Boeing ($BA) podcast mentions
This is a big win, and this will be potentially a model for much-needed overdue federal legislation. Anyways, my win. In are this package of online safety bills from Governor Newsom in California. And my fail is essentially, I mean, we've built a trillion-dollar industry that is now grading its own homework. Dario Amodei, the guy running Anthropic, has said publicly, don't trust the industry itself to self-regulate. He said it himself. Sam Altman is telling Fortune it's too risky to take OpenAI public right now. When the people who are building and would benefit most from this rocket are telling you not to get in it, it's not fearmongering. That's data. I mean, this is— this feels pretty serious. We didn't let Boeing certify its own planes or Pfizer approve its own drugs. We built the FAA and the FDA.
Scott Galloway · Pivot · AI Panic: Dario’s Warning, Trump’s Dismissal, and OpenAI’s IPO Delay · 2026-09-15We're not retiring it today, for sure. And there is another provider, right? Boeing has been paid, I think, probably more than we have been paid to develop their human capsule. So we're just going to let them have some business. They should fly their capsule. Government paid a lot of money for that. They should be able to use it.
Gwynne Shotwell · All-In with Chamath, Jason, Sacks & Friedberg · Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger · 2026-09-15Well, the question I would have is assume— let's say, let's imagine the CEO of Boeing saying that there's a 10% chance that any 737 MAX will crash. What would we do? This is a company offering a product. And what if one of their lead engineers said, "Yeah, there's about a 10% chance these planes are gonna crash." The FAA would say, "Okay, ground all planes." Ground them. But the difference here is, well, but wait, this might be a $2 trillion IPO and they're claiming if they aren't, if you don't let our thoroughbreds run free, China's gonna surpass us, that China's gonna build, or Airbus is gonna build a better plane that creates more shareholder value. As far as I can tell, We have decided to ignore these existential risks because they might be worth $2 trillion. And because there's absolutely no regulation, or it appears to me nobody within the Trump administration actually has the domain expertise to even begin to talk about thoughtful. I mean, why on earth wouldn't we have a kind of a blue ribbon panel that there's a 90-day waiting period for any new product It takes a drug a decade to get through the FDA. Why wouldn't we have a 90-day waiting period where some of the most talented people in the world bang the shit out of a new model and test it and ask it to create a bioweapon and see if it coordinate, I mean, just do all sorts of shit before letting anything into the marketplace. I mean, that to me just seems like step one.
Scott Galloway · Prof G Markets · The Rate Hikes Are Coming · 2026-09-14So, you know, there's a great song by Bob Dylan. You know, you're, you're both too young to remember it. It was the first real rap song. It was called Subterranean Homesick Blues. And you should play it because It's early rap, but there's two great lines in that song from Robert Zimmerman, aka Bob Dylan. One was, you don't need a weatherman to know the way the wind is blowing. And the final line in the song, it ends with, the pump won't work because the vandals took the handle. And what's happening now is that It's recognized that by withdrawing certain critical raw materials, you can, you can bring our economy to a halt. If you look at a Boeing 747 on the runway, it's got 4 million parts, but if one part is missing, it doesn't take off. And so as our systems get more complex, we're in a position to blackmail each other. And right now we could tell China, I'll give you an example. Talking to our Treasury Secretary. He's an amazing person, Scott Bessant. And I was asking about our discussion with the Chinese, and he said, I sat down with the Chinese and they said, you bastards haven't delivered the Boeing, the General Electric engines for our Boeing airplanes you promised us. And he said, well, you haven't given us the critical metals we need to build those engines. And so we're starting to point a gun at each other's temple. And there's this giant chess game going on. And we used to get this over crude oil, and now it's moving towards a suite of critical metals that you don't talk about enough on Odd Lots.
Robert Friedland · Odd Lots · Robert Friedland on the World's Monumental Shortage of Copper · 2026-09-12Boeing. Boeing. Jim, I love the new CEO. I think he's turned things around. But it's, you know, now they have another strike looming. It seems like I've owned this stock for years and it seems like it's sideways. When is it going to finally get its stuff together and go?
