As the dust settles on the fourth-quarter earnings season of 2025, the financial sector has emerged as the undisputed titan of the S&P 500. Surpassing even the high-flying technology sector, financial institutions have reported a staggering 55% earnings growth rate in key sub-sectors, marking a definitive end to the
A number of stocks traded in opposite directions in the afternoon session after geopolitical tensions between the United States and the European Union escalated, sparking fears of a renewed trade war.
The latest inflation data for December has arrived with a sense of stability that offers both a sigh of relief and a note of caution for the Federal Reserve. Headline Consumer Price Index (CPI) remained at 2.7%, while the core figure—which excludes the often-volatile food and energy sectors—
The mid-January earnings gauntlet has turned into a freezing reality for the titans of American finance. In the first three weeks of 2026, the "Big Four" US banks have collectively surrendered more than $50 billion in market capitalization, a staggering retreat driven by a perfect storm of legislative threats and
Goldman Sachs (NYSE: GS) has delivered a resounding message to the financial world with its fourth-quarter 2025 earnings, reporting a massive $4.38 billion quarterly profit that signals a definitive end to the "dealmaking winter." The investment banking giant surpassed analyst expectations by a wide margin, fueled by a 25%
Wells Fargo & Company (NYSE: WFC) reported a fourth-quarter 2025 earnings miss that underscored the high cost of its multi-year transformation. The San Francisco-based lender posted earnings per share (EPS) of $1.62, falling short of the $1.67 consensus estimate. While the headline figure disappointed investors, the miss was primarily
Shares of personal computing and printing company HP (NYSE:HPQ) fell 1.7% in the morning session after Morgan Stanley turned more cautious on the U.S. IT hardware sector and lowered its price target on the company's stock.
Shares of telehealth company Hims & Hers Health (NYSE:HIMS) fell 2.2% in the morning session after Morgan Stanley reiterated its Equalweight rating but voiced concerns about the company's slowing growth and increasing competition.
Shares of data storage company NetApp (NASDAQ:NTAP) fell 7.9% in the morning session after Morgan Stanley downgraded the stock's rating to 'Underweight' from 'Equal-weight' and significantly cut its price target.
Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 5.3% in the morning session after Morgan Stanley downgraded its view on the IT hardware industry to 'cautious' and an analyst from the firm lowered the price target on Dell's stock.
Shares of casual salad chain Sweetgreen (NYSE:SG)
fell 5.8% in the morning session after the departure of its Chief Development Officer, Chris Tarrant, and a price target cut from Morgan Stanley highlighted ongoing business struggles.
The SPDR S&P 500 ETF Trust (NYSE Arca: SPY), the primary barometer for the health of the U.S. equity market, faced a turbulent start to the third week of 2026. As traders returned from the Martin Luther King Jr. Day holiday on January 20, 2026, the fund slid
The financial world was sent into a frenzy last week as Goldman Sachs (NYSE: GS) reported a staggering fourth-quarter performance for 2025, significantly outstripping analyst predictions and signaling a robust return to form for the "Vampire Squid" of Wall Street. On January 15, 2026, the firm posted a diluted earnings
As of January 19, 2026, Interactive Brokers Group, Inc. (NASDAQ: IBKR) has reached a historic milestone, with its stock price hitting an all-time high of $75.64. This surge reflects a broader market validation of the firm’s highly automated, low-cost brokerage model, which has successfully captured a massive influx
The global semiconductor landscape shifted dramatically this week as the U.S. government officially implemented a 25% ad valorem tariff on high-end artificial intelligence processors. Effective as of January 15, 2026, the measure—already dubbed the "Silicon Surcharge" by industry insiders—targets the most advanced chips essential for large language
NEW YORK — Morgan Stanley (NYSE: MS) has capped off a transformative fiscal year with a fourth-quarter performance that exceeded even the most optimistic Wall Street projections. Driven by a historic surge in its equities division and a resurgence in complex macro trading, the firm has solidified its position as a
In a resounding signal that the "dealmaking winter" has officially thawed, Goldman Sachs Group Inc. (NYSE:GS) reported a powerhouse fourth-quarter performance for 2025, headlined by a staggering 41% surge in advisory fees. The Wall Street giant’s results, released on January 15, 2026, underscore a strategic pivot back to
The global Mergers and Acquisitions (M&A) market staged a historic comeback in 2025, with total deal value reaching a staggering $5.1 trillion. This resurgence represents a 44% year-over-year increase, signaling a definitive end to the stagnation that plagued 2023 and 2024. As of January 19, 2026, the financial
The first weeks of 2026 have ushered in a staggering financial milestone that few predicted even two years ago. Cumulative global investment in artificial intelligence has officially crossed the $2.5 trillion mark, a monumental figure that signals AI’s definitive transition from a speculative venture into the bedrock of modern industrial infrastructure. This surge, fueled by [...]
