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Insider Trading

United Airlines Holdings Insider Sold Shares Worth $631,330, According to a Recent SEC Filing

Andrew P Nocella, Executive Vice President and Chief Commercial Officer, on May 01, 2026, sold 7,000 shares in United Airlines Holdings (UAL) for $631,330. Following the Form 4 filing with the SEC, Nocella has control over a total of 215,345 common shares of the company, with 215,345 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/100517/000010051726000093/xslF345X05/wk-form4_1778018651.xml

$UAL
Wire

Market Chatter: United Airlines Wary of Pursuing Smaller Acquisitions Like JetBlue

United Airlines (UAL) Chief Executive Scott Kirby said that pursuing an acquisition of a smaller airline like JetBlue Airlines (JBLU) might not be worth the intensive effort required, The New York Times reported Wednesday.In an interview, Kirby told The Times that "doing a merger takes a lot of calories and a lot of energy, and it's about the same amount of calories and energy regardless of the size of the merger."The interview comes just days after Kirby raised the idea of a potential merger with American Airlines (AAL), but was rebuffed, according to the report.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $88.03, Change: $-2.38, Percent Change: -2.64%

$AAL$JBLU$UAL
Wire

United Airlines Wary of Pursuing Smaller Acquisitions Like JetBlue, The New York Times Reports

United Airlines Wary of Pursuing Smaller Acquisitions Like JetBlue, The New York Times Reports

$JBLU$UAL
Wire

United Airlines Adds New Nonstop Summer Services Across Europe

United Airlines (UAL) said Tuesday it is launching new summer season flights from New York to new destinations in Croatia, Italy, Scotland and Spain.The carrier said it will launch a nonstop service from Newark Liberty International Airport to Split, Croatia, on Thursday, to Bari, Italy, starting May 1, to Glasgow, Scotland, beginning May 8, and to Santiago de Compostela, Spain, on May 27.United said its summer schedule will include nearly 770 weekly transatlantic roundtrips and 36 European destinations.Shares of United Airlines were down 2.2% in Tuesday trading.Price: $89.89, Change: $-2.02, Percent Change: -2.19%

$UAL
Sectors

Sector Update: Consumer Stocks Fall Late Afternoon

Consumer stocks fell late Monday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) declining 1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.6%.In corporate news, United Airlines (UAL) CEO Scott Kirby confirmed he approached rival American Airlines (AAL) about a possible merger, and American declined to engage, closing the door on a deal. Separately, American is selling $1.14 billion of bonds financing a group of planes, Bloomberg reported. United shares fell 1.2%, and American dropped 3%.Domino's Pizza (DPZ) reported weaker-than-expected Q1 results on Monday, with the company's CEO saying consumer uncertainty and inflation weighed on demand late in the quarter. Its shares slumped past 9%.Verizon Communications (VZ) lifted its full-year earnings outlook on Monday and reported a Q1 bottom line above market estimates, while it unexpectedly added postpaid phone subscribers in the three-month period. Its shares rose 1.2%.Toyota Motor (TM) reported Monday total worldwide sales of 897,871 vehicles in March, down 7.3% from a year earlier. Toyota shares were fractionally higher.

$AAL$DPZ$TM$UAL$VZ
US Markets

Airline Capacity Deployment Slowdown Amid High Fuel Prices Could Hit Aircraft Lessors, Deutsche Bank Says

