Four Major Bank Earnings to Test Bullish Sentiment This Week
Goldman Sachs turned bullish on stocks and bonds as four big banks prepare to report earnings Tuesday.
17 h ago12 min read
Equities News
Global stock markets: index moves, earnings, analyst targets and the policy and rate backdrop driving them.
Profit broadening beyond AI seen supporting stocks in Q3, JPMorgan says
JPMorgan strategists expect Q3 earnings to support stocks as profit growth broadens beyond AI, despite recent volatility.
17 h ago17 min read
Goldman identifies power and compute as key AI bottlenecks
Goldman Sachs says AI infrastructure demand runs ahead of capacity, with power becoming the key bottleneck over chips. Data and security platforms are top…
18 h ago16 min read
Broadcom Boss Hock Tan Turns Crypto’s Gambling Criticism on AI Investors
Broadcom CEO Hock Tan likened many AI investors to casino gamblers in Singapore. He still sees $230 billion in AI chip sales by 2028.
18 h ago10 min read
Mixed finish on Wall Street as Dow rises, Nasdaq falls
US stocks closed mixed to start the week, with the Dow rising but the Nasdaq falling sharply on declines in AI and chip stocks.
19 h ago13 min read
Earnings week kicks off with big banks; ASML, TSMC follow
Big banks report Tuesday; ASML and TSMC follow. Focus on guidance, AI chip demand, and consumer health.
19 h ago9 min read
European bourses end on an upbeat note, Spain in front, dollar firm
Spain's Ibex led European equity gains while US benchmarks were mixed and the dollar rose.
22 h ago10 min read
US stock indices fall; Nasdaq 100 breaches key moving average
US stock indices fell on Monday. The S&P 500 and Nasdaq Composite held above their 100-hour moving averages, but the Nasdaq 100 slipped below, giving sellers…
23 h ago6 min read
Telecom stocks rebound after SpaceX spectrum deal; CCC, IREN rise
Telecom stocks partially recover after Friday's selloff on SpaceX spectrum deal; CCC and IREN gain on M&A and AI news.
12/10/2026 11:3638 min read
Nasdaq vulnerable to near-term dip as CPI hedging builds
The Nasdaq could see near-term weakness as traders hedge before Wednesday's US CPI report, with US-Iran tensions and earnings also in focus.
12/10/2026 11:228 min read
Won Hits Two-Year High as Seoul Chip Stocks Lead Selloff
Samsung and SK Hynix slid and the KOSPI fell over 3% even as the Korean won touched a two-year high.
12/10/2026 10:1611 min read
The Money Trail Behind Wall Street's AI Boom
Money is pouring into AI infrastructure, benefiting suppliers such as Nvidia and TSMC, but the rally depends on future profits and this week's TSMC earnings.
12/10/2026 08:529 min read
European markets open higher to start the week but thin liquidity argues for caution
European stocks opened higher, led by Spain's IBEX, with US futures also up. Thin liquidity and Wednesday's US CPI argue for caution.
12/10/2026 07:327 min read
Earnings season explained: why the first companies out of the gate matter
Public companies release earnings four times a year; early reports, such as banks and tech firms, can signal broader sector trends and move stocks.
12/10/2026 07:2117 min read
TSMC in focus as AI earnings and US CPI collide this week
TSMC's earnings and US CPI are the week's key events, with AI spending sustainability in focus.
12/10/2026 04:118 min read