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The Federal Aviation Administration (FAA) has cleared Boeing to increase its 737 MAX production rate from 38 to 42 units per month starting in Q2 2026. This regulatory approval aims to bolster cash flow and address a massive backlog of over 5,000 aircraft. Amidst these operational developments, institutional confidence appears to be rising, with Pegasus Asset Management increasing its stake in BA stock by 63.3%. This move brings the firm's total holding value in the aerospace giant to $4.7 million. While supply chain constraints persist, the significant stake increase reflects optimism regarding Boeing's manufacturing recovery. Investors remain focused on the company's ability to scale production while maintaining rigorous safety and quality standards.
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