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  • Delta's "Macro Uncertainty" 🚨

Delta's "Macro Uncertainty" 🚨

And, Oracle's disappointing results.

March 11, 2025

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Today is Tuesday, March 11, 2025.

The Early Bird Index today is 65.60

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Delta's "Macro Uncertainty" 🚨

Shares of Delta Air Lines $DAL ( â–˛ 1.5% ) plunged 11.15% in after-hours trading on Monday after the company slashed its earnings outlook for the first quarter.

Outlook: Delta lowered its first-quarter revenue outlook. It originally expected a 7% to 9% increase, but now it only expects 3% to 4%. The company lowered its earnings per share from $0.70 - $1.00 to $0.30 - $0.50.

Quote: “The outlook has been impacted by the recent reduction in consumer and corporate confidence caused by increased macro uncertainty, driving softness in Domestic demand.” - Delta.

Bigger Picture: Delta’s weak outlook caused other airline stocks to fall in after-hours trading. American Airlines $AAL ( ▲ 3.11% ) decreased by 7.84% and United Airlines $UAL ( ▲ 1.5% ) declined by 9.17%.

Early Bird’s Nest Egg Gains: Delta’s' warning highlights broader economic concerns that could have ripple effects across industries. This aligns with rising fears of a recession fueled by macroeconomic uncertainty, such as President Trump's tariff policies and declining federal spending.

Final Thoughts: It’s been a rough 2025 for Delta. The stock was already down 14% this year.

Apple's New Smart Display Confirms What This Startup Knew All Along

Apple has entered the smart home race with its new Smart Display, firing a $158B signal that connected homes are the future.

When Apple moves in, it doesn’t just join the market — it transforms it.

One company has been quietly preparing for this moment.

Their smart shade technology already works across every major platform, perfectly positioned to capture the wave of new consumers Apple will bring.

While others scramble to catch up, this startup is already shifting production from China to its new facility in the Philippines — built for speed and ready to meet surging demand as Apple’s marketing machine drives mass adoption.

With 200% year-over-year growth and distribution in over 120 Best Buy locations, this company isn’t just ready for Apple’s push — they’re set to thrive from it.

Shares in this tech company are open at just $1.90.

Apple’s move is accelerating the entire sector. Don’t miss this window.

Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.

Notables

Notable Earnings Today: Kohl's (NYSE: KSS), Stitch Fix (Nasdaq: SFIX), Dick's Sporting Goods (NYSE: DKS), Ciena (NYSE: CIEN), Casey's General (Nasdaq: CASY), United Natural Foods (NYSE: UNFI), Ferguson Enterprises (NYSE: FERG), Korn Ferry (NYSE: KFY), Groupon (Nasdaq: GRPN), Legend Biotech (Nasdaq: LEGN), Westrock Coffee (Nasdaq: West), Viking Holdings (NYSE: VIK), Bowman Consulting Group (Nasdaq: BWMN), BrainsWay (Nasdaq: BWAY), Cadre Holdings (NYSE: CDRE), Core Molding Technologies (NYSE American: CMT), Finance of America Companies (NYSE: FOA), First Watch Restaurant Group (Nasdq: FWRG), FuelCell Energy (Nasdaq: FCEL), Heritage Insurance Holdings (NYSE: HRTG), Holley Performance Brands (NYSE: HLLY), MaxCyte (Nasdaq: MXCT), Smith Micro Software (Nasdaq: SMSI), The E. W. Scripps Company (Nasdaq: SSP), Vitesse Energy (NYSE: VTS).

Notable IPOs Today: N/A.

Notable Equity Crowdfunding Campaigns Ending Today: BitterBrains (Republic), The Exercise Coach Avon (SMBX), Web3 Enabler (Republic).

Notable Economic Events Today: JOLTS Job Openings (10:00 a.m. ET), WASDE Report (12:00 p.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).

Oracle's Disappointing Results

Technology company Oracle $ORCL ( â–˛ 4.65% ) fell 3.29% in after-hours trading on Monday after posting disappointing financial earnings results.

Financials: Oracle reported earnings of $1.47 per share and revenue of $14.1 billion in the last quarter; both were lower than expected.

Stock Price: These results come as Oracle’s stock was already down 10% this year.

Final Thoughts: On the bright side, Oracle’s CEO bragged about “record sales” and a “sales backlog” in the quarter.

Asana Crashes as CEO Retires

Work management platform Asana $ASAN ( â–˛ 5.69% ) plummeted 28.18% in after-hours trading on Monday after announcing financial earnings results and announcing that CEO Dustin Moskovitz is stepping down.

Financials: Asana’s earnings broke even in the past quarter, which was better than expected. Revenue was $188.3 million, which was in-line.

Stock Price: The stock was already down 15.97% in 2025.

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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.