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Warren Buffett's quietest bet already doubled. Now what?
TheStreet45d agoneutral
Warren Buffett's quietest bet already doubled. Now what?

The trades that make headlines are almost never the ones worth studying. The big number grabs the room. The small one, buried near the bottom of a filing, is usually where the thinking lives. For the first half of 2026, money moved in one direction with very little subtlety. Fund managers chased ...

3 Reasons to Sell DAL and 1 Stock to Buy Instead
StockStory45d agoneutral
3 Reasons to Sell DAL and 1 Stock to Buy Instead

Delta has had an impressive run over the past six months as its shares have beaten the S&P 500 by 25.5%. The stock now trades at $91.99, marking a 32.3% gain. This performance may have investors wondering how to approach the situation.

Delta Air Lines (DAL) Dividend Raise And Governance Stance: What Does This Signal About Capital Priorities?
Simply Wall St.47d agoneutral
Delta Air Lines (DAL) Dividend Raise And Governance Stance: What Does This Signal About Capital Priorities?

Delta Air Lines recently held its June 18, 2026 annual meeting, where shareholders rejected proposals for cumulative voting and written-consent rights, and shortly before that the board approved a roughly 15% increase in the quarterly dividend to US$0.215 per share, payable on July 30, 2026. Together, the higher dividend and preservation of the existing governance structure highlight management’s preference for returning cash through regular payouts while keeping board elections and...

Delta Air Lines (DAL) Stock After 88% One-Year Rally Is There Still Upside Potential
Simply Wall St.47d agobullish
Delta Air Lines (DAL) Stock After 88% One-Year Rally Is There Still Upside Potential

If you are wondering whether Delta Air Lines stock is still good value after a strong run, this article walks through what the current price might be implying. At a last close of US$92.57, Delta Air Lines has recorded returns of 10.0% over 7 days, 13.2% over 30 days, 34.0% year to date, 88.9% over 1 year, 101.2% over 3 years, and 116.7% over 5 years. Recent headlines around Delta Air Lines have focused on the company as investors reassess major U.S. airlines and their capacity plans, cost...

Delta Air Lines cuts two flights forever, refunds available
TheStreet49d agobearish
Delta Air Lines cuts two flights forever, refunds available

Associated with everything from its taco scene and country music to being a blue dot in a conservative state, the Texan capital of Austin experienced a major burst of popularity during and immediately after the Covid pandemic. According to city statistics, the population of Austin jumped from 1.6 ...

3 Stocks Berkshire Hathaway Like This June
24/7 Wall St.50d agoneutral
3 Stocks Berkshire Hathaway Like This June

Berkshire Hathaway’s Q1 2026 13F filing, dated May 15, 2026, covering positions held as of March 31, 2026, offers the cleanest read yet on how Greg Abel is steering Berkshire’s $300+ billion equity book. The early-summer ritual of dissecting those moves has investors hunting for signals on where the most patient institutional capital sees value. ... 3 Stocks Berkshire Hathaway Like This June

The New Berkshire Hathaway Just Made a Fresh Bet on a Department Store Everyone Wrote Off
24/7 Wall St.52d 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.52d 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.52d 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
StockStory52d 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.