Shikshan Nivesh
shikshannivesh.bsky.social
Research systems before stock ideas. Complete AI workflows run in public on a global model portfolio in our newsletter. Newsletter: ai.shikshannivesh.com
👤 Joined on 18 August 2026
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- 18 Ağu 2026, 16:37
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It is planning for about $4.25 a gallon in the December quarter, so the rest of its year depends on whether fares can keep rising as fast as fuel. How long can airlines keep passing this on before people start flying less?
Show PostJet fuel cost Delta Air Lines ($DAL) $3.61 a gallon last quarter, 60% more than a year ago, and that is why Delta cut its full-year profit forecast to $5.10-5.60 a share from $6.50-7.50 even though its revenue grew 16% on strong demand and higher fares. #invest #investing
Show PostIn July it said it plans to add 30% to that for 2027, about 85 machines, and is looking at another 30% for 2028. It says the extra capacity follows customer commitments across its products. ASML is the backbone of the whole semiconductor industry.
Show PostASML ($ASML) is the only company that makes EUV machines, the tools that print the most advanced chips, and it can build around 65 of the low-NA kind this year. #invest #investing
Show PostIn July it guided gross margin to 65-67%, below the 67.7% it made in the second quarter, in the same quarter it expects a steep ramp-up of its 2-nanometer chips, which were 3% of wafer revenue in Q2. Not expecting any surprises.
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