United Airlines (UAL) is climbing ahead of earnings as web traffic and premium demand surge. LikeFolio's Andy Swan says the airline’s focus on high‑end travelers, fleet expansion, and debt reduction is helping it capture the top end of a K‑shaped economy, even as oil prices and geopolitics pose risks. Kevin Hincks and Diane King Hall weigh whether earnings strength can offset those macro headwinds, with Delta (DAL) as the key benchmark.