Aircraft lessors could be impacted by a projected slowdown in airline capacity deployment globally amid elevated jet fuel prices triggered by the Middle East conflict, Deutsche Bank said Monday.Energy prices have soared following the US-Israel war with Iran that has disrupted shipments through the Strait of Hormuz, the world's most important chokepoint for crude flows.The conflict, which paused following a ceasefire between the US and Iran and later between Israel and Lebanon, has pushed jet fuel prices past $4 a gallon, according to Deutsche Bank."While aircraft lessors are not directly impacted (by high fuel prices) like airlines with higher operating costs, they are indirectly affected by changes in supply and demand for aircraft," Deutsche Bank analyst Shannon Doherty said in a note to clients Monday. "We cannot ignore the fact that surging jet fuel prices will lead to a slowing of global airline capacity deployment, with groundings a possibility among the financially weakest operators."Last week, American Airlines (AAL) and United Airlines (UAL) lowered their full-year earnings projections. United Airlines said at the time it faced headwinds in the first quarter, including a $340 million increase in fuel expense, compared with a year earlier.Qatar Airways recently contacted lessors to potentially defer or reduce rental payments, Deutsche Bank said Monday. If other airlines request similar favors and aircraft lessors opt to provide that relief, new terms will likely be net present value-positive over the longer term for lessors, according to the note.A premium multiple to AerCap Holdings' (AER) book value is "justified" given its diversified asset fleet earning mid-double-digit return on equity, Doherty said. An undersupply of aircraft assets is "structural" and is expected to last through the end of the decade, the brokerage wrote."AerCap represents one of the best ways to play this theme given the high demand for aircraft, its large orderbook, durable earnings, and high visibility into future cash flows given the long duration nature of its lease contracts," Doherty said.Price: $137.95, Change: $-0.14, Percent Change: -0.10%

$AAL$AER$FTAI$UAL
Sectors

Sector Update: Consumer

Consumer stocks fell late Monday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) declining 1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.6%.In corporate news, United Airlines (UAL) CEO Scott Kirby confirmed he approached rival American Airlines (AAL) about a possible merger, and American declined to engage, closing the door on a deal. Separately, American is selling $1.14 billion of bonds financing a group of planes, Bloomberg reported. United shares fell 1.5%, and American dropped 3.1%.

$AAL$UAL
US Markets

United Airlines CEO Confirms Approach to American Regarding Potential Merger

United Airlines (UAL) Chief Executive Scott Kirby confirmed Monday that he approached fellow carrier American Airlines (AAL) about a possible merger, but the latter declined to engage and closed the door on a deal.A potential combination between the two companies could have expanded service to "smaller communities," increased the total number of economy seats in the marketplace, offered affordable prices to customers and built a more globally competitive US airline, Kirby said in a statement. The merger could have boosted the US economy and created "millions of jobs," among other benefits, Kirby added."I was hoping to pitch that story to American, but they declined to engage and instead responded by publicly closing the door," Kirby said. "Without a willing partner, something this big simply can't get done."American Airlines didn't immediately respond to' request for comment.American Airlines shares were down 2.7% in Monday afternoon trade, while United Airlines fell 1.4%.Earlier this month, American Airlines said it wasn't interested in any talks regarding a merger with United Airlines, adding that it would be "negative for competition and for consumers." Any deal would also have been "inconsistent" with the Trump administration's philosophy towards the industry and antitrust law, the company said at the time.During an earnings conference call with analysts last week, American Airlines CEO Robert Isom said a potential combination with United Airlines would have been "anticompetitive.""Everybody that has weighed in suggests the same thing," Isom told analysts, according to a FactSet transcript. "Bad for customers, bad for the industry, and then ultimately -- that'd be bad for American Airlines."American Airlines' public comments "make it clear that a merger like this is off the table for the foreseeable future," Kirby said Monday.US President Donald Trump reportedly voiced his opposition to the combination in a recent interview with CNBC, saying he didn't "like" having the two airlines merge.Last week, American Airlines reported that its first-quarter adjusted per-share loss narrowed year over year, while operating revenue increased. The carrier cut its 2026 earnings outlook at the time. Separately, United Airlines reported better-than-expected first-quarter results, but lowered its full-year earnings outlook amid rising fuel costs.Price: $91.69, Change: $-1.31, Percent Change: -1.41%

$AAL$UAL
Wire

UBS Adjusts Price Target on United Airlines to $139 From $135, Maintains Buy Rating

United Airlines (UAL) has an average rating of buy and mean price target of $130.27, according to analysts polled by FactSet.Price: $91.60, Change: $+0.35, Percent Change: +0.38%

