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Лента
22:19
25 авг
25 авг
AI implementation will significantly boost Delta's profitability.
Delta is the best-run airline in the world and is actively implementing AI for fare setting and baggage technology, which management expects could lift profitability by up to 50% through margin expansion.
Выс.
20:12
25 авг
25 авг
United expansion lifts airline shares.
United Airlines is adding 10 destinations in Europe and Asia to its network next year, lifting its shares by 1%, with Delta higher by 0.3% on cross-Atlantic airline strength.
Низ.
17:03
25 авг
25 авг
Author notes Delta's refinery ownership reduces oil price sensitivity.
Author notes Delta's refinery ownership reduces oil price sensitivity, a factual comparison rather than a directional trade call.
Низ.
16:15
23 авг
23 авг
Airline consolidation makes Delta more profitable
The US airline industry has consolidated into a few dominant carriers, improving margins, lowering cyclicality and reducing debt, while travel and experience spending is structurally rising. Delta is among the most profitable majors, trades around 9x earnings after correction, and is expected to grow EPS from about $6 to nearly $10 over a few years; Buffett is selecting the strongest operator in an improving sector.
Выс.
03:26
21 авг
21 авг
A US appeals court overturned the Trump administration's September 2025 order that sought.
A US appeals court overturned the Trump administration's September 2025 order that sought to force Delta Air Lines and Aeromexico to unwind their joint venture.
23:10
20 авг
20 авг
Delta and Aeromexico won a US appeals court ruling vacating a Trump administration order.
Delta and Aeromexico won a US appeals court ruling vacating a Trump administration order to dissolve their trans-border joint venture.
00:08
20 авг
20 авг
The author is scanning consumer discretionary sectors as a broad watchlist.
The author is scanning consumer discretionary sectors as a broad watchlist, noting they are "getting interesting" without stating any current positions or explicit buy calls.
Низ.
15:39
18 авг
18 авг
13Fs show funds buying airlines.
Going through 13F filings, the host notices one of the underlying trends is airlines. Delta and American are being accumulated or twapped by large funds, which he calls interesting.
Низ.
01:57
18 авг
18 авг
Top investors are heavily buying airline stocks.
Major investors like Warren Buffett and Stanley Druckenmiller are heavily buying airlines like Delta and United, indicating a hot sector trend that is worth monitoring.
Сред.
10:02
17 авг
17 авг
Berkshire doubles down on Alphabet, Delta.
Berkshire Hathaway's latest 13F shows its new CEO appears to be doubling down, adding to its stakes in Delta and Alphabet, with Alphabet now the third-largest holding.
Низ.
22:50
14 авг
14 авг
Berkshire Hathaway increased its stakes in Delta Air Lines and Alphabet during the second.
Berkshire Hathaway increased its stakes in Delta Air Lines and Alphabet during the second quarter as Greg Abel began deploying the company's cash reserves.
22:50
14 авг
14 авг
Berkshire Hathaway adds new positions in Google and Delta while trimming Bank of America.
Berkshire Hathaway adds new positions in Google and Delta while trimming Bank of America and Kroger as Abel deploys record cash reserves.
20:20
14 авг
14 авг
Berkshire Hathaway's Q2 portfolio update reveals new positions in D.R.
Berkshire Hathaway's Q2 portfolio update reveals new positions in D.R. Horton and exits Constellation Brands, with major buys in Alphabet and Delta and significant cuts in Bank of America and Kroger.
20:07
14 авг
14 авг
Druckenmiller's Duquesne Family Office discloses new positions in Google, Fox, CDW, Bitdeer.
Druckenmiller's Duquesne Family Office discloses new positions in Google, Fox, CDW, Bitdeer, Delta, and AMD while listing TSM, STM, and Amazon as its largest holdings in its latest 13F filing.
21:31
05 авг
05 авг
Delta to new highs, multiple rerating.
Broadening profit growth and a strong economy will lift Delta Air Lines to new highs. The stock is also poised for a multiple re-rating as earnings expand beyond tech, making it a beneficiary of the broadening theme.
Сред.
