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Delta Air Lines Stock Discussion

Jessica Amir

Apr 11 14:30

Columns 80 days since Trump's been in. 4 elements pressuring markets & creating opportunities for the brave

What’s happening in markets, with uncertainty in the air this entire quarter
It’s been 80 days since Donald Trump was inaugurated. About 10 days since markets were disrupted by “Liberation Day” and Trump hit much of the world with tariffs. China retaliated, Europe did too. Sure, Trump said he’s open to negotiate. And he paused some tariffs for 90 days, the EU then paused counter-tariffs. But wit...

https://youtu.be/FMGw6wSMsSI

From YouTube

With the approaching of the exemption from auto tariffs, how will Trump fulfill his promise?

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TWIMO (151403908) : giggle…. chuckle…. are you thinking it’s just another Friday or it’s Friday already? I’ve spent more time observing and reading Mooers posts than trade…. wondered daily if it was the bottom and now it’s the bottom’s history already?
It would’ve been a lonely place in here if not for this communication forum… Anyways, have a good weekend

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057特蓝不靠普 : Great leader would have anticipated the implications to the stock markets and the economy for his policy. Lets dont disappoint him, join the rally let it to the Max. Everything will then sorted out and starts again new

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Space Dust : China has better p/e ratios ..
when will Trump bring that up, ? lol

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Jknight : Thanks for the big racks of information and analysis. Trump is really making everything uncertain, not sure if his 90 days of calm will yield anything in the market as there seems to be no rule of law with regards to his actions, I mean in WTO there were rules of respecting trade agreements made between countries but he just proved america is not true to its word of which means the 3 months of calm still mean uncertainty and caution, dipping the whole world economy. I think only medical and essentials will go up, if not just due to the cost of the tariffs in the future.

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73372627 Jknight : In fact the 90 days has a reason. Now everybody know the tariffs and where and how will be apply. 90 days it is for negotiations (first day after announcment, 52 countries want negotiations). The most hit will be for China with estimate at minimum -2% GDP and at least 30 millions job loose.
Here the sectors: Healthcare, Financial, Aluminium, Copper, Steel, Mining, Oil will expand. The most sectors to boom on market will be (with stocks No):
1. - 68 in Semiconductors, 2. - 56 in Communication equipment, 3.- 48 in Electronic components, 4. - Semiconductors Equipment & Materials.
The 90 days it is also to give to companies time to reorganise and also to exporters in US to end theirs high taxed composants stocks.
In consumer sector many companies based only on Chinese import will suffer most till manufacturing sector will addapt to the new reality.
Agricol sector will boom also versus 3rd quarter of this year.
The basic of the tariffs stay on the concept the money spend and stay inland.
The drop in market at the base now it is on massive shorting attacks, just analize the following pic I attach here: (the small redish near the symbol represent SEC-201 rule applyied). This mean squeeze of the market and institutional accumulations like in 2020 and then market boom.

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71781791

Apr 10 01:20

$Delta Air Lines (DAL.US)$ fake pump, dump at earnings

Moomoo Breakfast US

Apr 9 19:45

Columns US Morning News Call | China Raises Additional Tariffs on US Goods to 84%

Before the Bell U.S.
Stock futures plummeted Wednesday following China's announcement of retaliatory tariffs on U.S. products, further intensifying global trade conflicts.
Futures tied to the $E-mini S&P 500 Futures(JUN5) (ESmain.US)$ fell 1.43%. $E-mini NASDAQ 100 Futures(JUN5) (NQmain.US)$ went down by 1.12%, and $E-mini Dow Futures(JUN5) (YMmain.US)$ went down 614 points, or 1.62%.
Top News
China Raises Additional Tariffs o...

10baggerbamm

Apr 9 18:40

$Delta Air Lines (DAL.US)$ This is unbelievable
in 3 months Delta went from a guidance that was outstanding now they reversed it 180° and their growth has stalled
cruise ships are screwed a month ago they were saying everything is great all of the cruise liners everything's great and that's because people book cruises 6 months 3 months a year in advance.
now the cruise liners it's way the hell down and airlines it's way down is their guidance. despite oil prices dropping dramatically which is t...

