π¨βοΈπ₯ Boeing clears EU hurdle for $4.7B Spirit AeroSystems acquisition π₯βοΈπ¨
$Boeing(BA)$ $Delta Air Lines(DAL)$ $JetBlue Airways(JBLU)$ Iβm watching $BA make a decisive regulatory breakthrough after securing EU antitrust approval for its $4.7B acquisition of Spirit AeroSystems ($SPR). The deal comes with strict conditions: Boeing must divest all Spirit units supplying Airbus and sell Spiritβs Malaysia site. Airbus will absorb Spiritβs European operations, effectively splitting the legacy supplierβs global footprint between the two aerospace giants. This marks a structural reshaping of the aviation supply chain, giving Boeing more vertical integration over its fuselage production, while Airbus gains direct control of its European supply lines.
βοΈ Airline stocks are trading higher as the sector rides the tailwind of falling oil prices, bolstering margins across the board.
Iβm closely tracking $BAβs delivery challenges, which remain unprecedented in scale. Long-haul jets are now running 7β8 years behind schedule. The 777X is delayed until 2027, six years later than planned. U.S. government shutdown impacts have exacerbated the backlog by stalling FAA inspections, delaying Lufthansaβs 787 seat approvals. Short-haul deliveries are improving with 737 Max ramp-up but remain materially behind schedule. These structural production issues continue to anchor sentiment around $BAβs turnaround timeline.
π From a technical perspective, $BA is attempting to stabilise after a sharp drop. On the 30-minute chart, the price is reclaiming short-term EMAs but remains compressed between Keltner mid and upper bands. On the 4-hour chart, itβs still in a broader downtrend channel thatβs been in place since August, testing the lower Bollinger and Keltner bands. Key resistance levels cluster between 222 and 228, with support anchored around 208β210. A decisive break above the 55-EMA could signal the first real attempt to reverse this multi-month decline.
UNFUNFact
BlackRock reportedly made billions shorting airline stocks just one day before 9/11. In a resurfaced segment, Tucker Carlson expressed outrage that the identities behind the suspicious airline put options placed just before the attacks remain undisclosed 24 years later. According to Carlson, the 9/11 Commission admitted they know who made the trades but have refused to reveal the names. βThose people need to answer questions TODAY,β he argued. βAnyone hiding that information is part of the cover-up by definition.β Itβs a stark reminder of how opaque capital flows can intersect with seismic historical events.
π’ Donβt miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets ππ Iβm obsessed with hunting down the next big movers and sharing strategies that crush it. Letβs outsmart the market and stack those gains together! π
Trade like a boss! Happy trading ahead, Cheers, BC πππππ
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- Kiwi TigressΒ·2025-10-15TOPThe Airbus divestment bit really grabbed me. That carve-out shifts the balance of power in the supply chain. $BAβs now pulling fuselage ops closer while Airbus locks in their own assets. Thatβs going to ripple through margins and production cycles.3Report
- Cool Cat WinstonΒ·2025-10-15TOPβοΈThat Spirit divestment clause is huge. Iβm looking at how this reshapes Airbusβs cost base and $BAβs supply leverage. If Boeing integrates well, it could tighten their margins short term but give them more control long term.4Report
- PetSΒ·2025-10-15TOPThat BlackRock detail is chilling. Itβs fascinating how capital markets intersect with geopolitical events. The $BAβ$SPR deal makes sense strategically, but history like that reminds me how much remains unseen in flows.1Report
- Tui JudeΒ·2025-10-15TOPπThe 777X delay to 2027 is wild. Iβm thinking about how this kind of timeline slippage impacts $BA cash flow models. A 6-year delay shifts delivery assumptions significantly, especially for airlines banking on fleet upgrades.5Report
- Hen SoloΒ·2025-10-15TOPπ«The 30-minute and 4-hour Keltner/Bollinger setup on $BA is really clean. Price hugging lower bands like that usually precedes a volatility burst. If it reclaims the 55-EMA convincingly, that could be the first real trend reversal.5Report
- Merle TedΒ·2025-10-1518th delivery this month, 458th this yearLikeReport
- Mortimer ArthurΒ·2025-10-15BA maybe in a few years back to 225.LikeReport
