataliner also serves as a common foundation for Boeing's Digital Services, supporting new products such as Asset Lifecycle Planning and TechOps AI Agent and connecting established solutions like Airplane Health Management, Insight Accelerator and Maintenance Performance Toolbox.
- Boeing Fell Back Below $200 Ahead of a Strike Deadline. Here's Why I'd Buy the Fear After New Contracts Were Signed
Boeing averted a strike earlier this month after new contracts were signed with 17,000 engineers and technical workers represented by SPEEA. Still, its shares are down 11.3% over the past month and 26.7% from their 52-week high. The defense side stands out: the U.S. Navy picked Boeing over Northrop Grumman for the sixth-generation carrier-based fighter, likely delivering in the 2030s, and the Air Force chose Boeing to develop the F-47 to replace the F-15. The commercial business has weighed on the stock, with supply chain problems for the 737 and an autopilot software glitch that triggered a sell-off on Sept. 28. The author sees the decline as an opportunity and cites Barclays analyst Anthony Valentini naming Boeing a potential winner in an industrial revolution scenario.
Related markets
Latest news
- American Express is cutting 5% of its workforce to 'prepare for AI'
American Express CEO Stephen Squeri said the company will eliminate 5% of its global workforce, announced on the same day it reported third-quarter results. The company is taking a $336 million restructuring charge in the quarter, which typically includes employee severance costs. Amex had almost 77,000 employees at the end of 2025. Squeri said the company needed to become more agile and efficient to accelerate innovation and gain greater capacity to invest in its business priorities.
- Stocks extend declines, 10-year Treasury holds below 5%: AlphaCheck
Stocks declined on Friday, extending the prior session's tech-heavy losses. The 10-year Treasury yield held near 4.97% after its biggest one-day drop since 2023. In the first minutes of trading, the tech sector (XLK) fell slightly as Nvidia and AMD shares stabilized, while Micron and SK Hynix rebounded. Moderna sank another 6% following lead data from its melanoma vaccine trial. Brent crude held near $110 a barrel and WTI near $101 as traders priced in the possibility of escalating fighting in the Middle East.
- Walmart Is Having Its Best Month Since 1999, and Is 4% From $1 Trillion
Walmart (NASDAQ:WMT) rose 2.82% to close at $121.12 on Thursday, October 22, 2026, lifting its market value to $960.94 billion, about 4.1% short of $1 trillion, while the Nasdaq Composite fell 2.60% that day. Up 16.6% in October, the stock is on pace for its best month since 1999. The article attributes the rally partly to money rotating from AI and tech into consumer staples, noting the State Street Consumer Staples Select Sector SPDR ETF (XLP) gained 11.7% in October. Walmart trades at 44 times earnings with a 0.82% dividend yield, and the article says the risk outweighs the reward at this price. It also notes Bank of America clients sold a record $14.8 billion of individual U.S. stocks in the week through October 16, while prediction-market traders put the odds of a 2026 recession at 7.5%.
- The Fidelity High Dividend ETF Is Near an All-Time High. Here's Why I'm Still Investing.
The Fidelity High Dividend ETF (FDVV) has $10.2 billion in assets, a 2.8% dividend yield, and sits 4.2% below its all-time high. Unlike many high-dividend ETFs such as the iShares Core High Dividend ETF (HDV), which puts nearly two-thirds of its portfolio in consumer staples, energy, and utilities, FDVV allocates 31.2% to technology, with Nvidia as its largest holding. The author views the fund as offering AI exposure, long-term upside potential, and tech companies growing their payouts. As of Oct. 20, S&P 500 consumer staples traded at 23.8 times earnings versus 19.8 times for technology stocks, and the largest utilities ETF was off nearly 8% over the past 90 days. The fund charges 0.15%, or $15 on a $10,000 investment, per year.
- This Company Behind the World’s AI Chips Could Be a Huge Winner
The 24/7 Wall St. price target for Taiwan Semiconductor Manufacturing (TSM) is $530.67 over the next 12 months, with a Buy rating and 90% confidence. Shares are up 41.79% year to date but 12.3% below their 52-week high of $487.47. Management raised its full-year 2026 growth outlook to approximately 44% in U.S. dollar terms, from close to 30%, after several upgrades. TSMC reported $46.72 billion in revenue in its October 15 report, up 41.2% year over year, with fourth-quarter guidance of $52.3 billion to $54.3 billion. The article flags gross margin falling 1.3 percentage points to 66.4%, dilution from overseas fabs, and cross-strait tensions as risks, with its bull and bear scenarios reaching $551.68 and $442.84.
- BofA names Meta a top AI pick, raises price target on stronger ad growth
Bank of America raised its price target on Meta Platforms to $845 from $810, kept its buy rating and named the company a top AI pick. Meta's third-quarter revenue reached $64.6 billion, up 26% year over year and above the $63.3 billion expected, with advertising revenue of $63.1 billion. Fourth-quarter revenue guidance of $73 billion to $76 billion also topped the $73.6 billion Wall Street estimate. BofA said Meta's AI investments are improving content recommendations, ad targeting and advertiser returns, and that subscriptions, commerce and enterprise AI could add revenue from 2027. However, it trimmed its adjusted 2027 earnings estimate to $34 per share from $34.24 on higher costs, with capital expenditure forecast at about $210 billion and free cash flow projected to turn negative by roughly $33 billion.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.