GE Aerospace Option Alert: Sep 19 $210 Calls at the Bid: 800 vs 913 OI; Earnings 4/22 Before Open [est] 

GE Aerospace Option Alert: Sep 19 $210 Calls at the Bid: 800 @ $15.42 vs 913 OI; Earnings 4/22 Before Open [est] Ref=$199.9

GE Aerospace Option Alert: Jan 16 $200 Puts at the Ask: 300 vs 702 OI; Earnings 4/22 Before Open [est] 

GE Aerospace Option Alert: Jan 16 $200 Puts at the Ask: 300 @ $18.9 vs 702 OI; Earnings 4/22 Before Open [est] Ref=$202.83

GE Aerospace (NYSE:GE) Stock

GE Aerospace

GE Aero

General Electric

GE Aerospace is the global leader in designing, manufacturing, and servicing large aircraft engines, along with partner Safran in their CFM joint venture. With its massive global installed base of nearly 70,000 commercial and military engines, GE Aerospace earns most of its profits on recurring service revenue of that equipment, which operates for decades. GE Aerospace is the remaining core business of the company formed in 1892 with historical ties to American inventor Thomas Edison; that company became a storied conglomerate with peak revenue of $130 billion in 2000 until GE spun off its appliance, finance, healthcare, and wind and power businesses between 2016 and 2024.

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Deep-pocketed investors have adopted a bullish approach towards GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in GE usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 26 extraordinary options activities for GE Aerospace. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 50% leaning bullish and 42% bearish. Among these notable options, 22 are puts, totaling $1,329,107, and 4 are calls, amounting to $189,801.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $150.0 to $210.0 for GE Aerospace during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in GE Aerospace's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to GE Aerospace's substantial trades, within a strike price spectrum from $150.0 to $210.0 over the preceding 30 days.
<h3>GE Aerospace Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744830071_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>GE</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$19.9</td>
<td>$19.8</td>
<td>$19.8</td>
<td>$200.00</td>
<td>$108.9K</td>
<td>1.0K</td>
<td align="right">367</td>
</tr>
<tr>
<td>GE</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$20.75</td>
<td>$19.6</td>
<td>$19.6</td>
<td>$200.00</td>
<td>$107.8K</td>
<td>1.0K</td>
<td align="right">312</td>
</tr>
<tr>
<td>GE</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$17.0</td>
<td>$16.6</td>
<td>$16.6</td>
<td>$195.00</td>
<td>$99.6K</td>
<td>798</td>
<td align="right">119</td>
</tr>
<tr>
<td>GE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$5.5</td>
<td>$5.35</td>
<td>$5.5</td>
<td>$200.00</td>
<td>$90.7K</td>
<td>3.7K</td>
<td align="right">223</td>
</tr>
<tr>
<td>GE</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$16.5</td>
<td>$15.8</td>
<td>$16.45</td>
<td>$195.00</td>
<td>$90.6K</td>
<td>798</td>
<td align="right">55</td>
</tr>
</tbody>
</table>

<h3>About GE Aerospace</h3>
GE Aerospace is the global leader in designing, manufacturing, and servicing large aircraft engines, along with partner Safran in their CFM joint venture. With its massive global installed base of nearly 70,000 commercial and military engines, GE Aerospace earns most of its profits on recurring service revenue of that equipment, which operates for decades. GE Aerospace is the remaining core business of the company formed in 1892 with historical ties to American inventor Thomas Edison; that company became a storied conglomerate with peak revenue of $130 billion in 2000 until GE spun off its appliance, finance, healthcare, and wind and power businesses between 2016 and 2024.
<h3>Current Position of GE Aerospace</h3>
<ul>
<li>Trading volume stands at 2,199,207, with GE's price down by -1.54%, positioned at $182.81.</li>
<li>RSI indicators show the stock to be is currently neutral between overbought and oversold.</li>
<li>Earnings announcement expected in 6 days.</li>
</ul>
<h3>What Analysts Are Saying About GE Aerospace</h3>
Over the past month, 3 industry analysts have shared their insights on this stock, proposing an average target price of $214.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from Wells Fargo continues to hold a Overweight rating for GE Aerospace, targeting a price of $212. 
&#x2A; Maintaining their stance, an analyst from Citigroup continues to hold a Buy rating for GE Aerospace, targeting a price of $227. 
&#x2A; Maintaining their stance, an analyst from Wells Fargo continues to hold a Overweight rating for GE Aerospace, targeting a price of $203. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for GE Aerospace, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Markets

Unpacking the Latest Options Trading Trends in GE Aerospace

Wells Fargo analyst Matthew Akers maintains GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) with a Overweight and raises the price target from $203 to $212.

