Boeing(US:BA) CNBC·2026-01-12 12:40Group 1: Federal Reserve and Market Reactions - Federal Reserve Chair Jerome Powell is under criminal investigation related to a $2.5 billion renovation of the Fed's headquarters, escalating tensions with President Trump over interest rate policies [2][7] - Following Powell's announcement, stock futures fell, while gold futures increased, indicating a shift towards safe-haven assets amid concerns over the Fed's independence [7] Group 2: Banking Sector Developments - Bank earnings are a focal point for investors as the corporate earnings season approaches, with JPMorgan Chase CEO Jamie Dimon marking his 20th year in the role [3][4] - Bank stocks experienced a decline in premarket trading after Trump proposed a 10% cap on credit card interest rates for one year [5] Group 3: Retail and Technology Collaboration - Walmart and Google are collaborating to integrate Google's AI assistant, Gemini, into Walmart's shopping experience, with plans to expand this feature internationally [8][9] Group 4: Aerospace Industry Updates - Boeing is expected to report its highest airplane delivery volume for 2025 since 2018, reflecting a turnaround after previous safety crises [10] - Allegiant is acquiring budget carrier Sun Country in a $1.5 billion deal, highlighting ongoing consolidation in the value-focused airline sector [11] Group 5: Pharmaceutical Innovations - Novo Nordisk has introduced the first GLP-1 obesity pill, with Eli Lilly expected to follow with a similar product, potentially expanding the market by offering a simpler alternative to injections [13][14][15]