Good MorningTuesday's session split cleanly between offense and defense as geopolitical fears collided with a still-fragile risk appetite. The Nasdaq led to the downside, dragged by a steep selloff in enterprise software names, while the Dow held near flat as energy and consumer staples absorbed the flow. About two-thirds of S&P 500 components finished green, but leadership came mostly from old-economy sectors as opposed to growth.
Salesforce slid sharply amid a broad enterprise software selloff as advancing AI agent capabilities reignited displacement fears. Microsoft and IBM followed lower on the same theme. On the other side, Lumentum surged on its S&P 500 inclusion and a multibillion-dollar optical switching agreement, while Corning rallied on AI-driven fiber demand. Chevron gained as crude repriced higher.
Traders are watching for any verifiable diplomatic progress on Iran, signs of growth in the companies slated for mid-week earnings, and whether oil can retreat below triple digits. Featured: Elon’s big $266,000 per second purchase (Ad) 
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Technology | |
It may be time for investors to start shopping for discounted stocks. It might surprise some to find that Microsoft Corporation (NASDAQ: MSFT) is on the metaphorical clearance rack in relation to its cohort of Magnificent 7 stocks. In fact, MSFT stock is within about 10% of its 52-week low caused ... Read the Full Story |
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Finance | |
The Q1 2026 earnings reporting season is fast approaching, and all signs suggest it will be a good one. Headwinds, risks, and fears remain, but the outlook for growth provides a triple tailwind for the market, likely to continue in Q2. The tailwind includes earnings growth, an outlook for sequenti... Read the Full Story |
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Medical | |
Medical device manufacturer Boston Scientific Corp. (NYSE: BSX) is seemingly off to a tough start to the year, as shares have plunged by 26% year-to-date (YTD) and by almost a third in the last year. But investors looking more closely at the healthcare company's fundamentals may find that it has a... Read the Full Story |
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From Our Partners | | Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. | | Watch the documentary briefing and find out which side you land on |
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Energy | |
Oil and gas stocks have surged since the start of the Iran conflict, largely due to the Persian Gulf’s vital role in global oil supply. Approximately 20 million barrels per day pass through the Strait of Hormuz, or roughly 20% of the total global supply.
But the real story for investors go... Read the Full Story |
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Auto/Tires/Trucks | |
In a market searching for direction, shares of Mobileye Global (NASDAQ: MBLY) recently provided a clear signal of strength, climbing more than 4% and decisively outperforming the broader indices.
The driver behind this momentum was a piece of fundamental news: the announcement of a new, high-volu... Read the Full Story |
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From Our Partners | | Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
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Technology | |
Stock buybacks are generally bullish for shareholders. In addition to signaling that a company's management may view its stock as undervalued, share repurchase programs also reduce the number of shares outstanding and, by extension, can increase earnings per share.
Recently, Salesforce (NYSE: CR... Read the Full Story |
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Technology | |
While it has been a difficult year for the tech sector, whose more than 6% year-to-date (YTD) loss ranks fourth worst among the S&P 500’s 11 sectors, that has not been the case for every stock calling that corner of the market home.
Since their 52-week low on April 4, 2025, amid the ... Read the Full Story |
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Technology | |
Insider trading can look like a flashing buy-or-sell signal, but the story is more nuanced in three market leaders.
Big sales of Broadcom (NASDAQ: AVGO) and AppLovin (NASDAQ: APP) largely reflect routine mechanics like tax-withholding and pre-set plans, while a sizable Coupang (NYSE: CPNG) purcha... Read the Full Story |
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Retail/Wholesale | |
For decades, O'Reilly Automotive, Inc. (NASDAQ: ORLY) has been a model of consistency for investor portfolios. The auto parts retail sector titan built its reputation as a resilient, defensive powerhouse, growing steadily through market cycles. It is a company accustomed to winning. That is why in... Read the Full Story |
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Retail/Wholesale | |
Macy’s Inc. (NYSE: M) stock was a must-have item for investors in 2025. Wall Street applauded the retailer’s progress on its turnaround strategy and a string of better-than-expected earnings reports. Recently, however, the stock seems to have gone out of style.
Shares pulled back shar... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Minneapolis-St. Paul, Detroit, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Sao Paulo, Seoul-Incheon, and Tokyo. The company sells its tickets through various distribution channels, including delta.com and the Fly Delta app; acts as a reservations specialists; and operates online travel and traditional brick and mortar agencies. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages to third-party consumers. The company operates through a fleet of approximately 1,273 aircrafts. Delta Air Lines, Inc. was founded in 1924 and is based in Atlanta, Georgia. | Should I Buy Delta Air Lines Stock? DAL Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Delta Air Lines was last updated on Friday, July 17, 2026 at 7:02 PM.
Delta Air Lines Bull Case -
The company recently reported a revenue of $14.20 billion for the quarter, exceeding analyst estimates, indicating strong financial performance.
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Delta Air Lines, Inc. has shown a significant year-over-year revenue growth of 9.4%, suggesting a positive trend in business operations.
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The current stock price is around $79, which may present a buying opportunity for investors looking for growth in the airline sector.
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With a net margin of 6.87% and a return on equity of 20.28%, the company demonstrates effective management and profitability, which are attractive to investors.
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The recent increase in the quarterly dividend to $0.215 per share reflects the company's commitment to returning value to shareholders, with a dividend yield of 0.9%.
Delta Air Lines Bear Case -
Insider selling has been observed, with executives selling a total of 149,635 shares recently, which may raise concerns about the company's future prospects.
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The dividend payout ratio is currently at 10.93%, which, while sustainable, may limit the company's ability to reinvest in growth opportunities.
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Despite recent revenue growth, the airline industry remains sensitive to economic fluctuations, which could impact future earnings.
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Delta Air Lines, Inc. operates in a highly competitive market, and any increase in operational costs could affect profitability.
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Market volatility and external factors such as fuel prices and regulatory changes can pose risks to the airline's financial stability.
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