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During a bruising 2025, Washington and Beijing spent months locked in a trade war that rattled supply chains, squeezed exporters, and reminded the world of the intertwining depth of the two economies. Now, with President Donald Trump sitting down with Chinese President Xi Jinping in Beijing, the mood has suddenly shifted from confrontation to cautious dealmaking. Markets are watching closely. U.S. stocks are hovering near record highs, investors are betting the two sides want stability more than another escalation, and expectations are building around a fresh extension of last year’s trade truce.
But while headlines may focus on tariffs, soybeans, and diplomacy, one American company could quietly walk away as the biggest winner of the summit – Boeing (BA). The aerospace giant has spent the past several years battling through safety scandals, production headaches, regulatory scrutiny, and a towering debt pile. Even strong April numbers were not enough to fully reignite investor excitement. Yet Beijing may hold the missing piece.
