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

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Jim Cramer (1:03)

Hey, it's Cramer and this is my morning take on the market from today's CNBC Investing Club morning meeting. We would be wrong and remiss to not mention this Boeing story. Boeing is now going to be able to build the plane that we felt and increase in numbers. Remember, when more planes are built each month, then you have to up the cash flow and they've got a good plan to up the cash flow plenty. I continue to think that this is a great opportunity. You should be buying the stock. You should be buying one share, five share. I don't care. You want to own some Boeing.

SPEAKER_3 (1:35)

Yeah, look, it's not AI, but it's got good things going for it. And yeah, so according to Bloomberg, they're telling suppliers that production of the 737 MAX, which is their big cash cow jet, it could reach 42 per month as soon as October this month.

Jim Cramer (1:51)

I know, it's very big.

SPEAKER_3 (1:52)

That's the cap from up from the cap of 38 It's also saying they're laying the groundwork to increase manufacturing again in April, one more in later 2026, which could take it up to 53 per month. And yeah, more production, more deliveries, more cash flow generation.

Jim Cramer (2:08)

Now, this went down on the idea that a plane is going to be late. It's a different plane. Everybody kind of knew it and it went down on the second. There are a lot of people who want to stock up. And you have to understand that. I mean, you have to understand there's two sides. Every stock that you see, there's someone who wants to see it lower. There are a lot of people who want to see AMD lower. They did not get their wish. It was not fulfilled. By the way, Sara interviewing Nike, I want to make sure that people realize why Nike is going down. And that's because Elliott Hill said that, look, there's still inventory. Still inventory. Now, we know the inventory was just so... The previous CEO just didn't know what the heck he was doing. But this is an opportunity, because now everybody knows. So when it comes out, nobody cares.

SPEAKER_3 (2:54)

Yeah, and I think, you know, the broader consumer group is getting pulled down. Nike shouldn't be down with it. Because it is, you know, it's got its own unique story in the turnaround and fixing the marketplace.

Jim Cramer (3:10)

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