Goldman Beats Big, JPMorgan Falls Short: What Bank Results Signal for Stocks
Goldman beat profit forecasts by 30% and Citigroup topped estimates, while JPMorgan and Wells Fargo fell short. Index futures barely moved.
1 h ago12 min read
Earnings
Rate-Sensitive Sectors Must Rally With AI for S&P 500 to Reach 8,100: Citi
Citi's Scott Chronert says the S&P 500 needs both AI and rate-sensitive stocks to reach 8,100; rate-sensitive sectors have lagged since Jackson Hole.
11 h ago8 min read
S&P 500 Q3 profits seen rising 29.6%, but AI sector guidance creates uncertainty
S&P 500 Q3 earnings growth is forecast at 29.6%, but a CNBC panel says AI company guidance will determine the market's direction.
12 h ago9 min read
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
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
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
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
Bank earnings season may lay bare the toll from soaring Treasury yields
As banks report earnings this week, the question is how much damage rising Treasury yields are doing to lending, funding costs and credit quality.
12/10/2026 05:427 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
TSMC set for another record quarter as AI spending lifts profit 65%
TSMC is expected to post a sixth straight record quarterly profit on Thursday, lifted by strong AI-infrastructure spending; net profit is seen up 65%.
12/10/2026 02:3314 min read
Anthropic IPO takes center stage for banks as SpaceX gains fade
US bank earnings arrive as SpaceX revenue fades and investors watch for a fourth-quarter Anthropic IPO led by Goldman Sachs and Morgan Stanley.
12/10/2026 01:269 min read
UBS says AI demand remains solid; hyperscaler cloud growth forecast at 58%
UBS says AI demand remains robust, forecasts hyperscaler cloud revenue growth of 58% for the September quarter and urges selective investing.
12/10/2026 00:0925 min read
Delta shares dip 2.9% on fuel expense, yet demand outlook stays positive
Delta shares fell 2.9% after third-quarter earnings missed forecasts on higher fuel costs, but demand outlook remains strong.
09/10/2026 13:4111 min read
Samsung Reaches $80 Billion Quarterly Profit Milestone; What Next for Shares?
Samsung forecast 107.4 trillion won ($80 billion) in Q3 operating profit, a record for any tech company. Analysts' price targets range widely.
08/10/2026 20:4110 min read
Delta's Q3 results to reveal consumer health
Delta's third-quarter earnings report on Friday will test US consumer strength amid rising fuel costs and interest rates.
08/10/2026 19:4115 min read