$UAL
Research

Research Alert: CFRA Reiterates Hold Opinion On Shares Of United Airlines Holdings Inc

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target by $3 to $100, 7.5x our 2027 EPS estimate (unchanged) and in line with the shares' five-year average forward multiple. We lower our 2026 EPS to $11.02 from $11.55 and 2027's to $13.33 from $13.74, primarily reflecting significant fuel cost headwinds. We reiterate our Hold opinion, viewing Q1 results as evidence of pricing power, with revenue growth of 10.6% driven by premium (+14%) and loyalty (+13%) customers. However, offsetting strong demand is significant fuel cost pressure (+13% in Q1) that prompted management to lower adjusted EPS guidance by roughly 30%. At current levels, shares trade at approximately 6x consensus 2027 EPS estimates, appearing to discount near-term fuel headwinds. However, sustained higher oil prices would represent an even more significant EPS headwind than reflected in our estimates, which sit $0.02 above the high end of management's guidance. While UAL's pricing power is encouraging, we see balanced risk/reward with limited margin for error.

$UAL
US Markets

United Airlines' Second-Quarter Profit Outlook Trailed Market Expectations, UBS Says

United Airlines' (UAL) second-quarter profit guidance fell short of Wall Street's numbers as the company factored in higher-than-expected fuel costs, UBS Securities said in a note e-mailed Wednesday.Late Tuesday, the air carrier said it expected adjusted earnings per share of $1 to $2 for the ongoing quarter, assuming an average jet fuel price of about $4.30 per gallon.UBS projects EPS of $2.30, while it put the Bloomberg-polled consensus at $1.74, below the middle point of the guidance range.The brokerage said the "buyside bar" was EPS of $1.75 to $2.25 based on a fuel price of $4.10 per gallon. Crude oil prices have soared in the aftermath of the US-Israel war with Iran.United Airlines lowered its full-year adjusted EPS guidance to a range of $7 to $11 from $12 to $14. The wider guidance takes into consideration multiple scenarios, Chief Financial Officer Michael Leskinen told analysts at an earnings call late Tuesday, according to a FactSet transcript."(The second-quarter) guide was a bit lighter than the buyside bogey, but was driven by higher fuel assumption (versus) expectations," UBS analysts including Atul Maheswari wrote. (The full-year) guide broadly brackets consensus at mid-point."UBS is projecting full-year EPS of $9.50, above the consensus view it put at $9.08.Shares of United Airlines were down 7% in late Wednesday afternoon trade despite the company reporting stronger-than-expected first-quarter results."All in, we think it was a fine print," Maheswari said. "The proactive capacity cuts for (the second half) was particularly encouraging to us as it highlights the company is focusing preserving margins (and) cash in this uncertain backdrop."The brokerage has a buy recommendation on the stock, with a price target of $135."Overall, estimates are unlikely to move much following this print," Maheswari said. "In the absence of earnings catalyst, we think the stock will likely trade on macro headlines for the near-term."On the call, Chief Executive Scott Kirby said management's goal at the moment is "to do whatever it takes to recover 100% of the increase in jet fuel prices as quickly as possible, and to achieve double-digit pre-tax margins next year.""Oil is incredibly volatile right now, but because we think we're moving towards a 100% pass-through, it allows us to have confidence in both our near- and medium-term earnings trajectory enough so that we can still provide guidance," Kirby said, according to the FactSet transcript.Price: $90.46, Change: $-6.67, Percent Change: -6.87%

$UAL
Research

Research Alert: Ual: Strong Q1 Results Offset By Reduced 2026 Outlook On Fuel Costs

