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#Airlines

Every published note connected to Airlines.

2 articles

Carnival and United Rise as Oil Falls; Small Caps Extend Their Record Run
Investing·13 August 2026

Carnival and United Rise as Oil Falls; Small Caps Extend Their Record Run

A softer July PPI and a 2.5% drop in Brent crude are pushing fuel-sensitive travel stocks higher while small caps and the equal-weight S&P 500 extend a broader-market breakout.

5 min readRead article →
Oil Plunged, Travel Stocks Jumped—Baker Hughes Still Led Monday’s Rally
Investing·27 July 2026

Oil Plunged, Travel Stocks Jumped—Baker Hughes Still Led Monday’s Rally

A sharp oil-price reversal lifted airlines and cruise lines on July 27, while Baker Hughes led the S&P 500 after an earnings beat and record orders. Here is what could sustain each move—and what would invalidate it.

5 min readRead article →
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