Thank god.Finally. https://t.co/tLG3lAnFrCAndrew Tate (@Cobratate):I decided to not fly on a jet from Vegas to Dubai because I love Emirates first class with the shower and bar and all.But there was no direct, so I had to take a short flight with Delta “first class” first before getting on Emirates.What the actual fuck is this?You ...

I decided to not fly on a jet from Vegas to Dubai because I love Emirates first class with the shower and bar and all.But there was no direct, so I had to take a short flight with Delta “first class” first before getting on Emirates.What the actual fuck is this?You Americans call this luxury?Peasant bullshit.I’m disgusted. ...

Flight Cancellations - Over 9,500 flights were canceled across the U.S. due to the severe winter storm, with more than 9,400 flights canceled for Sunday alone [2] - American Airlines recorded the highest cancellations at 1,399, followed by Delta Air Lines with 1,211 cancellations [2] Power Disruptions - The storm has disrupted power for more than 160,000 customers, primarily in Louisiana and Texas [3][5] - Utility crews are actively working to restore power to tens of thousands affected in the South [5] Emergency Declarations - President Trump declared federal emergency disaster declarations in several states, including South Carolina, Virginia, and Tennessee [4] - The Department of Homeland Security reported that 17 states and the District of Columbia have declared weather emergencies [4]

Every year we use data to rank major airlines from best to worst. In 2025, we had a clear winner. Of the nine airlines we evaluated, Southwest was our top finisher.It had the fewest customer complaints and tarmac delays. Budget airline Allegant came in second and Delta came in third after a 4-year winning streak. For Delta, flight cancellations, tarmac delays, and submissions to the Department of Transportation hurt its standing.In the middle of the pack, we have Alaska and Spirit, though there's a wide gap ...

Group 1 - The article provides a market analysis of United Airlines Holdings Inc., highlighting its performance and strategic initiatives in the aviation industry [1] - United Airlines has shown a significant recovery in passenger demand post-pandemic, with a reported increase in revenue by 25% year-over-year [1] - The company is focusing on expanding its international routes and enhancing customer experience to capture a larger market share [1] Group 2 - The airline industry is experiencing a robust rebound, with overall air travel demand expected to grow by 15% in the next fiscal year [1] - United Airlines is investing in sustainable aviation fuel and modernizing its fleet to align with environmental regulations and consumer preferences [1] - The competitive landscape is intensifying, with major airlines vying for market dominance as travel restrictions ease globally [1]

Group 1 - GE Aerospace is set to release its fourth-quarter earnings on January 22, with expected earnings of $1.43 per share, an increase from $1.32 per share in the same period last year [1] - The consensus estimate for GE Aerospace's quarterly revenue is $11.21 billion, up from $9.88 billion reported last year [1] - GE Aerospace announced a deal with Delta Air Lines for GEnx engines to power 30 new Boeing 787-10s, which includes options for 30 more aircraft and long-term service support [2] Group 2 - UBS analyst maintained a Buy rating and raised the price target from $366 to $368 [4] - Citigroup analyst maintained a Buy rating but cut the price target from $386 to $378 [4] - Susquehanna analyst initiated coverage with a Positive rating and a price target of $386 [4] - B of A Securities analyst maintained a Buy rating and raised the price target from $310 to $365 [4] - JP Morgan analyst maintained an Overweight rating and raised the price target from $275 to $325 [4]

Core Viewpoint - Jamie Dimon, CEO of JP Morgan Chase & Co., warned that President Trump's proposed 10% cap on credit card interest rates could lead to an "economic disaster" [1] Group 1: Impact on Consumers - The proposed cap would remove credit access for 80% of Americans, which serves as their backup credit [2] - The consequences of the cap would extend beyond financial institutions, affecting various sectors such as restaurants, retailers, travel companies, schools, and municipalities [2] Group 2: Industry Reactions - The proposal has faced criticism from the financial sector, including disapproval from Citigroup's outgoing CFO Mark Mason [3] - Moody's Ratings indicated that the cap would negatively impact major card-issuing banks by squeezing net interest income, slowing loan growth, and reducing volume-based revenues [3] Group 3: Broader Industry Implications - Experts have warned that the impact could extend to airline loyalty programs, which generate significant revenue from co-branded credit card partnerships [4] - Delta Air Lines reported approximately $2 billion generated from its American Express loyalty partnership in Q3 2025, reflecting a 12% year-over-year increase [4]

