Calm market posture as Boeing dominates the conversation

Trusted finance-TV coverage around Comcast was bullish, based on 1 transcript source across Squawk on the Street.

Speakers discuss Comcast's strategy of bundling broadband and wireless services (noting ~10 million wireless subscribers), comparing it to other telco plays that combine fiber and broadband. Conversation focuses on Comcast expanding its broadband footprint, pursuing low marginal cost leadership, and using scale/ubiquity in wireless and media to drive growth. The remarks center on distribution and cost advantages rather than specific near-term financials.

• ~10M wireless subscribers indicating traction in wireless
• Bundling broadband and wireless as a growth/retention strategy
• Focus on being a low-cost provider implies margin/cost advantage

• Competitive pressure implied (comparison to AT&T and others)
• Marginal cost assumptions may be critical and uncertain

• Squawk on the Street — 9:13 am

Trusted finance-TV coverage around Humana was neutral, based on 11 transcript sources across Power Lunch, Varney & Company.

All supplied snippets are promotional ad reads describing Humana Medicare Advantage Dual-Eligible Special Needs plans and their consumer benefits (e.g., $0 monthly premium, monthly Healthy Options allowance for OTC items, $0 copays for many prescriptions, preventive dental, vision and hearing coverage, and broad provider network). There is no editorial discussion of Humana's financials, guidance, margins, demand, regulatory environment, or operational performance in these snippets — only marketing copy aimed at enrollment (annual enrollment deadline mentioned). Because the content is advertising rather than analyst or news commentary, it provides no actionable information about company earnings, growth drivers, or risks.

• $0 monthly premium plan messaging may aid enrollment
• Monthly Healthy Options allowance could improve member perceived value
• Marketing highlights broad provider/pharmacy network and zero copays for many prescriptions

• Snippets are advertisements — no financial, operational, or guidance data
• No insight into margins, membership trends, or regulatory/Medicare policy impacts
• Promotional content may not reflect profitability or risk profile

• Power Lunch — 2:00 pm
• Varney & Company — 9:12 am
• Varney & Company — 9:13 am
• Varney & Company — 9:14 am
• Varney & Company — 9:10 am
• Varney & Company — 9:11 am
• Varney & Company — 9:12 am
• Varney & Company — 9:13 am
• Varney & Company — 9:14 am
• Varney & Company — 9:13 am
• Varney & Company — 9:14 am

Trusted finance-TV coverage around Nvidia was bullish, based on 2 transcript sources across Closing Bell, Squawk on the Street.

Speakers recommend owning Nvidia for a multi-year horizon citing expected outperformance in semiconductors, and discuss very strong demand for Nvidia GPUs from large Chinese tech customers (ByteDance, Alibaba, Tencent) with reported orders that could total a large dollar amount. At the same time, speakers note constraints: some orders may not be fulfillable because demand outstrips supply and U.S. export restrictions limit which chips can be shipped to China. Overall the dialogue highlights robust demand and investor enthusiasm but also supply and regulatory delivery risk.

• Panelist explicitly recommends owning Nvidia for 2–3+ years expecting outperformance
• Reported large orders from major Chinese tech firms indicating very strong demand
• Nvidia GPUs are in high demand globally, supporting pricing and revenue potential

• U.S. export restrictions limit which chips can be sold to China
• Nvidia reportedly cannot guarantee it can fill all large orders due to demand exceeding supply
• Potential future capacity/earnings degradation in semicon supply chains noted generally

• Squawk on the Street — 9:07 am
• Closing Bell — 3:01 pm

Trusted finance-TV coverage around Tesla, Inc. was neutral, based on 2 transcript sources across Squawk on the Street.

The validated snippets primarily discuss Elon Musk-linked corporate activity (SpaceX) and investor/board actions that reference Tesla as a potential merger partner. Speakers note a stock rally after Musk confirmed consideration of a possible merger with Tesla and mention that both SpaceX and Tesla have formed special committees made up of independent directors to evaluate the idea. The conversation centers on corporate-strategy speculation (potential consolidation between Musk entities) rather than Tesla operational metrics such as deliveries, margins, guidance, product demand, or regulation. There is no direct commentary on Tesla financials or product performance in these snippets — the content is governance/transaction-focused and speculative, which could be seen as supporting a positive market reaction but does not provide fundamentals to change an investment view.