BearishBurden : people are running out of money, are fearful so spend less money, and fewer foreigners want to travel to the US because they hate donald

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10baggerbamm OP BearishBurden : that's not the case
employment is very strong in the United States people that are collecting a paycheck every week or paying their bills that's not a problem so people are not running out of money
people are acting on fear because the media programs your mind your circle of influence your coworkers program your mind your social media tweets program your mind.
5:00 news talking about risks of a recession stock market down programs your mind
and when people get scared like a turtle going back into its shell for protection that's what people do they eliminate luxury items they stick to basic necessities and even within the necessities they will trade down so maybe you're shopping at a high-end grocery store like whole foods-(whole paycheck) and you trade down to an Aldi's.
people that are working still want to go on vacation but it may not be that dream Cruise that might be pushed off for a year or two maybe they just go to the mountains and stay in a cabin for a couple of days maybe they go to the beach but it's not a prominent Beach that they wanted to it's one of the lesser well-known ones but hey water still water sand is still sand
that's what happens is you get a safety valve that goes off in people's minds and people's heads and they just slow their spending down

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ASteffie 10baggerbamm OP : x.com/amccarthy...
that's a good one.

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BearishBurden 10baggerbamm OP : buddy cmon, dumpie just imposed a 104% tariff on china and they responded with an 84% tariff and restriction on rare earth metals. if those remain in place for even a few months, it was absolutely send the US into recession. that is an objective fact

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10baggerbamm OP ASteffie : thank you for posting that
Mr wonderful as he likes to be known is a very very smart extremely shrewd business person. he is not in front of a camera to win a popularity contest like other people are example Jamie diamond he has to play neutral he has to massage the ego of the democratic party and now the Trump's in office he has to play nice. Kevin O'Leary is the type of person that you need to listen to and I'm sure he has Trump's ear indirectly because there's a lot of money on the line there's a lot of employment on the line and this is what I said and one of my commentary last week.
what is going to happen to these Chinese manufacturers because they operate on very thin margins we're talking 8% maybe 20% best case scenario their business is completely reliant on pumping volume millions and millions and millions of units out the door to Walmart to Amazon to other retailers around the country that's how they make a profit and now that there is a 104% tariff on Chinese goods these companies cannot afford to keep their doors open XI from China already had it out with a group of manufacturers over a month ago where they collectively said we did nothing wrong as manufacturers you created this problem you pay the tariff and X I told them no. so what's going to happen when these factories shut down and you have millions and millions of Chinese out of business and that's what Kevin O'Leary is saying and that's what I have said now for weeks and weeks and weeks that this is where it's going to go who blinks first because China is not going to subsidize these manufacturers and these manufacturers cannot stay open and operate at a profit with these tariffs that are five times and 10 times greater than their profit margins. Walmart's not going to pay these tariffs they went back to the manufacturer saying you eat them so this is a very bad position for the Chinese manufacturers to be in and that's what Kevin O'Leary is saying

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Teddy123

Apr 9 18:39

Delta Air Lines Announces March Quarter 2025 Financial Results

$Delta Air Lines (DAL.US)$
Delta's Mixed Q1 Results: Record $2B From AmEx While Suspending 2025 Guidance

Jessica Amir

Apr 9 08:24

Columns The Daily: Hopes shatter. More Tariffs coming. US Companies could pull guidance

• US markets: US tariffs come into effect within hours. Trump raises US tariffs on China to 104% in total. China to "fight back to the end"
• Aussie markets: ASX200 falls 2% in first 10 minutes of trade as investors continue to move out of stocks and commodities and go into cash, bracing for more pain.
• Stocks to watch: Big banks to report earnings JPM, MS, Wells Fargo, GS, BAC, C, then Netflix next week. Followed...

https://youtu.be/GC3Hr4IVsHU

From YouTube

With the approaching of the exemption from auto tariffs, how will Trump fulfill his promise?

Moo Earnings

Apr 7 14:22

Weekly Earnings Preview: Grab rewards by guessing the market winner!

