Topic · Markets
Earnings
36 developments in the last 30 days.
Earnings Markets
19 developments this week
+2 vs last week
Stage: Markets
Developments
Last 30 days- Half of S&P earnings growth comes from AI spending, plus Musk's gift to every kid | The 8:30Goldman Sachs Research says about half of S&P 500 earnings growth comes from AI capital spending. Yahoo Finance · 2026-10-20
- SpaceX, Tesla earnings to test Musk's AI spending ambitions as merger talk grows - ReutersSpaceX and Tesla earnings will test Musk's AI spending plans as talk of a merger grows. Reuters · 2026-10-20 TSLA
- Momentum, Commentary Tone, and Earnings Surprise in LLM Financial ForecastsUsing synthetic earnings announcements, the study finds small LLMs' financial forecasts are swayed by momentum and the tone of non-informative commentary. arXiv · 2026-10-18
- Regions Bank Says AI Cybersecurity Drives Up Costs 1.5% to 3.5%Regions Bank expects AI-driven cybersecurity costs to add 1.5–3.5% to its 2026 expenses. PYMNTS · 2026-10-18 RF
- TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarterTSMC posts record quarter as AI customers fight for capacity. CNBC Technology · 2026-10-17 TSM NVDA
- TSMC posts record profit for a sixth straight quarter, beating estimates on AI boomTSMC posted record profit for a sixth straight quarter, beating estimates on AI demand. CNBC Technology · 2026-10-16 TSM
- Bank of America shares drop after third-quarter revenue miss and regulatory penaltyBank of America shares fell after a trading revenue miss and a $1.2B Treasury fine. CNBC Earnings · 2026-10-16 BAC
- BNY Extends Reach Into Tokenized Funds and Pay-to-Wallet ServiceBNY is expanding into tokenized funds and a pay-to-wallet service, as discussed on its Q3 earnings call. PYMNTS · 2026-10-16 BK
- TSMC reports Q3 revenue up 50.9% YoY to $46.36B, net income up 68.7% to $23.7B, both above est., marking a sixth straight quarterly profit record on AI demand (Jenny Lee/CNBC)TSMC's Q3 revenue rose 51% to $46.4B and profit hit a record for the sixth straight quarter, both beating estimates on AI demand. Techmeme · 2026-10-15 TSM
- ASML's strong orders ease fears AI spending boom is running out of steamStrong ASML orders eased fears that the AI spending boom is running out of steam. Hacker News · 2026-10-15 ASML
- ASML says it's getting order interest through 2030 as profit smashes expectationsASML's profit beat expectations, and it says some customers want to place orders for 2029 and 2030. CNBC Technology · 2026-10-15 ASML
- TSMC Earnings Beat; Anthropic Says It's Now ProfitableTSMC beat earnings expectations, and Anthropic reportedly says it is now profitable. Bloomberg Television · 2026-10-15 TSM
- TSMC CEO sees no sign of a slowdown as chip foundry reports record profitTSMC posted record profit, and its CEO sees no slowdown in AI chip demand. MarketWatch · 2026-10-15 TSM
- Microsoft’s wild ride: Stock hits new record after a year of ups and downsMicrosoft stock hit a record above $4T in market value after Azure grew 43%. GeekWire · 2026-10-15 MSFT
- TSMC revenue rises 41% as AI chip demand drives growthTSMC revenue rose 41% on AI chip demand. Seeking Alpha · 2026-10-15 TSM
- JPMorgan posts rare profit miss as dealmaking, bond trading lose momentum - ReutersJPMorgan posted a rare profit miss as dealmaking and bond trading slowed. Reuters · 2026-10-14 JPM
- Goldman Sachs beats quarterly profit estimates on equities strength - ReutersGoldman Sachs beat quarterly profit estimates on strong equities trading. Reuters · 2026-10-14 GS
- Wells Fargo beats profit estimates, but net interest income, revenue fall short - ReutersWells Fargo beat profit estimates, but net interest income and revenue fell short. Reuters · 2026-10-14 WFC
