Jack of All Trades: High Stakes 01.27.2026
Jan 27 was big bath day. GM took $7.2B EV write-down, guided $11-13 EPS 2026, surged 9%. UNH absorbed $2.8B cyberattack costs, margin crisis 5.2%→2.7%, held flat. TXN missed Q4 but guided Q1 above seasonal, FCF inflection $2.9B→$5B+, jumped 10%. Clear decks = easier 2026 beats