Transport
Delta Air Lines cuts 2026 forecast on fuel surge, but CEO says demand is still strong
Delta Air Lines reported third-quarter earnings and missed Wall Street estimates for the first time in two years.
Keyword
DEMAND
30 stories in the last 7 days, reading bullish overall. Coverage has slowed in the last day.
- 7-day mood
- +16.1Bullish +16
- Stories, 7 days
- 30
- Last 24 hours
- 2below usual
- Sources
- 17in the latest 30
Mood and coverage · last 7 days
Market chart- DEMAND · 6-hour average
- Hourly reading
- Stories per hour
View as table
| Day | Mood | Stories |
|---|---|---|
| Fri, Oct 9 | −72.3 | 1 |
| Thu, Oct 8 | +29.6 | 6 |
| Wed, Oct 7 | +12.3 | 8 |
| Tue, Oct 6 | +20.1 | 5 |
| Mon, Oct 5 | −31.4 | 5 |
| Sun, Oct 4 | — | 0 |
| Sat, Oct 3 | +43.6 | 4 |
| Fri, Oct 2 | +82.0 | 1 |
Latest on DEMAND
Newest firstIndustrials
Robotics companies turn to rush 3D printing as demand for faster production grows
Upside Parts, a Massachusetts-based custom manufacturing company, released an analysis of more than 30,000 3D-printed parts produced across hundreds of custome…
Consumer
PepsiCo sees strong overseas demand but lackluster North American performance in Q3
PepsiCo is reporting better-than-expected revenue in the third quarter despite lackluster North American demand
Markets
A true 'nuclear renaissance' is taking shape, and these stocks could be big winners
The nuclear-energy industry has been having a moment, but analysts say some companies look better positioned than others to capitalize on a wave of AI-fueled d…
Technology
TSMC's September sales surge year-over-year as AI drives chip demand
TSMC's September net revenue came in at 511.86 billion New Taiwan dollars
Macro
German Exports Fell Further in August
The result points to continued weakness in international demand and dimming hopes that trade will underpin the country's economic growth this year.
Industrials
Can Engine Demand and LEAP Output Keep Lifting GE Aerospace (NYSE:GE)?
The commercial arm builds and maintains the engines that power passenger and cargo jets, while the defense arm supplies propulsion for military aircraft and ad…
Erewhon pop-up is staying at this top LA tourist attraction by popular demand
Pricey smoothies, meet priceless works of art.
Macro
Railcar Market: Fleet Shrinks as Demand Rises (2026 Outlook)
The North American railcar market faces growing uncertainty, with fleets shrinking despite healthy carload volumes. Eric Marchetto, EVP & CFO of Trinity Indust…
Consumer
Modelo owner Constellation is getting creative to bring back beer drinkers as overall demand weakens
Constellation Brands beat earnings and revenue expectations as beer brands gained share, while inventory rebuilding and consumer caution clouded demand.
Transport
Zim lifts profit forecast 72% on strong demand
Liner operator Zim raised its 2026 earnings guidance, citing strong demand and rising freight rates. The post Zim lifts profit forecast 72% on strong demand ap…
Autos
Used car prices fall in Q3, while demand for fuel-efficient vehicles grows
Used vehicle prices are forecast to fall more than previously expected this year, according to Cox Automotive.
Geopolitics
Vance appears to soften U.S. demands on Iranian nuclear enrichment
Vance says Iran must do "something meaningful on enrichment capacity" to end the war, as Rubio claims Tehran has "lost complete control" of the Strait of Hormu…
Housing
Mortgage rates sit at nearly 3-year high, and demand continues to shrink
Mortgage rates rose to the highest level in nearly three years, causing demand for both refinancing and homebuying to decline even further.
Crypto
Crypto card access doesn't match global demand, Tangem says
Crypto card demand can be stronger where access is harder, Tangem says, as the company expands its self-custodial payment offering through Visa.
Technology
Constellation, Google strike 890-MW nuclear deal to meet data center power demand
Constellation Energy has signed 20-year power purchase agreements with both Google and Amazon in the last week, supporting almost 1.1 GW of nuclear expansions.
Energy
LNG Export Capacity Is Set to Grow 50% by 2030. Here's What It Means for U.S. Energy Stocks.
LNG export capacity is expected to grow to meet increased demand. What does that mean for energy stocks?
Energy
Goldman: Diesel prices set to stay high through 2027 as refineries struggle to meet demand
Goldman Sachs says tight refinery capacity could keep diesel prices elevated through 2027, with high margins needed to curb demand and rebuild inventories.
Healthcare
What Comes Next for Hca Healthcare, (NYSE:HCA)?
Follow Hca Healthcare, as investors assess clinical demand and healthcare delivery, the current catalyst, execution risks and the company evidence that may sha…
Autos
Lucid Motors' EV output falls to lowest level in almost 2 years
The company is deliberately limiting production after years of struggling to find mass-market demand for its EVs.
Transport
Truckload Spot Rates Keep Rising, But Demand Isn't. Why?
Truckload spot rates keep rising, but demand isn't the real story. Accepted tender volumes are falling, rejection rates have cooled, and yet spot and contract…
Macro
Can American Tower (NYSE:AMT) stock ride AI demand amid yield pressure?
American Tower (NYSE:AMT) balanced strong CoreSite data-center demand against rising benchmark yields as the market weighed the Federal Reserve rate path today.
AI
This 'premier' data center play has 30% upside ahead, says BMO
Data center demand will continue to push this digital infrastructure company higher, according to BMO Capital Markets.
Macro
ECB's Lane Sees 'Demand Destruction' Muting Energy Impact On Inflation
The recent rise in energy prices may cool demand in the eurozone that would limit the need for rate rises to contain inflation, ECB's Chief Economist Philip La…
AI
3 AI-Power Stocks Riding the Same Data Center Boom, Ranked By Risk
Electricity demand has rocketed higher, and these three companies are helping supply power to AI and the world.
AI
Consulting firms say that as AI gets cheaper, power demand could keep climbing
Consulting firms say that as AI gets cheaper, power demand could keep climbing
AI
Nvidia just hit a record high. Here's why the stock still looks cheap to me
Nvidia looks historically cheap despite strong AI demand and expectations for continued revenue growth.
Energy
Puerto Rico faces record electric rate as demand and costs increase
A record electric rate has gone into effect in Puerto Rico as outages persist and the U.S. territory's power grid continues to crumble
Technology
Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold
Micron is up over 500% in the past year as the company benefits from soaring AI demand.
