

PepsiCo Jumps; GE Aerospace Lifts; United Airlines Lower
5 snips Jul 17, 2025
PepsiCo is on the rise after beating Wall Street sales estimates with strong international growth. GE Aerospace is also seeing a boost, thanks to its increased financial guidance and a major contract with Qatar Airways. In contrast, United Airlines faces challenges, cutting its earnings forecast and adjusting profit predictions amid economic uncertainty. Taiwan Semiconductor is optimistic, projecting significant sales growth for 2025. The episode highlights the contrasting fortunes of these major players in the market.
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PepsiCo's International Growth Insight
- PepsiCo's sales growth beats expectations despite North America sales falling.
- Its international business momentum and price variety strategy drive this performance.
GE Aerospace Market Rebound
- GE Aerospace boosted 2023 forecast amid aviation market rebound.
- It achieved a 30% revenue jump with a major engine deal for Qatar Airways.
TSMC's Strong Growth Outlook
- Taiwan Semiconductor plans 30% sales growth in 2025 with a strong AI spending momentum.
- It maintains a high gross margin target and $42 billion spend for capacity expansion.