Earnings live: Intel stock drops, GE Aerospace tumbles, Capital One announces Brex acquisition

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• Over 90% of U.S. Bancorp clients would see detrimental impact if 10% credit card rate cap enacted, with 50% facing crushing impact. Conversation around rate cap has shifted more productively to options for customers in short term

  80% confidence

• Consumers, especially low- to middle-income households, make more frequent trips to store while purchasing fewer units per trip, a trend evident at start of year that accelerated through Q4

  80% confidence

• Grasberg mine closure impacted copper volumes by 10% for the year compared to forecasts going into 2025

  80% confidence

• As of Jan. 16, 7% of S&P 500 companies have reported Q4 results, and Wall Street analysts estimate 8.2% increase in EPS for Q4. If rate holds, it would represent 10th consecutive quarter of annual earnings growth for index

  80% confidence

• Effectiveness of products like bank smartly, more sophisticated pricing capabilities, and significant overhaul of skills, training, digital tools and incentives drove performance. Commercial real estate loans showed modest growth after 11 quarters of decline

  80% confidence

• Fourth quarter and full year results reflect solid top line growth and strong and stable credit performance. Years of strategic preparation and choices to consistently invest enable results and put Capital One in strong position going forward

  80% confidence

• Company is on track to resume operations at Grasberg mine in Q2 2026 with no real hurdles to starting up as planned

  80% confidence

• Not seeing economy improve in heavy manufacturing markets but also not seeing any declines as far as year-over-year usage

  80% confidence

• K-shaped economy powers trade-down in basics but trade-up within more discretionary Beauty sub-sector

  80% confidence

• Industrial sector has continued to see mixed signals. While some areas showed resilience, others faced continued headwinds that impacted demand and supply chains

  80% confidence

• Global inventories of copper on exchanges have risen in recent months during period of sharp increases in copper prices. Most analysts project market will be tightly balanced during 2026 with some projecting deficits and others small surpluses

  80% confidence

• Seeing sales growth in categories in US and Europe, albeit at slower pace. Consumer is more diligent in using pantry inventory, dosing product more carefully, making choices about frequency of use. None of this is untypical or will sustain. Category will return to 3-4% growth over time

  80% confidence

• Had anticipated moderation in client trading activity towards back end of year but instead saw acceleration, which contributed to higher volume-related costs including performance-based compensation

  80% confidence

• Continued top-line strength for core consumer segment is still key differentiator for McCormick

  80% confidence

• Environment across key markets is marked by volatility and continued pressure from inflation, geopolitical and trade uncertainty, threat of rising unemployment, and low consumer confidence

  80% confidence

• Have confidence in plans to deliver stronger results in second-half of fiscal year. Remain committed to integrated growth strategy and are excited to reinvent P&G and create CPG company of the future, delivering long-term balanced top- and bottom-line growth

  80% confidence