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The New Berkshire Hathaway Just Made a Fresh Bet on a Department Store Everyone Wrote Off
24/7 Wall St.45d agoneutral
The New Berkshire Hathaway Just Made a Fresh Bet on a Department Store Everyone Wrote Off

Berkshire Hathaway (NYSE:BRK.B) disclosed a brand-new 3.04 million-share stake in Macy’s (NYSE:M) in its Q1 2026 13F filing, revealed on May 15, 2026, the first quarterly portfolio reshuffle under Greg Abel’s tenure as CEO. The position, valued at $55 million last quarter, lands in Macy’s alongside a new stake in Delta Air Lines (NYSE:DAL). While every other fund ... The New Berkshire Hathaway Just Made a Fresh Bet on a Department Store Everyone Wrote Off

Berkshire Just Broke Warren Buffett’s Most Famous Rule and Poured $2.65 Billion Into This Airline
24/7 Wall St.45d agoneutral
Berkshire Just Broke Warren Buffett’s Most Famous Rule and Poured $2.65 Billion Into This Airline

Berkshire Hathaway, now under CEO Greg Abel, disclosed in its Q1 2026 13F filing the acquisition of almost 40 million shares of Delta Air Lines (NYSE:DAL), a position valued at approximately $2.65 billion. The disclosure landed alongside full exits from Amazon (NASDAQ:AMZN), UnitedHealth (NYSE:UNH), and Domino’s Pizza (NASDAQ:DPZ), which makes the airline buy the loudest signal of a ... Berkshire Just Broke Warren Buffett’s Most Famous Rule and Poured $2.65 Billion Into This Airline

Forget AI Stocks: The New Berkshire Hathaway Nearly Tripled Its Stake in a 175-Year-Old Newspaper
24/7 Wall St.45d agoneutral
Forget AI Stocks: The New Berkshire Hathaway Nearly Tripled Its Stake in a 175-Year-Old Newspaper

Berkshire Hathaway (NYSE:BRK.B) used its first full quarter under Greg Abel to nearly triple its position in New York Times (NYSE:NYT), adding roughly 199% to the Class A stake in the same quarter it tripled Alphabet and started a Delta Air Lines position. For a firm that mostly sat out media after the Washington Post era, that ... Forget AI Stocks: The New Berkshire Hathaway Nearly Tripled Its Stake in a 175-Year-Old Newspaper

1 S&P 500 Stock with Solid Fundamentals and 2 We Avoid
StockStory45d agoneutral
1 S&P 500 Stock with Solid Fundamentals and 2 We Avoid

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Delta Air Lines (DAL) Lifts Dividend 15% While Upgrading 737s To Cut Fuel Use
Simply Wall St.46d agoneutral
Delta Air Lines (DAL) Lifts Dividend 15% While Upgrading 737s To Cut Fuel Use

Delta Air Lines approved a 15% increase in its quarterly dividend. The decision reflects the company’s confidence in its current financial position and cash generation. Delta is fitting aerodynamic finlet modifications to its Boeing 737-800 and 737-900ER fleets to improve fuel efficiency and cut emissions. Delta Air Lines, trading as NYSE:DAL, is pairing a higher cash return to shareholders with operational upgrades that focus on fuel efficiency. The quarterly dividend rise comes alongside...

Stocks Supported as Geopolitical Risks Recede
Barchart49d agoneutral
Stocks Supported as Geopolitical Risks Recede

The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...

After Chapter 11 shutdown, Spirit Airlines may make a comeback
TheStreet50d agoneutral
After Chapter 11 shutdown, Spirit Airlines may make a comeback

Spirit Airlines had the lowest rating on the annual American Customer Satisfaction Index (ACSI) survey. The airline scored a 66 on the 100-point scale in 2026, dropping below low-cost rival Frontier Airlines, an airline that doesn't even offer internet service, and putting it 13 points behind ...

Delta Air Lines (DAL) Might Drop Safran SA, Reports Bloomberg
Insider Monkey51d agobearish
Delta Air Lines (DAL) Might Drop Safran SA, Reports Bloomberg

Delta Air Lines, Inc. (NYSE:DAL) is one of the Most Undervalued Long Term Stocks to Buy Right Now. On June 8, Bloomberg reported that Delta Air Lines, Inc. (NYSE:DAL) might drop Safran SA as the supplier of new business-class suites for critical US transcontinental routes. This decision comes after continuous supply-chain and regulatory delays resulted in stalling the rollout […]

Delta Air Lines (DAL) Stock Could Be 20% Below Fair Value After Liquidity Boost
Simply Wall St.51d agoneutral
Delta Air Lines (DAL) Stock Could Be 20% Below Fair Value After Liquidity Boost

Delta Air Lines (DAL) stock has been in focus after a new undrawn US$2.65b revolving credit facility coincided with optimism around a potential U.S. Iran peace framework and upbeat analyst commentary on earnings prospects. See our latest analysis for Delta Air Lines. Delta Air Lines stock has seen clear positive momentum, with a 19.71% 1 month share price return and a 29.68% 3 month share price return, while the 1 year total shareholder return sits at 72.01%. This suggests that optimism...