hapabapa/iStock Editorial via Getty Images Introduction and Investment Thesis I am bullish on Intel Corporation ( INTC ), driven by the Core Ultra Series 3 processors , which are made from Intel’s 18A (1.8 nanometer wafers), the company’s most advanced semiconductor. The 18A semiconductor is integrated with FinFET and RibbonFET , which improve its electrostatic control and enable fast switching an...
hapabapa/iStock Editorial via Getty Images Introduction and Investment Thesis I am bullish on Intel Corporation ( INTC ), driven by the Core Ultra Series 3 processors , which are made from Intel’s 18A (1.8 nanometer wafers), the company’s most advanced semiconductor. The 18A semiconductor is integrated with FinFET and RibbonFET , which improve its electrostatic control and enable fast switching and better scaling. The Core Ultra Series 3 processors under the 18A semiconductor have the capability of delivering around 15% improved performance, 30% better chip density compared to its 3-process node. This high-level performance is required by advancing AI computing, which requires small, densely packed transistors for better performance. Core Ultra Series will power over 200 different PC designs, including mobile phone processors, and I think this presents a huge market reach in the AI PC market, which keeps shifting to scaled performance. For example, the AI PC business is estimated to contribute to a number of benefits, such as around 213% Return on Investment (ROI). The company plans to kick off pre-orders on January 27 th , 2026, and they will be available globally, which indicates that Arizona Fab 52 has the capacity for scheduled volume production of 18A. So far, Arizona Fab 52 is bigger than the TSMC Arizona Fab and produces more than 40,000 wafers per month. This is more than double that of TSMC, which is currently producing around 20,000 wafers per month. Also, looking at it with an external picture, I believe Core Ultra Series is likely to drive 2026 momentum, looking at the AI Pc processor market, which is rapidly growing at a CAGR of 42% . I also believe that the current Intel’s one-year price return of 153.75%, beating the S&P 500 at 18.55%, is a reflection of this optimism. Seeking Alpha I will now move to a deep dive below, unearthing why I think Core Ultra Series processors will likely drive a bullish momentum for Intel. Company Brief Intel manufactures ...
hapabapa/iStock Editorial via Getty Images Introduction and Investment Thesis I am bullish on Intel Corporation ( INTC ), driven by the Core Ultra Series 3 processors , which are made from Intel’s 18A (1.8 nanometer wafers), the company’s most advanced semiconductor. The 18A semiconductor is integrated with FinFET and RibbonFET , which improve its electrostatic control and enable fast switching an...
hapabapa/iStock Editorial via Getty Images Introduction and Investment Thesis I am bullish on Intel Corporation ( INTC ), driven by the Core Ultra Series 3 processors , which are made from Intel’s 18A (1.8 nanometer wafers), the company’s most advanced semiconductor. The 18A semiconductor is integrated with FinFET and RibbonFET , which improve its electrostatic control and enable fast switching and better scaling. The Core Ultra Series 3 processors under the 18A semiconductor have the capability of delivering around 15% improved performance, 30% better chip density compared to its 3-process node. This high-level performance is required by advancing AI computing, which requires small, densely packed transistors for better performance. Core Ultra Series will power over 200 different PC designs, including mobile phone processors, and I think this presents a huge market reach in the AI PC market, which keeps shifting to scaled performance. For example, the AI PC business is estimated to contribute to a number of benefits, such as around 213% Return on Investment (ROI). The company plans to kick off pre-orders on January 27 th , 2026, and they will be available globally, which indicates that Arizona Fab 52 has the capacity for scheduled volume production of 18A. So far, Arizona Fab 52 is bigger than the TSMC Arizona Fab and produces more than 40,000 wafers per month. This is more than double that of TSMC, which is currently producing around 20,000 wafers per month. Also, looking at it with an external picture, I believe Core Ultra Series is likely to drive 2026 momentum, looking at the AI Pc processor market, which is rapidly growing at a CAGR of 42% . I also believe that the current Intel’s one-year price return of 153.75%, beating the S&P 500 at 18.55%, is a reflection of this optimism. Seeking Alpha I will now move to a deep dive below, unearthing why I think Core Ultra Series processors will likely drive a bullish momentum for Intel. Company Brief Intel manufactures ...
The European Commission is demanding Google let rival AI service providers equal access to its Android operating system (Nicolas TUCAT) · Nicolas TUCAT/AFP/AFP Google must provide rival AI services equal access to its features and other search engine platforms access to data, the EU said on Tuesday, as it said it would help the giant over six months to comply with rules. The EU executive said it w...