Speaker D · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/11/26 · 2026-09-11See, Kevin's from Florida, but he's got the same accent I have. So I'm trying to figure— you might have been from 10th and Christian. That's where I think. I think, you know, or 6th and Reed. That's how we always do it in Philadelphia. One street and then another. We're so local, it's crazy. I think that Boeing is ready to go up. But here's the problem. Every time crude goes up a dollar, the stock goes down a dollar. And think about it. That was actually the ratio. I did some work on this. And because today crude was down, Boeing went up $5. And it is just— no, it's so stupid because in truth, the company, the airlines need more planes because they planes are more fuel efficient, so they actually do better in this environment. But nobody cares. They know that airlines have to borrow money to buy planes and rates are higher and they think that oil somehow is bad. But what ends up happening is the stock does nothing. I think it's about to go up because I think oil might be peaking unless there's some catastrophe over there. I want to go to John in Florida. John.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/11/26 · 2026-09-11It's vital for both commercial aircraft and particularly defense, both of which are booming. Now, on a day where oil's up, you might not want to focus on anything airline related, but travel's been booming the whole time. The whole time the Iranian war's been going on. This acquisition will pay off quickly for GE, making it more likely that they can accelerate production. This is also good news, therefore, for Boeing, a huge customer of GE that needs to boost its production speed. GE is relatively close to its highs, deservedly so. Boeing, nowhere near its high. Yet the order book is full. Last week there was this negative article about how Boeing's being hurt by the problem-filled Spirit Aerosystems acquisition. Made that one 2 years ago. But that acquisition had to be done because Boeing, like GE Aerospace, needs to get better control of its supply chain. Aha, you say, who needs that kind of problem? Boeing just reported its slowest deliveries in 4 months. I come back and say, wait a second. First, the problems from the Spirit deal are now behind them. You know what? The story is actually old news. Plus, CEO Kelly Ortberg has made it clear that orders would be lumpy. I knew that. And look, I know the high price of oil, particularly jet fuel, is bad news for the airlines. But the higher price of fuel also makes these new engines and airplanes far more valuable than before. Why? They're way more energy efficient. It's a good situation that has nothing to do with the data center. It does require more, better tech that AI can help with. Next, have you noticed the incredible run in Robinhood, the stock? I know that a lot's happened here is related to the recent strength in crypto and the excitement of the prediction markets. But that's missing the big picture. Robinhood owns the youth market. Three-quarters of its clientele are under 45 years old. The median age is 35. The depth— their deposits are growing at a 28% clip. Those are staggering figures, as is their 28.4 million funded customers. Or how about the buy now, pay later business? That's Affirm. Matt Slovsen's company has 28 million active customers.
Jim Cramer · Mad Money w/ Jim Cramer · 'Mad Money w/ Jim Cramer 9/8/26 · 2026-09-08Exactly. So oftentimes you'll— like, a fully remodeled house will command a 20% premium, but you can get sort of sucked into, okay, well, the newer— the one that's already been through the remodel, it's just visually more striking. So you're like, oh, I want to necessarily pay up, when in fact you might want to buy the cheaper do the remodel, and then wind up with the same end product and maybe capture some of that value yourself. And so there's a lot of different places, you know, and a lot of times the conclusion is very underwhelming. I mean, we were talking to Nick about this where he was taking a picture of his room, and I saw a lot of people doing this online, take a picture of the room, make sure I've decorated it properly, that the bed is in the right spot. And I think the result for you was like, Yeah, it's basically as best you could do. Good luck, dude. Which is hilarious, but at least it gives you confidence that, okay, yeah, like I really shouldn't order a bigger bed. The bed I got is the right one. And if you do that on the way in, you wind up moving things faster. We covered Navier-Stokes. I don't know if there's more to cover there. The chat's asking about it. We covered it at the top of the show. I mean, we also have Greg Brockman joining the show, so we'll ask him about advances in math, what's going on with Navier-Stokes, the back and forth there. He's joining at 1:10 PM Pacific, so stay tuned. And we have Scott Wu as well, who is an IMO gold medalist and a fantastic mathematician. He can, of course, comment about this because he at Cognition is in a unique position of both being incredible at math, but also like Cognition's whole business is not in the theoretical math space. It's in AI diffusion. It's in getting work done in the enterprise for real companies. And so I think he's in a unique position to both ground the conversation around what it actually means, how impressed is he by these solutions, and then also what does it actually mean for, you know, Boeing? Like, will they be able to make more planes more efficiently?
John Coogan · TBPN · Math Wars, GG Navier Stokes, Greg Brockman Joins | Dan Wright, Eric Seufert, Scott Wu, Sahir Jaggi, Andrew Borovsky, Harry Mellsop · 2026-09-08To that point of the integration, consolidation, uh, disintegration, I guess, if you will, of supply chains and outsourcing and all that, it seems like the— I would call it like the 30-year wave of spin-offs and lean manufacturing and supply chain management. I, I, I don't want to say it's completely come to an end, but it really does feel like we are moving back towards the consolidation, vertical integration. We saw it with Spirit AeroSystems, with Boeing requiring that. Again, we've got with this deal, there's been more and more talks of, you know, not just necessarily on a company basis, but also like on a country basis where you're trying to secure your own supply chains in certain critical infrastructure, uh, critical minerals and things like that. Obviously we've seen this in industries like aerospace and defense. And so my question is, is this an actual trend across all business, or is this maybe just isolated to these, I would say, more critical sort of industries where maybe governments might be pushing on the thumb a little bit, like, hey, can you bring more of this in-house so that we don't have to worry about trying to acquire from someone we don't necessarily like?
