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AI’s ultimate arbitrage: delivery lead times are life-or-death — who will capture the 'power overflow' windfall?

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0226 | Dolphin Research focus: 🐬 Stock 1, $Alibaba(BABA.US). Alibaba Cloud Bailian launched the 'Coding Plan', integrating APIs for four mainstream models — Qwen3.5, GLM-5, MiniMax M2.5 and Kimi K2.5 — making it the only cloud provider globally to offer this combo.Lite plan is priced at RMB 7.9 for the first month and RMB 40 for the second; Pro plan at RMB 39.9 for the first month and RMB 200 for the second, with free model switching. The aim is to lower AI coding barriers through aggressive pricing and full-stack model coverage...

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Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap

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1117 | Dolphin Research Focus: 🐬 Stocks 1. $BABA-W(09988.HK) $Alibaba(BABA.US) Alibaba announced that its personal AI assistant, Qwen APP, has officially started public testing, with simultaneous launches on the web and PC, and is available for free. The APP is built on the Qwen3 model, integrating dozens of functions such as AI photo editing and document reading, and plans to be integrated into various life scenarios. The international version will also be launched soon. On the first day of launch, due to traffic far exceeding expectations, many users reported issues such as entry congestion and unresponsive commands...

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Alibaba Qianwen App Goes Viral on Launch Day;Google Gemini 3.0 May Arrive This Week | Today's Important News Recap

NTSB Reviews Report on Fatigue Crack in Boeing Part Linked to UPS Crash

FactSet Survey: 21 Analysts Raise Boeing's 2026 EPS Median Estimate to $0

Gilliat and Boeing Make Progress on Sidewinder Multi-Orbit Antenna Factory Installation Option

Indian Officials to Observe Boeing 787 Component Testing in Seattle in June

NDRC Director Zheng Shanjie Meets Boeing CEO Ottberg to Discuss Aviation Cooperation

US Trade Rep Greer Confirms Locking 200 Boeing Aircraft Orders

US Trade Rep Greer States Focus on Agriculture, Energy, and Boeing Sectors

CAAC Chief Meets GE and Boeing Executives to Discuss Deepening Cooperation in China

Boeing Confirms: China Commits to Buying 200 Planes, Potential for 750 More

May 15, 2026: China NDRC Director Meets Boeing CEO to Discuss Aviation Cooperation

New York Life Investment Management Increases Boeing Stake by 4.5% in Q4, Now Holds 107,345 Shares

Potential Agreement Could Mark Boeing's Major Victory in Global Aviation Market Share

China Agrees to Buy 200 Boeing Planes, Shares Fall on Lower Than Expected Order Size

Ryanair CEO: Boeing Confident in Getting MAX 10 Certification by Q4 2026

Bessent expects Trump to announce large Boeing orders from China during Beijing visit

Boeing Delivered 47 Aircraft in April

Boeing Received 284 Aircraft Orders in April After Cancellations

Boeing's Stock Rises as B-52J Upgrade Begins

Boeing Developing New Plane Strategy Amid US-China Relations and US Policy

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The Boeing Company (BA.US) Q1 2026 Earnings Conference Call

The Boeing Company (BA.US) Q4 2025 Earnings Conference Call

The Boeing Company (BA.US) Q3 2025 Earnings Conference Call

The Boeing Company (BA.US) Q2 2025 Earnings Conference Call

The Boeing Company (BA.US) 2024 Q4 earnings conference call

The Boeing Company (BA.US) 2024 Third Quarter Earnings Conference Call

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Boeing (NYSE:BA) shares fell nearly 1.5% after the company sponsored a travel show by Secretary of Transportation Sean Duffy, which received mixed reactions. Critics argue the event is a lavish vacation for Duffy's family amid rising gas prices. Additionally, Boeing faces scrutiny from the Indian government regarding a fuel-control panel defect linked to a recent 787 crash. Despite these challenges, analysts maintain a Strong Buy consensus on Boeing stock, with a potential upside of 26.78%.

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Boeing Company

"Get Out and See America," Boeing Stock (NYSE:BA) Slides as Boeing Backs Sean Duffy Travel Show

Indian air safety officials will travel to Seattle to observe Boeing's testing of a fuel-control switch panel linked to an Air India incident. The panel was removed after pilots reported a defect during a London-Bengaluru flight. The DGCA aims to ensure thorough testing of the switches, which have faced scrutiny following a crash last year. Air India confirmed the module was functional, but further testing is deemed necessary for safety. The investigation into the crash is ongoing, with a final report expected next month.

Yahoo Finance

SIA Engineering

Exclusive-India to monitor Boeing fuel-switch test tied to Air India London incident, documents show

GILT

Gilat Satellite Networks and Boeing have achieved a milestone in offering the Sidewinder multi-orbit antenna as a line-fit solution for in-flight connectivity (IFC) service providers. This partnership aims to enhance onboard services and operational efficiency for airlines, simplifying installation and reducing maintenance costs. Gilat's President emphasized the significance of this collaboration in advancing connectivity solutions in aviation.

StockTitan

Gilat Satellite Network

Boeing and Gilat Achieve Key In-Cabin Offerability Milestone for Sidewinder Line-fit Multi‑Orbit Solution | GILT Stock News

Riyadh Air has launched public ticket sales for its new Boeing 787-9 Dreamliner flights between Riyadh and London, starting 1 July 2026. The airline aims to enhance connectivity between Saudi Arabia and global hubs, offering a premium travel experience with a four-class configuration. The service will operate daily, strengthening economic ties and catering to tourism demand. Passengers can enjoy modern in-flight entertainment and exclusive amenities as part of the airline's loyalty program, Sfeer.

Zawya

Panasonic Corporation

ZAWYA: Riyadh Air introduces new Boeing 787-9 Dreamliners on Riyadh-London route as public ticket sales open

The final report on the SQ321 Singapore Airlines flight indicates a possible radar failure may have left pilots unaware of severe turbulence, resulting in one death and 56 injuries. The Transport Safety Investigation Bureau noted that the Boeing 777's radar might not have detected a rapidly forming storm cloud. The report highlights systemic vulnerabilities in aviation weather radars and calls for improved training and maintenance protocols. SIA has since revamped pilot training and integrated predictive applications to enhance safety.

Businesstimes News

Honeywell

Honeywell International - WI

SQ321 final report: Possible radar issue may have left SIA pilots blind to severe turbulence

Boeing(BA.US)

"Get Out and See America," Boeing Stock (NYSE:BA) Slides as Boeing Backs Sean Duffy Travel Show

Exclusive-India to monitor Boeing fuel-switch test tied to Air India London incident, documents show

Boeing and Gilat Achieve Key In-Cabin Offerability Milestone for Sidewinder Line-fit Multi‑Orbit Solution | GILT Stock News

ZAWYA: Riyadh Air introduces new Boeing 787-9 Dreamliners on Riyadh-London route as public ticket sales open

SQ321 final report: Possible radar issue may have left SIA pilots blind to severe turbulence