Stock Movers Stock Movers: Delta, L3Harris, Travere
Jan 13, 2026
Delta Air Lines makes a bold move by ordering 30 Boeing 787 Dreamliners, reflecting optimism in international travel. Meanwhile, L3Harris enjoys a share price boost after the Pentagon commits $1 billion to its Missile Solutions unit. On the flip side, Travere Therapeutics faces a setback as the FDA seeks further details on its kidney treatment, causing a significant drop in stock value. The discussion further touches on the tightening links between defense contractors and the government.
AI Snips
Chapters
Transcript
Episode notes
Delta Bets On International Travel
- Delta ordered 30 Boeing 787 Dreamliners, marking its first purchase of that model and signaling confidence in international travel demand.
- Despite a Q4 earnings beat and record revenue, Delta's weaker free-cash-flow outlook pressured its shares and dragged down peers.
Pentagon Invests Directly In Missile Supply
- L3Harris shares jumped after the Pentagon agreed to invest $1 billion in a convertible preferred security for its Missile Solutions unit.
- The deal aims to expand solid rocket motor capacity and reflects tighter links between the U.S. government and defense contractors.
Personal View Of L3Harris Secrecy
- One host mentioned a family member worked at L3Harris and described its classified work as "wicked, sophisticated, secret, secret, triple top secret stuff."
- The remark underscores the deep, confidential relationships between defense firms and government programs.