JPMorgan's stock initially fell after an earnings miss on October 13, 2026, before recovering on a better-than-expected 2027 outlook for net interest margins. Yahoo Finance Executive Editor Brian Sozzi joined the media call with CEO Jamie Dimon, who explained why he's worried about large deficits and what rising Treasury yields could mean for the AI trade. CFO Jeremy Barnum said IPOs are being delayed, not canceled. Sozzi's four takeaways from JPMorgan, Goldman Sachs, Citigroup and Wells Fargo: judge banks quarter over quarter, housing is frozen as JPMorgan's home lending falls 6%, Goldman flags slower deal activity, and there are no alarming signs on the consumer. Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi. 00:00 JPMorgan misses, then rebounds on its 2027 outlook 00:23 Sozzi's question to Jamie Dimon 00:35 Deficits, Treasury yields and the AI trade 00:58 IPOs are delayed, not canceled 01:20 Takeaway 1: Judge banks quarter over quarter 01:45 Takeaway 2: Housing is frozen 02:20 Takeaway 3: Goldman warns on deal activity 02:35 Takeaway 4: No red flags on the consumer #BankEarnings #JPMorgan #JamieDimon #SozziUnleashed #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571