The European Commission is demanding Google let rival AI service providers equal access to its Android operating system (Nicolas TUCAT) · Nicolas TUCAT/AFP/AFP Google must provide rival AI services equal access to its features and other search engine platforms access to data, the EU said on Tuesday, as it said it would help the giant over six months to comply with rules. The EU executive said it would launch proceedings to help Google prepare measures in line with its flagship rulebook, the Digital Markets Act (DMA). Under the DMA, the world's biggest tech companies must open up to competition to give consumers more options and limit abuses linked to market dominance. US President Donald Trump's government has railed against the law and its sister content moderation law the Digital Services Act, accusing Brussels of unfairly targeting US firms. The European Commission wants to ensure Google gives rival AI service providers equal access to its Android operating system, and demands the American titan grants competing search engines access to search data. Brussels believes the move will allow rivals "to optimise their services and offer users genuine alternatives to Google Search". The EU step is not a formal investigation that could lead to fines. But if Brussels is not satisfied with Google's efforts, it can later conclude the company is not complying. And any DMA violations can lead to fines of up to 10 percent of a company's total global turnover. "We want to help Google by explaining in more detail how it should comply with its interoperability and online search data sharing obligations under the Digital Markets Act," EU competition chief Teresa Ribera said in a statement. Google pushed back, insisting Android is open by design. "We're already licensing search data to competitors under the DMA," Google's senior competition counsel Clare Kelly said in a statement. "However, we are concerned that further rules which are often driven by competitor grievances rather t...
India and the EU clinch the 'mother of all deals' in a historic trade agreement toggle caption Manish Swarup/AP NEW DELHI — After nearly two decades of negotiations, India and the European Union announced Tuesday they have reached a free trade agreement to deepen economic and strategic ties. The accord, which the EU chief described as the "mother of all deals," could affect as many as 2 billion pe...
India and the EU clinch the 'mother of all deals' in a historic trade agreement toggle caption Manish Swarup/AP NEW DELHI — After nearly two decades of negotiations, India and the European Union announced Tuesday they have reached a free trade agreement to deepen economic and strategic ties. The accord, which the EU chief described as the "mother of all deals," could affect as many as 2 billion people. The deal between two of the world's biggest markets comes as Washington targets both India and the EU with steep import tariffs, disrupting established trade flows and pushing major economies to seek alternate partnerships. Sponsor Message "This agreement will bring major opportunities for the people of India and Europe," India's Prime Minister Narendra Modi said in a virtual address to an energy conference. "It represents 25% of the global GDP and one-third of global trade." The accord will see free trade on almost all goods between the 27 members of the EU and India, covering everything from textiles to medicines and bringing down high import taxes for European wine and cars. India and the EU also agreed on a framework for deeper defense and security cooperation, and a separate pact aimed at easing mobility for skilled workers and students, signaling their partnership extends beyond commerce. U.S. pressure propels India-EU trade deal The negotiations for the India-EU deal got a new impetus after U.S. President Donald Trump's strong-arm trade tactics, including threatening his European allies with punitive tariffs over their objections to Trump's attempt to take control of Greenland. Speaking at a joint news conference in New Delhi with European Commission President Ursula von der Leyen and European Council President António Costa, the Indian leader said the partnership with the EU "will strengthen stability in the international system" at a time of "turmoil in the global order." Sponsor Message "Europe and India are making history today. We have concluded the mother...
Nvidia (NVDA) and CoreWeave (CRWV) announced an expansion of their relationship to enable CoreWeave to accelerate the buildout of more than five gigawatts of AI factories by 2030. In addition, Nvidia has invested $2B in CoreWeave Class A common stock at a purchase price of $87.20 per share. The companies intend to: build AI factories developed and operated by CoreWeave using Nvidia’s computing pla...
