Core Points - President Trump has demanded that air traffic controllers return to work amid significant flight cancellations due to staffing shortages from the ongoing government shutdown [1][2] - Nearly 1.2 million travelers faced disruptions over the weekend, with over 2,250 flights canceled and 8,100 delayed on a single day [2][3] - The FAA reported staffing issues at nearly two dozen facilities, leading to ground delays and stops at major airports [3] Company Impact - Trump's comments led to a decline in aviation stocks, including American Airlines, Delta Airlines, and United Airlines, which had previously been stable during the shutdown [5] - The performance of major airlines post-Trump's comments showed American Airlines down 2.49%, Delta down 0.54%, and United down 1.32% [6] - The upcoming peak travel season, starting with Thanksgiving, is expected to see around 119 million Americans traveling, which could further impact airline operations [6] Government Response - Trump proposed a $10,000 bonus for air traffic controllers who did not take time off during the shutdown, while criticizing those who complained about the situation [4] - Former Transportation Secretary Pete Buttigieg criticized Trump's remarks, suggesting that the administration should not attack air traffic controllers given their treatment during the shutdown [7]

Day 41 of the shutdown with air traffic controllers today missing their second full paycheck. >> Enough is enough. >> Union President Nick Daniels demanding that controllers get paid now.3,000 flights canled on Sunday. Already more than 2,000 cut today. >> Flight from here here back home is only an hour.So now I have to drive about five. You know, who knows with traffic right now. The Miller family stuck at LAX after their morning flight was cancelled, rescheduled for this evening.>> Travel is stressful and ...

Core Insights - The COO of American Airlines highlighted the severe impact of recent flight cancellations due to the ongoing government shutdown, which is now the longest in US history [1][2] Group 1: Flight Operations and Impact - The weekend saw nearly 1,400 flight cancellations and over 57,000 delay minutes attributed to air traffic control, affecting approximately 250,000 customers [2] - The Federal Aviation Administration (FAA) mandated airlines to reduce flight operations by up to 10% at 40 major airports nationwide by November 14, increasing from an initial 4% reduction [4] Group 2: Government Shutdown and Negotiations - The COO expressed dissatisfaction with the current situation, stating that air traffic controllers deserve to be paid and that airlines need to operate with predictability and dependability [3] - Ongoing discussions with government leaders are aimed at reaching a deal to end the shutdown, with some progress reported, but challenges remain ahead [3] Group 3: Broader Industry Concerns - Transportation Secretary indicated that a significant number of Americans will have their Thanksgiving travel plans affected if the shutdown continues [8] - Air traffic controllers are increasingly calling in sick after more than 40 days without pay, leading to operational challenges for airlines [4][9]

Market Performance & Trends - Nasdaq 上涨超过 2%，标普上涨 1.5%，整体市场风险偏好较高 [2] - 半导体板块表现强势，大部分股票上涨 [2] - 黄金上涨约 2.8%，与股市和加密货币市场的风险偏好不一致 [4] - 信息技术板块上涨约 2.7%，领涨各行业板块 [8] - Palantir 股票经历投资者重新评估，此前 Michael Barry 的 Scion Asset Management 披露持有价值约 9.12 亿美元的看跌期权 [9] Company Specific News - Micron Technology 股价上涨约 6.5%，成为标普和纳斯达克 100 指数中的领涨股 [11] - TSMC 的 ADR 上涨约 3%，尽管其增长率降至 18 个月以来的最低水平 [12] - e.l.f Beauty 宣布在墨西哥 Ulta Beauty 正式推出品牌后，股价上涨超过 8% [13] - C3 股价一度上涨 12%，因有消息称该公司正在探索潜在出售或其他选择，最终收盘上涨约 3.6% [13] - Centene 股价下跌 8.8%，原因是立法者即将结束政府停摆，但未能延长《平价医疗法案》 [14] - Oscar Health 股价下跌 17.5% [16] - American Airlines 股价下跌 2.5%，该公司表示周末运营因政府停摆而面临挑战，取消了 1400 架次航班，延误超过 57000 分钟，影响了 25 万名客户 [17][19] - Met Sarah 股价下跌近 15%，此前 Novo Nordisk 拒绝进一步提高对该公司的收购要约 [20] Paramount Skydance - 公司预计总效率将提高 30 亿美元以上 [22] - 计划在 2026 年第一季度初在美国实施价格上涨 [23] - 计划额外裁员 1600 人 [24] - 预计 2026 年收入约为 300 亿美元 [30] The RealReal - 第三季度调整后每股亏损为 0.04 美元，低于预期的 0.056 美元 [24] - 第四季度营收预计为 1.88 亿至 1.91 亿美元，高于预期的 1.795 亿美元 [25]

