A terrifying explosion of violence just as an early morning Delta flight was leaving Houston hobby. >> A passenger suddenly attacking another passenger as flight attendants climbed over the seats to pull him off. >> And then he stumbled and fell in my seat next to me.And I was so scared. So I just put my feet up and my hands up cuz I was getting ready to kick for my dear life. >> Fellow passengers jumped in to help.>> Oh my god. He stumbled to the back and just start punching everybody. And before that, he ...

Core Insights - The E.W. Scripps Company has appointed Oliver Gray as vice president of network sports and client partnerships to enhance growth in its sports and entertainment platforms [1][2] Group 1: Appointment and Role - Oliver Gray will lead initiatives to connect national advertisers with Scripps' platforms, particularly its expanding sports portfolio [2] - He will collaborate with Scripps' network sales and Scripps Sports teams to create integrated brand partnerships aimed at increasing revenue [2] Group 2: Background and Experience - Gray has over 15 years of experience in sports sponsorship and national media advertising sales, with a proven track record in driving revenue growth [4] - His previous role at Overtime involved leading a sales team that surpassed revenue goals and secured business from major brands such as Dunkin, Hershey, and Coca-Cola [4][5] - Gray has also been involved in Amazon's partnership with the NFL for "Thursday Night Football" and has held leadership positions at CNN and Discovery Communications [5] Group 3: Company Overview - The E.W. Scripps Company is a diversified media entity, operating over 60 stations across more than 40 markets in the U.S. [6] - Scripps is recognized as the largest local TV broadcaster in the nation and has a significant presence in national news and entertainment [6] - The company also serves professional and college sports leagues, with a national broadcast reach of up to 100% of TV households [6]

Core Insights - Zacks Premium offers tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum, providing complementary indicators to the Zacks Rank [2] - Stocks receive ratings from A to F, with A indicating the highest potential for outperforming the market [3] Value Score - The Value Style Score identifies attractive stocks using ratios like P/E, PEG, and Price/Sales, focusing on good prices before market recognition [3] Growth Score - The Growth Style Score assesses a company's financial strength and future outlook, considering projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score helps investors capitalize on price trends, using metrics like one-week price changes and monthly earnings estimate changes [5] VGM Score - The VGM Score combines all three Style Scores, serving as a key indicator alongside the Zacks Rank to identify stocks with strong value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.86% since 1988 [7][8] - There are over 800 top-rated stocks available, making it essential to utilize Style Scores for optimal stock selection [8] Stock to Watch: Delta Air Lines (DAL) - Delta Air Lines holds a 3 (Hold) Zacks Rank and a VGM Score of A, with a Momentum Style Score of B, indicating a 5% increase in shares over the past four weeks [11] - Analysts have revised DAL's earnings estimate upwards, with the Zacks Consensus Estimate rising by $0.09 to $7.22 per share, and an average earnings surprise of +7.9% [12]

