Shares of the largest U.S. airline by market capitalization traded 4% higher by midday Thursday after it unveiled quarterly earnings. ...

This story was originally published on CX Dive. To receive daily news and insights, subscribe to our free daily CX Dive newsletter. Dive Brief: Delta Air Lines’ “relentless focus” on improving customer experience, with an eye toward premium offerings, is paying off, executives said on a Q3 2025 earnings call Thursday. Retention rates among customers of premium products is in the mid 80 percent range, CEO Ed Bastian said. “At the heart of our position of industry leadership is a relentless focus on e ...

公司业绩与展望 - 达美航空高管预计，明年至少一两个季度内，高端舱位收入可能超过标准经济舱收入 [1] - 上一季度高端舱位机票收入同比增长9%至近58亿美元 [1] - 上一季度主舱机票收入同比下降4%至略高于60亿美元 [1] 行业趋势与需求 - 公司首席执行官表示未观察到高端旅行需求放缓的迹象 [2] - 高端旅行需求趋势助推公司发布了2025年剩余时间及明年的乐观预测 [2]

市场指数表现 - 盘前盈利表现平平至下跌 道琼斯指数下跌16点 标普500指数微涨1点 纳斯达克指数下跌4点 小盘股罗素2000指数下跌2点 [1] - 主要市场指数从4月低点上涨两位数涨幅 主要由人工智能交易板块扩张和黄金价值上涨推动 [1] 就业市场数据 - 本周再次无周度失业金申请数据公布 此前9月第三周的新申请失业金人数从两周前的+264K急剧下降至+218K 降幅达-46K [2] - 持续申领失业金人数在193万左右找到新均衡点 低于13周范围194-197.5万 [2] 零售销售数据 - 9月NRF零售监测报告转负 零售和餐饮（除汽车和汽油）销售额从上月的+0.5%下滑至-0.7% [3] - 核心零售（除餐饮、汽车和汽油）销售额从8月的+0.3%降至-0.5% [3] - 零售数据具有明显季节性 9月处于"返校季"和假日季之间 销售额下降表明消费者为假日支出储蓄 [4] - 同比数据方面 整体销售额增长+5.4% 核心销售额增长+5.7% 显著低于一个月前的+6.8%和+6.7% 但仍处于相对健康支出水平 [4] 第三季度财报季开启 - 达美航空第三季度每股收益1.71美元 远超分析师预期的1.52美元 营收166.7亿美元 超出Zacks共识预期+5.61% 高于去年同期156.8亿美元 [5] - 尽管9月零售数据疲软 但达美航空第三季度可自由支配支出表现良好 公司将第四季度每股收益指引上调至1.60-1.90美元 高于Zacks共识预期的1.59美元 股价盘前上涨+8% [6] - 百事公司第三季度每股收益2.29美元 比共识预期高出2美分 营收239.4亿美元 超出预期+0.25% 这是过去四个季度中第三次盈利超预期 股价早盘小幅上涨 但年初至今仍下跌-8% [7] - Tilray第一财季每股收益0.00美元 超出预期的-0.03美元 营收2.1亿美元 高于预期的2.068亿美元 非医用（成人用）大麻收入同比增长+12% 股价盘前大涨+18% [8]

Joan Valls / Urbanandsport / NurPhoto via Getty Images Shares of Delta Air Lines surged after the carrier posted better-than-expected results and issued a rosy current-quarter outlook Key Takeaways Major U.S. equities indexes pulled back Thursday after the S&P 500 and Nasdaq set fresh all-time highs. Delta Air Lines shares jumped after the carrier posted quarterly earnings that topped analysts' estimates. Tesla shares slid after the National Highway Traffic Safety Administration opened an investigati ...