Nvidia (NVDA) and CoreWeave (CRWV) announced an expansion of their relationship to enable CoreWeave to accelerate the buildout of more than five gigawatts of AI factories by 2030. In addition, Nvidia has invested $2B in CoreWeave Class A common stock at a purchase price of $87.20 per share. The companies intend to: build AI factories developed and operated by CoreWeave using Nvidia’s computing platform technology to meet customer demand; accelerate CoreWeave’s procurement of land, power and shell to build AI factories; test and validate CoreWeave’s AI-native software and reference architecture, including SUNK and CoreWeave Mission Control; deploy multiple generations of Nvidia infrastructure across CoreWeave’s platform through early adoption of Nvidia computing architectures, including the Rubin platform, Vera CPUs and Bluefield storage systems. Claim 50% Off TipRanks Premium Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> Read More on NVDA: Disclaimer & DisclosureReport an Issue
(RTTNews) - Paccar Inc. (PCAR) reported a profit for fourth quarter that Dropped, from last year The company's earnings came in at $556.9 million, or $1.06 per share. This compares with $872.0 million, or $1.66 per share, last year. The company's revenue for the period fell 13.8% to $6.82 billion from $7.91 billion last year. Paccar Inc. earnings at a glance (GAAP) : -Earnings: $556.9 Mln. vs. $87...
(RTTNews) - Paccar Inc. (PCAR) reported a profit for fourth quarter that Dropped, from last year The company's earnings came in at $556.9 million, or $1.06 per share. This compares with $872.0 million, or $1.66 per share, last year. The company's revenue for the period fell 13.8% to $6.82 billion from $7.91 billion last year. Paccar Inc. earnings at a glance (GAAP) : -Earnings: $556.9 Mln. vs. $872.0 Mln. last year. -EPS: $1.06 vs. $1.66 last year. -Revenue: $6.82 Bln vs. $7.91 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Bluejay Diagnostics ( BJDX ) on Tuesday announced a 1-for-4 reverse stock split, effective 12:01 AM ET on January 29. Shares were -2.66% pre-market to $0.77. New CUSIP number for the shares will be 095633608. The share combination will reduce the medical technology company's outstanding common stock to ~708,533 from ~2.83M. Bluejay shareholders will receive a cash payment in lieu of the fractional...
Bluejay Diagnostics ( BJDX ) on Tuesday announced a 1-for-4 reverse stock split, effective 12:01 AM ET on January 29. Shares were -2.66% pre-market to $0.77. New CUSIP number for the shares will be 095633608. The share combination will reduce the medical technology company's outstanding common stock to ~708,533 from ~2.83M. Bluejay shareholders will receive a cash payment in lieu of the fractional shares. More on Bluejay Diagnostics Seeking Alpha’s Quant Rating on Bluejay Diagnostics Financial information for Bluejay Diagnostics
J FB Construction ( JFB ) awarded a contract of ~$11M for the construction of eight individual custom spec homes in Jupiter, Florida . The company anticipates starting construction on these homes in Q2 2026, and we expect to complete the entire project by the end of Q4 2027. The stock price traded 2% higher on Tuesday during pre-market hours. More on JFB Construction Holdings JFB Construction expe...
J FB Construction ( JFB ) awarded a contract of ~$11M for the construction of eight individual custom spec homes in Jupiter, Florida . The company anticipates starting construction on these homes in Q2 2026, and we expect to complete the entire project by the end of Q4 2027. The stock price traded 2% higher on Tuesday during pre-market hours. More on JFB Construction Holdings JFB Construction expects 2025 revenue of $32 million Seeking Alpha’s Quant Rating on JFB Construction Holdings Financial information for JFB Construction Holdings
In this article PINS Follow your favorite stocks CREATE FREE ACCOUNT Sheldon Cooper | Lightrocket | Getty Images Pinterest said Tuesday it plans to lay off less than 15% of its workforce and cut back on office space as the company embraces artificial intelligence . In a securities filing , Pinterest said it expects the cuts will be complete by the end of its third quarter in late September. This i...
In this article PINS Follow your favorite stocks CREATE FREE ACCOUNT Sheldon Cooper | Lightrocket | Getty Images Pinterest said Tuesday it plans to lay off less than 15% of its workforce and cut back on office space as the company embraces artificial intelligence . In a securities filing , Pinterest said it expects the cuts will be complete by the end of its third quarter in late September. This is breaking news. Please refresh for updates.
This article first appeared on GuruFocus. Earnings expectations across China's information technology sector are increasingly pulling ahead of the country's largest consumer-internet platforms, with the divide sitting near a two-year high. Data from Bloomberg Intelligence as of Jan. 16 shows net income estimates for the IT sector rising 50% year-on-year, while the China Tech 8 recorded a 12% decli...