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:UAL reported Q1 2026 adjusted EPS of $1.19 (+31% Y/Y), beating the $1.08 consensus estimate, due to total revenue of $14.6B (+11% Y/Y), above the $14.4B consensus. Operating margins proved resilient at 4.2% (+35 bps Y/Y) despite a $360M fuel cost headwind, with strong pricing power evidenced by TRASM rising 6.9% Y/Y to 18.80 cents and PRASM advancing 7.4% Y/Y to 16.95 cents. UAL's premium revenue streams supported results with premium revenue growing 14% Y/Y, loyalty revenue up 13% Y/Y, and business revenue expanding 14% Y/Y. The company reduced 2026 adjusted EPS guidance to $7.00-$11.00 from $12.00-$14.00 and plans to reduce capacity by 5 percentage points for the remainder of 2026. Management expects a phased revenue recovery approach to recapture 40%-50% of fuel cost increases in Q2, 70%-80% in Q3, and 85%-100% in Q4. We think Q1 provided evidence of UAL's ability to pass through fuel costs while maintaining its long-term growth trajectory.

$UAL
Wire

Top Midday Stories: QXO to Acquire TopBuild for $17 Billion; Eli Lilly to Buy Kelonia for Up to $7 Billion

All three major US stock indexes fell in late-morning trading Monday as tensions between the US and Iran escalated over the weekend.In company news, QXO (QXO) agreed to acquire TopBuild (BLD) for $17 billion. TopBuild shareholders can elect $505 a share in cash or 20.2 QXO common shares for each TopBuild share they own, subject to a cap that limits cash to 45% of the total consideration. The deal is expected to close in Q3. QXO shares fell 7.2% around midday, and TopBuild rose 17%.Eli Lilly (LLY) agreed to acquire Kelonia Therapeutics for up to $7 billion in cash, including an upfront payment of $3.25 billion and subsequent payouts based on certain clinical, regulatory and commercial milestones. The deal is expected to close in H2. Eli Lilly shares rose 0.2%.Alphabet's (GOOG, GOOGL) Google is in talks with Marvell Technology (MRVL) to develop two new processors optimized for AI inference tasks, The Information reported Sunday, citing two people with knowledge of the discussions. Alphabet shares fell 0.9%, and Marvell rose 4.1%.American Airlines Group (AAL) said late Friday it was not engaged with or interested in talks about a merger with United Airlines Holdings (UAL). American shares fell 4.4%, and United dropped 2.3%.Brady (BRC) agreed to acquire Honeywell International's (HON) productivity solutions and services business for $1.4 billion in cash. Brady shares eased 0.1%, and Honeywell fell 1.2%.Price: $23.19, Change: $-1.81, Percent Change: -7.24%

