Stock Insights

CME Group hit record first-half 2026 revenue and adjusted EPS of $2.99, beating the $2.94 consensus, as market data revenue surged 20% to $238M in Q2.

Capital One earned $4.73 GAAP EPS in Q2 2026, up from $3.34 in Q1, with total net revenue rising 4% to $15.9B and loans topping $457B.

NTRS posted Q2 net income of $792.2M, up 88% YoY, lifted by a $525.4M Visa gain and a 10% dividend hike approved by the board.

Schwab's adjusted EPS of $1.62 beat the $1.58 consensus, with record daily trades of 11.9M and net new assets up 49% year-over-year.

KeyCorp earned $0.44 per share in Q2 2026, topping the $0.43 consensus, as net income climbed 22% YoY to $472M on 7% revenue growth.

RF earned $0.68 adjusted EPS vs $0.65 consensus, but the real story is a $58M drop in credit loss provisions that drove profit growth despite a revenue miss.

USB earned $1.35 per share in Q2 2026, topping the $1.29 consensus, as BTIG's breakout quarter added nearly $100M in capital markets revenue.

CFG beat Q2 EPS estimates by 3.7% with $1.30 GAAP EPS, as net income hit $587M and record revenue of $2.28B lifted pre-provision profit 24% year over year.

Morgan Stanley's Q2 diluted EPS of $3.46 beat the $3.03 consensus by 14.1%, as Institutional Securities revenue surged 44% and net income hit $5.58B.

$24M from JPMorganChase targets Philadelphia shipbuilding: skills training, supply chains, and small business growth in a sector tied to U.S. defense.

M&T Bank's Q2 GAAP EPS of $5.35 topped the $4.71 consensus by 13.7%, with revenue up 5.5% YoY to $2.53B and net income hitting $818M.

Citigroup posted Q2 EPS of $3.15, up 61% year over year and well above the $2.73 analyst consensus, as revenue climbed 14% to $24.8 billion on record Services division results.

PNC beat Q2 EPS estimates by 8.8%, with capital markets fees jumping 79.8% YoY to $577M and net interest income rising 15.5% to $4.1B.

Adjusted EPS of $13.91 beat the $12.70 consensus by 9.5%, as AUM crossed $15 trillion and performance fees surged 224% year-over-year.

Wells Fargo posted Q2 net income of $6.4B and diluted EPS of $2.00, up 25% from a year ago, as revenue climbed 9% to $22.6B and the bank flagged plans for an 11% dividend increase.

JPMorgan's Q2 net income hit $21.2B as equity trading revenue surged 86% to $6B, but the stock slipped in pre-market on one-time gain concerns.

Record equities trading revenue of $7.42B and a 39.5% revenue surge powered Goldman's best quarter ever, with GAAP EPS of $20.98 crushing consensus.

BAC posted $9.1B in net income, up 27% YoY, and diluted EPS of $1.21, up 34% YoY, as sales and trading revenue jumped 33% and investment banking fees surged 50%.

MARA just agreed to acquire a Matagorda County, Texas site from HIF USA, adding up to 2 GW of power and potentially doubling its total capacity to 4.8 GW.

Robinhood expanded into European derivatives and UK crypto while setting a Guinness AI record, sending HOOD up 8.35% on July 1.

The crypto industry has donated $189M ahead of the 2026 midterms, with Coinbase, Ripple, and Gemini leading the charge to shape U.S. policy.

FactSet's new Portfolio Analytics MCP connects audit-approved portfolio data to conversational AI tools, including private LLMs, as FDS gained 10.97% on June 26.

Citi has now exited 10 retail franchises in five years. The Poland sale marks another concrete step in its international retreat strategy.

Goldman Sachs helped lead a $12B Series B for Bezos-backed Prometheus at a $41B valuation, doubling the industrial AI startup's funding in six months.

Cuba is cutting off Visa and Mastercard starting June 6 after a key processing partner collapsed under US sanctions, ending card access on the island.

ARK Invest sold HOOD shares even as the stock jumped 8% intraday on June 10, while Robinhood announced plans to enter the IPO underwriting market.

JPMorgan joined a funding round valuing Jeff Bezos's AI startup Prometheus at $41B, backing tools built for physical-product manufacturing.

MSREI just acquired a 300,000-sq-ft defense manufacturing facility in Taunton, MA, secured by a long-term triple net lease with a leading defense contractor.

Visa is integrating payments into OpenAI's platform, letting AI agents make purchases on behalf of users after explicit permission is granted.

The Justice Department has subpoenaed JPMorgan Chase over whether it improperly closed customer accounts for political reasons, per a WSJ report.

A federal judge called the $38B swipe fee accord 'fair, reasonable, and adequate' -- but major retail groups are preparing further challenges to the deal.

AI debt issuance is already at $236B through May, four times last year's pace. Morgan Stanley's forecast signals a structural shift in how hyperscalers fund capex.

Robinhood and Susquehanna are building a CFTC-licensed prediction market exchange and clearinghouse, a structural bet that goes well beyond a product launch for HOOD.

Bank of America joins a blockchain-based Tokenized Deposit Network for 24/7 payments — here's what the move means for BAC's payments business.

Mastercard shuffled its CFO and rolled out stablecoin settlement across multiple blockchains for 24/7 cross-border payments — here's what it means for MA investors.

Morgan Stanley sees SpaceX hitting $3.4T in revenue and $2.7T in EBITDA by 2040, driven by AI — here's what the forecast means for MS.

Mastercard is rolling out stablecoin settlement across multiple blockchains and partnering with PaidBy for open banking payments — here's what it means for MA investors.

