Bank of America and Citigroup are considering options to offer new credit cards with an interest rate cap of 10% to satisfy President Donald Trump's demands, Bloomberg News reported on Thursday. ...

BofA Securities analyst Shaun C. Kelley said the gaming sector is starting 2026 with online sports betting still at the center of investor focus, even as softer trends across Las Vegas, regional casinos, and Asia temper near-term expectations.Online Betting Dominates, But Volatility PersistsAs fourth-quarter earnings approach, Kelley said his team updated forecasts for Las Vegas, regional casinos, and Macau, reviewed recent online betting trends, and refreshed earnings bridges for DraftKings Inc (NASDAQ:DKN ...

白宫在达沃斯的招待会上排除了美国银行首席执行官布赖恩·莫伊尼汉，这个招待会上包括了其他主要 金融机构的领导人，这标志着特朗普与美国第二大银行行长之间的裂痕。 据知情人士透露，以及报道提到的嘉宾名单，莫伊尼汉是唯一一位未被邀请参加周三晚在世界经济论坛 上举行的特朗普招待会的主要华尔街银行首席执行官。 这次冷遇是白宫第二次将莫伊尼汉排除在此类聚会之外。去年11月，特朗普也没有邀请他参加白宫为华 尔街高管们举办的晚宴。 相比之下，其他美国银行的首席执行官，包括摩根大通的杰米·戴蒙、花旗集团的简·弗雷泽和富国银行 的查理·沙夫，都在达沃斯的招待会名单上。 66岁的莫伊尼汉因"去银行化"问题而惹怒了白宫，部分人士怀疑一些人或公司因政治观点等原因被不公 正地拒绝提供银行服务。 特朗普曾指控莫伊尼汉个人拒绝为他开设银行账户，此前摩根大通在特朗普于2021年离开白宫后关闭了 他的账户。 特朗普在8月表示："布赖恩当时在我当总统时一直在讨好我。" 尽管如此，总统也公开批评过戴蒙，并威胁起诉摩根大通因"去银行化"问题，但他与戴蒙的关系更为和 谐。 在周三的达沃斯会议期间，戴蒙发表了支持特朗普关于北约和欧洲政策的言论。 白宫在达沃 ...

Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>Here are the key points:The Q4 earnings season is off to a solid start, with the growth pace accelerating and most management teams painting a stable-to-positive outlook for their businesses. Companies are comfortably beating consensus estimates, with the Q4 EPS and revenue beats percentages ...

在宽松的金融环境与监管政策松绑的双重推动下，美国银行业正迎来一轮历史性的整合浪潮。面对摩根 大通和美国银行等巨头长期以来对市场的绝对主导，区域性银行正通过激进的并购交易试图扩大规模， 这不仅将重塑美国金融业的竞争格局，也被视为提升金融系统稳定性的关键一步。 据彭博报道，最新的交易动态凸显了这一趋势的紧迫性。PNC Financial Services Group近期完成了对丹 佛第一银行的41亿美元收购，而Fifth-Third Bancorp即将完成对达拉斯联信公司的109亿美元收购。这些 交易集中在德克萨斯州、科罗拉多州等经济增长较快的地区，显示出银行通过并购迅速抢占高增长市场 的战略意图。 这股并购热潮得到了政策层面的直接助力。在特朗普政府执政下，包括货币监理署（OCC）和联邦存 款保险公司（FDIC）在内的监管机构放宽了对交易的限制与审查，司法部的审查程序也被淡化。与此 同时，经过数年的高利率环境和较低的信贷损失，许多美国银行拥有过剩的资本，加之处于高位的股 价，使得以股票作为收购支付手段变得更具吸引力。 对于投资者而言，这意味着银行业的估值逻辑正在发生变化。杰富瑞的分析师指出，M&T银行、 Citi ...

Core Viewpoint - The finance sector is experiencing a solid start to the Q4 earnings season, with many companies exceeding consensus estimates and providing a stable-to-positive outlook for their businesses [5][7]. Finance Sector Performance - Major banks like JPMorgan, Bank of America, and Citigroup have shown disappointing market reactions despite not having negative Q4 results, indicating a 'sell-the-news' phenomenon after their recent outperformance [2]. - Citigroup shares have outperformed peers and the broader market over the past year, driven by investor confidence in the new management's restructuring plans [3]. - However, shares of Citigroup, Bank of America, and JPMorgan have been declining since the start of the year, with Q4 earnings results contributing to this downtrend [4]. Earnings Growth and Estimates - Total earnings for the 51 S&P 500 companies that reported Q4 results are up 17.2% year-over-year, with revenues increasing by 7.5%. Notably, 88.2% of these companies beat EPS estimates and 72.5% exceeded revenue estimates [5]. - For the finance sector, earnings are up 13.9% year-over-year with revenues rising by 7.0%. Additionally, 90.5% of finance companies beat EPS estimates and 71.4% surpassed revenue estimates [5]. Macroeconomic Outlook - Management teams are optimistic about consumer spending and stable credit quality trends, with a positive outlook for loan demand and investment banking advisory services, despite some policy uncertainties [7]. - The overall outlook remains positive, although there are headwinds related to the administration's credit card plans [7]. Sector Contributions - The tech sector is projected to contribute 36% of the S&P 500's total earnings over the next four quarters and currently represents 42.5% of the index's total market capitalization, highlighting its significant role in the overall earnings picture [16].

