$BA Boeing Tape Reports
Per Ticker.id: $BA Boeing Tape Reports — 62 podcast mentions across 12 podcasts (30 days), latest 2026-08-26 21:13 UTC.
So in the press release, they talk about the deal that was announced in the quarter with those 6 US investment firms and sort of Wall Street institutions. And the thing to understand about that is that Nvidia would say there is a degree of separation between Nvidia and the $500 billion, because those 6 Wall Street firms are going to go out largely through credit, right, debt investors and tap third-party money. It's not Nvidia's money, but the Street is still concerned about that. Nvidia's role in capital markets. Nvidia would argue they're just greasing the wheels. They're making the buildout of data centers happen that would not otherwise happen because the money is not there to finance it in the same way that like airlines companies cannot pay in full for airplanes from Boeing or Airbus. That's not how the system works. They get financing partners. Wall Street helps them. Nvidia is trying to argue that this model will work, but it's not circular financing. Nevertheless, there are likely to be some circular financing questions on, on the call.
Ed Ludlow — Bloomberg Intelligence · Earnings Special: Nvidia's Sales Forecast Fails to Impress Wall Street · 2026-08-26So In the press release, they talk about the deal that was announced in the quarter with those 6 US investment firms and sort of Wall Street institutions. And the thing to understand about that is that Nvidia would say there is a degree of separation between Nvidia and the $500 billion because those 6 Wall Street firms are going to go out largely through credit, right, debt investors and tap third-party money. It's not Nvidia's money, but the Street is still concerned about that. Nvidia's role in capital markets. Nvidia would argue they're just greasing the wheels. They're making the buildout of data centers happen that would not otherwise happen because the money is not there to finance it in the same way that like airlines cannot pay in full for airplanes from Boeing or Airbus. That's not how the system works. They get financing partners. Wall Street helps them. Nvidia is trying to argue that this model will work, but it's not circular financing. Nevertheless, there are likely to be some circular financing questions on the call.
Ed Ludlow — Bloomberg Surveillance · Earnings Special: Nvidia's Sales Forecast Fails to Impress Wall Street · 2026-08-26Listen. I'm saying that I wished I didn't own Boeing because it's down 3 Okay, but you do know what you do. I represent people who watch us less for the 30-year and more for the 30 stocks. But maybe 30 European food stock.
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24What do we see in terms of what we would call moving up the manufacturing ladder. Do we see things that we would call like, you know, the story was for years in China, it's like, okay, they make a million t-shirts and that gets them like one Boeing plane or something like that. And then eventually they make more advanced things and they can import more Boeing planes. Do we see that evidence currently of just the increased ability to do reasonably complex assembly? Yeah, we do.
Joe Weisenthal — Odd Lots · The Nigerian Industrial Behemoth That Could Reshape the African Economy · 2026-08-24Yeah, so I would say there are probably 3 main reasons for that. I would say the first one would be scale economics. So if you look at CATL, you see a checklist like they are the cheapest producer, they have the biggest R&D budget, the best technology, and you might assume that the moat is one of those. But I think the moat is that these advantages feed each other and create a flywheel. Being the biggest makes them the cheapest. Being the cheapest makes them the most profitable. That profit funds a large R&D budget, which helps them build the best technology and win more customers, which makes them bigger still. And with the scale CTL has, they have been pushing upstream into mining with stakes in the mining companies. So they control the raw materials. And they have gone downstream by designing their cells straight into the car platforms. So for a competitor, it isn't about trying to catch up on one thing. They are chasing a flywheel that just keeps spinning faster every year. I believe the second advantage they have is the customer switching cost. Now you might think that how can batteries have high switching cost? Well, once a battery is engineered into a car platform, It's designed years ahead of production and has to pass through a variety of safety, crash, and durability testing before a single car gets shipped. So a design win isn't a 1-year order. It's locked in for the entire life of that platform, which is typically about 5 to 8 years. And that creates a sticky, predictable revenue. And CATL has the broadest set of customers in the industry— Tesla, BMW, Mercedes, Volkswagen. And nearly every Chinese EV maker except BYD. So the switching cost creates another advantage. And the last one that I will talk about is the product complexity, especially in the energy storage space. So a grid-scale storage system looks like a giant block of battery, but a single gigawatt-hour installation can contain on the order of several million individual components. And in one of the interviews, Robin Zheng mentioned that it contains more components than a Boeing 747. These storage systems are built to last more than 20 years, so the reliability bar is very high, and that makes them hard to manufacture at scale.
