American Airlines Group Inc.

United Airlines Holdings, Inc.

A merged air carrier could become the largest in the world

United and American Airlines rose in price after reports of a possible merger into the giant

Apple Inc.

Delta Air Lines, Inc.

Universal Music Group N.V.

Levi Strauss & Co.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: bulls welcome truce between US and Iran

TD Cowen analysts have lowered earnings forecasts for several major airlines

Airlines in the U.S. have sharply increased prices because of war and oil. Whose business is more protected?

Qantas Airways Limited

Air New Zealand Limited

How the war in the Middle East will affect air travel to the U.S. is still an open question

Airlines raise ticket prices due to expensive fuel. What is the risk for the investor

Palantir Technologies Inc.

Royal Caribbean Cruises Ltd.

Caterpillar Inc.

Deutsche Lufthansa AG

RTX Corporation

Lockheed Martin Corporation

Northrop Grumman Corporation

Oil prices rose sharply amid the war between the U.S. and Iran and the threat of prolonged disruption of energy supplies from the Middle East. Futures for U.S. WTI rose for five days by about 35% - this is the largest weekly growth since the beginning of trading in oil contracts in 1983, notes CNBC. All week American stocks showed strong volatility: the so-called Wall Street fear index jumped by 25% by the end of Friday and almost reached 30 points, while the alarming is considered to overcome the mark of 20.

The fastest rise in oil in history and a fear index under 30: the results of the first week of the war

A.P. Moller - Maersk A/S

FedEx Corporation

The risk/return ratio for buying out drawdowns in equities does not yet look compelling, Barclays has warned

"Fuel and energy complex, metals and defense industry are in the lead": what to buy during the US-Iran war

NVIDIA Corporation

Halliburton Company

Occidental Petroleum Corporation

Southwest Airlines Co.

Berkshire Hathaway Inc.

CoreWeave, Inc.

Block, Inc.

Morning in New York: Middle East conflict in focus

CSX Corporation

Old Dominion Freight Line, Inc.

The Dow Jones Transportation Average, a sectoral transportation index that includes companies such as CSX, FedEx, Old Dominion Freight Line and United Airlines, has outperformed the broader S&amp;P 500 index of U.S. stocks by 13 percentage points over the past month and a half through today - for a sectoral index, it was the most significant outperformance of the S&amp;P 500 since the 2008 financial crisis, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-12/-old-economy-is-hot-again-propelled-by-data-and-ai-backlash?srnd=homepage-europe">wrote.</a>

Transportation stocks have benefited from AI investors' flight from AI. Are they worth buying?

Broadcom Inc.

Oracle Corporation

The bull market is not dead, but aging, according to investment firm Bellwether Wealth

The Dow Jones broke the 50,000-point mark for the first time. The market rebounded after the sell-off

Novo Nordisk A/S

Eli Lilly and Company

Thanks to best-selling obesity drugs like Ozempic and Wegovy from Novo Nordisk or Zepbound from Eli Lilly, U.S. airlines could save millions of dollars on jet fuel, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-15/weight-loss-drugs-hold-promise-of-big-savings-for-us-airlines">reports</a>. Previously, for the sake of reducing the weight of airplanes, carriers excluded olives from salads, refused magazines and replaced the seats with ultra-thin. Now it is possible to achieve this without compromising on the quality of service, the agency notes.

Jefferies names unexpected beneficiaries of the popularity of weight-loss drugs

Investors can sidestep the sector's problems by picking carrier stocks for affluent customers

BofA has named 2 airlines that will survive the cooling of demand. What is their advantage

Corporate bookings for the airline's flights grew 8% in the quarter, while revenue from premium passengers rose 9%