• Market rallied on confirmation that Musk is considering a merger involving Tesla
• Special committees of independent directors are in place to evaluate the proposal (governance process)

• Discussion is speculative — no operational or financial detail on Tesla
• Potential corporate complexity and regulatory/approval uncertainty around any merger

• Squawk on the Street — 9:01 am
• Squawk on the Street — 9:03 am

Trusted finance-TV coverage around Alphabet Inc. was neutral, based on 3 transcript sources across Closing Bell, Fast Money.

The snippets discuss Google/Alphabet in the context of AI compute and cloud exposure versus peers. One speaker criticizes a business (likely an AI/compute play tied to customers) as poorly constructed, arguing that speculative investments and high-cost financing dilute Alphabet's core AI growth story. Other comments treat Google as one of the major cloud/AI vendors that can upsell software on top of compute and is a primary driver of increased AI spending. There is also discussion of Google contributing a meaningful chunk of spending (a large dollar figure referenced) that supports broader tech earnings. Overall the conversation balances concern about capital allocation and speculative investments with recognition that Google is central to rising AI-related spend supporting future earnings.

• Google has strong exposure to AI compute and can upsell software on top of compute
• AI-related spending growth is expected to increase next year, supporting earnings
• Google is identified as a major driver of customer spending in the tech/AI ecosystem

• Criticism that parts of the business are 'poorly constructed' and may dilute the core story
• Concerns about speculative investments and using high-cost debt to invest in customers
• Potential margin dilution from investments that do not align with core returns

• Closing Bell — 3:10 pm
• Closing Bell — 3:18 pm
• Fast Money — 5:01 pm

Trusted finance-TV coverage around Amazon was bearish, based on 2 transcript sources across Closing Bell, Squawk on the Street.

Speakers discuss Amazon in the context of big-tech tradeoffs: heavy spending is pushing large tech names toward negative free cash flow as they prioritize growth/investment over near-term cash generation, and in a credit- and financing-constrained environment the big players can squeeze smaller competitors. Separately, macro/fiscal dynamics (a potential negative fiscal impulse) are cited as a headwind for consumer-facing stocks—where Amazon is a large index weight—implying demand or growth could decelerate next year.

• Scale allows continued heavy investment and competitive positioning
• Management confidence tied to core growth as an offset to spending (implied ability to absorb investments)

• Spending-driven move toward negative free cash flow
• Credit/financing constraints could favor incumbents but signal tighter market conditions
• Potential negative fiscal impulse that may slow consumer demand and hurt consumer stocks

• Squawk on the Street — 9:09 am
• Closing Bell — 3:11 pm

Trusted finance-TV coverage around NETFLIX INC was bearish, based on 2 transcript sources across Squawk on the Street.

The validated snippets report near-term headwinds for Netflix: a Q4 revenue forecast that came in below expectations has put shares under pressure, and Nielsen data show U.S. viewing share weakening (down to 7.8% year‑over‑year) while competitors like YouTube gained. Management is rolling out product initiatives — expanding the ad platform with new targeting and measurement tools and planning ads in 15 more countries — which KeyBanc says is consistent with anticipated corrective actions on content investment and expense realignment. Overall the commentary points to demand/engagement challenges and guidance pressure, partially offset by monetization efforts via advertising and operational cost focus.

• Expanding ad platform with new targeting and measurement tools
• Plans to expand ads into 15 additional countries
• Analyst note expects management to realign content spend and expenses (potentially improving margins)

• Q4 revenue forecast came in below expectations, pressuring shares
• U.S. viewing share declined to 7.8% YoY, indicating weakening engagement
• Competitive share gains (YouTube) may pressure growth and retention

• Squawk on the Street — 9:01 am
• Squawk on the Street — 9:16 am

Trusted finance-TV coverage around Microsoft was neutral, based on 1 transcript source across The Exchange.

Speakers discuss Microsoft in the context of AI/cloud infrastructure and macro uncertainty. They note Microsoft (and OpenAI) account for a large share of another vendor's revenue, and reference Microsoft walking away from a planned leasing agreement / computing center (West Virginia) while a rival (Anthropic) reportedly took a UK lease. The conversation ties these developments into broader questions about how much AI-related buildout will actually occur amid global cyclicality, suggesting uncertainty about demand and capital commitments for large data-center projects.

