PayPal reported a stable quarter with revenue up 5% and payment volume up 10%, largely driven by Venmo. They are generating solid free cash flow and buying back stock. The main story is the Stripe buyout offer at $60 a share. The consensus is that this price is too low. Management hinted they are open to deals but likely want a bigger premium. If a deal does not happen, they will just keep operating as a strong cash-producing business. Boeing's earnings were slightly better than expected. They are still taking losses on legacy defense contracts and have $45 billion in debt to work through. However, commercial deliveries are up 14% and 737 production is finally stabilizing. Operations are improving, but the full financial turnaround will take years. Aerospace suppliers like GE and Howmet are trading at very high valuations right now, meaning a lot of this recovery might already be priced in. US EV adoption is still lagging because of charging friction and relatively stable gas prices. Consumers are opting for hybrids instead of going fully electric. Startups like Lucid are burning cash and might not survive independently despite having good technology. Legacy makers like GM look like a safer EV play since they can fund their transition with existing profits.