Goldman Sachs India co-chairman Gunjan Samtani is retiring at year-end, with Ken Castelino and Balaji Sivasubramanian stepping into co-head roles — here's what it means for GS.

Visa is piloting blockchain settlement tech as Cuba halts Visa/Mastercard payments — here's what both developments mean for V investors.

BofA is rolling out real-time cross-border payments for corporate clients — here's what the expansion means for BAC's transaction banking business.

TradePMR's new RIA referral program and July rate cuts on margin lending signal Robinhood's push to capture advisor assets and deepen client relationships—how this shapes HOOD's wealth management ambitions.

Robinhood hands AI agents control of trading and credit functions — a major shift in how retail investors execute trades. Here's what it means for HOOD's competitive positioning.

JPMorgan strategists say retail trading share hit a 4-year low in Q1 2026 — but a rebound is coming. Here's what it means for JPM and US equity markets.

Jamie Dimon told the Bernstein conference JPMorgan could spend up to $20B on a single acquisition — here's what it means for JPM's M&A strategy.

Robinhood received CIRO regulatory approval to acquire WonderFi Technologies, entering the Canadian market. What the deal means for HOOD's crypto and trading growth strategy.

JPMorgan disclosed $50B in private credit exposure and says it's comfortable — here's why that position matters for JPM's risk profile, balance sheet, and dividend outlook.

Bank of America promotes Richard Hardegree to Vice Chair of Mergers and Acquisitions, signaling leadership restructuring in its investment banking division.

Crypto exchange reports Q1 net loss but signals optimism on new regulatory framework and partnerships; stock down 5.2% after earnings.

Morgan Stanley pushes into digital assets with a Solana staking ETF filing, broadening its crypto product suite amid institutional demand.

JPMorgan shareholders voted down a call for expanded lobbying disclosure, marking a defeat for governance activists seeking more transparency on the bank's Washington spending.

Goldman Sachs reduces its digital asset footprint, abandoning XRP and Solana ETF holdings while trimming Bitcoin and Ethereum exposure across its product lineup.

Blackstone withdraws from $4 billion New World Infrastructure acquisition, signaling deal-making caution amid market pressures.

Assurant held Q1 earnings call with analyst questions about valuation and growth; stock up 4.17% Thursday.

Global banking giant to boost regional brokerage headcount; move signals expansion bet amid broader Asia-Pacific growth strategy.

JPMorgan Chase is nearing entry into German retail banking, marking expansion of its European consumer banking footprint.

JPMorgan advances blockchain ambitions with SEC filing for tokenized money market fund on Ethereum network.

Robinhood dipped 1.36% on Tuesday as the firm prepares a second retail venture IPO amid market volatility.

FactSet shares rose modestly on Tuesday after the company expanded its valuation capabilities through a partnership with Valutico.

JPMorgan shares slide slightly as investors rotate away from financials despite strong fundamentals and trailing valuation appeal.

Investment bank gains $3.18 as earnings top forecasts, anchoring financial sector strength.

FactSet climbed on modest earnings beat, but limited growth guidance tempers expansion outlook.

Fixed-income trading platform falls 1.6% despite record quarterly revenue and EPS beat as profit-taking offsets strong results.

GPN beat Q1 profit estimates and raised full-year guidance, though shares fell 3.25% in a broader market move.

Assurant posted record Q1 2026 results with revenue up 11.3% YoY to $3.42B and non-GAAP EPS of $5.95, beating consensus by 11.7%. The company raised its full-year guidance.

Insurance and diversified conglomerate falls as year-over-year profit drops in a sector weighing on equities.

Loews reported Q1 2026 net income of $337M, down from $370M a year ago, as revenue rose 1.4% YoY to $4.56B. Shares trade near 52-week highs.

Cboe Global Markets shares surged $26.87 on May 1 following an 8-K earnings filing. Net margin of 23.3% and 60.5% EPS growth underscore the strength.

A roundup of today's most significant stock moves and news across the market.

Cboe Global Markets posted Q1 net income of $384.1M, or $3.66 per share. Shares dipped 1.80% as the stock retreats from near record levels.

Arthur J. Gallagher posted strong Q1 2026 revenue growth of 27.9% YoY to $4.76B. Non-GAAP EPS of $4.47 came in 1% above analyst estimates.

AIG delivered a strong Q1 2026 beat with adjusted EPS of $2.11 vs. $1.92 expected, driven by sharply lower catastrophe losses and an 11% dividend hike.

Arthur J. Gallagher declared a $0.70/share quarterly dividend and sees growing Wall Street conviction, with Buy ratings rising month-over-month.

Everest Group stock edges down despite Q1 earnings beat as revenue miss signals execution challenges despite profit strength.

Allstate beat Q1 2026 revenue estimates and delivered EPS of $10.65, well above analyst expectations. Net income reached $2.46B as the stock trades near its 52-week high.

Aflac topped revenue estimates in Q1 2026 but fell short on EPS. Analyst sentiment has shifted notably more cautious in recent months.

EG climbs 1.03% with a forward P/E of just 5.7x, the lowest among major insurance and business services peers, as Q1 results loom.

ALL shares climb to $216.40, near their 52-week peak, as analyst consensus stays bullish ahead of Q1 results. Fundamentals show 103% EPS growth YoY and a 5.7x trailing P/E.

AFL shares climbed to $116.29 as Q1 results approach. Analyst consensus leans toward Hold amid declining revenue and net income growth.

Franklin Resources surges 6.86% on Q2 earnings beat and 60.6% earnings growth, signaling stronger profitability recovery.

Arch Capital beat Q1 2026 EPS estimates with $2.50, driven by strong underwriting income and a sharp drop in catastrophe losses. Shares trade near $97.

A roundup of today's most significant stock moves and news across the market.