News

Price Target

Analyst Ratings

Wells Fargo Maintains Overweight on GE Aerospace, Raises Price Target to $212

Wedbush analyst Daniel Ives reiterated confidence in Palantir Technologies Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) growth prospects after the software firm disclosed a deal with the North Atlantic Treaty Organization amid its growing &#8220;federal and commercial&#8221; portfolio.
What Happened: Ives said in a X post that Palantir remains one of Wedbush's "top names,&#8221; and the firm&#8217;s deal with NATO presents an opportunity for the software maker to &#8220;capitalize on.&#8221;
He highlighted that the deal was "another validation sign" for the PLTR as it continues "to generate unprecedented traction for its entire portfolio across both federal and commercial."
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Palantir remains one of our top names to own and this NATO deal represents another major win and opportunity for PLTR to capitalize on..while continuing to generate unprecedented traction for its entire portfolio across both federal and commercial. Another validation sign &#x1f3c6;&#x1f402;
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1912058120664129718?ref_src=twsrc%5Etfw">April 15, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Meanwhile, Tom Nash, the co-founder of Stock MVP, said in a post, "People who still bet against $PLTR in 2025, should not be investing."
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">People who still bet against <a href="https://twitter.com/search?q=%24PLTR&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$PLTR</a> in 2025, should not be investing
&mdash; Tom Nash (@iamtomnash) <a href="https://twitter.com/iamtomnash/status/1911834664589017553?ref_src=twsrc%5Etfw">April 14, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Ives reshared Shay Boloor's post, a podcast host at Stockwits, who pointed out that the defense sector was "evolving" after the NATO and PLTR deal, which also uplifted all the defense stocks. However, the stocks were lower in premarket on Tuesday.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Another clear sign that defense is evolving &#8212; not around jets, tanks, or missiles, but software. And not just any software. <a href="https://twitter.com/search?q=%24PLTR&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$PLTR</a> software. In just 6 months, NATO went from outlining a need to deploying a fully OS. Great to see Europe take ownership of their defense.
&mdash; Shay Boloor (@StockSavvyShay) <a href="https://twitter.com/StockSavvyShay/status/1912065104776204577?ref_src=twsrc%5Etfw">April 15, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>U.S. Defense Stocks</td>
<td>Tuesday&#8217;s Premarket</td>
<td>Monday&#8217;s Performance</td>
<td>YTD Performance</td>
</tr>
<tr>
<td>Palantir Technologies Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)</td>
<td>1.18%</td>
<td>4.60%</td>
<td>23.81%</td>
</tr>
<tr>
<td>General Dynamics Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>)</td>
<td>0.44%</td>
<td>0.77%</td>
<td>6.81%</td>
</tr>
<tr>
<td>Northrop Grumman Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>)</td>
<td>-0.01%</td>
<td>0.34%</td>
<td>14.49%</td>
</tr>
<tr>
<td>Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)</td>
<td>-0.07%</td>
<td>0.09%</td>
<td>-1.43%</td>
</tr>
<tr>
<td>Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)</td>
<td>-3.13%</td>
<td>1.56%</td>
<td>-7.33%</td>
</tr>
<tr>
<td>RTX Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>)</td>
<td>-0.18%</td>
<td>0.69%</td>
<td>11.32%</td>
</tr>
<tr>
<td>General Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)</td>
<td>-0.54%</td>
<td>2.38%</td>
<td>10.33%</td>
</tr>
<tr>
<td>TransDigm Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDG#NYSE">TDG</a>)</td>
<td>-0.23%</td>
<td>1.83%</td>
<td>6.62%</td>
</tr>
<tr>
<td>Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>)</td>
