

Kenvue Rebound; Boeing Orders; Firefly Falls
Sep 23, 2025
The conversation kicks off with Kenvue bouncing back after a controversial statement from Trump about pregnant women and Tylenol. Boeing is in the spotlight with a potential monumental aircraft deal between the US and China, sparking optimism. Meanwhile, Firefly Aerospace struggles as it reports disappointing earnings, leading to a notable drop in its stock. On a more positive note, Better Homes surges dramatically, fueled by influencer hype. Market dynamics are ever-shifting!
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Potential Huge Boeing China Order
- Boeing may close a deal to sell up to 500 aircraft to China, ending a multi-year sales drought.
- The transaction would signal a thaw in U.S.-China ties and boost Boeing's sales momentum.
Kenvue Stock Rebound After Claims
- Kenvue shares plunged after a White House statement linking Tylenol use in pregnancy to autism but rebounded the next day.
- Analysts noted no new evidence was presented, reducing perceived legal and scientific risk for the company.
Firefly's Post-IPO Earnings Hit
- Firefly Aerospace reported its first quarterly earnings and missed revenue expectations, prompting a sharp share drop.
- The company focuses on small launchers and recently landed a privately developed spacecraft on the moon with NASA.