
Stock Movers JPMorgan Earnings Release; Delta Shares Slide; L3Harris Jumps on Pentagon Deal
Jan 13, 2026
JPMorgan Chase saw a surprising drop in investment-banking fees, falling short of expectations. Delta Air's stock took a hit due to disappointing profit forecasts, despite its significant order of Boeing 787 jets, signaling optimism for international travel. Meanwhile, L3Harris shares surged after the Pentagon announced a $1 billion investment aimed at boosting its missile solutions unit ahead of an IPO. Exciting shifts in the market are shaping the landscape!
AI Snips
Chapters
Transcript
Episode notes
JPMorgan Beat Estimates But Cautioned Risks
- JPMorgan beat most Q4 estimates, helped by strong trading volume and managed net interest income.
- Jamie Dimon warned that markets may be underestimating geopolitical risks and sticky inflation.
Bank Forecasts Beat Street On Net Interest Income
- JPMorgan forecasts 2026 net interest income around $103 billion, roughly 3% above Wall Street's estimate.
- That optimism contrasts with Jamie Dimon's warning about geopolitical hazards and sticky inflation.
Delta Guidance Disappoints Despite Fleet Expansion
- Delta's stock fell after 2026 profit guidance midpoint missed the average analyst estimate.
- Delta ordered up to 60 Boeing 787s and secured GE Aerospace for jet servicing, signaling confidence in international travel demand.
