Something big just broke...
The cost of living keeps rising. The divide keeps widening. The anger keeps building.
Listen, I’ve spent three decades studying financial systems, and I’ve never seen pressure like this. It’s as if the old order of the economy has cracked and something new is forcing its way through.
Most people can’t see it yet. But they sense it. They feel it in their gut.
I’ve pulled on that thread for the past year, and what I’ve uncovered is bigger than anything I’ve ever reported. And it’s happening much faster than anyone imagines.
I explain everything in my new documentary.
Your interaction with our content, in any format, is appreciated. We value your time and the trust you place in our communications. Thank you for being an active member of our community, and we look forward to continued exchanges in the future. Privacy Policy MarketBeat ("the Company") values the privacy of visitors to MarketBeat site and users of our services. This notice explains how we collect, use, and protect information. Why You're Receiving This Email You're receiving this email because at some point, you opted in to receive updates, news, or information on a specific topic we've previously discussed or shared. Whether it was through a subscription, a form submission, or another form of communication, your information was shared willingly, and we respect your decision to connect with us. Thank you for taking the time to read this email. This message is part of an ongoing conversation between us, and I want to take a moment to ensure you have full transparency about why you received this message, how your information is handled, and what to expect from future emails. If you're wondering about the nature of our correspondence, rest assured that we aim to keep all emails relevant, timely, and from unnecessary clutter. This includes respecting your inbox and refraining from sending irrelevant messages. A Commitment to Non-Intrusive Emails We aim to create a non-intrusive communication experience. This means we won't overwhelm your inbox with excessive messages, and we work hard to ensure our content remains clear and concise. The purpose of this email is to stay connected with you and provide updates or information that we believe is meaningful. If we ever fail to meet these standards, we encourage you to let us know. Feedback, whether positive or constructive, is always appreciated. Your thoughts help us understand how we can do better and improve our communication approach. While we cannot promise every suggestion will be implemented, we will take the time to carefully review and consider your input. Accessibility and Communication If you have any trouble accessing the unsubscribe page, managing preferences, or understanding why you're receiving this email, you can reach out directly to our support team. We aim to provide a response within a reasonable time frame and address your concerns effectively. Our communication is designed to be as inclusive as possible, but we know there's always room for improvement. If you have any feedback on how we can make our emails more accessible or relevant, please don't hesitate to share. Your Privacy is Important We value your trust and take your privacy very seriously. The information you provide is securely stored and never shared, sold, or used outside the purpose for which you provided it. This privacy policy describes how we collects, uses, and protects your information. We collect information you voluntarily provide, such as your name, email address, or phone number. We may also collect technical data from your visit, including browser type, operating system, and your IP address. We use this information to respond to your inquiries, provide access to services, and improve our communications. We do not share your information with unrelated third parties. Some of our services may use third-party tools that store or process data on our behalf. These tools are selected with care and are expected to maintain data responsibly. We do not knowingly collect personal information from children under 13 years of age. If we discover that such information was provided without parental consent, we will delete it promptly. You can request to update or delete your personal information by contacting us. We may update this privacy policy occasionally. Changes will be reflected on the page. Orders with MarketBeat are handled using secure processes. If there is a need to update delivery details, someone from our team may contact you. Please note, we do not ask for personal payment information by email. You can enable extra sign-in protection and use strong security to help keep you safe. We regularly review our systems and follow best practices to help protect your information. If you notice anything unusual, it may be helpful to review your settings. Transparency is our priority, and we're happy to address any questions you might have. How to Unsubscribe or Manage Your Preferences We understand that everyone's inbox is different. If you ever find our emails no longer relevant, there's no hard feelings. You can easily manage your email preferences or unsubscribe using the link provided below. By clicking the unsubscribe link, you'll be taken to a page where you can either adjust your communication preferences (such as receiving fewer emails or only on specific topics) or completely remove yourself from our list. The process is straightforward, and any changes will take effect promptly. We don't use tricks or gimmicks to keep you subscribed. Our priority is to ensure that our emails add value to your day, and if they don't, we respect your decision to part ways. Legal Information We comply with all applicable laws and regulations regarding email communication. This includes adhering to laws and maintaining the highest standards for consent-based communication. Your trust matters, and we work diligently to ensure every email you receive meets these requirements. If you need further clarification on our compliance policies or legal obligations, please ask. Transparency and accountability are central to our communication strategy, and we're happy to provide additional details if needed. Contact Information We strive to ensure all communication channels are open and readily available to you. Whether it's a question, comment, or concern, our team is ready to assist. For assistance, please contact our team via email by replying to this email. A Final Note Emails are one of the many ways we stay connected, but we understand they aren't perfect for everyone. If there's another way you'd prefer to communicate or stay updated, let us know. Whether it's through social media, a direct call, or another channel, we're open to finding the most effective way to share information with you. We want to emphasize that our goal is never to disrupt or clutter your inbox. Every email sent is intended to provide value, and we genuinely appreciate your time and attention. This footer was designed to ensure transparency, provide essential information, and give you full control over your communication preferences. We hope it meets your expectations, but if there's anything you'd like to see improved, we're always here to listen. Best regards, MarketBeat
Further Reading from MarketBeat.com
Capital One Stock Weak After Earnings, Brex Deal in Focus
Submitted by Chris Markoch. Originally Published: 1/29/2026.
