The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Delta Air, American Airlines, and Copa have been highlighted in this Industry Outlook article.

Elon Musk just publicly declared Delta's Wi-Fi strategy a slow-moving disaster, and 50,000 people agreed. But the real question is whether angry posts on X translate into something Delta's finance team actually has to worry about.

Delta Air Lines (DAL) closed at $81.07 in the latest trading session, marking a -2.67% move from the prior day.

Despite the conservative push to end diversity, equity, and inclusion (DEI) initiatives in corporate America, new research shows that companies that did not heed the “go woke, go broke” warning...

Three major airlines flew the same turbulent skies in 2026, yet their stock performance landed in completely different places. The reason comes down to one structural advantage that only one carrier built into its business model before fuel prices started climbing.

Following a careful analysis of the Zacks Transportation Airline industry, we advise focusing on stocks like DAL, AAL and CPA.

BRK.B boosts Alphabet, Delta and Lennar stakes while trimming several holdings as it reshapes its equity portfolio.

Berkshire Hathaway (BRK.A) is back in focus after Q2 2026 results combined a sharp jump in net income with the largest share buybacks since 2021, as well as heavy buying of Alphabet and Delta Air Lines. See our latest analysis for Berkshire Hathaway. Berkshire Hathaway’s recent buying spree under Greg Abel and the large Q2 buybacks come as short term share price momentum has softened, with a 7 day share price return of 1.81% decline and a modest year to date share price return of 0.81%, while...

ZIM's Q2 earnings beat estimates as higher freight rates and volumes lift revenues, with a significantly stronger second half expected.

ZTO's second-quarter 2026 revenues benefit from growth in parcel volume.

Alaska is a new West Coast entrant in the trans-Atlantic market, and the flight turned out to be a fantastic value with one major caveat: no Wi-Fi.

ALGT adds nine nonstop routes, including seven hyper-seasonal flights, to expand low-cost spring travel options across Florida in 2027.

U.S. Global Investors CEO Frank Holmes joined Steve Darling from Proactive to discuss the continued strength of the global travel industry and what the resilient demand environment could mean for airline, hotel and travel-related stocks. Holmes said the global travel sector continues to show strong momentum, with Air Canada indicating that the fall travel season could rank among its strongest ever. He pointed to a resurgence in corporate travel and a reduction in traditional seasonality as important drivers, suggesting that demand is becoming more consistent throughout the year. Holmes highlighted Delta Air Lines as a classic "growth at a reasonable price," or GARP, investment opportunity. He pointed to Berkshire Hathaway's decision to significantly increase its position in Delta, following its earlier exit during the COVID-19 pandemic. According to Holmes, Berkshire increased its ownership stake by approximately 44% to about 8.7%. Despite airline ticket prices rising roughly 17% year over year, Holmes said business travel demand has remained resilient, suggesting that higher fares have not yet materially weakened corporate travel activity. From a valuation perspective, Holmes believes airline stocks remain relatively inexpensive compared with the broader market. He noted that airlines are trading at approximately one-third of the price-to-earnings multiples of S&P 500 companies, potentially leaving room for positive earnings surprises and further share-price appreciation. Holmes also discussed the relationship between oil prices and airline stocks, highlighting a pattern he has observed in the market. When crude oil prices rise above their 50-day moving average, airline shares often come under pressure because of higher fuel costs. Conversely, when oil prices fall back below the 50-day average, airline stocks have historically tended to strengthen and reach new highs. The strength of the travel recovery is also evident internationally. Holmes said Europe is capturing roughly one-third of global leisure travel spending this summer, creating significant economic benefits for luxury retailers, restaurants and hospitality businesses across Southern Europe. Meanwhile, CoStar data through early August continues to show another strong year-over-year performance for the U.S. hotel industry, reinforcing Holmes' view that travel remains a powerful component of the global consumer economy. Overall, Holmes believes the combination of resilient corporate travel, strong leisure demand, improving year-round travel patterns and relatively low airline valuations could continue to create opportunities for investors across the travel and hospitality sectors. #proactiveinvestors #usglobalinvestorsinc #nasdaq #TravelETFs #TRIPETF #FrankHolmes #USGlobalInvestors #AirlineStocks #CruiseStocks TravelIndustry #Airlines #Tourism #TripETF #Investing #Hospitality #TravelStocks #MarketOutlook

American Airlines (NASDAQ:AAL) plans to significantly expand premium seating and restore seatback entertainment screens across its narrowbody fleet as the carrier seeks to improve its competitive position against Delta Air Lines (NYSE:DAL) and United Airlines (NASDAQ:UAL). The Fort Worth-based airline said premium seats are expected to account for around 40% of capacity on narrowbody departures in the coming years, up from approximately 25% currently.

Investing.com -- American Airlines announced Tuesday it will increase premium seating and bring back seatback entertainment screens on narrowbody aircraft as the carrier works to close its profit gap with Delta Air Lines and United Airlines.

Based on the average brokerage recommendation (ABR), Delta (DAL) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Berkshire Hathaway's new CEO just made the firm's biggest single-quarter bet in years, and the stock he chose reveals exactly how he plans to run the empire differently than Buffett did.

Berkshire Hathaway (NYSE:BRK.A) has expanded its Alphabet stake, making the stock its third-largest U.S.-listed equity holding. The move represents Berkshire's first quarter of net stock buying in 14 quarters under new CEO Greg Abel. Recent portfolio activity also includes fresh transactions in Delta Air Lines and homebuilder Taylor Morrison. The changes highlight a renewed focus on technology and homebuilding exposure within Berkshire's equity portfolio. For readers who want more ideas in...