Hi mooers!
Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week!
For more details, check out the earnings calendar and economic calendar!
This week, various companies including $JPMorgan (JPM.US)$ and $Delta Air Lines (DAL.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
For more companies' detailed earni...

Skyrye7 : The earnings prospects for JPMorgan Chase (JPM) and Delta Air Lines (DAL) depend on a mix of macroeconomic, industry-specific, and company-level factors. Here's a breakdown of what could significantly impact each:
JPMorgan Chase (JPM) – Big Bank / Financial Sector
Key Earnings Drivers:
Interest Rates (Fed Policy):
Higher interest rates → Better net interest margin (NIM), which boosts profits.
Lower rates or rate cuts → Compress margins.
Loan Demand & Credit Quality:
Strong loan growth = More interest income.
Rising defaults or delinquencies = Higher provisions for credit losses (bad for earnings).
Investment Banking Activity:
More IPOs, M&A deals, and capital market activity = Higher fees.
Volatile markets can both help (trading revenue) or hurt (client risk-off behavior).
Regulatory Environment:
Increased capital requirements or stress tests can limit flexibility.
Changes to liquidity or leverage rules could impact profitability.
Macroeconomics:
Recession risks, inflation trends, consumer confidence all impact loan demand, default risk, and deposit behavior.
Geopolitical Risk:
Any global financial uncertainty can either create trading opportunities or drag down investor confidence.
Delta Air Lines (DAL) – Airline / Transportation Sector
Key Earnings Drivers:
Fuel Prices:
Jet fuel is one of DAL’s largest variable costs.
Volatility in oil can swing earnings significantly.
Travel Demand (Leisure vs. Business):
Strong post-pandemic demand recovery helps revenue.
Slower business travel recovery or economic slowdown = weaker load factors.
Labor Costs and Union Negotiations:
Rising labor costs or strikes (like the recent pilot negotiations) can impact operating margins.
Capacity Management & Pricing Power:
Controlling available seat miles (ASM) vs. demand helps manage yield.
Overcapacity can lead to pricing pressure.
Macroeconomics & Consumer Confidence:
Airlines are highly cyclical. A recession or high inflation can suppress demand.
Strong GDP = More travel (esp. international and premium).
Geopolitical/Operational Disruptions:
Weather, air traffic control issues, or global unrest can spike cancellations and cost.
Loyalty Program Monetization:
SkyMiles partnerships (e.g. with Amex) are a growing, high-margin revenue stream.
Conclusion (TL;DR):
JPM: Watch the Fed, credit quality, and capital markets activity.
DAL: Watch oil prices, travel demand trends, labor negotiations, and the economy.