This article first appeared on GuruFocus. Earnings expectations across China's information technology sector are increasingly pulling ahead of the country's largest consumer-internet platforms, with the divide sitting near a two-year high. Data from Bloomberg Intelligence as of Jan. 16 shows net income estimates for the IT sector rising 50% year-on-year, while the China Tech 8 recorded a 12% decline. That split has been driven by continued upward revisions for AI-focused hardware names such as Cambricon Technologies Corp., Zhongji Innolight Co. and Foxconn Industrial Internet Co., which are expected to deliver strong annual profit growth through 2027. By contrast, internet bellwethers including Alibaba Group Holding Ltd., Meituan and JD.com Inc. have seen earnings held back by prolonged price wars and intense competition, pressures that Chinese authorities have been seeking to temper. Large internet platforms have historically acted as the core earnings engine for China's equity market, but Bloomberg Intelligence strategist Jason Liao noted that competition peaked in 2025, pushing several platform companies into earnings contraction. Beyond Alibaba (NYSE:BABA), Meituan and JD.com (NASDAQ:JD), the China Tech 8 also includes Tencent Holdings Ltd. (TCEHY), Baidu Inc. (NASDAQ:BIDU), NetEase Inc., PDD Holdings Inc. (NASDAQ:PDD) and Xiaomi Corp. (XIACY), with Xiaomi standing out as a more hardware-oriented name within the group. Over the past 12 months, AI-linked hardware stocks including Zhongji Innolight, Cambricon, Hua Hong Semiconductor Ltd. and Hygon Information Technology Co. posted triple-digit gains, while Meituan and JD.com's Hong Kong-listed shares fell 35% and 26%, respectively. KGI Asia chief investment officer Cusson Leung said the divergence reflects hardware companies being more direct beneficiaries of the AI cycle, while the sheer scale of internet giants' existing operations could dilute near-term growth. AI momentum is now seen as pivotal for China's ful...
JHVEPhoto General Motors ( GM ) reported another solid quarter as a better-than-expected profit, a hike in the dividend and share buyback offset a 5% decline in sales and a significant write-off from its electric vehicle business. Shares are gaining ground in premarket trading, currently trading nearly 4% higher into Tuesday’s opening bell. While the company took a $7.2B hit to net income tied to ...
JHVEPhoto General Motors ( GM ) reported another solid quarter as a better-than-expected profit, a hike in the dividend and share buyback offset a 5% decline in sales and a significant write-off from its electric vehicle business. Shares are gaining ground in premarket trading, currently trading nearly 4% higher into Tuesday’s opening bell. While the company took a $7.2B hit to net income tied to losses in its EV division and decision to realign production, GM ( GM ) earned an adjusted profit of $2.51 per share, up 31% from a year ago and 25 cents above expectations. The charges to the company’s bottom-line resulted in an unadjusted net income margin of (7.3%) but 6.3% on an adjusted basis, up 100 basis points from the same quarter last year. Total sales of $45.3B were down 5.1% from a year earlier and missed Wall Street’s expectations by $750M. The automaker also issued upbeat profit guidance for the year, expecting adjusted earnings to be between $11.00 and $13.00 per share with a midpoint of $12.00 per share that exceeds $11.83 expectations. Additionally, operating cash flow generated by its automotive business is expected to be between $19B and $23B, up from $18.7B in 2025. “We expect the U.S. new vehicle market will continue to be resilient, and with our compelling vehicles, technology-driven services, and operating discipline, 2026 should be an even better year for GM. We expect our full year EBIT-adjusted margins in North America will be back in the 8-10% margin range.” GM CEO Mary Barra said in a letter to shareholders, adding that annual U.S. production is expected to rise to 2M units over the next few years. With profits up and cash flow improving, General Motors ( GM ) will pay a higher quarterly dividend and buy back $6B in shares through a new repurchase authorization. On March 19, GM ( GM ) will pay shareholders a dividend of $0.18 per share, up 3 cents from the previous quarter. More on General Motors GM's Durability Discount: The Margin Proof The Mar...
Investment will Accelerate Product Innovation and International Expansion of its Agent-first Enterprise AI Platform and Agentic Solutions ORLANDO, Fla., January 27, 2026--(BUSINESS WIRE)--Kore.ai, a global leader in enterprise AI and agentic solutions, today announced a strategic growth investment led by AllianceBernstein Private Credit Investors, with continued participation from existing investo...
