Editorial companion

What stands out

BNP Paribas handed Boeing a double upgrade while Wells Fargo cut eBay, and the midday moves highlight two divergent earnings stories investors should care about. Boeing's revenue climbed 12.3% year-over-year (YoY) and net income surged 84.4%, yet the stock has been punished recently, suggesting skepticism about sustainability. eBay's 4.3% revenue rise masks a dramatic -114.6% YoY net income swing, so the downgrade is less surprise and more a spotlight on collapsing profitability.