主要股指表现 - 标普500指数下跌0.3%，从周三的创纪录收盘点位回落[1] - 纳斯达克综合指数下跌约0.3%[1] - 道琼斯工业平均指数下跌0.4%或128点，至46,473.14点[1] - 三大指数虽小幅回调，但仍接近历史高点，显示市场信心依然强劲[9] 个股表现亮点 - 英伟达股价创下195.30美元的盘中历史新高，上涨近3%，此前Cantor Fitzgerald分析师将其目标价上调至300美元，为华尔街最高目标价[2] - 英伟达收盘报193.20美元，上涨2.16%，其在AI芯片领域的举措增强了投资者信心[14] - MP Materials股价上涨10%，Lithium Americas上涨7%，Trilogy Metals上涨5%，受中国关键矿物出口限制消息推动[10][13] - 好市多公布截至10月5日的五周销售额增长8%，达到265.8亿美元，股价在盘前交易中上涨1.5%[21] 行业与板块动态 - 科技和AI相关公司继续引领市场，被视为长期增长驱动力[24] - 能源和医疗保健板块表现出韧性，稳定的油价支撑能源股，医疗保健公司则受益于稳定的需求和生物技术创新[6] - 达美航空业绩超预期，股价上涨7%，并带动美国航空和联合航空等其他航空公司股价上涨[18] - 特斯拉股价下跌2%，因美国国家公路交通安全管理局对其使用全自动驾驶模式下的车辆涉嫌违反交通法规展开调查[19] 大宗商品市场 - 黄金在触及每盎司4030美元以上的历史高点后暂停涨势[16] - 白银期货上涨超过3.8%，突破2011年48.40美元的高点，今年迄今涨幅达60%，接近198年约50美元的历史纪录[16] - 根据Trading Economics数据，金价今年已上涨超过50%，铂金上涨70%，受全球避险资金流入推动[17] 银行业与宏观政策 - 摩根大通、高盛、美国银行、花旗集团、摩根士丹利和富国银行等大型银行在特朗普政府期间于华盛顿谨慎行事，争夺房利美和房地美公开招股等利润丰厚的机会[35] - 美联储9月政策会议纪要显示，普遍支持今年至少进行两次降息，这是近期市场乐观情绪的关键驱动因素[39] - 联邦银行监管机构已提议放宽对大型银行的关键资本要求和压力测试协议[39]

Related news Futures for the Dow Jones Industrial Average and the other major stock indexes waffled Thursday as Nvidia (NVDA) chipmaker Taiwan Semiconductor (TSM) reported September sales. Meanwhile, Delta Air Lines (DAL) surged on the stock market today after releasing third-quarter earnings. Among other stocks, Tesla (TSLA) faces a new regulatory probe into self-driving traffic violations. MP Materials (MP) and other U.S.- based rare-earths… 10/09/2025Delta CEO Ed Bastian said the fourth quarter could be ...

We're back on Morning Trade Live. Let's focus on Delta Airlines. Shares are flying this morning and moving the rest of the airline segment higher as well after Delta reported earnings.Third quarter revenue growing 4% and Delta CEO Ed Bassian saying the company's momentum sets Delta up to deliver another strong quarterly report in January. So, let's just take a look at some of these airlines today because Delta has certainly been among the winners on the session today, up 4%. United Airlines also higher by a ...

Wall Street is taking a pause as U.S. stocks and even the price of gold make only modest moves near their record highs. The S&P 500 rose 0.1% in the first few minutes of trading Thursday. The index is coming off its eighth gain in the last nine days. The Dow Jones Industrial Average rose 26 points, and the Nasdaq composite was little changed. Gold held near its latest record following its stellar run this year, while Treasury yields rose slightly in the bond market. Delta Air Lines rose sharply after report ...

The shutdown of the US government is now into its second week, weighing on market sentiment and delaying key economic reports. The government shutdown means delays in the release of government reports, including today’s weekly initial unemployment claims, Tuesday’s Aug US trade report, and last Friday’s monthly payroll report. A prolonged shutdown could also delay the government’s inflation data, scheduled for release on October 15. The White House has warned that if the government shutdown lingered, it wou ...