Vertiv (NYSE:VRT) 2026 Conference Summary Company Overview - **Company**: Vertiv - **Industry**: Data Center Infrastructure Solutions Key Points and Arguments Technology and Market Positioning - Vertiv emphasizes its commitment to staying ahead in technology by maintaining close relationships with customers and technology partners, particularly with NVIDIA and hyperscalers [2][3] - The company is transitioning from point products to system-level solutions, focusing on interoperability and comprehensive infrastructure offerings [2][3] - Vertiv's infrastructure solutions, such as the Vertiv OneCore product, are designed to optimize data center performance and address customer needs for densification and capacity [2][3] Order Growth and Market Opportunities - Vertiv's order book is expected to grow, with projections indicating orders could exceed $18 billion in 2026, driven by a robust pipeline and increasing demand for high-density compute solutions [4][13] - The company is experiencing a shift towards more complex system-level orders, which enhances its share of wallet and total content per customer [6][9] - Q4 orders were significantly higher than previous quarters, indicating strong market demand and a potential continuation of this trend into 2026 [13][14] Regional Demand Insights - The Americas region showed strong order growth, particularly driven by AI deployments, while EMEA is experiencing a rebound in demand after a period of low orders [21][24] - APAC, particularly India, is also showing strong pipeline growth, although China is lagging in execution [24][25] Regulatory and Infrastructure Challenges - There is increasing scrutiny on data center power consumption and grid interoperability, leading to a focus on new power architectures and on-site power generation solutions [27][28] - Vertiv is developing products that enable customers to navigate regulatory challenges and optimize power usage, including battery energy storage systems [29][30] Product Development and Innovations - Vertiv is preparing to launch an 800-volt DC architecture portfolio in late 2026, addressing the industry's need for higher efficiency and capacity as data center demands increase [33][34] - The company is also innovating in thermal management, with products like the Vertiv Trim Cooler designed to handle varying cooling needs effectively [50][51] Competitive Landscape - The liquid cooling market is expected to grow significantly, with Vertiv continuing to invest in capacity and differentiation through system-level design and integration [67][69] - Vertiv's experience and scale in the market provide a competitive advantage over new entrants, particularly in large-scale liquid cooling deployments [72][73] Financial Outlook - Vertiv aims for a 30% incremental margin in 2026, supported by fixed cost leverage and a strong order pipeline [78][80] - The company is focused on growing its services market, which is expected to become a significant revenue driver as original equipment sales stabilize [55][56] Future Trends and Innovations - The rapid pace of technological change in the data center industry is a primary focus for Vertiv, as it seeks to keep infrastructure ahead of GPU advancements [87][88] - The potential for service revenue growth from the installed base is seen as a key differentiator for Vertiv's long-term strategy [88][89] Additional Important Insights - The shift towards 800-volt DC architecture is not just about efficiency but also about overcoming physical limitations of traditional power distribution systems [34][35] - The role of UPS systems is evolving, with a greater emphasis on energy storage and power management capabilities to support dynamic loads in AI data centers [40][42] - Vertiv's strategy includes addressing regulatory challenges through innovative solutions that enhance grid compatibility and operational efficiency [30][31]

Financial Data and Key Metrics Changes - For the full year 2025, total revenue reached $5.4 billion, a 2% increase over 2024, excluding extraordinary non-recurring items [20] - Adjusted EBITDA for the full year was $1.7 billion with a margin of 31%, the highest in the company's history [22] - Operating income for the full year was $928 million, with a 17% margin, marking the second-best annual performance [23] - In Q4 2025, adjusted EBITDA reached $502 million with a margin of 35%, the highest quarterly EBITDA on record [23] Business Line Data and Key Metrics Changes - Passenger revenue for the full year declined 4.4% year-over-year, while passenger unit revenue declined 4.9% due to currency and economic headwinds [14] - In Q4, passenger revenue increased by 4.3% year-over-year, and passenger unit revenue rose by 6.2% [15] - Premium revenue now represents approximately 42% of total revenues, nearly 17 points above pre-pandemic levels [12] Market Data and Key Metrics Changes - The U.S. market saw improvements with passenger unit revenue up 5% year-over-year in Q4 [15] - European performance was particularly strong in Q4, indicating a stretching of demand into traditionally weaker periods [15] Company Strategy and Development Direction - The company plans to grow capacity by around 4% in 2026, focusing on resilient markets and prioritizing profitability [12] - Investments in fleet modernization and customer experience enhancements are ongoing, including the rollout of a new app [9] - The company aims to maintain its position as the only true premium product in Mexico while increasing long-term shareholder value [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to generate strong results despite ongoing regulatory constraints affecting U.S. operations [9] - The outlook for 2026 includes expected revenue growth of 7.5%-9.5% and adjusted EBITDA margins between 28.5% and 30.5% [26] - The Mexican economy is projected to grow between 1.2% and 1.5% in 2026, which supports the company's growth expectations [26] Other Important Information - The company was recognized as the world's most on-time airline for the second consecutive year [10] - A significant cash flow generation of $913 million was reported for the full year, providing financial flexibility for investments and debt reduction [24] Q&A Session Summary Question: Impact of FX on Demand - Management noted that a stronger Mexican peso typically leads to increased travel demand, with a quick response in booking trends [30][32] Question: Deleveraging Priorities - The company plans to focus on amortization of lease debt and operational leverage to reduce leverage over time [34][35] Question: Sale of MRO Joint Venture - The MRO joint venture was sold to a third party, with Delta retaining its 50% stake, and the sale resulted in a profit of $71 million [39][41] Question: Regulatory Restrictions on U.S. Routes - Current restrictions prevent adding new routes from Mexico City to the U.S., but management is optimistic about resolving these issues soon [53][55] Question: Guidance Assumptions - The company expects an average exchange rate of 18.3 pesos per dollar and a fuel price of around $69 per barrel for guidance [58] Question: Premium Revenue Growth - Management anticipates continued growth in premium revenue, driven by consumer demand for better experiences and improved sales strategies [78]