- BlackRock Non-GAAP EPS of $15.93 beats by $1.63, revenue of $7.75B beats by $320MBlackRock's adjusted earnings and revenue both beat estimates. Seeking Alpha · 2026-10-14 BLK
- Chip bellwether ASML says customers are already asking to place orders — for 2030ASML says customers already want to place orders for 2029-2030, a sign that AI-driven chip-equipment demand will last for years. MarketWatch · 2026-10-14 ASML
- ASML reports Q3 net sales of €11.66B, vs. €11.72B est., a €4.96B net profit, vs. €4.1B est., and raises its 2026 net sales forecast from €43B-€45B to €44B-€45B (Arjun Kharpal/CNBC)ASML's Q3 profit beat estimates and it raised its 2026 sales forecast. Techmeme · 2026-10-14 ASML
- ASML Boosts Outlook as Demand Outpaces SupplyASML raised its 2026 sales outlook and says supply of its machines won't catch up with demand until 2028. Bloomberg Television · 2026-10-14 ASML
- Bank earnings live updates: JPMorgan’s earnings call is underway after rare earnings missJPMorgan posted a rare earnings miss as bank earnings season began. CNBC · 2026-10-13 JPM WFC GS C
- Citi profit jumps 40% with higher investment banking, services and wealth revenue - ReutersCiti's profit jumped 40% on higher investment banking, services and wealth revenue. Reuters · 2026-10-13 C
- UnitedHealth Group tops estimates, hikes profit outlook as insurer manages high medical costsUnitedHealth beat estimates and raised its 2026 profit outlook. CNBC · 2026-10-13 UNH
- India's HCLTech climbs most in six years on strong margins and AI gains - ReutersHCLTech shares rose the most in six years on strong margins and AI gains. Reuters · 2026-10-13 HCLTECH.NS
- This week's earnings lineup is pretty stackedBig banks, ASML and TSMC all report earnings this week. r/stocks · 2026-10-12 JPM GS ASML TSM
- SpaceX buys wireless spectrum. Should AT&T and Verizon be worried?Delta cut its outlook because of fuel costs, and SpaceX's purchase of low-band spectrum could threaten AT&T, Verizon and T-Mobile. Yahoo Finance · 2026-10-12 DAL T VZ TMUS
- Sundar Pichai Reported Alphabet's Cloud Revenue Grew 82% to $24.8 Billion Last Quarter, With the Gemini App Reaching 950 Million Monthly Users. Is Google Cloud Becoming a Bigger Growth Driver Than Search?Google Cloud revenue grew 82% to $24.8B last quarter and the Gemini app reached 950M monthly users, making cloud a growing driver for Alphabet alongside search. Nasdaq · 2026-10-10 GOOGL
- Apple Scales Back iPhone 18 Orders as Price Hike Cools DemandApple has cut October iPhone 18 component orders by at least 15% as a price hike cools demand. PYMNTS · 2026-10-10 AAPL
- AI-related companies to drive most third-quarter US earnings gains - ReutersAI-related companies are expected to drive most of the gains in US third-quarter earnings. Reuters · 2026-10-10
- Delta Air Lines cuts 2026 forecast on fuel surge, but CEO says demand is still strongDelta cut its 2026 forecast because of a fuel-cost surge and missed earnings estimates for the first time in two years. CNBC · 2026-10-09 DAL
- India's TCS posts weakest September quarter growth in three years - ReutersIndia's TCS posted its weakest September-quarter growth in three years. Reuters · 2026-10-09 TCS
- Samsung forecasts record third-quarter profit of $80 billion as AI boom fuels chip demandSamsung forecasts a record quarterly operating profit of about $80 billion, driven by AI demand for memory chips. CNBC Technology · 2026-10-09 005930.KS
- TSMC's third-quarter revenue surges to record, beating market forecast - ReutersTSMC's third-quarter revenue hit a record and beat forecasts, a sign that AI chip demand is still strong. Reuters · 2026-10-08 TSM
- PepsiCo cuts earnings forecast as North American turnaround takes longer than expectedPepsiCo cut its earnings forecast as its North American turnaround takes longer than expected. CNBC · 2026-10-08 PEP