Airline Industry Impact - The Trump administration is implementing a plan to reduce traffic at 40 US airports by 10% [1] - The reduction will begin with a gradual cut of 4% of flights for the first four days [1] - United Airlines has already cancelled 188 flights, and Delta has cancelled 170 flights for tomorrow [2] - United, American, Southwest, and Delta are offering refunds to impacted passengers [3] Contributing Factors - The FAA states the measure is proactive to ensure flyer safety amid air traffic control staffing issues exacerbated by the government shutdown [2] - The air traffic control staffing issues are a result of 37 days of no pay, adding to an already fragile system [2] Government Shutdown Implications - A judge has ordered the administration to fully fund the SNAP program by Friday [4] - Senate is planning a procedural vote that could potentially end the shutdown [5]

Federal officials announced dozens of airports will reduce flight capacity by 10% due to workforce challenges during the government shutdown. https://t.co/ldJWhvwZIt ...

Core Insights - The article emphasizes the appeal of midstream companies due to their predictable EBITDA growth and dividend growth, making them attractive for long-term investment [1]. Group 1: Analyst Background - Dhierin-Perkash Bechai is an analyst specializing in aerospace, defense, and airline sectors, with a background in aerospace engineering [1]. - The Aerospace Forum, led by Bechai, aims to identify investment opportunities within the aerospace, defense, and airline industries [1]. Group 2: Investment Strategy - The focus on midstream companies is highlighted as a strategy for investors seeking stable returns [1]. - The analysis provided by the investing group is data-driven, offering insights into how industry developments may impact investment theses [1].

Core Insights - Grupo Aeromexico reported a total of 1,994 thousand passengers in October 2025, reflecting a 2.3% decrease year-over-year. International passengers increased by 5.4%, while domestic passengers decreased by 5.7% [6] - The airline's total capacity, measured in available seat miles (ASMs), decreased by 1.2% year-over-year, with international ASMs increasing by 2.2% and domestic ASMs decreasing by 8.1% [6] - Demand, measured in revenue passenger miles (RPMs), increased by 0.7% year-over-year, with international demand rising by 4.1% and domestic demand falling by 6.6% [6] - Aeromexico's load factor for October 2025 was 87.1%, a 1.6 percentage point increase compared to October 2024, with international load factor increasing by 1.6 percentage points and domestic load factor increasing by 1.3 percentage points [6] Passenger Statistics - Domestic passengers in October 2025 totaled 1,339 thousand, down from 1,420 thousand in October 2024, marking a 5.7% decline [2] - International passengers reached 655 thousand in October 2025, up from 621 thousand in October 2024, representing a 5.4% increase [2] - Cumulatively, domestic passengers for the year to date were 13,473 thousand, down 6.3% from 14,379 thousand in the same period of 2024 [2] Capacity and Demand Metrics - Total ASMs for October 2025 were 2,891 million, a decrease of 1.2% from 2,926 million in October 2024 [2] - Domestic ASMs were 879 million, down 8.1% from 956 million in October 2024, while international ASMs increased to 2,012 million, up 2.2% from 1,969 million [2] - Total RPMs for October 2025 were 2,517 million, a slight increase of 0.7% from 2,501 million in October 2024 [2] Load Factor Analysis - The load factor for domestic flights was 84.9% in October 2025, an increase of 1.3 percentage points from 83.5% in October 2024 [2] - The international load factor was 88.1%, up 1.6 percentage points from 86.4% in October 2024 [2] - The overall load factor for the airline was 87.1%, reflecting a 1.6 percentage point increase compared to 85.5% in October 2024 [2]