Investment will Accelerate Product Innovation and International Expansion of its Agent-first Enterprise AI Platform and Agentic Solutions ORLANDO, Fla., January 27, 2026--(BUSINESS WIRE)--Kore.ai, a global leader in enterprise AI and agentic solutions, today announced a strategic growth investment led by AllianceBernstein Private Credit Investors, with continued participation from existing investors Vistara Growth, Beedie Capital and Sweetwater Private Equity. The investment builds on Kore.ai’s strong momentum and long-term investor relationships, and will support the company’s next phase of growth by scaling go-to-market initiatives, deepening global customer engagement, and accelerating innovation across its agentic AI platform. Kore.ai has rapidly emerged as one of the leading providers of agentic solutions for modern enterprises, powered by the industry’s most advanced AI-native platform. The investment follows a defining year in 2025, during which Kore.ai accelerated enterprise AI adoption and deepened strategic partnerships with Microsoft and AWS to support large-scale, agentic deployments across industries. The company was a launch partner for Microsoft Agent 365 and is an agentic competency partner for AWS. Kore.ai’s agentic AI platform has won recognition in leading industry analyst reports, including being named a Leader in the Gartner Magic Quadrant for Conversational AI Platforms and Emerging Leader in GenAI Engineering and productivity solutions, as well as receiving top placement in the Forrester Wave™: Cognitive Search Platforms and Everest PEAK Matrix for AI Agents in CXM. These recognitions underscore Kore.ai’s role in shaping the next era of enterprise AI, where autonomous agents, orchestration, and outcomes define success. "Kore.ai’s mission has always been to empower enterprises to transform how work gets done with intelligent, contextual AI agents," said Raj Koneru, Founder and CEO of Kore.ai. "We are grateful to AllianceBernstein Private Credit...
U.S. Federal Reserve Chair Jerome Powell speaks as he holds a press conference following a two-day meeting of the Federal Open Market Committee (FOMC), at the U.S. Federal Reserve in Washington, D.C., U.S., Dec. 10, 2025. Kevin Lamarque | Reuters Despite the expected arrival of a new Trump-appointed Federal Reserve chair in coming months, respondents to the CNBC survey are only forecasting modest ...
U.S. Federal Reserve Chair Jerome Powell speaks as he holds a press conference following a two-day meeting of the Federal Open Market Committee (FOMC), at the U.S. Federal Reserve in Washington, D.C., U.S., Dec. 10, 2025. Kevin Lamarque | Reuters Despite the expected arrival of a new Trump-appointed Federal Reserve chair in coming months, respondents to the CNBC survey are only forecasting modest changes to the funds rate over the next two years. The results, which mirror pricing in Fed Funds futures market, show that neither Wall Street nor economic forecasters believe that the next Fed chair will drive down overnight rates towards the low levels demanded by the president. The survey shows the average outlook is for two more quarter-point cuts this year, or 50 basis points, with no cuts expected yet for 2027. The Funds rate is seen settling around 3% this year and staying there through 2027. President Trump, who is currently considering who to name to replace Fed Chair Jerome Powell, has said U.S. rates should be among the lowest in the world and asked for the Fed to reduce interest rates to 1%. Given a 2% inflation rate, the president is essentially asking for negative real rates. Zoom In Icon Arrows pointing outwards CNBC Fed Survey A reason for the firmer rate outlook could be an improving growth view. GDP is forecast this year to come in at 2.4%, and 2.2% next year, both higher than what the Fed has typically viewed as potential growth of the economy. The unemployment rate is seen rising just a tenth from the current level to 4.5% by year end and dropping slightly next year. "We anticipate continued solid and more consistent economic growth in 2026, underpinned by fiscal stimulus and easier monetary policy," Kathy Bostjancic, chief US economist with Nationwide wrote in. The Consumer Price Index is forecast to end the year at 2.7% and decline to 2.5% in 2027. The CPI can run around a half point higher than the Fed's preferred PCE inflation gauge, so the forecast...
Sysco press release ( SYY ): Q2 Non-GAAP EPS of $0.99 beats by $0.01 . Revenue of $20.76B (+3.0% Y/Y) in-line. Sales increased 3.0%; U.S. Foodservice volume increased 0.8%, U.S. local volumes increased 1.2%; Expect full year adjusted EPS to be at the high end of our previously provided guidance range of $4.50-$4.60 vs $4.56 consensus More on Sysco Sysco Is A Needle In A Haystack For Value Investor...