• Microsoft has the flexibility to walk away from leasing commitments
• Strong involvement with OpenAI underscores strategic AI positioning

• Walking away from a data-center lease may signal reduced or delayed capex/expansion
• Macro/global cyclicality raises uncertainty about how much AI infrastructure buildout will occur
• Concentration of another vendor's revenue in Microsoft/OpenAI could create market sensitivity

• The Exchange — 1:03 pm

Trusted finance-TV coverage around Apple Inc. was neutral, based on 1 transcript source across Fast Money.

The snippets discuss Apple in the context of a broader tech sell-off where Apple was one of the few large-cap names not down, and they highlight an imminent product launch — a high-priced foldable iPhone arriving in stores — with mention that there may be ways to acquire it at lower cost. There are no earnings, guidance, margins, or direct demand figures provided; the commentary is centered on relative share-price resilience during a Nasdaq pullback and consumer-facing product pricing/retail availability for the new foldable device.

• Apple was one of the few MAG-7 names not down during the tech-led sell-off (relative resilience)
• Imminent launch of a foldable iPhone could drive retail interest and media attention

• Foldable iPhone carries a 'whopping' price tag — potential adoption resistance
• Broader tech/AI-driven sell-off environment could weigh on sentiment despite Apple’s resilience

• Fast Money — 5:01 pm

Trusted finance-TV coverage around Meta Platforms was bullish, based on 2 transcript sources across Closing Bell.

Speakers focused on Meta's aggressive capex and product-led revenue upside. They argue investors are now more accepting of heavy spending because early results from Meta's new AI agent 'Muse' and improving ad growth are starting to show. Commentary highlights the potential long-term earnings upside from Muse (quantified by one commentator as material per-share upside), solid near-term advertising strength, attractive valuation relative to growth, and strong user engagement metrics for new products. At the same time, analysts note a lack of detailed multi-year capex guidance from management, leaving some uncertainty about future spending cadence.

• Ad spend recovery expected to drive a strong quarter
• New AI agent 'Muse' cited as potential material per‑share upside
• User engagement for new products reported as healthy (daily engagement metric cited)

• High and rising capex (spending like '1980s rock stars')
• No detailed multi‑year capex guidance provided
• Previous heavy spending had not yet produced visible results in prior quarters

• Closing Bell — 3:00 pm
• Closing Bell — 3:01 pm

Trusted finance-TV coverage around Micron Technology was neutral, based on 2 transcript sources across Closing Bell.

The snippets discuss Micron in the context of the AI-driven semiconductor cycle and its recent exceptional quarter. Speakers highlight continued hyperscaler AI spending and name Micron as a favored semiconductor with a strong balance sheet. At the same time, they flag that the recent quarter’s extraordinary revenue and very high gross margins may reflect elevated ordering (double/triple ordering) and could be difficult to sustain, implying risk of earnings and price compression in upcoming quarters.

• Hyperscaler AI spending remains strong, supporting memory demand
• Analyst/commentator explicitly lists Micron among preferred semiconductor names
• Strong recent quarter with very high revenue and gross margins

• Concerns that the quarter reflects double/triple ordering and may not be repeatable
• Possible future collapse in earnings/margin compression several quarters out
• Macro/technology pause could require selectivity within semiconductors

• Closing Bell — 3:01 pm
• Closing Bell — 3:04 pm

Trusted finance-TV coverage around Oracle Corporation was bearish, based on 1 transcript source across Squawk on the Street.

The speakers discuss Oracle in the context of enterprise infrastructure and competition with Microsoft, focusing on upcoming earnings, customer capex commitments, and Oracle's ability to deliver on cloud/compute assets. They raise doubt that Oracle can 'do what it says' about building needed capacity and imply that failure to execute could lead investors (including hedge funds) to sell or short the stock. The conversation contrasts demand-side signals (e.g., what other large customers will report) with execution and supply-side constraints tied to capital spending and delivery of cloud/compute assets.

• Large integrator role in enterprise infrastructure (implied scale)

• Doubt about Oracle's ability to deliver cloud/compute assets
• Execution risk tied to capital expenditures and building capacity
• Competition from Microsoft as a major integrator

• Squawk on the Street — 9:04 am

Trusted finance-TV coverage around GoDaddy was bearish, based on 1 transcript source across Power Lunch.