<td>-1.93%</td>
<td>1.42%</td>
<td>15.05%</td>
</tr>
<tr>
<td>Axon Enterprise Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>)</td>
<td>-0.32%</td>
<td>1.21%</td>
<td>-3.63%</td>
</tr>
<tr>
<td>L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>)</td>
<td>-0.42%</td>
<td>0.30%</td>
<td>7.39%</td>
</tr>
</tbody>
</table>
</figure>
See Also: <a href="https://www.benzinga.com/government/regulations/25/04/44807265/cathie-wood-says-shock-therapy-from-trumps-trade-moves-may-end-prolonged-economic-slump">Cathie Wood Says &#8216;Shock Therapy&#8217; From Trump&#8217;s Trade Moves May End Prolonged Economic Slump</a>
Why It Matters: On Monday, NATO and Palantir announced the <a href="https://www.benzinga.com/government/regulations/25/04/44792590/palantir-stock-jumps-9-after-nato-adopts-ai-system-for-military-ops">completion of NATO&#8217;s acquisition</a> of the Palantir Maven Smart System NATO (MSS NATO) for deployment within Allied Command Operations (ACO). The deal was made on March 25. However, the financial terms were not disclosed.
MSS NATO equips military commanders and warfighters with a secure artificial intelligence-powered platform for core operations. It enhances intelligence fusion, targeting, battlespace awareness, and planning, enabling faster decision-making through diverse AI applications.
The Supreme Headquarters Allied Powers Europe (SHAPE) intends to leverage MSS NATO to accelerate the adoption of other advanced technologies developed across NATO, signifying a strong North American and European tech partnership.
The U.S. military already utilizes Palantir&#8217;s Maven technology, a system that was further supported by a $99.8 million five-year contract awarded last September.
Price Action: PLTR rose 1.18% in premarket to $93.71 apiece, whereas Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), the exchange-traded fund tracking the Nasdaq 100 index, was up 0.16% to $458.22.
Benzinga Edge Stock Rankings indicate that PLTR has a weaker price trend over the short term, while it has stayed strong over the medium and long term. Its momentum ranking was solid at the 99.25th percentile, whereas its growth and value rankings were mixed; more details on the fundamentals are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>. 
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/report/PLTR"><img loading="lazy" decoding="async" width="987" height="142" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15073959/PLTR-EDGE-E.png" alt="" class="wp-image-872006" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15073959/PLTR-EDGE-E.png 987w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15073959/PLTR-EDGE-E-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15073959/PLTR-EDGE-E-768x110.png 768w" sizes="(max-width: 987px) 100vw, 987px" /></a></figure>
<a href="https://www.benzinga.com/quote/PLTR/analyst-ratings">Benzinga&#8217;s analysis of 25 analysts</a> shows a consensus &#8220;sell&#8221; rating for the stock, with an average price target of $69.98, ranging from $7.5 to $125. Recent ratings from DA Davidson, Loop Capital, and William Blair average $103, suggesting a 10.2% potential upside.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/PLTR/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="395" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15074017/PLTR-new-new-april-15-anr-1024x395.png" alt="" class="wp-image-872008" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15074017/PLTR-new-new-april-15-anr-1024x395.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15074017/PLTR-new-new-april-15-anr-300x116.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15074017/PLTR-new-new-april-15-anr-768x297.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15074017/PLTR-new-new-april-15-anr.png 1137w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read Next:
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Analyst Color

