$DAL

American, Delta, and United Airlines requested to leave 79 of 129 weekly China flight rights unused for the 2026/27 winter season, citing low demand and geopolitical tensions. United seeks the largest waiver (42/66), Delta (23/42), and American (14/21). Chinese airlines, like Air China, are expanding, unlike U.S. carriers.

Some U.S. airlines are considering installing the ADS-B In system to prevent midair collisions before a potential legal mandate, according to Acron Technologies CEO Alan Crawford. Acron, which has equipped American Airlines' Airbus planes with the system, is in talks with most U.S. carriers and may receive another order by year-end. The U.S. is considering legislation to require ADS-B In following a January 2025 crash. The system, which costs tens of thousands per plane, is optional but supporte

Delta Air Lines will allow SkyMiles for Business Elite customers to make unlimited paid passenger name changes on eligible travel starting in early 2027. The airline is also introducing dedicated service points for name-change fee waivers and other exceptions. Additionally, Delta will conduct annual reviews for Elite customers to optimize their loyalty program benefits.

Delta Air Lines (DAL) rose 13% year-to-date, beating Q2 EPS estimates and raising its dividend 15%. Las Vegas Sands (LVS) fell 32% after missing Q2 EPS due to low Macau rolling chip hold. Royal Caribbean (RCL) slipped 5%. Delta affirmed full-year guidance of $6.50-$7.50 EPS. Airlines show mixed performance, with Delta and United outperforming.

Berkshire Hathaway increased stakes in Macy's (3.37% dividend), Delta Air Lines (1% dividend), and Lennar (2.38% dividend), and initiated a position in D.R. Horton (1.21% dividend) in Q2, signaling confidence in airlines, homebuilders, and retail despite market challenges. Warren Buffett stepped down as CEO, with Greg Abel taking over.

Treasury Secretary Scott Bessent defended the administration's bond market intervention, responding to criticism from billionaire investor Stanley Druckenmiller, who called the debt buybacks a mistake. Bessent argued that U.S. bonds have performed well since Trump's presidency. Meanwhile, Druckenmiller's Duquesne Family Office increased stakes in Amazon (AMZN) and Alphabet (GOOGL), and added positions in Tesla (TSLA), Meta (META), and crypto-mining stocks Bitdeer (BTDR) and Riot Platforms (RIOT)

Frontier (ULCC) reported Q2 revenue of $1.28B, up 37.7% YoY, beating estimates. Despite strong results, its stock fell 10.4%. Other travel and vacation providers showed mixed Q2 results, with Target Hospitality (TH) up 9.4% and Hilton Grand Vacations (HGV) down 19.9% post-earnings. The sector's stocks are down 10.5% on average since earnings.

Delta Air Lines has applied to the U.S. DOT to reduce its Cuba flights from 21 to 7 weekly from Oct 2026 to Mar 2027, citing weak demand and economic conditions. The airline seeks to maintain only one daily Miami-Havana flight. Similar exemptions were granted for 2025-2026 and 2026. Delta attributes the reduction to Cuba's economic decline, tourism drop, and travel restrictions. The DOT will decide on the request.

Delta Air Lines will end its Boston-to-Honolulu nonstop route on January 4, 2027, earlier than planned, citing customer demand. The route, launched in 2024, was the longest domestic flight in the U.S. Delta will contact affected customers about alternate travel options. The airline previously suspended and reinstated the route. Once discontinued, Delta's New York-to-Honolulu service will become its longest domestic flight.

Delta Air Lines (DAL) will drastically reduce its nonstop route between Boston (BOS) and Honolulu (HNL) from 84 to 16 flights, ending in early January 2027. The airline cites low forward bookings and potential aircraft redeployment as reasons. Data shows Delta's previous attempt had a low load factor of 62.8%, impacting Hawaiian Airlines' performance. Delta will use Airbus A330-300 aircraft for the remaining flights.