The validated snippet discusses recent leadership turmoil (two top creative executives ousted), the company's largest layoffs in four years, and a ~40% share decline from peak. The segment questions whether GoDaddy's market dominance in domains is eroding or if the pullback has made the stock attractively cheap. There is no concrete operational detail (no revenue, margin, guidance, or product commentary) — the focus is on personnel changes, cost-cutting via layoffs, and the stock price reaction.

• Significant share price decline could present valuation opportunity

• Ousted creative leadership indicates potential strategy or execution issues
• Largest layoffs in four years signal operational stress or restructuring
• Market questioning whether dominance in domains is waning

• Power Lunch — 2:00 pm

Trusted finance-TV coverage around CME Group was bullish, based on 1 transcript source across Power Lunch.

The snippets report that CME Group posted record third-quarter revenue as market participants seek more risk-management tools. The firm is pushing further into 24/7 trading to meet demand, indicating growth in trading activity and product usage. Commentary raises a strategic question about whether the traditional exchange can maintain its competitive edge as other platforms expand into always-on trading, but the immediate takeaway is strong results and active execution on extended-hours trading.

• Reported record third-quarter revenue
• Growing demand for risk-management products
• Expanding into 24/7 trading to capture more volume

• Competition from other platforms moving into 24/7 trading
• Question whether traditional exchange can keep its edge

• Power Lunch — 2:01 pm

Trusted finance-TV coverage around Walmart was neutral, based on 1 transcript source across Fast Money.

Speakers are discussing e‑commerce competitive dynamics, mentioning Walmart as an alternative to Amazon. The conversation argues consumers primarily want an easy way to find and buy products and may not care which retail brand they use; this could favor platforms that act as broad marketplaces. There is an analogy to music streaming where consumers think 'streaming' rather than about specific labels. The implication for Walmart is that it is one of the viable destinations for online transactions, but the snippet does not provide concrete details on Walmart's pricing, guidance, margins, or specific initiatives.

• Included as a primary alternative to Amazon in consumer shopping choices
• Positioned as a viable destination for transactions (brand recognition and scale)

• Discussion emphasizes platform-first consumer behavior, which may advantage Amazon
• No specific operational or financial positives mentioned for Walmart

• Fast Money — 5:18 pm

Trusted finance-TV coverage around Intel was bullish, based on 2 transcript sources across Bloomberg Surveillance, The Claman Countdown.

Both snippets describe a short-term rebound in technology and semiconductor stocks with Intel specifically called out as trading higher. Speakers frame the move as part of a broader sector bounce after a multi-day sell-off; Intel is mentioned as up ~3-4% and noted as a company with taxpayer ownership. The conversation ties the rally to upcoming big tech/AI earnings and sector-wide relief rather than any Intel-specific operational or financial news—no new guidance, margins, product, or capex information is provided. The tone is positive but grounded in market momentum and event-driven catalysts rather than company fundamentals.

• Stock trading higher amid sector rebound (mentioned +3% to +4%)
• Semiconductor group recovering after extended sell-off
• Broad market relief tied to upcoming tech/AI earnings could sustain momentum

• Rally appears driven by sector momentum, not Intel-specific fundamentals
• Week ahead is described as a test for the sector with many major earnings
• Macroeconomic/geopolitical uncertainties referenced elsewhere could reverse gains

• Bloomberg Surveillance — 6:17 am
• The Claman Countdown — 3:01 pm

Trusted finance-TV coverage around Merck & Co. was neutral, based on 1 transcript source across Squawk on the Street.

The snippet previews that Merck will appear on the program (Rob Davis) and references leaked premarket data related to the company's cancer vaccine program with Moderna. The discussion is about newsflow — specifically leaked clinical data — and an upcoming interview rather than any explicit interpretation of results, guidance, or financial impact. There is no clear positive or negative read on the data in the supplied text.

• Active partnership with Moderna on a cancer vaccine (pipeline collaboration)
• Company leadership (Rob Davis) is engaging with media — suggests visibility on program updates

• Data were leaked premarket — introduces uncertainty about timing and content
• No information provided on data quality or clinical outcomes in the snippet

• Squawk on the Street — 9:12 am

Trusted finance-TV coverage around Verizon was bullish, based on 1 transcript source across Power Lunch.