Key Points
- Capital One stock fell 6% after earnings despite revenue beating expectations.
- The Brex deal expands Capital One’s payments strategy but adds near-term risk.
- Technical indicators suggest COF may be forming a buy-the-dip setup.
Capital One Financial (NYSE: COF) stock is down roughly 6% one week after the bank's earnings report on Jan. 22. For the fourth quarter of 2025, the company reported $15.62 billion in revenue, beating expectations of $15.49 billion. However, the bottom line missed, with earnings per share of $3.86 versus estimates of $4.14.
From a valuation standpoint, the selloff in COF stock appears understandable. Even after the drop, Capital One trades at a price-to-earnings (P/E) ratio of more than 74x — a significant premium to its historical average and well above the sector average for financial stocks.
Still, both top- and bottom-line results improved year-over-year: earnings per share rose 24% and revenue increased 53% from the prior year.
That suggests Capital One is in an expansion phase that could continue into 2026. Some investors felt that growth was already priced into COF heading into earnings, but another potential catalyst may be at work.
Capital One to Acquire Brex
As part of its earnings release, Capital One announced it would purchase Brex Inc., a privately held financial services and payments startup, for $5.15 billion. The deal will be paid 50% in stock and 50% in cash and is expected to close in the second quarter of 2026.
Brex provides financial services that help companies manage corporate credit cards, expenses, and rewards.
The firm primarily targets startups and other businesses that can struggle to get attention from traditional providers like American Express (NYSE: AXP).
With customers that include Robinhood Markets (NASDAQ: HOOD) and Intel Corp. (NASDAQ: INTC), Brex has amassed more than $13 billion in deposits.
According to CEO Richard Fairbank, the deal is part of the company's long-term plan "to build a payments company that sits at the frontier of the technology revolution."
Acquiring — rather than partnering with — Brex distinguishes Capital One's approach from the strategies other banks are using to compete with nimble fintechs.
The Deal Is Not Without Risk
Investors may worry about the company's growing appetite for acquisitions. The Brex deal comes less than a year after Capital One's purchase of Discover Financial for $35 billion.
Notably, the acquisition could give Capital One additional scale to compete with Visa (NYSE: V) and Mastercard (NYSE: MA), and it appears unlikely to materially change the company's debt outlook.
At the same time, if execution became more important after the Discover acquisition, it is even more critical now. Brex reached its peak valuation in 2023 due to deposits from many technology companies that fled Silicon Valley Bank. Since then, rising interest rates have reduced demand, allowing Capital One to buy Brex for less than half its peak valuation.
COF Stock Looks Like an Attractive Buy-the-Dip Candidate
The post-earnings price action in COF looks like a case of investors selling first and asking questions later. The stock is trading within roughly 10% of its 60-day low, a level that has acted as support over the past six months.
Analysts' consensus price target is $274.70, about 24% above the stock's current price. Importantly, momentum indicators like the MACD and the relative strength index (RSI) suggest the stock may be bouncing from oversold territory.
Investors may consider buying on dips below the company's current 20-day simple moving average (SMA), which has acted as a key resistance level over the last six months.
Comments
Post a Comment