Mohnish Pabrai — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford · 2026-08-23I mean, I think that's a good question. Like, if this is really something that is such a concern, within the Antitrust Division of the DOJ, then, you know, maybe this is a way for them to sort of, uh, how do I best put it, like set the example that then those smaller firms would follow if that's what, you know, the goal is, right? Like instead of having to try to go after, you know, if you perceive this as a sort of antitrust violation, going after all these other smaller firms for doing something like this, you go after Andreessen Horowitz and you set the example, and then, you know, maybe that puts these other people, you know, at— in more of a wary, you know, cautious position. And so I could see that being the case. I think the other thing to think about here too is like this administration and the agencies that sort of, you know, work for it and next to it have really backed off on public company prosecution in very explicit ways. The SEC and the DOJ have both kind of said that, like, that sort of public company investigations and things like that are just not a priority. They would rather go after individuals. Obviously, we're talking about Andreessen Horowitz as a company here, um, but they, you know, it just makes me wonder if this is in some ways some sort of side effect of how the priorities have shifted, where if you're not going after corporate prosecutions, like, you know, you're backing off on guilty pleas that Boeing has entered. And again, like settling with Live Nation and really backing off some of those kind of Fortune 500 type companies, maybe one of the side effects is, is you wind up paying a bit more attention to stuff like this, uh, you know, in the meantime.
Sean O'Kane — Equity · The DOJ is investigating a16z. What does this mean for venture capital? · 2026-08-21Well, I'm going to go with what Admiral Cooper in Central Command has said, and he said we're good. Have we used a lot of munitions? Yes. But you got to remember two categories: offensive weapons like our satellite-guided JDAM bombs. We're in really good position with those. Some of the newest weapons like our new one-way attack drones, yeah, we hadn't built very many of those yet. Of course, the real concern is with top-tier systems like Patriot. And there we've seen, we are gonna try to go to nearly 3 to 4 times the production rate. And companies like Boeing have already built, literally built new factories. They make part of the Seeker. The Patriot supply chain was diversified across defense industry. And then, you know, we use a lot of other types of munitions to down drones, including sometimes a non-kinetic kill where we use electromagnetic energy to zap a drone's guidance system. So, you know, We've done a lot, but our $1.5 trillion budget invests in a lot more munitions. We do need to restock, but we are good to carry out any offensive or defensive operations that we need to. Again, don't forget, you know, a way that we guard Europe and our Navy vessels is with our Standard Missiles, yet another family, SM-2, SM-3, SM-6. We've got a lot in the munitions locker.
Rebecca Grant — The Fox News Rundown · Evening Edition: President Trump Calls for 'Economic D-Day' For Countries That Aid Iran · 2026-08-20Bloomberg's Neal Kampling reports Meta may be renting AI tokens from Microsoft and selling computer power at a higher cost to its customers. Boeing says it's making steady progress now in replacing cracked metal structures inside its two Air Force One presidential transport jets, which the the U.S. Air Force says must be fixed before they're delivered in 2 years. The playmaker has struggled with the complexity of finishing the Flying Fortresses and racked up more than $3 billion in charges, raising doubts over whether those planes will be ready in time. President Trump says his legislative director is leaving. The president posted on social media James Braid plans to leave his White House post in September, crediting him with helping pass his landmark tax legislation and with cabinet confirmations. But Braid's exit is just one of a series of recent departures from the administration, including most notably Press Secretary Caroline Levitt, who's leaving her post later this month ahead of midterms. It looks like Canada's preliminary trade deal with the U.S. has caught Mexico off guard, and they want a deal now of their own. The Canadian deal lowers tariffs on certain steel and aluminum products to 25% and 15% on autos. Of course, that hasn't been finalized, but Mexican negotiators are asking for comparable relief. And tennis players could score a record bag at this year's U.S. Open. Bloomberg's Dan Schwartzman explains.
Monica Ricks — Bloomberg News Now · Bessent on Buybacks Boost, Anthropic to Match or Top SpaceX IPO, More · 2026-08-20