Earnings live: Delta Air Lines stock slides, JPMorgan drifts higher as Dimon calls economy 'resilient'

Core Insights - The fourth quarter earnings season has commenced with reports from Delta Air Lines and JPMorgan Chase, with more bank earnings expected later in the week [1] Group 1: Earnings Expectations - Wall Street analysts predict an 8.3% earnings per share growth rate for S&P 500 companies in Q4, marking the 10th consecutive quarter of annual earnings growth if achieved [2] - Analysts have increased earnings expectations for tech companies leading into the reporting period, with the consensus estimate for Q4 earnings growth previously at 7.2% as of September 30 [3] Group 2: Market Themes and Influences - The earnings season will test the improved stock market breadth observed at the start of 2026, with ongoing influences from themes such as artificial intelligence, tariff policies from the Trump administration, and a K-shaped consumer economy [4] Group 3: Upcoming Earnings Reports - Major financial companies scheduled to report earnings this week include Bank of New York Mellon on Tuesday, Bank of America, Citigroup, and Wells Fargo on Wednesday, and BlackRock, Goldman Sachs, and Morgan Stanley on Friday [5]