Stock Movers Boeing Takes Off, Intel Rallies; Daimler Slides
Sep 26, 2025
Boeing is set to soar as they gain more leeway from the FAA, boosting 737 MAX deliveries. Intel’s shares rally with reports of a push to reshore chip production, aiming to match U.S. manufacturing to imports. Meanwhile, Daimler's shares slip due to new tariffs on heavy trucks, creating uncertainty in the market. Eli Lilly also feels the pressure from a proposed 100% tariff on patented drugs. Overall, the market reacts to these developments in manufacturing and tariffs, highlighting winners and losers.
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FAA Eases 737 MAX Delivery Constraints
- The FAA is set to give Boeing more leeway to perform final safety checks, easing delivery bottlenecks for the 737 MAX.
- Boeing may be allowed to raise 737 output above the current cap of 38, which could unlock significant revenue from incoming orders.
Orders Signal Boeing Recovery
- Boeing is already seeing large orders including commitments from Turkish Airlines and others, signaling recovering demand.
- Rising orders plus higher allowed output position Boeing to ramp revenue as deliveries accelerate.
Policy Could Reshape Chip Supply Chains
- The Trump administration is considering requiring chipmakers to produce in the U.S. a volume equal to customers' overseas imports to avoid tariffs.
- That one-to-one manufacturing rule would push firms toward domestic investment and benefit U.S. foundries like Intel and GlobalFoundries.