Equities

General

AXON

PLTR

Top Analyst Sees 'Unprecedented Traction' For PLTR Stock After NATO Agreement: 'Another Validation Sign'

Hightower Advisors&#8217; Stephanie Link has been holding her nose and buying stocks in recent weeks as markets unwind <a href="https://www.benzinga.com/government/regulations/25/04/44740040/chinas-growth-outlook-dims-as-trumps-125-tariffs-put-millions-of-jobs-at-risk-goldman-warns">amid tariff uncertainty</a>. 
What To Know: With the stock market reeling over the past month or so, Link has been rotating into high-quality names. She told Benzinga on Thursday that she had 9% cash last month, but has put almost all of it back into the markets. 
&#8220;Quality on sale,&#8221; Link said. &#8220;Upgrading to best in breed at better valuations.&#8221;
Some of the names Link has been buying include Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>), Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), Chipotle Mexican Grill Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>) and Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>). 
Link noted that she doesn&#8217;t believe we are in a recession, citing a solid labor market. She expects strong wages and savings to help consumers handle the slower growth ahead. 
The Labor Department said Thursday that initial jobless claims totaled 223,000 for the week ended April 5, in line with economist expectations. Meanwhile, the Bureau of Labor Statistics said the annual inflation rate dropped to 2.4% in March, down from 2.8% in February. The number came in below economist forecasts of 2.5%, per <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Related Link: <a href="https://www.benzinga.com/news/econ-s/25/04/44733390/march-inflation-rate-cools-far-more-than-expected-raises-hopes-for-near-term-fed-rate-cuts">March Inflation Rate Cools Far More Than Expected, Raises Hopes For Near-Term Fed Rate Cuts</a>
The SPDR S&amp;P 500 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) has been extremely volatile in recent sessions, whipsawing back and forth on every bit of news out of the Trump administration. Stocks recorded one of the biggest single-day gains in history on Wednesday after President Donald Trump announced a 90-day pause on reciprocal tariffs. The market is giving back a large chunk of those gains on Thursday, down approximately 6% at last check. 
&#8220;Clearly they are watching the [markets],&#8221; Link said. &#8220;We'll get through tariffs and onto tax cuts/deregulation &#8230; Crazy times!&#8221;
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44740737/inflation-cools-but-too-soon-to-blow-the-all-clear-economist-says">Inflation Cools, But &#8216;Too Soon To Blow The All Clear,&#8217; Economist Says</a></li>
</ul>
Photo: <a href="https://www.shutterstock.com/g/katjen">katjen</a>/Shutterstock.

Long Ideas

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EXCLUSIVE: Stephanie Link Is Buying These 5 'Best In Breed' Stocks As Markets Whipsaw

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BlackSky Technology Inc. Class A Common Stock

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CEA INDUSTRIES INC by CEA Industries Inc.

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Shares of companies in the broader industrial sector are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

Citigroup analyst Andrew Kaplowitz maintains GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) with a Buy and lowers the price target from $235 to $227.

Citigroup Maintains Buy on GE Aerospace, Lowers Price Target to $227

The Industrial Select Sector SPDR Fund (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NASDAQ">XLI</a>) declined 2.4% to $123.71 Thursday morning, giving back part of its <a href="https://www.benzinga.com/25/04/44720006/markets-take-off-as-trump-announces-90-day-tariff-pause-for-non-retaliating-nations-slaps-china-with-125-duty">dramatic gains</a> from the prior session, as investors moved to lock in profits despite a <a href="https://www.benzinga.com/news/econ-s/25/04/44733390/march-inflation-rate-cools-far-more-than-expected-raises-hopes-for-near-term-fed-rate-cuts">surprisingly soft inflation report</a> that reinforced Wednesday's bullish macro shift.
What To Know: After surging more than 9% on news of President Donald Trump's 90-day pause on tariffs for non-retaliatory nations, XLI was down nearly 2% by mid-morning, reflecting broader market weakness and cautious repositioning.
The retreat comes even as fresh data from the Bureau of Labor Statistics showed inflation <a href="https://www.benzinga.com/news/econ-s/25/04/44733390/march-inflation-rate-cools-far-more-than-expected-raises-hopes-for-near-term-fed-rate-cuts">cooling more sharply</a> than expected in March. Headline CPI fell to 2.4% year-over-year, the lowest since September, while core inflation eased to 2.8%, a level not seen in four years. Monthly inflation contracted by 0.1% — the weakest print since May 2020 — helped by a 6.3% drop in gasoline prices.
Read Also: <a href="https://www.benzinga.com/25/04/44734009/tech-sector-heading-into-a-period-of-mass-uncertainty-amid-tariffs-and-upcoming-earnings-season-says-dan-ives-the-damage-is-real">Tech Sector Entering A Period Of &#8216;Mass Uncertainty&#8217; Amid Tariffs And Upcoming Earnings Season, Says Dan Ives: &#8216;The Damage Is Real&#8217;</a>
The inflation data added to optimism that the front-loaded impact of tariffs may be less damaging than feared. However, that wasn't enough to extend Wednesday's euphoric rally, which saw the S&amp;P 500 post its largest one-day percentage gain since 2008.
What Else: XLI, which tracks U.S. industrial giants like Caterpillar Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>), General Electric Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>), Union Pacific Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>), Honeywell International Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>) and 3M Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>), is particularly sensitive to trade policy, global demand expectations and inflation. 
While the tariff pause and disinflationary surprise support a more favorable backdrop for cyclical sectors, Thursday's pullback likely reflects near-term profit taking after outsized gains and lingering uncertainty around the durability of the policy shift.
Markets are now recalibrating expectations ahead of the Federal Reserve's May meeting, with rate cut odds rising sharply post-CPI.
Read Also: <a href="https://www.benzinga.com/government/regulations/25/04/44736472/treasury-yields-rise-despite-cooling-inflation-data-as-bond-vigilantes-test-fed-resolve">Treasury Yields Rise Despite Cooling Inflation Data As &#8216;Bond Vigilantes&#8217; Test Fed Resolve</a>