Sysco press release ( SYY ): Q2 Non-GAAP EPS of $0.99 beats by $0.01 . Revenue of $20.76B (+3.0% Y/Y) in-line. Sales increased 3.0%; U.S. Foodservice volume increased 0.8%, U.S. local volumes increased 1.2%; Expect full year adjusted EPS to be at the high end of our previously provided guidance range of $4.50-$4.60 vs $4.56 consensus More on Sysco Sysco Is A Needle In A Haystack For Value Investors Sysco Q2 2026 Earnings Preview Sysco faces a ratified Teamsters contract for the first time Seeking Alpha’s Quant Rating on Sysco Historical earnings data for Sysco
Dougal Waters/DigitalVision via Getty Images Nebius ( NBIS ) has given a ~30% cheaper opportunity than the highs we saw in October 2025. For a stock that has gone through a breathless couple of quarters before that, hardly allowing an entry for those (including me) who believed in the fundamentals but found the rerating too fast to react to, corrections create a window where new entries can be cal...
Dougal Waters/DigitalVision via Getty Images Nebius ( NBIS ) has given a ~30% cheaper opportunity than the highs we saw in October 2025. For a stock that has gone through a breathless couple of quarters before that, hardly allowing an entry for those (including me) who believed in the fundamentals but found the rerating too fast to react to, corrections create a window where new entries can be calmly evaluated. We are now at September 2025 levels, not really a huge fall that makes fresh capital deployment easy, but definitely easier than the one-way traffic we saw even from September to the October highs. My analysis finds great potential in the demand; that's a given. Economic progress is also very supportive. But valuations are still not easy to ride, despite corrections. The valuation pressures are very visible given how Nebius corrected despite a stellar Q3. The stock needs more than perfection in execution to rerate or force revisions that can support upsides from here on - at least in the short term. My analysis suggests Nebius is still ripe for fresh investments. This is purely driven by how the fundamental strength looks extremely good and expectations from execution that can absorb some more valuation compression while still delivering some upside. The markets have not been very kind to narratives over the past quarter, but Nebius' narrative looks strong enough and is backed by execution so far that it increases the odds of further short-term and long-term gains, even in the current selective market environment. Stellar Growth Supports the Rally Nebius' 2025 rally is steeped in consistent high growth, visible even in 2024, but confirmed at scale in 2025. Q3 2025 revenues were around $146m, still up quite strongly YOY and even sequentially (almost 40% up QoQ). The high double-digit growth rate was slightly down by the standards of the past 2-3 quarters and even missed expectations. This is mostly attributable to supply readiness. The demand story strength re...
Days after President Trump proposed capping credit card interest rates at 10%, corporate executives warned that the policy would have wide-ranging ramifications and possibly hurt consumers if enacted. "If it happened the way it was described, it would be dramatic," JPMorgan Chase CEO Jamie Dimon said on the company's earnings call. JPMorgan is the nation's top credit card issuer, handling $1.34 bi...
Days after President Trump proposed capping credit card interest rates at 10%, corporate executives warned that the policy would have wide-ranging ramifications and possibly hurt consumers if enacted. "If it happened the way it was described, it would be dramatic," JPMorgan Chase CEO Jamie Dimon said on the company's earnings call. JPMorgan is the nation's top credit card issuer, handling $1.34 billion in purchase volume. The company's CFO, Jeremy Barnum, added that consumers would likely face service changes as a result, particularly credit card users with subprime risk profiles, who may face more financial instability. "People will lose access to credit, like on a very, very extensive and broad basis, especially the people who need it the most, ironically," Barnum said. "And so that's a pretty severely negative consequence for consumers and, frankly, probably also a negative consequence for the economy as a whole right now." It's unclear how Trump could implement a one-year credit card APR limit without legislation from Congress. To that end, on Tuesday, US House Speaker Mike Johnson took up the issue and said he would explore the president's idea. Johnson also acknowledged there could be "unintended consequences" of such a move — a sentiment echoed by Delta Air Lines CEO Ed Bastian in the company's earnings call on Tuesday. Delta offers a co-branded credit card with American Express (AXP) that contributes an estimated 13% of its annual revenue. The partnership continues to be a lucrative one for Delta: Delta's revenue from the card grew 11% year over year to $8.2 billion in 2025, the company reported Tuesday. "I think one of the big issues and challenges with the potential order is the fact that it would actually restrict the lower-end consumer from having access to any credit, not just what the interest rate they're paying, which would upend the whole credit card industry," Bastian said. "So from our standpoint, we'll be working closely with American Express, ...