$AAL$BLD$BRC$GOOG$GOOGL$HON$LLY$MRVL$QXO$UAL
US Markets

Nasdaq, S&P 500 Hit New Peaks as Iran Reopens Hormuz

The Nasdaq Composite and the S&P 500 notched new peaks on Friday after Iran announced a temporary reopening of the Strait of Hormuz, sending oil prices tumbling.The Nasdaq rose 1.5% to 24,468.5, while the S&P 500 added 1.2% to 7,126.1, notching record-high closing levels for the third straight day. The Nasdaq extended its advance to a 13th consecutive session, its longest winning streak since 1992, according to CNBC.The Dow Jones Industrial Average jumped 1.8% to 49,447.9.Barring energy and utilities, all sectors were in the green, led by consumer discretionary's 2% jump.The Nasdaq and the S&P 500 saw their biggest weekly gains since May last year, rising 6.8% and 4.5%, respectively, this week. The Dow advanced 3.2% this week, the most since June.West Texas Intermediate crude oil sank 11% to $84.68 a barrel in Friday late-afternoon trade, while Brent lost 8.7% to $90.71."In line with the ceasefire in Lebanon, the passage for all commercial vessels through Strait of Hormuz is declared completely open for the remaining period of ceasefire," Iranian Foreign Minister Seyed Abbas Araghchi said Friday in a post on the X platform.Vessels must move through a "coordinated route" announced by Iran's Ports and Maritime Organization, Araghchi said.On Thursday, US President Donald Trump said Lebanon and Israel agreed to a 10-day ceasefire that seeks to pause hostilities between Israel and Iran-backed Hezbollah in Lebanon. That was a key sticking point in peace negotiations between the US and Iran."Araghchi's statement represents a significant and unexpected diplomatic opening," Artem Abramov, deputy head of analysis at Rystad Energy, said in a note e-mailed to. "The Strait of Hormuz has been the single most consequential variable in global oil markets since the conflict escalated, and any credible signal that the chokepoint may reopen, even temporarily, is a market-moving development of the first order."Trump welcomed the reopening of the strait, though he said the US naval blockade of Iran's ports will continue until "our transaction with Iran is 100% complete.""The news that Iran will allow traffic to resume through the Strait of Hormuz could be an important turning point and the catalyst for upgrades to our economic forecasts, but not immediately," Oxford Economics said in a note. "The development increases the risk that a more lasting deal could be brokered, reducing the likelihood of extreme downside scenarios crystalizing."Shares of cruise line operators and airlines jumped, with Royal Caribbean Cruises (RCL) up 7.3%, the best performer on the S&P 500, followed United Airlines (UAL) and Carnival (CCL). Southwest Airlines (LUV) rose 5.1%.US Treasury yields were lower, with the 10-year rate down seven basis points at 4.25% and the two-year rate dropping 7.4 basis point to 3.71%.In company news, Netflix (NFLX) shares tumbled 9.7%, the third-worst performer on the S&P 500.The streaming giant late Thursday posted first-quarter revenue above Wall Street's estimates. However, the company disappointed investors by maintaining its margin outlook even though its cost base apparently would have benefited from its decision to walk away from a deal to acquire Warner Bros. Discovery (WBD), MoffettNathanson said in a note Friday.Gold was last up 1.3% at $4,871.10 per troy ounce, while silver gained 3.4% to $81.40 per ounce.

Dow JonesNasdaq CompositeS&P 500$CCL$LUV$NFLX$RCL$UAL$WBD
Asia Markets

S&P 500, Nasdaq Composite Scale Peaks as Trump Sets Stage for Iran Deal Over Weekend

US equity indexes jumped, with the S&P 500 and the Nasdaq Composite making all-time highs, and crude oil futures sank on Friday amid mounting expectations of an Iran peace deal over the weekend.The Nasdaq Composite advanced 1.5% to 24,468.48, with the S&P 500 up 1.2% to 7,126.06, and the Dow Jones Industrial Average higher by 1.8% to 49,447.43.West Texas Intermediate crude oil futures plunged 11% to $84.68, and Brent crude futures plummeted 8.8% to $90.69.Bloomberg reported that President Donald Trump said Iran agreed to suspend its nuclear program indefinitely and will not receive any frozen funds from the US. Axios reported Friday that the US could release $20 billion in frozen Iranian funds in exchange for Iran turning over its stockpile of enriched uranium.Trump said in a phone interview on Friday that a deal to end the war is mostly complete, according to the Bloomberg news report. Talks over a lasting agreement will "probably" be held this weekend, the president was cited as saying. The US-Iran ceasefire ends next week, implying an extension to the truce may not be required.Earlier in the day, Iran announced the reopening of the Strait of Hormuz for the remainder of the ceasefire period."In line with the ceasefire in Lebanon, the passage for all commercial vessels through the Strait of Hormuz is declared completely open for the remaining period of ceasefire, on the coordinated route as already announced by Ports and Maritime Organisation of the Islamic Rep. of Iran," Iran's foreign minister, Seyed Abbas Araghchi, said in a post on X. The 10-day truce between Israel and Lebanon came into force on Thursday.Trump also said Friday the US naval blockade will continue until a deal with Iran is "100% complete," CNN reported."The single war variable that has mattered for markets is whether oil continues to flow through the Strait of Hormuz," according to a Stifel Securities research note. "This is why today's announcement that the Strait of Hormuz is 'open to shipping' for the remainder of the ceasefire is significant."Most US Treasury yields dropped, with the 10-year down 6.5 basis points to 4.25% and the two-year slumped 7.8 basis points to 3.7% as falling crude oil prices damped inflation concerns. In precious metals, gold futures advanced 1.3% to $4,868.1 and silver futures jumped 3.2% to $81.24.All sectors except energy and utilities soared intraday. Consumer discretionary, industrials, and technology led the gainers.Airlines and cruise liners were the S&P 500's leaders. Royal Caribbean (RCL), United Airlines (UAL), and Carnival (CCL) led the outperformers, with gains of at least 7% each. Chevron (CVX), down 2.2%, was the Dow's worst performer.In company news, shares of Netflix (NFLX) slid 9.7%, among the worst performers on the S&P 500 and the Nasdaq, after the company released Q2 guidance late Thursday below market consensus. The streaming company also said that its chairman and co-founder, Reed Hastings, plans to step down when his term ends in June.

