Your Money with Michelle Martin (MONEY FM 89.3)
Market View: Profits, Premium Seats & a Check-In Button
Your Money with Michelle Martin (MONEY FM 89.3)
•January 14, 2026•22 min
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Your Money with Michelle Martin (MONEY FM 89.3)•Jan 14, 2026
Why It Matters
Understanding why markets react negatively to seemingly positive earnings helps investors navigate expectation‑driven volatility. The episode’s blend of macro‑economic trends, tech and infrastructure investments, and cultural insights offers timely context for anyone tracking global financial markets and consumer behavior.
Key Takeaways
- •JP Morgan revenue up, profit down, trading revenue up 40%
- •Delta profit jumps 45% driven by premium travel demand
- •GigaDevice IPO surges 37% amid AI chip rally
- •Meta pivots to Ray‑Ban smart glasses, cuts Reality Labs staff
- •Singapore port hits record cargo throughput, strengthening logistics outlook
Pulse Analysis
The earnings season opened with JP Morgan Chase posting a 7 percent rise in top‑line revenue but a 7 percent decline in net profit year‑over‑year. While earnings per share beat expectations at $5.23, the bank’s stock slipped more than 4 percent as investors sought clearer guidance. A standout was the 40 percent surge in equity‑trading revenue, underscoring how diversified income streams can cushion banks against slowing loan growth. Analysts highlighted the one‑time charge from the Apple credit‑card purchase, reminding investors to adjust forecasts for such anomalies.
Delta Air Lines reported a 45 percent jump in net income, driven by strong demand for premium cabins and a 2.9 percent rise in revenue to $16 billion. The carrier, however, disclosed a $200 million hit from the recent U.S. government shutdown, illustrating how external shocks can erode earnings. Despite a modest 2.3 percent share dip, Delta’s stock remains up 12 percent over three months, reflecting confidence that high‑end travel will continue to fuel double‑digit earnings growth in the coming year.
Asian tech and logistics also featured prominently. Chinese memory‑chip maker GigaDevice surged 37 percent on its Hong Kong debut, while South Korea’s SK Hynix announced a $12.9 billion investment in advanced AI‑focused chip packaging, signaling long‑term demand for AI‑driven semiconductors. Meta shifted resources from its struggling Reality Labs to commercially viable Ray‑Ban smart glasses, even as it trimmed over 1,000 VR‑team jobs. Meanwhile, the Port of Singapore logged record vessel arrivals and container throughput, reinforcing the city‑state’s logistics edge, and UOB’s bullish call on NTTDC REIT highlighted growing data‑center demand across Asia.
Episode Description
Big earnings, so why did Wall Street sell?
Earnings season kicks off with surprises as JPMorgan Chase posts higher revenue but lower profits - and investors head for the exits.
Michelle Martin and Ryan Huang unpack why a one-time Apple card charge and booming trading desks still weren’t enough to calm markets.
Delta Air Lines delivers soaring profits powered by premium travel - yet its shares dip as expectations run even hotter.
UP or DOWN breaks down GigaDevice’s explosive Hong Kong debut, SK Hynix’s US$13 billion chip bet, Meta’s Ray-Ban push, and Singapore port records.
A bullish Broker’s Take sees UOB Kay Hian calling 40% upside for NTT DC REIT, riding global demand for data centres.
And in The Last Word, a viral Chinese app called “Are You Dead?” reveals a surprisingly human fear in hyper-connected cities - hosted by Michelle Martin with Ryan Huang.
See omnystudio.com/listener for privacy information.
Show Notes
Big earnings, so why did Wall Street sell?
Earnings season kicks off with surprises as JPMorgan Chase posts higher revenue but lower profits - and investors head for the exits.
Michelle Martin and Ryan Huang unpack why a one-time Apple card charge and booming trading desks still weren’t enough to calm markets.
Delta Air Lines delivers soaring profits powered by premium travel - yet its shares dip as expectations run even hotter.
UP or DOWN breaks down GigaDevice’s explosive Hong Kong debut, SK Hynix’s US$13 billion chip bet, Meta’s Ray-Ban push, and Singapore port records.
A bullish Broker’s Take sees UOB Kay Hian calling 40% upside for NTT DC REIT, riding global demand for data centres.
And in The Last Word, a viral Chinese app called “Are You Dead?” reveals a surprisingly human fear in hyper-connected cities - hosted by Michelle Martin with Ryan Huang.
See omnystudio.com/listener for privacy information.
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