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Warren Buffett’s 1992 ‘Kamikaze Pricing’ warning came true at 3 a.m. on May 2
24/7 Wall St.98d 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

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Delta well positioned despite high fuel costs, portfolio manager says
Reuters Videos98d agoneutralVIDEO
Delta well positioned despite high fuel costs, portfolio manager says

<body><p>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.</p><p>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.</p><p>Despite the weaker-than-expected forecast, Keith Buchanan, senior portfolio manager at Globalt Investments, said he still sees upside potential in Delta shares.</p><p>"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."</p></body>

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Airfares skyrocket as much as 218% on Spirit Airlines’ busiest routes within just 48 hours of its May 2 liquidation
24/7 Wall St.98d 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

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UBS Just Hiked Delta Air Lines Price Target to $95: Premium Cabin Strategy Targets $13 EPS
24/7 Wall St.99d 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

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Does Delta (DAL) Prioritize Control or Shareholder Voice as Premium Profits Rise and Dividends Hold?
Simply Wall St.99d 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
Who Really Killed Spirit Airlines: Is President Biden or Trump More Responsible?
24/7 Wall St.100d 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?

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