Group 1 - United Airlines Holdings, Inc. (NASDAQ:UAL) is highlighted as a stock to watch, with a bullish outlook from Jim Cramer, who emphasizes the ongoing travel theme post-COVID [1] - Cramer identifies UAL as part of the "big five travel" stocks, which also includes Delta, American Express, Booking Holdings, and Marriott, suggesting they tend to trade together and are all strong investment options [1] - UAL provides a comprehensive range of services including passenger and cargo air transportation, ground handling, flight training, loyalty programs, and maintenance services, indicating its diversified business model [2] Group 2 - Cramer notes that UAL's performance can provide insights into economic conditions, particularly distinguishing between corporate customers and regular passengers, which can be indicative of broader economic trends [2] - While UAL is recognized for its investment potential, there is a suggestion that certain AI stocks may offer greater upside potential and lower downside risk, indicating a competitive investment landscape [2]

Group 1: Cost Savings for Airlines - Airlines could save approximately $580 million annually due to reduced passenger weight from weight-loss drugs, leading to lower fuel costs [1] - The top four U.S. airlines—American Airlines, Delta Air Lines, Southwest Airlines, and United Airlines—are expected to benefit from these savings [1] Group 2: Impact of Weight-Loss Drugs - The popularity of weight-loss drugs like Ozempic and Wegovy is rising in the U.S., contributing to the potential weight reduction among travelers [5] - Novo Nordisk is developing an oral version of Wegovy, which has recently been approved and launched, potentially increasing accessibility for patients who prefer not to use injections [8] Group 3: Market Reactions - The stock performance of major airlines shows mixed results, with Southwest Airlines slightly up by 0.05%, while United Airlines, Delta Air Lines, and American Airlines experienced declines of 2.18%, 1.28%, and 2.16% respectively [6]

Core Insights - Delta Air Lines reported strong fourth-quarter 2025 results, driven by diversified revenue streams, solid international travel demand, and corporate sales growth [2][10] - The company achieved earnings of $1.55 per share, surpassing estimates, despite a year-over-year decline due to high labor costs [3][10] - Revenue for the quarter reached $16 billion, exceeding expectations and reflecting a 2.9% year-over-year increase [4][10] Financial Performance - Earnings per share (EPS) for Q4 2025 was $1.55, beating the Zacks Consensus Estimate of $1.53, but down 16.22% year-over-year due to increased labor costs [3] - Total revenues were $16 billion, surpassing the Zacks Consensus Estimate of $15.63 billion, with adjusted operating revenues at $14.6 billion, a 1.2% increase year-over-year [4] - The company maintained a strong earnings surprise record, exceeding estimates in the past four quarters with an average surprise of 7.94% [5] Fleet Expansion - Delta Air Lines has agreed to acquire 30 Boeing 787-10 widebody aircraft, with options for an additional 30, expected to enhance long-haul capabilities starting in 2031 [6][7] - This acquisition is part of Delta's international growth strategy, aimed at strengthening its global footprint and supporting overseas expansion [7] Cost Structure and Challenges - Total operating expenses rose 5% year-over-year to $14.5 billion, driven by inflationary pressures despite lower fuel and maintenance costs [14] - Salaries and related costs increased 11% year-over-year to $4.59 billion due to a new pilot contract ratified in 2023 [14] - Non-fuel unit costs (CASM-Ex) increased by 4% year-over-year to 14.27 cents, indicating ongoing cost pressures [15] Valuation Concerns - Delta Air Lines' stock is considered unattractive from a valuation perspective, with a forward 12-month price-to-sales ratio of 0.70X, higher than the industry average of 0.59X [16] Investment Outlook - While Delta Air Lines delivered impressive results, potential investors are advised to exercise caution due to ongoing challenges and monitor the company's progress for a more favorable entry point [19]