What podcasters are saying about Delta Air Lines (DAL)

Summary

In the past 30 days, 4 speakers on 4 finance podcasts discussed Delta Air Lines (DAL) in 5 views. Going by each speaker's latest call, 3 are bullish and 1 is bearish. Chorus has followed Delta Air Lines since October 14, 2026.

Who talks about it most

• Courtney Garcia · 2
• Chris Sununu · 1
• Josh Brown · 1
• Lindsay Owens · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Chris Sununu · Airlines for AmericaBullish

  Delta is still doing great into the holidays as travel demand holds despite fuel costs.

  Sununu says Delta, American, JetBlue and Southwest are still doing great going into the holiday travel period. He points to rising revenues and bookings across the carriers and says people are still buying tickets. Higher fuel prices are a headwind he attributes to the energy shock tied to the Iran war, but he argues demand is strong enough to offset it. He also cites near-record use of credit-card points and loyalty programs for free and discounted tickets as a sign of continued travel interest.

  “Delta, American, JetBlue, Southwest are still doing great going into the holiday.”at 43:06

  Squawk Pod (CNBC Squawk Box): Gary Cohn & Chris Sununu: The Fed, AI, & the Midterms 10/29/26 · October 29, 2026

• Josh Brown · Ritholtz Wealth ManagementBullish

  Delta will rally sharply once oil falls, since it has absorbed about $6B in fuel costs this year.

  Brown argues that Delta's stock would act like it is on a trampoline if and when oil comes down. The airline has absorbed about $6 billion in energy and fuel costs this year. He says this will not always be the case, which implies that Delta's current results are depressed by high fuel prices.

  “If and when oil comes down, Delta is gonna act like it's on a trampoline. They've just absorbed 6,000,000,000 in energy costs, fuel costs this year. It won't always be this way.”at 46:25

  CNBC Halftime Report: The AI Correction, Tech Earnings and the Rally 10/27/26 · October 27, 2026

• Courtney Garcia · Payne Capital ManagementBullish

  Delta is a higher-quality airline to own than weaker-balance-sheet peers amid high oil prices.

  With Middle East tensions and high oil prices, investors should prefer higher-quality airlines. Delta is the example, in contrast to weaker-balance-sheet carriers like JetBlue.

  “I think you want to be in the higher quality names like a Delta, for example.”at 42:27

  CNBC Fast Money: Anthropic’s long-awaited IPO filing... And next Fed decision on deck 10/26/26 · October 26, 2026

• Courtney Garcia · Payne Capital ManagementBullish

  Delta is a rate-sensitive, cyclically hit airline and a near-term buy as an earnings story.

  Courtney says she is adding Delta back into models with GM and Home Depot. She describes these as companies whose earnings profiles look strong but that were hurt by cyclicality and interest-rate sensitivity. She sees areas that were hit harder as the better buys in the short term.

  “I'm also leaning in and again changing some models, actually adding back in a GM, Home Depot, which we've talked about, even a Delta Airlines.”at 13:07

  CNBC Fast Money: Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26 · October 23, 2026

• Lindsay Owens · Groundwork CollaborativeBearish

  Delta teamed with AI pricing firm Fetcher to raise fares, expanding its share of fares it lets the AI set.

  Owens says Groundwork found this in the transcripts of Delta's investor day calls, not through sophisticated investigation. Delta teamed up with Fetcher, an Israeli AI pricing company, to raise flight prices. CEO Ed Bastian praised Fetcher and the revenue boost it delivered. Delta initially gave the AI company 1% of its fares to experiment with and, after liking the results, planned to give it 20% of fares by year-end. Owens argues companies tell investors things about their pricing that look bad once consumers learn them, because management wants to show strong revenue and may be tying compensation to the share price.

  “And Delta had teamed up with Fetcher to hike prices on flights.”at 20:03

  Masters in Business: At The Money: Is Technology Price Gouging Consumers? · October 14, 2026