General Electric And Caterpillar Lead XLI Pullback: What's Going On?

VietJet Air has secured a $300 million financial agreement with AV AirFinance, strengthening its fleet expansion plans while potentially providing Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) with additional business as the aircraft manufacturer works to <a href="https://in.benzinga.com/25/04/44580705/boeing-charting-a-quiet-comeback-aircraft-maker-bags-five-major-contracts-in-last-10-days-heres-what-its-chart-shows">recover from recent challenges</a>.
What Happened: The deal, signed in Washington, D.C. on Wednesday in the presence of Vietnam&#8217;s Deputy Prime Minister Ho Duc Phoc, comes as Boeing actively rebuilds its order pipeline following a difficult period marked by safety concerns, production halts, and delivery shortfalls.
On Friday, Reuters reported that the airline was also considering buying 20 wide-body Boeing 787 aircraft.
VietJet will begin taking delivery of its first Boeing 737 MAX aircraft this year from a landmark 200-plane order valued at over $24 billion, initially announced in February 2019. The Vietnamese carrier is currently in discussions to expand this historic order further, representing a potential bright spot for Boeing amid its recovery efforts.
&#8220;We are delighted to be a long-term strategic partner of Vietjet,&#8221; said Stephen Murphy, CEO of AV AirFinance. &#8220;This new commitment reflects our strong relationship and willingness to support Vietjet&#8217;s resurgent growth in the Asia-Pacific region via new generation aircraft.&#8221;
Boeing did not immediately respond to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga</a>'s request for comment.
See Also: <a href="https://www.benzinga.com/25/04/44728207/trump-says-this-is-a-great-time-to-buy-but-portfolio-managers-give-a-reality-check-permanent-damage-has-been-done" target="_blank" rel="noreferrer noopener">Trump Says ‘This Is A Great Time To Buy,' But Portfolio Managers Give A Reality Check: ‘Permanent Damage Has Been Done'</a>
Why It Matters: Boeing has recently shown signs of momentum, securing five major contracts in late March from global customers including Malaysia Aviation Group, Japan Airlines, Korean Air, the U.S. Army, and BOC Aviation. These deals have bolstered Boeing&#8217;s order book.
For VietJet, the AV AirFinance agreement is part of broader aircraft financing arrangements totaling over $4 billion with U.S. financial institutions. 
The airline has established partnerships with major American corporations, including General Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>), Raytheon Technologies Corp.&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) Pratt &amp; Whitney division, and Honeywell International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>), with total U.S. trade commitments reaching approximately $64 billion.
VietJet currently operates over 115 aircraft with more than 400 additional planes on order as it pursues global expansion.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/04/44727511/harley-davidson-boardroom-turmoil-director-resigns-demands-ceo-jochen-zeitz-step-down-over-cultural-depletion-and-brand-decline" target="_blank" rel="noreferrer noopener">Harley-Davidson Boardroom Turmoil: Director Resigns, Demands CEO Jochen Zeitz Step Down Over ‘Cultural Depletion' And Brand Decline</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
11:50 AMMar 18, 2025	CALL	$210.00	Sep 19, 2025	151	836	800	92	913	TRADE	BULLISH
02:45 PMMar 17, 2025	PUT	$200.00	Jan 16, 2026	270	303	300	43	702	TRADE	BEARISH