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Lucas Cheah : $JPMorgan (JPM.US)$
Key Earnings Drivers
1. Strong Net Interest Income (NII) Growth
o JPMorgan has consistently benefited from higher interest rates. In Q4 2024, it reported a 19% year-over-year increase in net interest income to $24.1 billion, driven by loan growth and elevated interest margins.
o With the U.S. Fed likely entering a rate-cut cycle, NII may moderate, but still remain a key contributor to earnings given JPM's scale and balance sheet strength.
2. Robust Consumer & Commercial Banking Segments
o Its diversified retail banking base provides a stable source of revenue through deposits, credit cards, and mortgages.
o The commercial banking division saw solid loan demand, especially among middle-market companies—helping offset capital market slowdowns.
3. Investment Banking and Trading Revenues
o While M&A activity remained subdued, trading revenues (especially fixed income) performed well. JPMorgan is poised to benefit if capital markets recover in 2025 with rate cuts and improved IPO/M&A activity.
o Example: JPM's Q4 2024 trading revenue was $5.8 billion, up 8% YoY.
4. Technology & Digital Innovation
o JPM has invested heavily in AI and digital banking infrastructure, enhancing customer experience and reducing operational costs.
o Its digital active user base continues to grow—reaching over 62 million in 2024.
Challenges & Risks
• Regulatory scrutiny and higher capital requirements (Basel III endgame).
• Global economic slowdown or persistent inflation could affect consumer credit quality and loan growth.
• Rate cuts could compress net interest margins in 2025.
Outlook
Despite headwinds from softer rates, JPMorgan’s scale, diversified business mix, and strong balance sheet position it to weather market volatility. Moderate earnings growth is expected in 2025 with upside potential from investment banking rebound and credit normalization.
$Delta Air Lines (DAL.US)$
Key Earnings Drivers
1. Strong Travel Demand & International Recovery
o DAL saw a resurgence in international and premium travel, especially on transatlantic and Latin American routes.
o In Q4 2024, revenue grew 7% YoY to $14.2 billion, with international passenger revenue surging 16%.
2. Operational Efficiency & Fleet Modernization
o Delta has been upgrading its fleet to newer, more fuel-efficient models like the Airbus A321neo and A350.
o These efforts are reducing fuel costs and enhancing customer experience, supporting margin improvements.
3. Loyalty Program & Ancillary Revenue
o The SkyMiles loyalty program remains a strong profit center, contributing to recurring revenue streams.
o Partnerships with American Express (co-branded credit cards) generated over $6 billion in annual revenue.
4. Corporate Travel Recovery
o Corporate bookings reached over 85% of pre-pandemic levels in late 2024, with expectations to normalize fully in 2025.
Challenges & Risks
• Jet fuel price volatility and labor costs could pressure margins.
• Geopolitical risks and macroeconomic uncertainty may impact discretionary travel demand.
• Competition from both legacy carriers and low-cost airlines.
Outlook
Delta is expected to benefit from resilient demand, disciplined capacity management, and margin improvement initiatives. Full-year 2025 earnings could grow by high single digits, assuming stable fuel prices and continued global travel recovery.
Conclusion
• JPMorgan remains a blue-chip financial stock with reliable earnings from its diversified operations and prudent risk management. It is well-positioned for a moderate-growth, post-rate-hike environment.
• Delta Air Lines stands out among U.S. carriers for its premium strategy and operational excellence. If international and business travel continue to rebound, Delta’s earnings momentum in 2025 could accelerate.

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CNNT : My bet is on JPM because firstly, as a bNk, they are less susceptible to certain cost increase (such as fuel) and inflationary pressure. Moreover, their CEO Dimon has been making the news lately with sensible advice to the current administration, giving the brand a boost.

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Moomoo Breakfast US

Apr 6 16:28

Columns What to Expect in the Week Ahead (Tariffs Take Effect, Big Bank Earnings, and CPI)

Earnings Preview
As the first-quarter earnings season begins next week, several major companies are set to address the effects of recent economic developments on their operations and customers. $Delta Air Lines (DAL.US)$ , $CarMax (KMX.US)$ , and $Constellation Brands (STZ.US)$ will likely discuss the impact of newly implemented tariffs by the U.S. administration during their earnings calls.
The economic landscape wil...

With the approaching of the exemption from auto tariffs, how will Trump fulfill his promise?

Gabriel Apilando

Apr 5 09:08

Agent:On Monday04/08/2025-PleaseAllocateCurrent&CumulatedDivedendsAvailableFrom:$ $Delta Air Lines (DAL.US)$ & $NVIDIA (NVDA.US)$ & $Apple (AAPL.US)$ =20%>CentralPacificBank:PayToTheOrderOf:GabrielSpencerKApilando+Account#:8901754512&Routing#:121301578//25%intoMoomooUSCashAccount#:73824065-GabrielSApilando//

Strategy Options Spot-On: On April 4th, 862.72K Contracts Were Traded, With 2.29 Million Open Interest

nerdbull1669

Apr 4 08:23

Delta Air Lines (DAL) Guidance Could Be Marred By Tariffs Impact

$Delta Air Lines (DAL.US)$ is expected to release its quarterly earnings result for fiscal Q1 2025 on 09 April 2025 before the market open.
The consensus estimate for Q1 2025 revenues is expected to come in at $13.8 billion. The earnings per share consensus estimate for Q1 2025 is anticipated to be at 44 cents per share, this is a slight drop from same period last year.
Delta Air Lines (DAL) Last Positive Earnings Call Saw Decline O...