Morning Call(@CNBCMorningCall):Jefferies Aerospace & Defense Analyst Sheila Kahyaoglu joins @MorganLBrennan alongside @DivesTech, Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners to discuss airline demand, rising fuel costs, defense stocks and the outlook for $UAL $DAL $LUV $LMT $RTX $BA.

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Morning Call@CNBCMorningCall

2026.10.22 11:50

Jefferies Aerospace & Defense Analyst Sheila Kahyaoglu joins @MorganLBrennan alongside @DivesTech, Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners to discuss airline demand, rising fuel costs, defense stocks and the outlook for $UAL $DAL $LUV $LMT $RTX $BA.