News — AI supercycle headlines

Simply Wall St.11h agoneutral

Delta Air Lines Reworks Costs And Service As Spirit Exit Reshapes Competition

Delta Air Lines (NYSE:DAL) is adjusting its operations in response to higher jet fuel costs linked to geopolitical tensions. The company is reacting to industry disruption following the collapse of Spirit Airlines and the resulting shake-up in US capacity. Delta plans to end free snacks and drinks on flights under 350 miles, signaling a change in its short haul in flight service model. For you as an investor, NYSE:DAL now sits at the center of several industry shifts at once. Delta runs a...

DAL

TheStreet18h agoneutral

At least some airlines banned from deceptive fee practice, court rules

With jet fuel prices continuing to sit at historic highs amid the war in Iran and closure of the Strait of Hormuz, almost all airlines have had to adjust their flying networks and make changes to adapt. Larger ones, such as Delta Air Lines, Lufthansa, and Air France, have collectively cut hundreds ...

Zacks20h agoneutral

Why Is Delta (DAL) Up 7.8% Since Last Earnings Report?

Delta (DAL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

DAL

24/7 Wall St.1d agoneutral

Warren Buffett’s 1992 ‘Kamikaze Pricing’ warning came true at 3 a.m. on May 2

When Spirit Airlines’ yellow Airbus fleet went dark at 3:00 a.m. Eastern on May 2, stranding passengers and dissolving 17,000 jobs, the immediate culprits were obvious. A doubled jet fuel bill traceable to the Iran conflict. A bankruptcy court that had run out of patience. A group of senior creditors led by Citadel and Ares ... Warren Buffett’s 1992 ‘Kamikaze Pricing’ warning came true at 3 a.m. on May 2

AAL DAL EADSY LUV NVDA UAL

Reuters Videos1d agoneutralVIDEO

Delta well positioned despite high fuel costs, portfolio manager says

<body>STORY: Delta Air Lines on Wednesday forecast lower-than-expected profit for the second quarter and said it was too early to update its full-year outlook, citing uncertainty from a run-up in jet fuel prices linked to the Iran war.The Atlanta-based airline said it was removing all planned capacity growth from the June quarter, cutting supply by about 3.5 percentage points from its original plan.Despite the weaker-than-expected forecast, Keith Buchanan, senior portfolio manager at Globalt Investments, said he still sees upside potential in Delta shares."Delta is on the opposite end of the spectrum and is still benefiting from some recovery in business travel," Buchanan said. "They've segmented the cabin in a way that lets them serve customers willing to pay more for added amenities, while still offering more competitive fares to travelers who are less focused on those extras."</body>

DAL

24/7 Wall St.1d agoneutral

Airfares skyrocket as much as 218% on Spirit Airlines’ busiest routes within just 48 hours of its May 2 liquidation

A round-trip ticket from Las Vegas to Dallas-Fort Worth cost $39 on Spirit Airlines the morning of May 1. By the afternoon of May 3, that same itinerary on the next-cheapest carrier was selling for $124. That’s a 217.9% jump, and it happened inside the 48-hour window after Spirit’s 3:00 AM ET shutdown on May ... Airfares skyrocket as much as 218% on Spirit Airlines’ busiest routes within just 48 hours of its May 2 liquidation

AAL DAL UAL

Zacks1d agoneutral

Herc Holdings Stock Rises 1.5% Since Q1 Earnings Release

HRI beats Q1 estimates as revenues jump 32% on H&E-driven fleet growth and mega project demand, lifting shares after earnings.

DAL

24/7 Wall St.1d agoneutral

UBS Just Hiked Delta Air Lines Price Target to $95: Premium Cabin Strategy Targets $13 EPS

UBS just turned more bullish on one of the airline industry’s premium-strategy poster children. The firm raised its price target on Delta Air Lines (NYSE:DAL) stock to $95 from $86 and reiterated a Buy rating, pointing to a margin and earnings trajectory that looks structurally different from past airline cycles. For prudent investors, the call ... UBS Just Hiked Delta Air Lines Price Target to $95: Premium Cabin Strategy Targets $13 EPS

AXP DAL

Motley Fool2d agoneutral

Prediction: These 2 Airline Stocks Will Rebound Before Year's End

Geopolitics has hammered travel stocks, but these airlines could still reach higher altitudes.

DAL

Simply Wall St.2d agoneutral

Does Delta (DAL) Prioritize Control or Shareholder Voice as Premium Profits Rise and Dividends Hold?

In late April 2026, Delta Air Lines filed definitive proxy materials opposing shareholder proposals on cumulative voting and written consent, while its board affirmed a quarterly dividend of US$0.19 per share payable on June 4, 2026. At the same time, Delta reported record March-quarter revenue and a very large year-on-year increase in pre-tax income, highlighting how its premium-focused revenue mix and capacity discipline are helping it absorb higher fuel and labor costs. We’ll now explore...

DAL

24/7 Wall St.2d agoneutral

Who Really Killed Spirit Airlines: Is President Biden or Trump More Responsible?

The airline industry has always been brutally cyclical, but 2026 is exposing just how thin the margin for error really is. Oil prices have surged following President Trump’s military confrontation with Iran, consumers are pulling back on discretionary travel, and weaker carriers are discovering that low fares only work when costs stay under control. That ... Who Really Killed Spirit Airlines: Is President Biden or Trump More Responsible?

DAL UAL

Zacks2d agoneutral

INSW to Report Q1 Earnings: What's in Store for the Stock?

International Seaways heads into Q1 earnings with soaring estimates and strong revenue growth, but rising costs and geopolitical risks cloud the outlook.

DAL