10AM Hour: Pepsi CEO on Earnings, High-Rate Playbook for Banks, Skydance CEOs on Financial Outlook & Content Strategy 10/8/26

PepsiCo's North America weakness, Skydance's $79B debt-reduction plan, and overdone bank-stock rate fears dominate a market jolted by an Iran-driven oil spike.

• Oil spike pressures markets: Brent crude jumped 4% to $105 on renewed Iran strike fears, Houthi attacks on Saudi airports, and slowed Strait of Hormuz tanker traffic, lifting Treasury yields.
• Pepsi beats but cuts guidance: PepsiCo posted its fastest growth in 2.5 years (3%+) on international strength, but cut full-year profit outlook as North America, especially soft drinks, underperforms; CEO Ramon Laguarta is open to 'any option' to fix the U.S. beverage business but ruled out splitting snacks from beverages.

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