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(Bloomberg) -- Momentum-style equity investing is poised to rebound from a sharp retreat as sectors with strong earnings replace chip stocks in leading the market’s gains, Morgan Stanley strategist Michael Wilson said.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping AttackCrushed by Kospi Rout,

JPMorgan Chase has delivered a very strong 158.3% total return over the past 5 years, yet its current valuation checks send a mixed message, with the intrinsic value estimate pointing to meaningful upside while market multiples look closer to fair. The 5 year return of 158.3% suggests JPMorgan Chase has already rewarded long term shareholders, so any fresh gains may need stronger support from fundamentals. Recent fee wins in large AI linked financings and trading strength can support...

Most reporting banks in the US have beaten earnings forecasts for the second quarter, driven by favo

JPMorgan Chase & Co. (JPM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

If big bank earnings are any indication, consumers are doing fine despite the headwinds.

Investing.com -- Infosys drew fresh analyst downgrades from JPMorgan and HSBC after its first-quarter earnings missed expectations, management cut its fiscal 2027 revenue growth guidance for a second consecutive quarter, and announced a CEO transition, reinforcing concerns over slowing business momentum.

JPMorgan stock is trading in the 5% buy zone from a consolidation buy point after a strong earnings move in July.

Wall Street banks are having their best run in over a decade, while Blackstone Inc. (NYSE:BX), heading into its second-quarter earnings today, has missed nearly all of it. Banks Pull Ahead of Private Capital Shares of the largest U.S. private capital groups have slumped more than 15% this year and over 20% in the past […]

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]

Record revenue across all business lines with net income of $16.9 billion.

JPM, GS and C stand out after strong Q2 results, upbeat 2026 outlooks and improving earnings estimates.

The banks did well in Q1 of 2026, but JPMorgan Chase's CEO warns the next credit cycle might not be so kind.

Major banks just gave investors a fresh read on the American consumer, and the news is a good sign for the economy.

Capital One is due to report after Tuesday’s close. The bank’s vast card business is crucial for the bank and offers a broad look at how consumers are doing.

KeyCorp beats Q2 earnings estimates as higher net interest and fee income, lower provisions, and loan growth lift the results despite rising expenses.

Investing.com -- JPMorgan said a recent selloff in clean energy and power infrastructure stocks has created attractive entry points ahead of second-quarter earnings, arguing that demand trends tied to data centers, industrial electrification and U.S. manufacturing remain intact despite recent market volatility.

The unwind in artificial intelligence and momentum stocks is entering its maturing stage and should not trigger prolonged market weakness, according to JP Morgan. The bank's equity strategists, led by Mislav Matejka, noted a challenging few weeks for AI-linked groups, with Korea's market down...

Tesla Inc. (NASDAQ:TSLA) released its company-compiled data of sell-side analysts’ forecasts for the automaker’s second-quarter 2026 earnings estimates ahead of this week’s earnings call. Analysts Predict $27 Billion in Revenue On Saturday, the Elon Musk-led automaker announced earnings forecasts from analysts at JP Morgan Chase & Co. (NYSE:JPM), Goldman Sachs Group Inc. (NYSE:GS) and several others. Read Also: This Week in Tesla: Elon Musk Faces Pay Package Questions, US EV Prices Fall and More

Earnings results showed generally solid credit health among borrowers, strong dealmaking activity, and blowout trading numbers.

Earlier this week, JPMorgan Chase & Co. reported second-quarter 2026 results showing record net income of US$21,155 million, higher net interest income, and earnings per share from continuing operations rising to US$7.70 diluted, alongside upgraded full-year 2026 net interest income guidance to about US$105.50 billion. The bank’s performance marked the biggest-ever quarterly profit reported by a U.S. bank, reflecting broad-based strength across trading, investment banking, consumer banking,...

Does JPM's lower valuation, rising NII and diversified earnings base bolster its case as the better buy compared with MS after blockbuster Q2 earnings?

Investing.com -- JPMorgan upgraded shares of 3M and Emerson Electric to Overweight from Neutral ahead of upcoming quarterly earnings, citing improving growth prospects, supportive end-market trends and expectations for stronger earnings momentum into 2027.

JPMorgan Chase just reported blowout second-quarter results.

The banking giant just showed off its profit engine, but now it has to prove this new power is permanent.

US banks look like they are trying to move to the upside, but this is a market that has a lot of external influences.

Micron's strong results and major bank earnings are driving a robust start to Q2, reinforcing positive corporate earnings momentum.

While we are still in the opening stages of the Q2 reporting cycle, the early results strongly reinforce the robust corporate earnings trend we've been seeing, with the big banks starting off the Q2 earnings season with remarkable momentum.

JPMorgan Chase & Co. posted impressive Q2 2026 results, but the stock dipped after raising its full-year expense outlook to $107.5 billion.

Wall Street cleared this earnings season’s first major hurdle with room to spare, as the nation’s biggest banks pummeled profit forecasts. “Bank earnings are often described as a scoreboard for the financial sector,” said Ruben Dalfovo, investment strategist at Saxo Bank. “They are more useful as an economic medical examination, and the early numbers suggest the patient remains active, and dealmaking appears healthier.”

Morgan Stanley's Q2 earnings surge 62.4% as record equity revenues, stronger IB and $10T in client assets fuel growth. MS raised its quarterly dividend 15%.