Stock Movers JPMorgan Chase Up, Delta Airlines Declines, Alphabet Rises on Apple Deal
Jan 13, 2026
Christine Aquino, a Bloomberg reporter specializing in market insights, shares valuable analysis of recent financial trends. She discusses JPMorgan Chase's robust earnings and their trustworthy outlook on net interest income amid a resilient economy. In contrast, Delta Airlines faces setbacks with cautious profit forecasts, reflecting on industry challenges. Meanwhile, Alphabet shines with a new deal to boost Apple’s AI capabilities, showcasing its competitive edge in cloud technology. Tune in for sharp financial insights!
AI Snips
Chapters
Transcript
Episode notes
JPMorgan Fee Miss Was Timing, Not Collapse
- JPMorgan's weaker investment-banking fees mainly reflected timing delays rather than a structural slump.
- CFO Jeremy Barnum explained deals expected this quarter were pushed later, softening headline results.
Core Banking Metrics Remain Strong
- Despite the fee miss, JPMorgan beat estimates on net interest income and trading revenues.
- The firm forecasts about $103 billion in net interest income for the year, signaling strong core banking performance.
Delta Takes Cautious 2026 View
- Delta's full-year EPS guidance midpoint fell short of analyst expectations, prompting share weakness.
- CEO Ed Bastian cited geopolitical uncertainty and slower return of foreign travelers from Canada and China.