Squawk on the Street Cramer's Morning Take: Boeing 10/6/25
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Oct 6, 2025 Boeing's rising 737 Max production is spotlighted as a promising investment opportunity, with plans to increase output to 42 jets monthly by October and potentially 53 by 2026. Cramer clarifies that recent stock dips were due to concerns about another delayed aircraft, suggesting the negative sentiment was exaggerated. He further discusses how broader market reactions are being influenced by inventory issues across various companies, including AMD and Nike, highlighting a mixed climate for investors.
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Buy A Small Position In Boeing
- Buy at least a small position in Boeing because current developments make it a compelling opportunity.
- Jim Cramer says owning one to five shares is fine and recommends starting a position now.
Higher 737 Max Output Drives Cash Flow
- Increasing 737 Max production will materially boost Boeing's cash flow through higher deliveries.
- Bloomberg reports production could rise to 42/month in October and possibly 53/month by 2026.
Sell-Off Driven By Different Plane Fears
- Boeing's recent share price weakness arose from concerns about a different plane and delays, not the 737 Max plan.
- Cramer argues the sell-off reflected fears that didn't ultimately come to pass.