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Asking for a Trend Host Josh Lipton shares what investors should be on the lookout for on Tuesday, July 14, including bank earnings from JPMorgan (JPM), Bank of America (BAC) and Goldman Sachs (GS), along with the release of the June Consumer Price Index (CPI) report.
The coming batch of report cards from America’s largest banks is set to reflect that Wall Street’s core businesses are doing exceptionally well, driven by a Main Street that’s doing well enough. Strong equities-trading and investment-banking activity this spring should propel earnings at Wells Fargo, Citigroup, JPMorgan Chase, Bank of America, and Goldman Sachs, which each report within hours of each other on Tuesday. Morgan Stanley, U.S. Bancorp, and other lenders are scheduled to report in the days after.
The four largest U.S. banks and Goldman Sachs are poised to report higher profits from a year ago thanks to buoyant equity markets, a solid economy, and merger and IPO activity. JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, and Goldman are due to release their second-quarter earnings results on Tuesday in an unusually packed morning for bank investors.
Walser Wealth Management Chief Investment Officer Rebecca Walser joins Market Domination Overtime to discuss what investors can expect from the upcoming earnings season.
Over the past six months, Agilent’s stock price fell to $134.31. Shareholders have lost 8.2% of their capital, which is disappointing considering the S&P 500 has climbed by 8.4%. This may have investors wondering how to approach the situation.
The past six months have been a windfall for F5’s shareholders. The company’s stock price has jumped 59.6%, setting a new 52-week high of $430.57 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
Kalshi traders expect dealmaking and Basel III updates
Euronet Worldwide has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 7% to $76.96 per share while the index has gained 8.4%.
Delta Air Lines Inc (NYSE:DAL) reaffirmed its full-year earnings outlook despite higher fuel costs, a move Bank of America said underscores the carrier's earnings resilience and supports its valuation following stronger-than-expected second quarter results. Bank of America maintained its...
Credit Acceptance’s 35.6% return over the past six months has outpaced the S&P 500 by 27.3%, and its stock price has climbed to $625.97 per share. This performance may have investors wondering how to approach the situation.
AMD Stock Has a New Bull. Here's Why Bank of America Sees More Upside
TSM will release Q2 earnings on July 16 with AI-driven HPC demand, 3nm technologies and record revenues expected to support another strong quarter.
Progressive enters Q2 earnings season with higher premiums and investment income poised to offset rising costs, and a projected year-over-year profit decline.
UnitedHealth faces Q2 pressure from membership declines, but medical cost management and long-term growth initiatives keep investors focused on July 16 results.
Investor expectations are high heading into the earnings season, leaving lots of room for disappointment. Consensus estimates signal S&P 500 earnings to grow 22% from the year-ago period, that’s after more than 27% growth in the first quarter, Bank of America reported. “Expectations are elevated, but we see no signs of earnings momentum rolling over,” Bank of America strategists said, issuing an earnings forecast that sat above consensus estimates and lifting their full-year EPS outlook.
US banks could deliver broad earnings beats as strong capital markets activity, resilient economic conditions and improving wealth management flows support second-half 2026 and fiscal 2027 earnings revisions, Bank of America analysts wrote in a note ahead of the sector’s upcoming earnings...
According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.
MTB's Q2 results, set to release on July 15, are expected to benefit from higher NII and loan growth, while elevated costs remain a concern.
Aehr Test Systems' fiscal Q4 may benefit from strong bookings, AI demand and silicon photonics shipments, despite pressure on high-margin consumables.
PNC's Q2 results, scheduled to report on July 15, are expected to reflect higher revenues and earnings, supported by NII growth and FirstBank integration.
Penguin Solutions, Inc. (PENG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Brookfield (BAM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
NextEra (NEE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
APTIV PLC (APTV) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
After a 169.9% return over the past five years, RTX now trades at levels where the Discounted Cash Flow (DCF) estimate and traditional market multiples both point to a stock that looks broadly in line with its intrinsic value rather than clearly cheap or clearly expensive. The 169.9% five year return sets a high bar for RTX, so fresh gains are more likely to depend on whether current expectations for cash flows and contract wins can be met or exceeded. Recent contract activity in missiles...
Delta Air Lines' (DAL) decision to reiterate its full-year outlook despite incurring an estimated $3
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