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✈️ SAS just signed a $10B+ deal for up to 20 Airbus widebodies (A330neo + A350), snubbing Boeing to stay all-Airbus. Deliveries start early 2030s — a decade-long bet on one trusted ecosystem. Sound familiar, Pioneers? 🥧 #PiNetwork #SAS #Airbus $NVDAB
💥 Airbus is officially in the game! The European aviation giant has signed a partnership with the Ukrainian manufacturer of the legendary heavy drones "Baba-Yaga". Ukrainian combat experience + Western tech = a new nightmare for the occupiers. We're looking forward to some sick upgrades! 🇺🇦🇪🇺 #Україна #Airbus #DroneTech
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✈️ **Boeing’s July The Real Signal**
Boeing delivered **53 jets in July**, up from 48 YoY but below June’s 64. Airbus delivered 67.
The interesting part? Boeing still booked **30 net new orders** after cancellations.
### ✈️ Boeing’s July Numbers Tell a More Interesting Story Than the Headline
Boeing delivered **53 aircraft in July**, up from 48 a year earlier—but down sharply from **64 in June**.
At first glance, that's mixed.
But the bigger picture is more interesting. 👇
### 📊 3 Signals I’m Watching
**1️⃣ Deliveries are improving YoY**
53 deliveries vs. 48 last July shows Boeing is moving in the right direction.
But Airbus delivered **67 aircraft** during the same month.
That means Boeing still has ground to cover in the production and delivery race.
**2️⃣ Orders look healthier than deliveries**
Boeing recorded **38 gross orders**, but after 8 cancellations, finished with **30 net new orders**.
That's important.
New orders tell us airlines and lessors are still willing to commit capital to Boeing aircraft—even while delivery volumes remain constrained.
**3️⃣ The 737 MAX remains the key metric**
Of July's deliveries:
✈️ **39 — 737 MAX**
✈️ **10 — 787**
✈️ **1 — 777 freighter**
✈️ **3 — 767**
The 737 MAX therefore represented the majority of July deliveries.
That makes the production and delivery pace of the MAX program particularly important for Boeing's future cash generation.
📊 **My take:**
* Deliveries are improving YoY
* Orders show continued demand
* Airbus still leads monthly deliveries
* **737 MAX execution remains critical**
**Orders show demand. Deliveries show execution.**
That gap is what I’m watching. 👀
**Boeing or Airbus?** 👇
#Boeing #Airbus #Aviation #Investing #StockMarket
Boeing delivered **53 jets in July**, up from 48 YoY but below June’s 64. Airbus delivered 67.
The interesting part? Boeing still booked **30 net new orders** after cancellations.
### ✈️ Boeing’s July Numbers Tell a More Interesting Story Than the Headline
Boeing delivered **53 aircraft in July**, up from 48 a year earlier—but down sharply from **64 in June**.
At first glance, that's mixed.
But the bigger picture is more interesting. 👇
### 📊 3 Signals I’m Watching
**1️⃣ Deliveries are improving YoY**
53 deliveries vs. 48 last July shows Boeing is moving in the right direction.
But Airbus delivered **67 aircraft** during the same month.
That means Boeing still has ground to cover in the production and delivery race.
**2️⃣ Orders look healthier than deliveries**
Boeing recorded **38 gross orders**, but after 8 cancellations, finished with **30 net new orders**.
That's important.
New orders tell us airlines and lessors are still willing to commit capital to Boeing aircraft—even while delivery volumes remain constrained.
**3️⃣ The 737 MAX remains the key metric**
Of July's deliveries:
✈️ **39 — 737 MAX**
✈️ **10 — 787**
✈️ **1 — 777 freighter**
✈️ **3 — 767**
The 737 MAX therefore represented the majority of July deliveries.
That makes the production and delivery pace of the MAX program particularly important for Boeing's future cash generation.
📊 **My take:**
* Deliveries are improving YoY
* Orders show continued demand
* Airbus still leads monthly deliveries
* **737 MAX execution remains critical**
**Orders show demand. Deliveries show execution.**
That gap is what I’m watching. 👀
**Boeing or Airbus?** 👇
#Boeing #Airbus #Aviation #Investing #StockMarket
European Defense Takes Center Stage
Poland has officially begun discussions with France regarding President Emmanuel Macron's proposed European nuclear umbrella initiative. This marks another step toward strengthening Europe's independent defense strategy amid rising geopolitical tensions.
While this is not a direct crypto-related event, developments like these often increase market volatility and can shift investor focus toward defense and risk-sensitive assets.
Defense-related stocks to watch (available on Binance Stocks/stock-related markets where supported):
#Rheinmetall (RHM)
#Thales (HO)
#Airbus ($AIR.US )
Dassault Aviation (AM)
#BAE Systems (BA)
Leonardo ($LDOS.US )
Saab AB (SAAB)
Crypto assets to monitor:
$BTC
#ETH
Keep an eye on both geopolitical developments and market sentiment, as they can have a significant impact on global financial markets.
Poland has officially begun discussions with France regarding President Emmanuel Macron's proposed European nuclear umbrella initiative. This marks another step toward strengthening Europe's independent defense strategy amid rising geopolitical tensions.
While this is not a direct crypto-related event, developments like these often increase market volatility and can shift investor focus toward defense and risk-sensitive assets.
Defense-related stocks to watch (available on Binance Stocks/stock-related markets where supported):
#Rheinmetall (RHM)
#Thales (HO)
#Airbus ($AIR.US )
Dassault Aviation (AM)
#BAE Systems (BA)
Leonardo ($LDOS.US )
Saab AB (SAAB)
Crypto assets to monitor:
$BTC
#ETH
Keep an eye on both geopolitical developments and market sentiment, as they can have a significant impact on global financial markets.
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