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Squawk on the Street

Cramer's Morning Take: Boeing 10/6/25

Squawk on the Street

CNBC

News, Business, Investing

4.1567 Ratings

🗓️ 6 October 2025

⏱️ 3 minutes

🧾️ Download transcript

Summary

Cramer says this aerospace stock is a great buying opportunity. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

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0:00.0

Hey, it's Kramer, and this is my morning take on the market from today's CNBC Investing Club

0:06.3

morning meeting.

0:07.4

We would be wrong and remiss to not mention this Boeing story.

0:13.0

Boeing is now going to be able to build the plane that we felt in increasing numbers.

0:18.4

Remember, when more planes are built each month and you have to

0:21.3

up the cash flow and they've got a good plan to up the cash flow plenty, I continue to think

0:27.0

that this is a great opportunity. You should be buying the stock. You should be buying one share,

0:31.8

five share. I don't care. You want to own some Boeing. Yeah, look, it's not AI, but it's got

0:36.5

good things going for it.

0:38.3

And yeah, so according to Bloomberg, they're telling suppliers that production of the 737

0:43.3

Max, which is their big cash cow jet, it could reach 42 per month as soon as October this month.

0:50.3

I know.

0:51.3

That's up from the cap of 38.

0:53.3

It's also saying they're laying the groundwork to increase manufacturing again in April,

0:59.0

one more and later, 2026, which could take it up to 53 per month.

1:02.9

And yeah, more production, more deliveries, more cash flow generation.

1:07.0

Now, this went down on the idea that a plane is going to be late. It's a different plane.

1:12.7

Everyone kind of knew it, and it went down on the second night. There are a lot of people

1:16.1

want to stop lock, and you have to understand that. You have to understand there's two sides.

1:21.6

Every stock that you see, there's someone who wants to see it lower today. There are a lot of

1:25.0

people who wanted to see AMD lower. They did not get their wish.

1:28.3

It was not fulfilled.

...

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