Thanks for signing up for DividendStocks.com! It's the daily newsletter built for dividend and income investors. Before we can begin sending your daily updates, there’s one quick step left. Please confirm your subscription using the link below so our emails reach your inbox. Click Here to Confirm Your Subscription to DividendStocks.com Here’s a small glimpse of what you’ll get access to: Dividend Stock Ideas — Each newsletter features dividend stocks with high yields, sustainable payouts, and strong growth potential. Ex-Dividend Stocks — Want to capture upcoming dividend payouts? Find out which stocks are going ex-dividend this week. Market News and Events — Stay in the loop on the latest developments impacting popular dividend names like AT&T, Exxon Mobil, IBM, Procter & Gamble, and Verizon. Bonus: As a thank-you for confirming, you’ll also receive a free PDF copy of Automatic Income, our popular guide to building wealth through dividend investing. Let’s get your dividend journey started! Discover Top Income-Generating Stocks Here See you in your inbox soon, The DividendStocks.com Team P.S. Don’t miss out click here to verify your subscription and secure your daily dividend insights and your free investing guide!
This Week's Exclusive Article Is the Airline Stock Dip After the Iran Attacks Justified?Author: Nathan Reiff. Article Posted: 3/10/2026. 
In Brief - Many airline stocks have plummeted by 20% or more in the last month amid the start of war in Iran and related oil price volatility.
- Airline companies face numerous negative pressures related to the war, including canceled flights, the potential for suppressed demand, and more.
- Jet fuel prices and cracks have spiked, meaning that even airlines not doing business within the area of conflict will feel the repercussions.
As the war in Iran appears likely to continue, it may be no surprise to investors that airline stocks have been among the first to feel a significant impact. These shares are closely tied to the cost of fuel, geopolitical stability, and consumer demand—all three of which have become increasingly erratic as the conflict escalates and spreads. Both major carriers and smaller domestic and regional names have seen their shares decline sharply: Delta Air Lines (NYSE: DAL) and American Airlines Group Inc. (NASDAQ: AAL) have fallen roughly 22% and 27%, respectively, over the past month. For investors, a price decline can present an opportunity to add to or reinforce a position in the airline industry. But it will be important to determine whether the initial shock of the conflict—and the associated oil-price pressure—justifies the selloff, given airlines' generally solid recent domestic performance. Conversely, if the conflict becomes prolonged and drives further deterioration, waiting to initiate or increase exposure may be the more prudent approach. Major Air Carriers Face Multiple Negative Drivers A major force in the crypto world is quietly becoming one of gold's most aggressive buyers — and most investors have no idea it's happening.
A longtime gold analyst says profits from a leading stablecoin operation are being funneled into physical gold at a scale that could materially impact supply and demand. After a recent meeting with insiders, he began outlining what this trend could mean for gold prices and a small group of companies positioned to benefit. Read the full gold briefing here Delta, American, and other major airlines have fared particularly poorly since the start of the conflict, owing to the combined effect of several negative factors. First, thousands of commercial flights to and from locations across the Middle East have been canceled. That can create a range of operational and logistical costs while simultaneously reducing revenue potential. Second, and perhaps more consequential for airline margins, jet fuel prices have jumped. The Argus US Jet Fuel Index rose to $3.88 on March 6 from $2.50 just a week earlier. While crude oil has been volatile since the conflict began, refined petroleum products have experienced even greater stress. Jet fuel prices and cracks—the differential between crude oil and the refined jet fuel derived from it—have surged. Finally, consumer demand is less certain and therefore concerning. In its most recent earnings report, Delta remained optimistic about demand despite headwinds from a government shutdown, citing loyalty and cargo growth as well as improvement in non-ticket revenue streams. Fellow Big Four member United Airlines (NASDAQ: UAL) echoed that tone in its Q4 2025 report, pointing to its highest-ever seat completion factor and a 12% year-over-year surge in premium revenue. However, as consumers brace for higher gasoline prices and broader inflationary pressures tied to oil-market swings, discretionary spending on leisure travel could weaken. The impact on airlines might not be immediate, but it could persist even after oil transport and inventories normalize. Can Regional Airlines Fare Any Better? Even carriers that don't operate in the Middle East are likely to be affected by the conflict because fuel is a major cost for all airlines. That said, some regional and foreign carriers have performed slightly better than U.S. majors. One modest bright spot is Air Canada (TSE: AC), whose shares have declined only about 13% in the past month. Still, that is hardly a victory for the industry as a whole. Wall Street analysts have already begun to revise forecasts. Since the start of the month, for example, Weiss downgraded DAL to Hold from Buy, and two other firms have trimmed their price targets. Some investors may opt to wait for further downside before taking positions. Watching short-interest trends can also help gauge market sentiment. Companies such as American were already experiencing rising short interest before the conflict began, and that pressure may intensify. Ultimately, depending on how long and how broadly the conflict spreads, the start of 2026 could echo early 2020, when COVID-19 grounded the global airline industry. To reach those lows, share prices would have to fall substantially further than they already have. For now, bearish investors may simply wait to see how low airline stocks can fly.
|