Stock Movers Lucid-Uber Partnership; United Forecast; GE Soars
Jul 17, 2025
GE Aerospace is on the rise, thanks to a 30% revenue boost and exciting new contracts, including a massive deal with Qatar Airways. In contrast, United Airlines faces challenges with a lowered earnings forecast amidst fluctuating travel demands. Meanwhile, Lucid Group's partnership with Uber and Nuro is turning heads, aiming to roll out a fleet of 20,000 robo-taxis. The discussions delve into the implications of this partnership and the hurdles of integrating thousands of self-driving vehicles into the market.
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GE Aerospace's Aviation Recovery
- GE Aerospace boosted its full-year guidance driven by a 30% revenue jump in commercial aviation.
- Demand rebound softened the impact of global trade tensions, highlighted by a large engine deal with Qatar Airways.
United Airlines' Confident Outlook
- United Airlines lowered its earnings forecast but noted a more predictable outlook.
- CEO Scott Kirby remains confident in a strong finish for 2025 despite airport challenges.
Newark Terminal Packed But Smooth
- Lisa observed at Newark Airport that Terminal A was packed but functioning well.
- She noted the travel flow seemed smooth, suggesting resilience despite recent disruptions.