BofA Securities analyst Vivek Arya said the U.S. semiconductor sector is moving into a more balanced phase, with supply and demand largely aligned and earnings expectations reset, setting up modest upside rather than a sharp rebound in 2026. • ADU stock is holding steady today. Where is ADU stock headed?Supply and Demand Set Up For Modest Earnings BeatsArya said sentiment around analog semiconductor stocks has improved early in calendar 2026, with shares across his coverage up sharply quarter to date and ro ...

Bank of America Corporation (NYSE:BAC) is included in our list of the 10 Goldman Sachs undervalued stocks to invest in. Morgan Stanley Remains Bullish on Bank of America (BAC) Following Strong Q4 Results Pixabay/Public Domain On January 15, 2026, Morgan Stanley reduced its price target on Bank of America Corporation (NYSE:BAC) from $68.00 to $64.00, while reiterating an ‘Overweight’ rating. The update came after the company posted solid Q4 results, beating consensus EPS by roughly 2%. However, the firm ...

Investment Rating - The report indicates a positive investment outlook for the Asia Pacific ex-Japan region, with 90% of investors expecting equities to rise in the next 12 months [2][17]. Core Insights - The global growth forecast is improving, with APAC ex-Japan economic prospects reaching an 11-month high, and over half of respondents anticipating a stronger Japanese economy in the next year [1][3]. - Investor sentiment towards China is notably optimistic, with a net 8% expecting a stronger economy, a significant shift from previous expectations of weakness [4][26]. - Japan remains a favored market, with 7 in 8 panelists expecting positive returns, driven by corporate governance reforms and policy normalization [3][40]. Summary by Sections Economic Outlook - The global growth forecast is gaining momentum, particularly in the APAC ex-Japan region, which has reached an 11-month high [1]. - China's growth outlook is improving, with a notable increase in investor sentiment, as indicated by the China Risk-Love indicator reaching its highest level since April 2021 [4][26]. Market Sentiment - 90% of investors anticipate a rise in APAC ex-Japan equities over the next year, with return expectations at their highest since February 2023 [2][17]. - Japan is viewed positively, with virtually no investors expecting a weaker economy in the next 12 months [3][38]. Sector Preferences - Semiconductors and banks are highlighted as the most favored sectors in Japan, benefiting from higher interest rates and ongoing technological advancements [47]. - In the broader Asia Pacific ex-Japan region, semiconductors, tech hardware, and financial services are the most preferred sectors, while energy and consumer staples are out of favor [52]. Investment Themes - Key investment themes include AI, anti-involution, and corporate value-up programs in Korea, reflecting a focus on innovation and corporate governance [5][60]. - In China, the focus is on AI and semiconductors, while cyclicals and green economy themes have lost traction [54].

Market Overview - US stock indices experienced a significant decline, with the Dow Jones falling by 870 points (1.76%), the S&P 500 down by 143.15 points (2.06%), and the Nasdaq dropping by 561.07 points (2.39%) [1] - The Chicago Board Options Exchange Volatility Index (VIX), known as Wall Street's "fear index," surged above 20, reaching recent highs [1] Technology Sector - Major tech stocks saw substantial losses, with Nvidia and Tesla both dropping over 4%, while Apple and Amazon fell more than 3% [2][3] - Nvidia's stock price was reported at $178.07, down 4.38%, and Tesla at $419.25, down 4.17% [3] Streaming and Media - Netflix's post-market decline expanded to nearly 5% due to disappointing first-quarter earnings outlook and adjustments to its acquisition proposal for Warner Bros. assets to an all-cash offer totaling $82.7 billion [4] Semiconductor Industry - The semiconductor sector faced widespread declines, with Broadcom and Skyworks Solutions dropping over 5%, while TSMC fell more than 4% [4] Banking Sector - Bank stocks also fell across the board, with Citigroup down over 4% and JPMorgan and Morgan Stanley both declining more than 3% [4] Chinese Stocks - Chinese stocks mostly declined, with JinkoSolar down 12.5% and CenturyLink down over 10% [4][5] Bond Market - US Treasury yields rose to a four-month high, while the dollar index fell by 0.41%, marking its worst two-day performance in about a month [6] Precious Metals - Gold and silver prices reached new highs, with spot gold exceeding $4,763 per ounce and silver surpassing $94 per ounce [8][9] Cryptocurrency Market - The cryptocurrency market experienced a significant downturn, with Bitcoin dropping below $90,000 and Ethereum falling below $3,000, affecting approximately 163,000 traders [10][11]