Core Insights - Stocks fell on Thursday as Wall Street focused on corporate earnings [2] Qualcomm - Qualcomm's stock fell 4.76% after reporting fiscal fourth-quarter adjusted earnings of $3 per share on revenue of $11.27 billion, which exceeded expectations. The company anticipates fiscal first-quarter adjusted profit between $3.30 and $3.50 per share, with revenue projected between $11.8 billion and $12.6 billion, surpassing consensus estimates [3][5] AppLovin - AppLovin's stock rose 2.47% after reporting third-quarter earnings of $2.45 per share, beating estimates by 7 cents. The company's ad revenue reached $1.41 billion, exceeding expectations of $1.34 billion and marking a 68% increase year-over-year. For the fourth quarter, AppLovin expects revenue between $1.57 billion and $1.6 billion, higher than the $1.55 billion estimate [4] Arm Holdings - Arm Holdings' stock fell 2.54% despite reporting fiscal second-quarter earnings that surpassed analyst forecasts. The company expects adjusted profit of 41 cents per share on revenue of $1.23 billion for the current third quarter, exceeding Wall Street's expectations of 35 cents per share and $1.11 billion in revenue [6] Marvell Technology - Marvell Technology's stock rose 0.96% after reports that SoftBank Group explored a potential takeover of the chip company. The acquisition was intended to merge Marvell with Arm, but no agreement was reached [7] Tesla - Tesla's stock declined 4.94% as shareholders prepared for a vote on CEO Elon Musk's pay package during the annual meeting. The vote is expected to pass, although Norway's sovereign-wealth fund has publicly stated it will vote against Musk's compensation [7] Moderna - Moderna's stock gained 4.2% after reporting better-than-expected quarterly results, with a loss of 51 cents per share, which was narrower than the anticipated loss of $2.12. Revenue for the quarter was $1.02 billion, exceeding the $880 million estimate [8] DuPont - DuPont's stock rose 0.2% after the company reduced its full-year net sales forecast to $6.84 billion from $6.865 billion. The board authorized $2 billion in stock repurchases and declared a quarterly dividend of 20 cents per share [9] Airlines - Delta Air Lines, United Airlines, and American Airlines saw declines of 0.7%, 1.6%, and 1.4%, respectively, due to a 10% reduction in flight capacity at major U.S. airports amid a government shutdown affecting air-traffic controllers [10] Robinhood Markets - Robinhood's stock fell 7.7% despite reporting third-quarter earnings and revenue above analysts' expectations. However, transaction-based revenue of $730 million, a 129% increase year-over-year, missed projections [11] Snap - Snap's stock surged 16% after narrowing its third-quarter loss and announcing a $400 million deal with AI company Perplexity to integrate its technology into Snapchat. Revenue rose 10% to $1.51 billion, surpassing estimates [12] Datadog - Datadog's stock surged 19% after reporting third-quarter adjusted earnings of 55 cents per share, exceeding estimates of 45 cents. Revenue climbed 28% to $886 million, beating forecasts of $854 million [13] Celsius Holdings - Celsius Holdings' stock sank 23% due to concerns over the transition of its newly acquired Alani Nu business into PepsiCo's distribution network, which may impact inventory movements [14] CarMax - CarMax's stock tumbled 13% after announcing the departure of its CEO, Bill Nash, effective December 1. The board member David McCreight will serve as interim president and CEO while a search for a permanent replacement is conducted [14] DoorDash - DoorDash's stock declined 16% after missing third-quarter earnings expectations and announcing plans to invest several hundred million dollars more in new initiatives and platform development in 2026 compared to 2025 [15] Duolingo - Duolingo's stock plummeted 27% after forecasting fourth-quarter bookings of $329.5 million to $335.5 million, falling short of Wall Street estimates [15] E.l.f. Beauty - E.l.f. Beauty's stock sank 32% after issuing full-year guidance below Wall Street expectations, projecting adjusted earnings of $2.80 to $2.85 per share on sales of $1.55 billion to $1.57 billion, while analysts forecasted adjusted earnings of $3.53 on revenue of $1.65 billion [16]

The FAA announced it’s trimming 10% of flight capacity across 40 domestic airports to ease the burden caused by the shutdown. Here's what to expect. https://t.co/1h7uZ9k4VI ...

Core Insights - Air Astana has announced a purchase agreement for up to 15 Boeing 787 Dreamliners, marking its largest single airplane purchase to modernize its fleet and expand operations [1][2][7] - The deal is expected to support over 20,000 jobs in the U.S. and will increase Air Astana's 787 fleet to a total of 18 aircraft, enhancing its long-haul capabilities [2][3] Company Strategy - Air Astana aims to enhance its service capabilities from Central Asia to global destinations, with the first 787-9 Dreamliner expected to arrive next year [3] - The airline currently operates three Boeing 767 jets and plans to leverage the 787-9's efficiency to grow capacity on existing routes and expand into North America [3] Aircraft Features - The Boeing 787 Dreamliner is recognized for its fuel efficiency, advanced technology, and passenger comfort, making it suitable for long-haul operations [5] - The 787-9 model will accommodate 303 passengers, contributing to Air Astana's goal of connecting more countries and serving approximately 500,000 passengers daily [5] Industry Context - The agreement was signed during the C5+1 Summit, highlighting the growing importance of Central Asia in global aviation [4][7] - Boeing continues to play a significant role in Air Astana's operations, aligning with the airline's vision for operational efficiency and enhanced service offerings [5]

6 November 2025 Air Astana Expands Boeing 787-9 Order for Long-Haul Fleet Development Almaty, Kazakhstan – Air Astana JSC (the "Company" and, together with its subsidiary FlyArystan, the "Group"), the leading airline group in Central Asia and the Caucasus regions by revenue and fleet size, is setting course on a major long-haul fleet expansion with a new order for up to 15 Boeing 787-9 Dreamliners. This is the largest order ever placed by the Group, comprising five firm positions, five options and five purc ...

Industry Impact - US transportation officials plan to throttle commercial air traffic starting Friday due to the government shutdown [1] - Airlines and travelers are reviewing flight plans in response to the planned air traffic throttling [1]

is going to have to cut about 10% of flights at the top 40 airports because of the government shutdown. Are you at all concerned that it might not be safe to fly right now. And what do you tell people who are cutting.Yeah, fair question. As Sean Duffy announced, they're cutting in certain areas 10%. And they want to make sure it's 100% safe.That's why they're doing. ...