JetBlue stock fell after Seaport Research downgraded the airline, warning that higher fuel costs could exacerbate its already-heavy debt load.

(Updates with market moves at the end of the day, and other changes, if any.) Stocks on Wall Stre

American Airlines just posted record quarterly revenue while every major peer left it behind in 2026, and the reasons buried in its balance sheet explain why the gap keeps growing.

(Updates with latest market prices and developments.) US benchmark equity indexes were lower int

JetBlue Airways' (JBLU) balance sheet woes could worsen as the Strait of Hormuz appears unlikely to

The airline is now Berkshire's only carrier holding.

Delta Air Lines is expanding in Austin with new Paris and San Diego routes, added leisure service and more than 70 peak-day departures by summer 2027.

Google's parent company is now the third-largest holding in Berkshire's equity portfolio, worth around $36.6 billion

Berkshire boosted its Alphabet stake by $17 billion in Q2, but Michael Burry says Greg Abel lacks Buffett's discipline.

Warren Buffett spent years telling anyone who would listen that airlines were a terrible business to own. Buffett called them a "capital trap," a place where fuel costs and fare wars could erase profits almost overnight. Then Covid hit, and Berkshire Hathaway dumped its entire airline portfolio in ...

For the first time, those coveted lie-flat seats could be available to those with average incomes — but you’ll be giving up something else.

In recent filings, Berkshire Hathaway disclosed that it added millions of Delta Air Lines shares while also reshaping its broader equity portfolio, including exiting Constellation Brands and trimming its Bank of America stake. This increased exposure places Delta alongside Berkshire’s core holdings such as Apple, American Express, Alphabet, Coca-Cola, and Bank of America, highlighting the airline’s importance within a highly concentrated investment lineup. Now, we’ll examine how Berkshire’s...

Delta Air Lines stock has delivered a strong 142.8% return over the past 5 years, yet current valuation checks point to a mixed picture rather than a clear bargain or clear overvaluation. Over 5 years, Delta Air Lines shares are up 142.8%, which means anyone looking at the stock today is assessing it after a substantial multi year gain. The profit gap that competitors like American Airlines are trying to close highlights Delta Air Lines' earnings strength, although any shift in industry...

Every August, 13F filings crack open the vaults of the world's biggest money managers, and this quarter two billionaires with almost nothing in common landed on the exact same stock.

According to the firm’s filing with the Securities and Exchange Commission, Berkshire lifted the combined GOOGL and GOOG position to about 106 million shares.

Berkshire was busy buying stocks in the second quarter. Here are all the stocks that Greg Abel & Co. added to the portfolio — and the ones they sold, too.

Berkshire Hathaway boosted its stake in Alphabet by about 80% to 106 million shares in the second quarter.

Delta Air Lines (DAL) reached $89.2 at the closing of the latest trading day, reflecting a -2.31% change compared to its last close.

United (UAL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Yahoo Finance Markets and Data Editor Jared Blikre takes a look at the travel sector's recent market performance, highlighting how AI demand and AI adoption are playing crucial roles.

United Airlines’ Cargo President Jan Krems is stepping down next month after a dozen years at the carrier and a reputation as one of the best air cargo executives of the past 40 years. The post United Airlines cargo chief Jan Krems to retire after storied career appeared first on FreightWaves.

If you fly regularly, you understand that delays happen, and as a frequent flyer myself, I'll say that they're forgivable, as long as the airline gets me to my intended destination eventually. Airlines, however, have been bragging about their ability to get you there on time. Cirium has published ...

Delta is throwing down the gauntlet in Austin, announcing plans to launch daily summer-seasonal flights to Paris next year as it vies for position as the Texas capital’s global airline. When the flights start in March, Delta will be the only U.S. airline to fly to Europe from the fast-growing Texan city. Delta has homed in on Austin’s concentration of affluent travelers that can feed into the airline’s loyalty program and co-branded credit card.

JetBlue Airways' 22.2% three-month rally has support from stronger revenue trends and estimate revisions, but fuel costs, losses and debt pose risks.

DAL's Seattle-Tokyo Narita service expands U.S.-Japan connectivity, adds capacity and supports passenger and cargo growth.

An unauthorized Wi-Fi network was reportedly activated on a Delta Air Lines Inc. flight bound for Atlanta from Las Vegas on Monday, prompting a probe into the incident. Delta Disabled Wi-fi for 30 Minutes According to a report by Bloomberg...

CEO Robert Isom acknowledged a "meaningful gap" between current performance and where the airline should be, calling the moves a "first step"

Market volatility has dropped since the recent correction, but with plenty of items on the news front, we could see a volatility spike at any point.

Air Canada sold the 25% Aeroplan program stake to Blackstone and some leading Canadian institutional investors, valuing the program at more than $7 billion U.S. dollars ($10 billion Canadian dollars), according to a news release Tuesday. Based on the valuation of the Aeroplan stake, the Delta SkyMiles and United MileagePlus loyalty programs could each be worth $30 billion or more, which would be a significant chunk of each airline’s market values, Jefferies analyst Sheila Kahyaoglu wrote after the sale.

INSW's Q2 earnings and revenues beat estimates as stronger tanker rates drive record net income, EBITDA and free cash flow.

Value stocks can be defined differently depending on who you ask. Here, we look at ways to measure valuation and how investors can find the best value stocks.