Dow JonesNasdaq CompositeS&P 500$CCL$CVX$NFLX$RCL$UAL
US Markets

Equities Rally Intraday, Oil Plunges After Iran Declares Hormuz Strait Open

US benchmark equity indexes advanced intraday, while oil prices slumped after Iran declared the Strait of Hormuz "completely open" following a ceasefire deal between Lebanon and Israel.The Dow Jones Industrial Average was up 1.9% at 49,507.9 after midday Friday. The Nasdaq Composite jumped 1.4% to 24,447.8, while the S&P 500 rose 1.2% to 7,126.6. The two indexes notched their second consecutive record-high closes in the previous session.Barring energy and utilities, all sectors were in the green intraday Friday, led by consumer discretionary's 2.7% jump.West Texas Intermediate crude oil sank 11% to $84.20 a barrel, while Brent lost 9% to $90.44."In line with the ceasefire in Lebanon, the passage for all commercial vessels through Strait of Hormuz is declared completely open for the remaining period of ceasefire," Iranian Foreign Minister Seyed Abbas Araghchi said Friday in a post on the X platform.Vessels must move through a "coordinated route" announced by Iran's Ports and Maritime Organization, Araghchi said.On Thursday, US President Donald Trump said Lebanon and Israel agreed to a 10-day ceasefire that seeks to pause hostilities between Israel and Iran-backed Hezbollah in Lebanon. That was a key sticking point in peace negotiations between the US and Iran.Trump welcomed the reopening of the strait, though he said on Truth Social that the US naval blockade of Iran's ports will continue until "our transaction with Iran is 100% complete.""The news that Iran will allow traffic to resume through the Strait of Hormuz could be an important turning point and the catalyst for upgrades to our economic forecasts, but not immediately," Oxford Economics said in a note. "The development increases the risk that a more lasting deal could be brokered, reducing the likelihood of extreme downside scenarios crystalizing."A quarter-long closure of the strait will likely push US inflation higher by 0.6 percentage point this year, researchers at the Federal Reserve Bank of Dallas said in an article Friday.Shares of cruise line operators and airlines surged intraday, with Royal Caribbean Cruises (RCL) up 8.2%, the best performer on the S&P 500, followed by Carnival's (CCL) 7.8% gain. United Airlines (UAL) jumped 7.6%, while Southwest Airlines (LUV) climbed 6.5%, among the top gainers on the index.US Treasury yields were lower intraday, with the 10-year rate down 6.3 basis points at 4.25% and the two-year rate dropping 7.8 basis point to 3.69%.In company news, Netflix (NFLX) shares were down 10% intraday, the second-worst performer on the S&P 500.The streaming giant late Thursday posted first-quarter revenue above Wall Street's estimates. However, the company disappointed investors by maintaining its margin outlook even though its cost base apparently would have benefited from its decision to walk away from a deal to acquire Warner Bros. Discovery (WBD), MoffettNathanson said in a note Friday.Gold was up 1.5% at $4,881.40 per troy ounce, while silver gained 3.8% to $81.71 per ounce.