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is seen as a catalyst for redefining work, learning, and creativity, attracting significant interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a major technological advancement with the potential for substantial social benefits [8]

Core Viewpoint - The article highlights the resilience of the US equity market, driven by a strong economy, solid earnings, and accommodative monetary policies, while emphasizing the potential of high-growth stocks despite premium valuations [1]. Economic Outlook - Wall Street strategists expect continued corporate earnings growth in 2026, with S&P 500 company earnings projected to rise by 15.5% in 2026, compared to 13.2% in 2025 and 12.1% in 2024, indicating a positive market outlook [2]. - Some economists predict muted economic growth in 2026, suggesting a focus on growth stocks with low valuations may be beneficial [6]. Investment Strategy - The methodology for selecting high-growth low-PE stocks involved identifying companies with over 20% sales growth and more than 10% upside potential, while focusing on those with a forward P/E of less than 15 and popularity among hedge funds [8]. Company Highlights - **Coterra Energy Inc. (NYSE:CTRA)**: - 5-Year Revenue Growth: 22.43% - Forward P/E: 13.19 - Stock Upside Potential: 11.11% - Recently announced a merger with Devon Energy Corp., creating the largest US shale operator with an enterprise value of approximately $58 billion [11][12]. - **Delta Air Lines, Inc. (NYSE:DAL)**: - 5-Year Revenue Growth: 29.96% - Forward P/E: 10.32 - Stock Upside Potential: 11.20% - The company has approved a quarterly dividend and plans to modernize its fleet with new Airbus wide-body jets to meet strong demand [15][16][18].

Core Insights - Airbnb indicates strong demand from premium travelers, contrasting with budget-conscious customers pulling back, reflecting a K-shaped economy in the U.S. [1] - The company forecasts first-quarter revenue exceeding Wall Street estimates, leading to a 6% increase in share price in after-market trading [2] Revenue and Financial Performance - Airbnb projects revenue between $2.59 billion and $2.63 billion for the upcoming quarter, surpassing analysts' average estimate of $2.53 billion [5] - The company reported earnings per share of 56 cents in the fourth quarter, down from 73 cents a year earlier, with quarterly revenue of $2.78 billion, exceeding expectations of $2.71 billion [6] Strategic Initiatives - Airbnb launched a new segment in May 2025, allowing customers to book additional services like private chefs, enhancing competition with hotels [3] - The company is expanding its offerings by partnering with boutique and independent hotels in cities with limited rental supply, aiming to increase its total addressable market [4] Future Outlook - Airbnb anticipates revenue growth of "at least low double-digits" for 2026, aligning with analysts' estimates of approximately 10.24% [5] - The firm does not expect growth in adjusted core profit margins this year due to ongoing reinvestments in marketing, product, and technology [5]