Speakers discuss Verizon's strategic investments in fiber and bundled offerings that should make fiber preferable to satellite for customers, and note Verizon can shore up wireless coverage to "fill holes." The conversation cites EBITDA growth of about 5% (above inflation), and suggests management is returning capital via buybacks. However, they also flag potential competitive threats from new satellite-to-wireless entrants (Elon/Bezos) and longer-term uncertainty that could make the stock volatile.

• Investment in fiber and bundling likely improves customer preference vs. satellite
• EBITDA growing ~5%, outpacing inflation
• Management executing buybacks to return capital

• Potential competition from satellite-based wireless entrants (Elon/Bezos)
• Stock volatility tied to longer-term competitive/technology shifts
• Need to continue differentiating vs. AT&T and T-Mobile

• Power Lunch — 2:16 pm

Trusted finance-TV coverage around General Motors was bearish, based on 3 transcript sources across Squawk on the Street.

Speakers discuss GM's recent shareholder actions and operational headwinds. They note GM narrowed its guidance around a $20 billion buyback and has been executing it, but CEO Mary Barra warned that headwinds are "intensifying," implying near-term pain. Commentators question international performance and contrast GM with peers exiting international markets. The stock was described as getting "pinched" and trading down following the buyback announcement. A separate segment preview raises potential competitive pressure from Chinese car imports as part of GM's longer-term road-ahead risks.

• Large $20B buyback program underway
• Shares described as "very inexpensive" (valuation view)

• CEO warning of "intensifying" headwinds — suggests worsening near-term conditions
• Noted international weakness and disappointing results abroad
• Stock selling pressure (described as down/pinched after announcement)

• Squawk on the Street — 9:12 am
• Squawk on the Street — 9:15 am
• Squawk on the Street — 9:16 am

Trusted finance-TV coverage around GE Aerospace was neutral, based on 2 transcript sources across Squawk on the Street.

Speakers discuss GE/GE Aerospace in the context of defense and commercial aerospace. One speaker frames aircraft and related industrial output as partly a "war product," arguing governments and firms may accept higher costs to secure domestic supply chains (steel, critical minerals), which would support defense-related manufacturing. Another segment highlights long-term value created through corporate actions (spinoffs like GE Healthcare and GE Aerospace) but notes a rough recent year for the stock and raises the possibility of airline cancellations affecting demand. Overall the dialogue balances structural support from defense/supply-chain security against near-term commercial airline demand risk and volatile stock performance.

• Defense/‘war product’ framing could sustain government-driven demand
• Willingness to pay higher premium for secure domestic supply chains
• Value creation cited from past spinoffs (GE Aerospace seen as a realized asset)

• Near-term pressure from airlines and potential cancellations
• Recent weak stock performance this year
• Macro factors (oil) cited as a headwind

• Squawk on the Street — 9:12 am
• Squawk on the Street — 9:18 am

Trusted finance-TV coverage around Procter & Gamble was bullish, based on 2 transcript sources across Fast Money.

Speakers note Procter & Gamble rallied following its earnings release and was a beneficiary of rotation into staples/interest-rate sensitive names amid a tech-led selloff. The discussion frames P&G as a defensive/name that outperformed on the day, with participants contrasting that move against concerns about AI spending, a broader growth scare, high inflation and rising oil — factors driving rotation into staples.

• Rallied after earnings (directly cited)
• Seen as a beneficiary of rotation into staples/interest-rate sensitive names
• Described as having a 'nice day' relative to weak tech performance

• Macro pressure: high inflation and cycle-high oil referenced
• Broader 'growth scare' that pressures equities generally
• Rotation could reverse if tech/AI sentiment stabilizes

• Fast Money — 5:01 pm
• Fast Money — 5:06 pm

Trusted finance-TV coverage around Dell Technologies was bullish, based on 1 transcript source across Mad Money.

The snippets are brief TV remarks tying a positive preannouncement from Super Micro (SMCI) to potential upside for Dell. Speakers suggest the SMCI news should bode well for Dell after a recent weak period, implying positive spillover for demand or sentiment in the server/enterprise hardware space. No concrete details on Dell's revenue, margins, guidance, products, or timing are provided — the commentary is speculative and sentiment-driven rather than based on Dell-specific fundamentals.

