Bloomberg Intelligence Bloomberg Intelligence

Boeing Cuts Delivery Target, Sending Shares to 18-Month Low

Oct 27, 2026 · 22m

Summary

Bloomberg Intelligence analysts discuss Boeing’s manufacturing delays, which push production targets to 2027 due to supply chain and labor shortages. The episode also covers GM’s move to the Nasdaq and its strategic pivot toward hybrids and autonomous driving, alongside UPS’s shift toward higher-margin logistics services. Additionally, guests analyze Coca-Cola’s strong earnings, noting a return to volume-driven growth and the resilience of its global business model.

Topics discussed

Sponsorships: Morgan Stanley and Hex Bloomberg Tech Minute: SpaceX hiring culture Boeing earnings and aerospace supply chain issues Sponsorships: Eaton Vance, Hex, and IBM GM moves to Nasdaq and EV strategy Sponsorships: Morgan Stanley, Hex, and IBM UPS earnings and transportation sector outlook Sponsorships: Eaton Vance, Hex, and IBM Coca-Cola earnings and global consumer trends Closing and sponsorships: Whisperflow, Edward Jones, Delta
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