文章核心观点 - 近期Delta Air Lines (DAL)股价下跌11.2%,表现不佳 [1] - 公司受到微软系统故障的严重影响,导致大量航班取消,恢复缓慢 [6][7] - 第二季度财报业绩不佳,第三季度业绩预期也较为悲观 [9][10] - 油价上涨和劳动力成本上升等因素也给公司带来了不利影响 [12][13] 行业和公司概况 - 公司目前股价较52周高点有29.2%的折价 [4] - 从估值角度来看,公司估值相对行业较低 [17][18] - 公司现金流充沃,有能力偿还目前的债务 [16] - 航空旅行需求强劲,公司营收有所增长 [15] - 公司近期提高了季度股息,体现了良好的财务状况 [16]

文章核心观点 - CrowdStrike (CRWD)股价在过去一个月内下跌约40%,主要是由于公司负责的一次中断事件引发的不确定性 [1] - 这次中断事件并非由于产品漏洞、黑客攻击或安全漏洞造成,而是由于一次错误的传感器配置更新导致,造成800万台运行微软(MSFT)Windows的设备出现"蓝屏死机" [2] - 根据保险公司Parametrix的估计,这次事件给Fortune 500公司造成的损失高达54亿美元,全球损失估计高达150亿美元 [3] - 达美航空(DAL)是受影响最严重的公司之一,需要取消近7000个航班,并处理超过17.6万个退款或报销请求,损失高达5亿美元 [4][5] - 达美航空CEO表示,CrowdStrike应该对此负责,并提供财务赔偿,而不是仅提供免费咨询服务 [6][7] - 达美航空已聘请律师寻求从CrowdStrike和微软索赔,但尚未提起诉讼 [8] - 诉讼是一个漫长的过程,给CRWD股票带来极大的不确定性,不过CrowdStrike的采购订单条款可能为其提供一定保护 [9]

Delta Air Lines will take a $500 million hit related to the CrowdStrike global outage as the airline pursues legal action, the company’s CEO Ed Bastian said Wednesday.The airline has been the slowest among major US carriers to recover following the cybersecurity firm software update debacle that led to more than 2,200 flight cancellations on July 19.Delta lost “half a billion dollars in five days,” Bastian told CNBC during an interview in Paris.  5 Delta CEO Ed Bastian said the airline suffered $500 milli ...

文章核心观点 - 达美航空公司遭遇了一次全球性的技术故障,导致公司损失约5亿美元 [2][3] - 这次技术故障是由于网络安全公司CrowdStrike的一个软件更新出现问题而引发的 [4][6] - 达美航空公司是受影响最严重的航空公司,因为其关键系统受到了严重的破坏 [7] - 美国交通部正在调查达美航空公司在这次事件中的应对措施,包括客户服务等方面 [8] - 达美航空公司表示将向CrowdStrike公司索赔,但CrowdStrike目前仅提供了免费的咨询建议 [9] 根据相关目录分别进行总结 公司层面 - 达美航空公司因此次技术故障损失约5亿美元,包括损失收入以及赔付费用 [2][3] - 达美航空公司是受影响最严重的航空公司,因为其关键系统受到了严重的破坏 [7] - 达美航空公司表示将向CrowdStrike公司索赔,但CrowdStrike目前仅提供了免费的咨询建议 [9] 行业层面 - 这次技术故障不仅影响了航空业,还影响了广播、银行、医院等多个行业 [4] - 美国交通部正在调查达美航空公司在这次事件中的应对措施,包括客户服务等方面 [8] - CrowdStrike公司表示将采取措施防止类似问题再次发生,包括分阶段推出更新、给客户更多控制权等 [6]

As the world remains glued to the ongoing Olympic Games in Paris, France, several brands are strategically positioning themselves to capitalize on this event’s global exposure. Notably, companies from different sectors have already unveiled themselves as sponsors of the games. This exposure will likely drive substantial consumer engagement, an aspect that can potentially impact their respective stocks. Here are three stocks with the potential to benefit from the global event:LVMH Moet Hennessy Louis Vuitton ...

Some airlines are looking extremely attractive, but some are looking like broken business models.Although airlines are traditionally thought of as capital-intensive and money-losing businesses, Delta (DAL 1.52%) has done a fantastic job diversifying its revenue stream and delivering profits. On the other hand, one airline that used to be widely regarded as the best investment in the industry doesn't look like a great buy at all. Watch the short video below for all the details.*Stock prices used were the mor ...

These two stocks seem to be excellent value and have been sold off unfairly due to near-term earnings headwinds.It's always interesting to monitor stocks to buy during earnings season if the market overreacts to any negative news. With that in mind, I think Delta Air Lines (DAL 1.52%) and Hexcel Corporation (HXL 2.28%) are worth a look. Both stocks were sold off recently, and I think the market is treating them a little too harshly. Here's why.Delta Air Lines and market cyclicalitySupply and demand set pric ...

Delta could take a $500 million hit to its bottom line this quarter because of the global Crowdstrike outage last week, according to a Wall Street analyst.Stephen Trent, a Citi Research airline analyst, cut his profit forecast for the Atlanta-based airline’s third quarter by more than $500 million because of the meltdown, which has continued to spark flight delays and cancelations this week.Citigroup cut estimates for Delta’s third-quarter earnings per share by 60 cents a share to $1.37 a share, citing “ope ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: A Delta Air Lines plane leaves the gate on July 12, 2021, at Logan International Airport in Boston. U.S. airline regulators have opened an investigation into Delta Air Lines, which is still struggling to restore operations on Tuesday, July 23, 2024, more than four full days after a faulty software update caused technological hav ...

Key TakeawaysThe U.S. Department of Transportation has opened an investigation into Delta Air Lines' stretch of cancellations and delays since last Friday's global tech outage.Delta has been the most heavily impacted of the major airlines, canceling hundreds of flights Tuesday while competitors United and American Airlines were canceling far fewer.Transportation Secretary Pete Buttigieg said Tuesday that the agency is investigating whether Delta has adequately protected its customers during the cancellation ...