Dow JonesNasdaq CompositeS&P 500$CCL$LUV$NFLX$RCL$UAL$WBD
Asia Markets

S&P 500, Nasdaq Composite Hit Records as Iran Reopens Hormuz Chokepoint for Ceasefire Period

US equity indexes jumped, with the S&P 500 and the Nasdaq Composite making all-time highs, and crude oil futures sank in midday trading on Friday after Iran reopened the Strait of Hormuz for the remainder of the ceasefire period.The Nasdaq Composite advanced 1.6% to 24,505.1, with the S&P 500 up 1.5% to 7,144.2, and the Dow Jones Industrial Average higher by 2.3% to 49,700.3.West Texas Intermediate crude oil futures plunged 12% to $83.41, and Brent crude futures plummeted 10% to $89.06."In line with the ceasefire in Lebanon, the passage for all commercial vessels through the Strait of Hormuz is declared completely open for the remaining period of ceasefire, on the coordinated route as already announced by Ports and Maritime Organisation of the Islamic Rep. of Iran," Iran's foreign minister, Seyed Abbas Araghchi, said in a post on X, formerly Twitter. The 10-day truce between Israel and Lebanon came into force on Thursday.US President Donald Trump said that the US naval blockade will continue until a deal with Iran is "100% complete," CNN reported. He expressed confidence that a deal will come soon, saying talks could happen this weekend. The US-Iran ceasefire ends next week.Meanwhile, the US and Iran are discussing a plan as part of their peace talks that would see the US release $20 billion in frozen Iranian funds in exchange for Iran turning over its stockpile of enriched uranium, Axios reported Friday, citing two US officials and two additional sources briefed on the talks."The single war variable that has mattered for markets is whether oil continues to flow through the Strait of Hormuz," according to a Stifel Securities research note. "This is why today's announcement that the Strait of Hormuz is 'open to shipping' for the remainder of the ceasefire is significant."US Treasury yields sank, with the 10-year down 7.5 basis points to 4.23% and the two-year dropped 8.4 basis points to 3.69% as falling crude oil prices damped inflation concerns. In precious metals, gold futures advanced 1.8% to $4,894.5 and silver futures jumped 4.8% to $82.51.All sectors except energy and utilities soared intraday. Consumer discretionary, industrials, and technology led the gainers.Airlines and cruise liners were the S&P 500's leaders. Royal Caribbean (RCL), United Airlines (UAL), and Carnival (CCL) led the outperformers, with gains of at least 8.6% each. Chevron (CVX), down 3.3%, was the Dow's worst performer.In company news, shares of Netflix (NFLX) slid 9.6%, among the worst performers on the S&P 500 and the Nasdaq, after the company released Q2 guidance late Thursday below market consensus. The streaming company also said that its chairman and co-founder, Reed Hastings, plans to step down when his term ends in June.

Dow JonesNasdaq CompositeS&P 500$CCL$CVX$NFLX$RCL$UAL
Wire

Market Chatter: White House Holds No Opinion on Reports of Proposed Merger Between United, American Airlines

The White House has no opinion on reports that United Airlines (UAL) is considering a merger with American Airlines (AAL), press secretary Karoline Leavitt said Wednesday, according to a Reuters report.Leavitt told reporters that the idea has been proposed by the industry, but is not something the president of the White House have an opinion on, Reuters said.In late February, United's chief executive officer Scott Kirby proposed the merger between the two carriers in a meeting with President Donald Trump, the news outlet said, citing two sources.United, American did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $95.25, Change: $-1.92, Percent Change: -1.97%

$AAL$UAL
Wire

US Airlines Head Into Q1 Earnings With Demand Trends, M&A Chatter in Focus, UBS Says

