"Boeing Headwinds: Impact on United and Alaska Airlines Earnings"

TL;DR Summary
United Airlines warns of first-quarter 2024 outlook impact due to grounding of Boeing 737 Max 9 jets for inspections, prompting discussions on potential implications for other airlines like JetBlue, Spirit Airlines, and Alaska Airlines. Expert Mike Boyd suggests that Boeing's commitments until 2030 make it difficult for Airbus to fill the gap, while also commenting on the blocked JetBlue-Spirit merger and the challenges faced by Alaska and JetBlue due to fleet issues.
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