Core Insights - Delta Air Lines (DAL) experienced significant impacts from last year's government shutdown, which led to multiple flight cancellations and affected revenue growth in Q4 2025 by approximately 2 percentage points. However, passenger revenues, which made up 80.7% of total revenues, increased year over year despite these challenges [1]. Group 1: International Travel Demand - International travel demand has rebounded strongly from COVID lows, with significant improvements in Q4 2025 driven by transatlantic and Pacific segments, offsetting domestic weaknesses. This resulted in a 5-point increase in unit revenue growth [2]. - The recovery in international air travel is underscored by DAL's announcement of the largest transatlantic season for summer 2026 to accommodate anticipated demand surges [3]. Group 2: Summer and Winter Schedules - For the upcoming summer, Delta plans to operate over 650 weekly flights to nearly 30 European destinations, including the introduction of seven non-stop routes to popular tourist destinations [4]. - Delta's winter schedule is also expected to attract significant traffic with services to major cities such as Amsterdam, Paris, Marrakech, London-Heathrow, Dublin, Athens, and Zürich [4]. Group 3: Competitive Landscape - United Airlines (UAL) is set to be the largest carrier across the Atlantic with services to over 45 cities planned for 2026, including four new cities in Croatia, Italy, Scotland, and Spain, aiming for nearly 3,000 weekly international round-trips [5]. - American Airlines (AAL) is expanding its European routes and adding services to South America for summer 2026, including new operations to Prague and tourist-friendly destinations like Athens, Milan, and Zürich [6]. Group 4: Financial Performance - Delta's shares have increased by over 21% in the past six months, outperforming the Zacks Transportation - Airline industry [7]. - The Zacks Consensus Estimate for DAL's earnings per share for the full years 2026 and 2027 has improved over the past 60 days, with current estimates at $7.22 for 2026 and $8.14 for 2027 [13][14]. Group 5: Valuation - From a valuation perspective, DAL trades at a 12-month forward price-to-sales ratio of 0.7X, which is higher than industry levels [11].

Core Viewpoint - Delta Air Lines reported a mixed performance in its fourth-quarter earnings, with a notable earnings beat but a decline in year-over-year earnings due to high labor costs. The company is facing challenges from external factors such as the government shutdown impacting revenue growth. Financial Performance - Delta reported fourth-quarter 2025 earnings of $1.55 per share, beating the Zacks Consensus Estimate of $1.53, but reflecting a 16.22% decrease year-over-year due to high labor costs [2] - Revenues for the quarter were $16 billion, surpassing the Zacks Consensus Estimate of $15.63 billion, and showing a 2.9% increase year-over-year [3] - Adjusted operating revenues increased 1.2% year-over-year to $14.6 billion, impacted by approximately 2 points due to the government shutdown [3] Revenue Breakdown - Passenger revenues, which made up 80.7% of total revenues, increased 1% year-over-year to $12.91 billion, with domestic passenger revenues remaining flat due to the government shutdown [4] - Cargo revenues declined 1% year-over-year to $246 million, while other revenues rose 14% to $2.84 billion [5] Operational Metrics - Revenue passenger miles decreased 1% to 59.86 billion, while capacity increased 1.3% to 72.9 billion [6] - The load factor decreased by 200 basis points to 82%, slightly below the estimate of 84% [6] Cost and Expenses - Total operating expenses rose 5% to $14.5 billion, with salaries and related costs increasing 11% to $4.6 billion due to higher wages from a new pilot contract [7] - Average fuel price per gallon fell 3% to $2.28, while non-fuel unit costs increased 4% to 14.27 cents [7] Cash Flow and Debt - Delta ended the fourth quarter with cash and cash equivalents of $4.3 billion, up from $3.07 billion a year earlier, and had an adjusted net debt of $14.3 billion, a reduction of $3.7 billion from the previous year [8] - Adjusted operating cash flow for the quarter was $2.2 billion, with free cash flow of $1.8 billion [8] Future Guidance - For Q1 2026, Delta expects adjusted earnings per share in the range of 50-90 cents, with an adjusted operating margin of 4.5-6% [9] - Full-year earnings guidance for 2026 is projected between $6.5-$7.5 per share, indicating a 20% year-over-year growth [10] Market Sentiment - There has been a downward trend in estimates for Delta's stock over the past month, with a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the near term [12][14]