Stock Movers Intel Tumbles, P&G Falls, Capital One Falls on Brex Deal
Jan 23, 2026
Intel's manufacturing troubles and weak guidance spark a sharp share drop. Procter & Gamble misses on organic revenue as consumer spending shows caution. Capital One slips after announcing a $5.15 billion deal to buy Brex and flags higher costs.
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Manufacturing Yields Drive Intel's Shortfall
- Intel is missing supply because of low manufacturing yields that limit usable server chips from its factories.
- That yield issue creates a timing mismatch between demand and the company's ability to fill orders.
Market Now Focused On Intel's Recovery Timing
- Investors want proof points on Intel's external foundry traction and gross margins recovery in H2.
- Early investor excitement raises pressure for the company to demonstrate a clear timing for the turnaround.
P&G Misses Estimates But Gets Upgrade
- P&G reported second-quarter organic revenue that missed estimates and stagnant growth in a key sales metric.
- JP Morgan upgraded the stock citing reassurance from the earnings call despite mixed results.