United Airlines (UAL), Alaska Air Group (ALK), American Airlines (AAL) and Southwest Airlines (LUV) are heading into next week's Q1 earnings with investor attention centered on demand trends, unit-revenue guidance and renewed consolidation speculation, UBS Securities said Tuesday in a report.Delta Air Lines' (DAL) strong demand trends and low-teens Q2 revenue outlook set a high bar for the sector, with investors watching whether peers can sustain similar momentum or show signs of normalization, the report said.For United Airlines, UBS expects mid-teens Q2 revenue growth and above-consensus earnings, supported by improving year-over-year comparisons at its Newark, New Jersey, hub, strong premium demand and scenario-based full-year guidance.American Airlines is expected to post mid-teens Q2 revenue growth with a modest earnings loss, with potential upside from corporate share recapture but a likely wider guidance range or suspension of full-year targets, the report said.Southwest Airlines is expected to deliver high-teens unit-revenue growth and above-consensus earnings, with a suspension of full-year guidance anticipated as the carrier continues to advance its transformation strategy, UBS said.Results are due for Alaska Air on Monday, United on Tuesday, Southwest on April 22 and American on April 23.United shares fell 2.5% in Wednesday trading, Alaska Air eased 0.2%, American rose 1.1%, Southwest gained 1.2%, and Delta advanced 1%.Price: $94.79, Change: $-2.38, Percent Change: -2.45%

$AAL$ALK$DAL$LUV$UAL
Asia Markets

US Equity Indexes Jump, Crude Oil Slides as Trump Hints at Iran Peace Talks This Week

US equity indexes advanced on Tuesday as optimism that Iran peace talks may resume this week pushed crude oil futures sharply lower, and after mega-cap banks reported quarterly earnings.The Nasdaq Composite jumped 2% to 23,639.08, the S&P 500 climbed 1.2% to 6,967.38, and the Dow Jones Industrial Average advanced 0.7% to 48,535.99. S&P 500 has reportedly clawed back all of its post-Iran-war declines and, according to CNBC-compiled data, the index is close to its all-time high of about 7,002.3.Consumer discretionary, communication services, and technology led the gainers. Energy was by far the worst performer among a trio of decliners.Talks to end the Iran war could resume in Pakistan over the next two days, US President Donald Trump said on Tuesday, after the collapse of weekend negotiations prompted Washington to impose a blockade on Iranian ports, Reuters reported.Gulf, Pakistani, and Iranian officials said the US and Iran's negotiating teams could return to Pakistan later this week, according to the news report. Still, one senior Iranian source said no date had been set, the report added.The CBOE Volatility Index dropped 4% to 18.36.European countries are putting together a plan for a broad coalition of countries to help free up shipping through the Strait of Hormuz, including sending mine-clearing and other military vessels, The Wall Street Journal reported, adding that the plan would only come to pass after the war.Meanwhile, after the first direct talks in decades, Israel and Lebanon agreed to hold further negotiations "at a mutually agreed time and venue," CNN cited the US State Department as saying.West Texas Intermediate crude oil futures sank 6.8% to $92.32, and Brent crude futures slumped 4.3% to $95.13.In precious metals, gold futures jumped 2% to $4,864.70 and silver futures soared 5.3% to $79.70.In company news, Citigroup (C) and BlackRock (BLK) reported Q1 earnings and revenue growth above market expectations. JPMorgan Chase (JPM) also delivered a better-than-expected quarter.United Airlines (UAL) Chief Executive Scott Kirby proposed a potential combination with American Airlines (AAL) during a late February meeting with President Donald Trump, Reuters reported Monday, citing two unnamed sources familiar with the matter.In economic news, the US Producer Price Index rose by 0.5% in March, the same as in February and below the 1.1% gain expected in a Bloomberg-compiled survey. Energy prices jumped by 8.5% in the month after a 2.1% gain in the previous month due to a 15.7% surge in gasoline prices. Excluding food and energy, core PPI edged up 0.1%, below the 0.4% gain forecast and slower than the 0.3% gain reported in February.Most US Treasury yields fell, with the 10-year down 4.9 basis points to 4.25% and the two-year retreating 3.6 basis points to 3.75%.The International Monetary Fund now expects 2.3% US economic growth in 2026, a downward adjustment from its 2.4% estimate set out in January and compared with the 2.1% growth reported in 2025. The IMF also revised down its 2026 global growth outlook in its World Economic Outlook update released Tuesday.

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