• Speakers link SMCI preannouncement to positive implications for Dell
• Implied improvement in market sentiment after a rough couple of weeks for Dell

• No Dell-specific financials, guidance, or product commentary provided
• Commentary is speculative and based on industry spillover, not direct company data

• Mad Money — 6:00 pm

Trusted finance-TV coverage around Caterpillar Inc. was neutral, based on 1 transcript source across Fast Money.

Speakers reference Caterpillar in the context of market-driven price action rather than company-specific operational issues. They note Caterpillar is not expensive and has no credit problems, but its chart shows significant volatility driven by euphoric flows — the stock could move materially higher or materially lower. The comment also places company moves in the broader context of an earnings week where overall market sentiment and spending narratives may matter more than individual reports.

• Described as not an expensive company
• No credit problems noted

• Stock characterized as subject to euphoric flows and volatility
• Analyst warning that price could go materially lower despite fundamentals
• Market sentiment around earnings and spending may overwhelm company specifics

• Fast Money — 5:04 pm

Trusted finance-TV coverage around Nike, Inc. was bearish, based on 1 transcript source across Power Lunch.

Speakers are describing investor behavior around Nike shares rather than company fundamentals. They say funds have been selling consumer names including Nike (possibly for tax-loss harvesting), contributing to weakness in the stock. The discussion contrasts this selling with dip-buying in AI- or chip-related names, and describes Nike as among the 'losers' that investors are trimming amid broader de-leveraging in consumer names.

• Some buyers bought the dip alongside other sectors (limited dip-buying activity)

• Active selling of Nike shares by funds
• Consumer names described as weak this year
• Potential tax-loss selling pressure into year-end

• Power Lunch — 2:03 pm

Trusted finance-TV coverage around Boeing was bullish, based on 1 transcript source across Fast Money.

The snippet briefly notes that Boeing received a long-delayed approval from the FAA. The mention is short and lacking detail (no specifics on which program, timing, financial impact, orders, or guidance), but an FAA sign-off is a positive regulatory development that could remove a certification barrier and potentially clear the way for deliveries or resumed operations.

• FAA issued a long-delayed approval
• Regulatory hurdle appears to be cleared

• No details on scope or timing of approval
• Past delays imply regulatory/operational risk

• Fast Money — 5:01 pm

Trusted finance-TV coverage around CSX Corporation was bullish, based on 1 transcript source across The Claman Countdown.

The snippet discusses CSX's strong operational and financial momentum: shares are trading up materially, the company reported a ~30% year-over-year surge in third-quarter earnings driven by fuel surcharges and higher freight volumes, and management expects roughly an 80% year-over-year increase in free cash flow. Commentators frame higher freight costs (which were a headwind for other companies) as a tailwind for CSX because they boost revenue via surcharges and reflect robust demand and pricing power across its North American rail network.

• Reported ~30% YoY earnings growth in Q3
• Higher freight volumes driving revenue
• Fuel surcharges boosting topline and margins

• Earnings benefit partly tied to fuel surcharges (may be transient)
• Exposure to macro demand cycles in freight volumes
• Potential regulatory or operational disruptions not discussed

• The Claman Countdown — 3:20 pm

Trusted finance-TV coverage around Moderna was bearish, based on 1 transcript source across Fast Money.

The hosts report a sharp drop in Moderna shares tied to a data leak related to a new drug, framed within a broader market sell-off (tech/AI-led). The discussion highlights market pressure on risk assets from an AI-spend rotation, but the Moderna-specific driver cited is a negative data leak affecting the vaccine maker's new drug program — implying near-term clinical/regulatory risk and investor loss of confidence.

• Data leak on a new drug leading to stock drop
• Near-term clinical/regulatory uncertainty from leaked data
• Collateral selling from broader tech/AI-led market pullback

• Fast Money — 5:01 pm

Trusted finance-TV coverage around Delta Air Lines was bearish, based on 1 transcript source across Power Lunch.

The snippet discusses pressure on airline profitability driven by rising fuel costs and weak bookings across travel, noting that Delta has already cut its outlook. The conversation frames higher fuel prices as testing airline margins and suggests passengers may face higher fares; industry peers are also reporting results this week, and European carriers warn of fare increases. Overall commentary ties Delta's outlook cut to macro cost pressure rather than company-specific positive catalysts.

• Rising fuel costs pressuring margins
• Delta has reduced its guidance/outlook
• Potential for higher passenger fares as carriers pass costs on

• Power Lunch — 2:01 pm