Stock Movers Delta Airlines More Upbeat; Uber Shares Rise; Sony Cut to Market Perform
Mar 17, 2026
Airline sales outlook brightens as travel demand accelerates. Rideshare and chipmaker expand plans for global autonomous robo-taxis. Electronics firm faces downgrades amid memory price pressure and product timing concerns. Smaller battery maker and apparel brand navigate revenue misses, leadership questions, and recalls.
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Delta Raises Q1 Revenue Guidance
- Delta raised first-quarter revenue growth guidance to high single digits, up from 5–7% previous guidance.
- Dan Curtis said bookings accelerated into March across leisure, corporate, premium and loyalty lines despite elevated fuel costs and capacity flexibility remains in place.
Uber and NVIDIA Plan Global Robo-Taxi Rollout
- Uber and NVIDIA will expand their autonomous vehicle partnership to deploy NVIDIA software-driven robo-taxis in 28 cities by 2028.
- Dan Curtis noted launches start in Los Angeles and San Francisco in H1 next year and will spread across North America, Europe, Australia and Asia.
Sony Downgraded Over Memory Price Headwind
- Bernstein downgraded Sony to market perform, citing a memory-chip price surge tied to AI demand that will pressure hardware margins.
- Dan Curtis relayed Bernstein's view that memory shortages could keep prices elevated through 2027 and delay PlayStation 6 timing.