20:37
04 авг
04 авг
Watch airlines on jet-fuel scarcity headwind
Watch DAL, UAL, and AAL for a negative near-term earnings read-through from elevated jet-fuel costs and constrained distillate capacity; author does not signal a short.
Сред.
20:30
04 авг
04 авг
Booking's second-quarter results were hurt by the Middle East conflict, particularly in airline capacity and flight ticket prices. However, they saw a normalization beginning in June that continued into July, with domestic and intra-regional travel remaining healthy. — This suggests that the negative impact of the Middle East conflict on global long-haul travel is diminishing, which could signal a recovery for airlines heavily exposed to international routes, though fuel costs remain a factor.
Сред.
10:14
03 авг
03 авг
Goldman Sachs refreshes its U.S. Conviction List by adding six stocks including Applied.
Goldman Sachs refreshes its U.S. Conviction List by adding six stocks including Applied Materials and Delta while removing four others including Broadcom and ServiceNow.
10:13
03 авг
03 авг
Goldman Sachs adds six stocks to its US Conviction Buy list while removing four others.
Goldman Sachs adds six stocks to its US Conviction Buy list while removing four others, reflecting a routine portfolio rebalancing with no explicit price targets or directional commentary from named analysts.
07:00
03 авг
03 авг
Delta has strong pricing power.
Higher-income consumers pay any price to fly, giving Delta the pricing power to pass through 100% of fuel costs, indicating strong revenue and margin potential.
Сред.
13:31
27 июл
27 июл
U.S. airline stocks rallied sharply as crude oil prices plunged more than 7%.
U.S. airline stocks rallied sharply as crude oil prices plunged more than 7%, boosting expectations for lower fuel costs across the sector.
08:30
24 июл
24 июл
Refresh of Delta co-brand card contributed to earlier card fee growth cycles, indicating ongoing partnership.
Выс.
11:45
23 июл
23 июл
Delta Air Lines announces plans to launch direct flights to Saudi Arabia as reported by Semafor.
10:00
23 июл
23 июл
Southwest is shifting capacity growth into its 'points of strength'—markets where it already has leading positions—and away from new markets, focusing on profitable optimization rather than share gain. — This capacity strategy could intensify competition in Southwest's stronghold airports while reducing capacity pressure in other markets, potentially benefiting competitors in those secondary markets.
Сред.
07:30
23 июл
23 июл
Delta is one of several partners providing perks to T-Mobile customers, part of a broad loyalty program that drives customer engagement.
Выс.
15:39
22 июл
22 июл
Delta Cargo introduces a new five-day flexible-date search feature in its booking system.
22:15
21 июл
21 июл
Invest in top-K consumer luxury companies.
The K-shaped economy is real but the extreme is at the top—affluent consumers are thriving. Investing in companies that serve the top of the K is a legitimate and powerful strategy right now. High-end insurance, luxury travel, and premium credit cards are earning record profits as wealthy clients spend freely.
Сред.
01:39
17 июл
17 июл
The author advises against selling into deep losses and outlines a watchlist for potential tech.
The author advises against selling into deep losses and outlines a watchlist for potential tech, medical, and travel entries once downtrends stabilize, but expresses no current directional positions.
15:16
16 июл
16 июл
Delta and United are top airline picks
Delta and United are the best-positioned airlines. They have the strongest balance sheets, most diverse revenue streams, and most resilient business models. Despite high fuel costs, strong demand and pricing power protect margins. Both are buys.
Выс.
15:23
15 июл
15 июл
Delta Air Lines partners with Shell Aviation for blended and neat sustainable aviation fuel.
Delta Air Lines partners with Shell Aviation for blended and neat sustainable aviation fuel deliveries at Delta hubs.
Об аналитическом покрытии DAL
Buzzberg отслеживает DAL (Delta Air Lines Inc.) в 34 источниках. Бычьих сигналов: 47, медвежьих: 10, от 82 аналитиков. Сентимент преимущественно бычий (22%). Всего отслеживается 165 торговых идей. Последние спикеры: Josh Brown, Charlie Pellett, incomesharks.