News

Do C's strong momentum, restructuring progress and lower valuation make it stand out over WFC after strong Q2 results? Let us find out.

Q2 earnings season kicked off with the big banks swinging for the fences, and Jefferies sees four dividend-paying giants still leaving serious upside on the table despite the rate uncertainty clouding the second half of 2026.

Citi has initiated coverage of Hikma Pharmaceuticals PLC (LSE:HIK, OTC:HKMPF) with a 'buy' rating and a £17 price target, arguing the generic drugmaker's current valuation offers a compelling entry point. The 12-month target, based on a sum-of-the-parts valuation, implies a share price return...

Investing.com -- Citi is projecting a staggering $801 billion in combined 2027 capital expenditure across Alphabet, Meta Platforms, and Amazon, warning that the scale of AI infrastructure spending will push all three hyperscalers into negative free cash flow territory in both 2027 and 2028.

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

Strong market conditions and the need for sophisticated advice were major boons for wealth units in Q2.

JPMorgan, Goldman and other big banks are raking in trading revenue this year as “the market is clearly extremely risk-on.”

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.

The bank still expects strong quarterly results, helped by Azure and Copilot demand.

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.”

Citigroup has more than tripled over the past three years, yet its intrinsic value estimate from the Excess Returns model still sits below the current share price by a wide margin, while earnings-based multiples look closer to fair and the broader valuation checks come out mixed. Citigroup has returned 212.7% over the past three years, which puts extra focus on whether today’s price already reflects the turnaround and recent banking sector optimism. Progress on Citi’s multi-year...

A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide buying opportunity or the start of something bigger?

Citigroup's (C) better-than-expected Q2 results, with the bank delivering its best quarterly revenue

(Updates to specify revenue beat in the headline.) Morgan Stanley's (MS) second-quarter revenue s

Morgan Stanley's (MS) second-quarter revenue surpassed Wall Street's projections, with robust invest

Microsoft Corporation (NASDAQ:MSFT) is a key quantum computing stock through its Azure Quantum, which is a cloud platform that gives access to multiple quantum hardware providers. The stock also ranks as one of the Best Quantum Computing Stocks to buy and Hold Forever. ​Recently, on July 9, Citi noted that the firm’s Q2 2026 survey […]

Fiscal AI has polled the consensus earnings estimate at $4.24 per share and revenue of $86.66 billion for Microsoft’s fourth quarter.

IBM stock has its worst day ever, PayPal gets a takeover offer, big banks see deal boom time, and more news to start your day.

The bank, which has reduced headcount by about 5% over the past year, is focused on finding efficiencies to fund investments, executives indicated Tuesday.

Virtually everything worked in big banks’ favor in the second quarter, but there’s no shortage of things that could go wrong.

Virtually everything worked in big banks’ favor in the second quarter, but there’s no shortage of things that could go wrong.

The headline numbers for Citigroup (C) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Citi says its strong Q2 reflects a stronger franchise and is using the momentum to accelerate investments aimed at supporting more durable returns.

Heads of the largest U.S. lenders say their bankers have more deals lined up—even after their latest earnings results showed strong growth, thanks to clients’ confidence in carrying out big-ticket transactions. Goldman Sachs ’ investment-banking fees jumped 55% from a year ago to $3.4 billion in the second quarter. Strategic mergers and acquisitions have been the largest driver of that work, he said, while management teams look to seize on a more relaxed regulatory environment around dealmaking.

Shares of global financial services giant Citigroup (NYSE:C) fell 4.9% in the afternoon session after it reversed an early gain as it reported second-quarter results.

Citigroup Inc (C) reports a decade-high quarterly revenue of $24.8 billion, driven by robust performance across all segments and strategic investments for future growth.

Aberdeen Group is back in focus as the central fair value estimate edges up to £2.33 per share while the published price target sits at £2.80. This puts a clear spotlight on how analysts are framing upside versus modeled value. That £2.80 mark lines up with a cluster of recent target moves, where some firms have been lifting their numbers and others trimming them, reflecting different read throughs on execution and valuation. Read on to see how these shifting targets fit into the broader...

Five of the nation’s largest lenders—including JPMorgan Chase and Goldman Sachs—reported a 39% jump in combined earnings to over $49 billion, driven by surging Wall Street fees from a widespread “risk-on” environment, the recent SpaceX IPO, and the AI boom.

Many of the same factors have propelled big banks’ strong performance: a solid economic backdrop with low unemployment, corporate clients’ appetite for executing big deals, and lots of trading activity.

Major lenders plan a shared tokenized deposit network as stablecoin adoption accelerates across global payments.