A winter storm expected to be the largest of the season is already causing major disruptions across the US, with airlines cutting more than 2,300 flights: Here’s your Evening Briefing https://t.co/eAicmyD5OT ...

Market Overview - The market experienced a down day, with the S&P 500 showing flat performance, up only about four points, while the Dow Jones Industrial Average fell almost 300 points or 0.6% [2][6] - The Russell 2000 underperformed the S&P 500 for the first time in two weeks, declining by 1.8% [4][7] - A mixed trading day was noted, with the S&P 400 mid-caps down 1%, and the Dow transports down 1.4% [6][7] Sector Performance - The materials sector outperformed, gaining approximately 0.9%, while financials were the biggest losers, down about 1.3% [8] - Individual stocks showed significant movement, with Fortinet rising 5.2% after an upgrade, and CSX up 2.3% despite a challenging environment [9][11] Notable Company Updates - Intel was the most actively traded stock, plummeting 17% due to a lackluster forecast and manufacturing issues, marking its worst single-day performance since August 2024 [14][15] - Apple shares slipped slightly, down about 3% for the week, marking its eighth consecutive negative week, the longest stretch since May 2022 [16][17] Economic Indicators - The bond market saw modest declines in yields, with significant volatility earlier in the week, and attention is focused on upcoming economic data and a Federal Reserve meeting [22][23] Weather Impact - A major snowstorm is affecting over 170 million Americans, leading to significant flight cancellations and concerns about power supply and grid resilience [24][25][26]

Exclusive: The WSJ’s annual airline scorecard ranks a clear winner for 2025. Two airlines tied for last place. https://t.co/C70Od2cQKv ...

Core Viewpoint - Airline stocks have underperformed the broader market due to high operating costs, economic uncertainty affecting flight demand, and pilot labor shortages, compounded by a government shutdown impacting the FAA and air traffic control [2][4]. Industry Summary - The transportation industry, particularly airlines, may present some of the best value stocks in the industrials sector, with a 6.74% gain over the past month, ranking it as the third-best performer among S&P 500 sectors [3]. Company Summary - Delta Air Lines reported record free cash flow of $4.6 billion for the full year 2025 and Q4, alongside a pre-tax profit of $5 billion and a double-digit operating margin, indicating strong financial health [4][7]. - Delta's earnings per share (EPS) of $1.55 surpassed analyst expectations of $1.53, marking the third consecutive quarter of exceeding bottom-line estimates, with Q4 revenue also beating projections for the fourth consecutive time [5]. - Delta's shares are trading at a forward price-to-earnings (P/E) ratio of 9.2, with 23 analysts assigning a Buy rating and a consensus 12-month price target suggesting nearly 17% potential upside [5][6]. - Delta ranks higher than 99% of companies evaluated by MarketBeat and is positioned 2nd out of 133 stocks in the transportation sector, with its financial health in the Green Zone for over eight months [6].

Air France-KLM has paused flights to and over several countries in the Middle East amid tensions between the US and Iran that could reverberate across the Persian Gulf https://t.co/e7f27K7O35 ...

Our meteorologist just said he thinks that air travel is going to be ground to a halt for the next week. Is that true. What's going on behind the scenes to prepare for this storm.>> Well, you know, and and Bernie owes he said one thing that always puts shivers down my spine when he said about ice, and I will tell you being an operator for, you know, over three decades, >> airplanes and ice just don't mix. And when you're talking about a quarter inch of ice, it is so difficult to deise airplanes that have th ...

A winter storm expected to be the largest of the season is already causing major disruptions across the US, with airlines cutting more than 2,100 flights Saturday and Amtrak canceling some of its services https://t.co/Aijd6k2UPC ...

Core Insights - Alaska Airlines has fully integrated its cargo operations with Hawaiian Airlines following the acquisition in September 2024, utilizing combined booking systems and a unified sales approach to expand internationally for the first time [1] Financial Performance - Alaska Air Group reported a cargo revenue increase of 11% year over year to $146 million in Q4, with full-year cargo revenue reaching $549 million, up 19% year over year [2] - Legacy Hawaiian operations saw an 11.6% revenue increase, while legacy Alaska Airlines Cargo revenue grew by 5% [2] Operational Developments - The integration of cargo systems and teams was completed in January, enhancing cargo performance and margins while creating new growth opportunities [3] - Alaska Airlines has begun operating from its Seattle hub to Tokyo and Seoul, adding Boeing 787-9 Dreamliners to increase passenger and cargo capacity [4] Future Expansion Plans - The company plans to launch cargo operations to London Heathrow and Rome in spring, with passenger service utilizing Boeing 787-9 jets acquired from the Hawaiian deal [5] - Alaska Airlines has introduced the GoldStreak package express shipping service in the Hawaiian Islands, offering guaranteed next-available flight service for urgent shipments [6] International Strategy - The merger allows Alaska Airlines to offer shipping services to global freight forwarders for the first time, with plans to funnel cargo from Europe to its new footholds [7]

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BRING IN THE CEO OF ALASKA AIR, BEN MINICUCCI. ALSO ON THE HEELS OF THEIR EARNINGS, HAS THE SHARES UP NICELY TODAY. HE JOINS US ALONGSIDE PHIL LEBEAU.WELCOME TO BOTH OF YOU PHIL KICK IT OFF. >> THANK YOU KELLY BEN LOOK YOU HAD YOUR EARNINGS AFTER THE BELL YESTERDAY. YOU BEAT THE STREET.BUT YOUR GUIDANCE FOR 2026. YOU SAID IT AT A PRETTY WIDE PERIMETER I THINK BETWEEN 350 AND 650 A SHARE. WHAT'S YOUR OUTLOOK IN TERMS OF DEMAND IN THE FIRST QUARTER.AND THEN FOR THE REST OF THE YEAR. >> HEY, GOOD TO BE WITH YO ...