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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.
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.
(Bloomberg) -- Global investors largely shut out of China’s biggest IPO in nearly four years are looking at creative proxy trades as a way to profit from the country’s fast-rising memory-chip leader. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeA Cocaine Bust
(Bloomberg) -- Csquare Inc. priced its initial public offering at $21 per share, according to people familiar with the matter, below a marketed range.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeA Cocaine Bust in Spain Leads All the Way to Wall StreetBrookfie
Bank of America stock has delivered a 110.6% total return over the past three years, and the current valuation checks suggest there may still be upside, with both the intrinsic value estimate from the Excess Returns model and earnings multiples pointing in the same direction while the broader scorecard remains only mixed. A 110.6% return over three years puts Bank of America firmly in the winner's circle. The key issue now is whether the current price already reflects that strength. Strong...
UnitedHealth Group’s stock fell hard in 2025. When the healthcare insurer reports second-quarter results Thursday, the company’s 2026 bounceback has investors eager for confirmation that medical spending trends are in hand. UnitedHealth has notched a series of wins heading into earnings season.
IBM's weak preliminary Q2 results erased $55 billion in market value. But Wall Street remains divided on whether Big Blue can stage a comeback.
International Business Machines Corp (NYSE:IBM) drew a more cautious outlook from analysts after preliminary second quarter results missed expectations, with Bank of America and UBS citing weaker software and infrastructure demand, shifting customer capital spending priorities and delayed large...
“For CX professionals, the real risk here is complacency,” Watermark Consulting’s Jon Picoult said. “If you believe the spending and sentiment data, it points to a fragile state of affairs.”
Stock markets have taken investors on a wild ride so far this month. But money managers aren’t dialing back on risk. They have cut their cash holdings to an “uber-low” 3.6% and upped their allocations to U.
Consumer spending on travel, entertainment and gas remained resilient despite inflation and tighter monetary policy risks.
U.S. stocks caught a break this week—and found a window in which to exploit it over the next two weeks—as inflation data suggest a taming of Federal Reserve rate-hike bets and the outlook from a key player in the market for artificial intelligence outpaced Wall Street’s forecasts. Tuesday’s inflation data got the ball rolling, with the softest monthly print since the Covid-19 pandemic and annual gains that fell shy of Wall Street estimates cratering bets on a July Fed rate hike.
BAC has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.
The bank reported adjusted second-quarter earnings of $3.46 a share, blowing past Wall Street forecasts thanks to a surge in investment banking revenue.
Virtually everything worked in big banks’ favor in the second quarter, but there’s no shortage of things that could go wrong.
BAC sees durable earnings growth from rising NII, loan and deposit gains, operating leverage and AI-enabled productivity.
A greater share of companies passed down to family members could be a sign of greater wealth concentration and the power of private markets.
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 the three large U.S. banks surged on Tuesday after posting strong second-quarter earnings.
Nvidia (NVDA) stock investors have been fed a familiar playbook. More robust accelerators, higher rack prices, and another wave of hyperscaler spending were expected to propel Nvidia stock's valuation to even more stratospheric levels. Bank of America's latest semiconductor outlook, shared with me, ...
Rather than stripping the human out of banking, Jouk Pleiter explains why AI gives institutions the opportunity to put them back to enable a return to an increasingly relationship led approach to banking
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.
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