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Trump's new China threat, bank earnings, Boeing deliveries and more in Morning Squawk

1. Boeing is on track for highest annual plane deliveries since 2018. 2. The company delivered 55 aircraft in September, totaling 440 for 2025. 3. Boeing stabilizes production after crises and focuses on 737 Max production. 4. Boeing received EU approval for Spirit AeroSystems acquisition worth $4.7 billion. 5. Trade tensions with China could impact Boeing's supply chain and exports.

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FAQ

Why Bullish?

Boeing's delivery numbers and acquisition approval suggest strong future growth. Historically, high delivery counts have correlated with rise in stock price.

How important is it?

Strong aircraft delivery figures and acquisitions can significantly impact Boeing's financial performance.

Why Long Term?

Boeing's stabilization and expansion strategies will take time to influence stock prices positively.

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