Market Overview - The Nasdaq increased by over 2% and the S&P 500 rose by 1.5% on November 10th, indicating a risk-on sentiment in the market [2][6] - The semiconductor sector showed strong performance, with 27 out of 30 stocks in the space rising [2][11] Sector Performance - Information Technology sector gained approximately 2.7%, while Communication Services rose by about 2.5% [8] - Consumer Staples, Real Estate, and Utilities sectors underperformed, aligning with the overall risk-on behavior [8] Notable Gainers - Micron Technology was a top performer, up about 6.5% during the session, continuing its upward trend despite previous declines [11][12] - Palantir shares saw a significant rebound, closing nearly 9% higher, marking its best day since April 9th [9] - Elf Beauty rose over 8% following its official launch at Ulta Beauty in Mexico [13] Notable Decliners - Centene shares fell by 8.8%, becoming the worst performer in the S&P 500 due to concerns over the Affordable Care Act amid government shutdown discussions [14][15] - American Airlines experienced a decline of 2.5%, reporting significant operational challenges due to the government shutdown, which resulted in 1,400 flight cancellations [19] - Novo Nordisk's shares dropped close to 15% after it declined to raise its offer in a bidding war for a weight loss drug company, with Pfizer emerging victorious [20] Company Earnings and Forecasts - Paramount Skydance's shareholder letter indicated over $3 billion in efficiencies and plans to reduce its workforce by 1,600 employees [22][24] - The company is also planning price increases in the U.S. in early 2026 [23] - RealReal reported a narrower adjusted loss per share than expected and raised its full-year revenue forecast, with shares up about 10% after hours [25]

Government Shutdown Impact - The Federal Aviation Administration reduced air traffic by 10% at 40 airports across the country due to the government shutdown [1] - The airline industry analyst believes that restoring schedules to normal could be done in a couple of days, with cuts to operations currently well below 10% [2] - Airlines are likely to cut the least profitable operations, potentially smaller aircraft, and the cuts observed were around 4-5% [4][5] - A prolonged government shutdown could lead to air traffic controllers being unwilling to pick up additional shifts, impacting the air traffic control system [6] Thanksgiving Travel - Leisure travelers typically book flights 50-56 days before travel, suggesting most Thanksgiving tickets are already purchased [8] - Business travel typically slows down after the first week of November until after Thanksgiving [9] - Air travel volumes are expected to be up 4-5% compared to last year, in line with supply additions from US carriers [11] - A continued government shutdown could create a mess during the Thanksgiving travel crunch, potentially leading to airlines owing credits for cancelled flights [11][12] Future Concerns - The airline industry is somewhat at the mercy of the situation, with the shutdown occurring during non-peak seasons (4Q and 1Q) [14] - The next major concern for airlines is getting into March, specifically spring break and late February [15]

appears to be the beginning of the end of the longest government shutdown in US history. With regard to the travel challenges, air travel has been grinding to a halt in many places. And as of Sunday, nearly half of all domestic flights and US flights were either canceled or delayed.And it's a very serious situation. >> 41 days without pay is unacceptable. This country is short staffed right now.We're 3,800 certified professional controllers short. 91% of our facilities do not have the proper staffing. When ...

Core Insights - Ryanair Holdings plc reported Q2 fiscal 2026 earnings of $3.76 per share, exceeding the Zacks Consensus Estimate of $3.62 per share and showing year-over-year improvement [1] - Revenues reached $6.40 billion, slightly below the Zacks Consensus Estimate of $6.41 billion but reflecting a 15% year-over-year increase [1] Traffic and Performance - Passenger traffic grew by 2% year over year, totaling 61.2 million passengers, with a load factor of 96%, up 1 percentage point year over year [2] - Average fares increased by 7% year over year, contributing to a 20% surge in profit after tax [2] - Operating costs rose by 4% year over year, driven by higher air traffic control fares and environmental costs, partially offset by fuel hedge savings [2] Future Outlook - Ryanair anticipates fiscal 2026 traffic to exceed 207 million passengers, an increase from the previous estimate of 206 million, due to earlier Boeing deliveries and strong demand [3] - The company expects only modest unit cost inflation in fiscal 2026, aided by effective cost control and fuel hedging [3] - No profit after tax guidance is provided for fiscal 2026 [4]

Airline Sector Impact - The longest government shutdown in history is affecting the airline sector, leading to many flight delays and cancellations, with air traffic controllers missing a second paycheck [1] - The Trump administration has ordered airlines to cut flights at 40 U.S. airports, resulting in a current flight reduction of 5.5%, which could increase to 10% by the end of the week [1] Airline Stock Performance - American Airlines (NASDAQ:AAL) shares are down 2% to $13.37, having previously reached their highest level since March, with a year-to-date decline of 23.1% [2] - Delta Air Lines Inc (NYSE:DAL) stock is trading flat near $58.87, maintaining a 15.7% six-month gain, with support at the $55 level [3] - United Airlines Holdings Inc (NASDAQ:UAL) stock is down 0.4% to $97.03, with a solid support level at $90, and has increased over 23% in the last six months [4]

We checked in with our NBC reporters at local stations across the country to see what's happening in their regions. I'm Julia Bag at Miami International Airport where weary travelers are just trying to find a place to get for a night or even longer trying to make their way home. Meanwhile, the cancellations and the delays continue to pile up.After a weekend of mass flight cancellations and delays, things are looking a lot better here at Charlotte Douglas. Over the weekend, there were more than 2,000 flights ...