AI stocks plunge. Inflation heats up. Where we’re still finding opportunities
The sinking AI trade and hotter-than-expected inflation data rattled last week’s stock market. But solid bank earnings and a rotation
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Earnings
BNY stock pops on strong earnings — showing exactly why we like this bank in this market
Bank of New York on Thursday delivered top- and bottom-line beats, with better-than-expected fee-based revenue and net interest income, as
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TSMC posts record profit for a sixth straight quarter, beating estimates on AI boom
Taiwan Semiconductor Manufacturing Co. on Thursday reported a record third-quarter profit that beat estimates, powered by an unrelenting global appetite
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Anthropic’s third-quarter revenue is said to hit $16.8 billion ahead of IPO
An Anthropic logo is displayed at Moscone Center during the Dreamforce 2026 technology summit in San Francisco, California, US, September
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Jim Cramer explains why even strong bank earnings couldn’t save their stocks
The nation’s biggest banks delivered mixed third-quarter results this week, but Wall Street’s reaction was overwhelmingly negative, with all six
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Morgan Stanley tops estimates as equities trading revenue beats expectations by $909 million
Morgan Stanley posted third-quarter results that beat expectations on blockbuster results in its equities trading franchise. Here’s what the company
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Bank of America shares drop after third-quarter revenue miss and regulatory penalty
Bank of America on Wednesday posted a sharp profit decline after being hit with a $1.2 billion penalty by U.S.
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BlackRock draws $205 billion in client funds as quarterly profit beats estimates
The BlackRock logo is pictured outside the company’s headquarters in the Manhattan borough of New York City on May 25,
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We’re upgrading our Goldman Sachs rating after a strong quarter bodes well for the future
Goldman Sachs on Tuesday reported a strong quarter that should help stem the stock’s brutal decline since the summer. Revenue
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ASML says it’s getting order interest through 2030 as profit smashes expectations
ASML said Wednesday that some of its customers are expressing interest in placing orders for its critical semiconductor tools for
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