Tyler Crowe · Motley Fool Hidden Gems Investing · GE Aerospace Goes Vertical (Integration) · 2026-09-08I, I, I think it is a trend across all industries, and I think it's a pendulum. I don't think the pendulum ever stops. I'm glad you mentioned Spirit Aerosystems, because I think that's such an illustrative case. Boeing basically assembled Spirit Aerosystems using M&A, and by the end of it, Spirit was basically making the airframe. The, the actual plane. They would just make them in Wichita, put them on a train, and then take the whole airframe out to Seattle to add the engines and the electronics. Boeing spun that off because they didn't want to be in that business anymore, and then bought it back basically when Spirit didn't have— they squeezed the margins so bad, Boeing did, because it was independent. Spirit didn't have the capital to scale when Boeing wanted to ramp up production, so they had to bring it in-house. You've had this yin-yang forever. I think that's how this works. There is attractiveness to bringing it in-house. You deal with that for a while. You realize, wait, we can create more value selling all this goodness outside of what we're doing. So you spin it out and then you become a control freak over time. So it's that tug of war between kind of controlling things and maximizing the monetization of it. Those are always in conflict and it seems to just go in cycles the way manufacturers deal with that conflict.
Travis Hoyem · Motley Fool Hidden Gems Investing · GE Aerospace Goes Vertical (Integration) · 2026-09-08Yeah, they have, like you said, largely been divesting and turning themselves into a pure play aero. This looks to me like GE is going out and buying into their supply chain. My guess is they're looking for obstacles to building more engines and more engine parts because everybody's having a problem right now. Getting the throughput they want. Look, I think it probably sets GE up for, you know, for the potential maybe even to take more share on this generation of jet engines. So one of the big challenges right now for the airframers, Boeing and Airbus, especially Airbus, is getting enough engines to build aircraft and deliver to customers. Both of them have backlogs that are about a decade long, definitely drive well into the 2030s because it's not a sequential backlog. But Airbus keeps asking RTX to give them more engines so they can make more new aircraft. RTX keeps begging that off right now because they're in the midst of trying to fix their problems with their geared turbofan engine. This could give GE the opportunity to build more LEAPs, which is their next generation engine, deliver into Airbus potentially, which wants to go to 75 a month for the A320 and take even more share in this— in the current cycle of the aircraft business.
George Ferguson · Bloomberg Intelligence · GE to Buy Consolidated Precision Products for $11.75 Billion · 2026-09-08All right. The DES function on the Bloomberg terminal for Consolidated Precision Products. They manufacture precision metal castings for the aerospace, defense, and power generation industries. That seems like right up George's alley, like manufacturing aerospace. And they're located in the City of Industry, California. I don't know where that is, but Southern California, I believe. Southern California. Okay. So George, while we've got you on the horn here, Boeing, I got to ask, I mean, where are we on deliveries of 737s? That's all I know about the Boeing story. I'm sticking with that strategy. Tell me what the delivery situation looks like for the 737.
Paul Sweeney · Bloomberg Intelligence · GE to Buy Consolidated Precision Products for $11.75 Billion · 2026-09-08Well, so I have to tell you, it's been a busy, uh, morning here in aerospace, right? Airbus reported their deliveries, uh, Yesterday. So they tried to sneak them in on Labor Day and they were a bit weak. And Boeing just announced something as we were going on the air. So honestly, I have not— I've not seen it. I would tell you that Boeing has been doing better than Airbus. We looked at Airbus August numbers. Airbus is going to have to build 75 A320s per month till the end of the year to get to their guidance for A320s. They've never done that before, months sequentially. Again, Boeing's been having a better time at it, but Boeing's coming from, you know, from the easier end of the curve, I'd say, because they're not sort of approaching those— approaching the levels they were delivering prior to the pandemic. But we'll be on Boeing here in a minute. It's been kind of a— it's been a busy airspace.
George Ferguson · Bloomberg Intelligence · GE to Buy Consolidated Precision Products for $11.75 Billion · 2026-09-08Well, I'll give you the Bloomberg News reporting Boeing delivered 51 commercial aircraft in August, its lowest number in 4 months, as output of the widebody 787 Dreamliner dropped Importantly for me, because I listen to you and I read your research, the 737-type aircraft, they delivered 42. So there you go. So everybody's reporting their deliveries, which isn't bad.
Paul Sweeney · Bloomberg Intelligence · GE to Buy Consolidated Precision Products for $11.75 Billion · 2026-09-08As we're talking, we're getting some Boeing orders and deliveries. Philip Bosa, Post 9.
Carl Quintanilla · Squawk on the Street · 11AM Hour: TD Bank's Jeff Solomon, Novartis Shares Plunge & Oil Prices on the Rise 9/8/26 · 2026-09-08