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Boeing (NYSE:BA) just got a $10 billion boostand no one knows exactly from whom. U.S. Commerce Secretary Howard Lutnick dropped the news at the White House: UK is set to buy $10 billion worth of Boeing planes. No names. No specifics. Just a vague reference to "aircraft parts" in the official White House material. Virgin says it's not them. British Airways isn't talking. But the market didn't need full clarityBoeing shares immediately jumped nearly 3.5% at 11.55am on the announcement.
There's more. As part of the broader UK-US trade push, the U.S. is waiving tariffs on Rolls-Royce jet engines and parts. That's a strategic nod to transatlantic cooperation and a possible hint that long-haul widebodies could be in play. Boeing didn't comment, but investors are betting this isn't just another PR handshakeit's a fleet modernization trigger. The fact that a private airline deal was revealed at a government trade briefing suggests there's more substance under the hood.
The takeaway? The jetmaker might be in for a sustained tailwind. With commercial travel roaring back and carriers eyeing fuel-efficient upgrades, this mystery order could signal the start of a broader buying wave. Until we know who's cutting the $10B check, all eyes will stay on Boeing's order bookand the stock chart.
This article first appeared on GuruFocus.