Large-Caps — page 14
General Electric raises full-year outlook as engine deliveries climb
Free cash flow rose 43% year-over-year to $3.0 billion in the second quarter.
Citizens Sequential Fee Growth Rebounds After a First-Quarter Dip
Pre-provision net revenue reached $889 million as sequential NII growth accelerated to 4.4% and Capital Markets and Wealth fees hit records.
Uber to Buy Delivery Hero in $14.8 Billion All-Cash Deal
The combination would nearly double Uber’s markets offering both mobility and delivery services.
M&T Bank Net Interest Income Rises on Loan Growth
Taxable-equivalent net interest income increased 2% quarter-over-quarter to $1,804 million
Cheniere Energy raises full-year guidance on record export volumes
The company increased its 2026 consolidated adjusted EBITDA forecast to a range of $7.25 billion to $7.75 billion
Fastenal Sales Growth Hits Five-Quarter High
The industrial distributor reported 14.7% year-over-year daily sales growth in the second quarter.
Elevance Profit Slides as Medical Costs Climb
The health insurer reported second-quarter adjusted earnings of $7.45 a share, down 15.7% from a year earlier.
Citigroup's Five Businesses All Grow Loans as Services Hits Record 30.9% RoTCE
Citigroup's net interest income rose 13% year over year in the second quarter as loan growth accelerated across every business line and Services delivered a record $6.4 billion in revenue.
BNY's NIM Streak Hits Fourth Quarter as Deposits Dip and Buybacks Accelerate
Net interest margin at Bank of New York Mellon expanded for a fourth straight quarter to 1.45%, even as average deposits fell for the first time in five quarters and share repurchases rose to $1.1 billion.
BlackRock inflows hit record $192 billion
The world’s largest asset manager saw long-term net inflows jump 46% sequentially to $199 billion in the second quarter.
Allstate Profit More Than Quadruples on Improved Underwriting Results
The insurer's net income reached $2.4 billion in the first quarter as its combined ratio improved 15.4 points to 82.0.
Wells Fargo Loan Growth Outpaces NIM Erosion as Fee Income Surges
Wells Fargo & Company (WFC) grew average loans 12% year over year to $1,026.5 billion even as its net interest margin compressed to 2.43%, while noninterest income jumped 13% on capital-markets strength.
Bank of America Revenue Growth Accelerates to 15%
Second-quarter revenue reached $31.6 billion, up 15% from a year earlier, as operating leverage widened to 6.6% and Global Markets sales and trading hit a 17th straight year-over-year gain.
Williams to Sell $5.34 Billion Stake in Power Innovation Projects to Blackstone
The pipeline giant partners with Blackstone, Apollo and KKR to fund its energy-infrastructure buildout while preserving balance-sheet capacity.
Ferguson to Buy FloWorks in $1.6 Billion All-Cash Deal
The acquisition adds industrial distribution capabilities and geographic reach that Ferguson plans to extend across its non-residential customer base.
Supreme Court ruling sparks tariff refund wave
Companies begin reclaiming IEEPA tariffs after the Court’s decision, though recovery remains uneven and uncertain.
Capex Push Cuts Across Banking, Industrials, Health and Retail
Eight companies disclosed economic commentary this week across five industries, and seven of them, from banking to biotech to storage, pointed to capital deployment as the throughline.
Ameren accelerates coal retirement and expands MISO transmission footprint
The holding company utilized securitized bonds to fund the closure of the Rush Island Energy Center while pursuing long-range transmission projects in Illinois and Missouri.
Occidental Petroleum Income Rises on Higher Crude Prices
The energy company reported oil and gas pre-tax income of $1.0 billion for the first quarter.
Simon Property Group Directors Lead Weekly Buying Surge
A concentrated wave of director-level purchasing at Simon Property Group anchors a week of broad insider conviction.
HSBC, BNY Lead RoTE Surge as G-SIB Capital Ratios Split
A four-bank cluster is pushing returns higher across three straight periods even as capital buffers move in opposite directions across the same panel.
Divergent Credit Loss Trends Hit Global Banking Reserves
HSBC expanded its expected credit loss allowance while Bank of America and UBS saw reserves contract.
PepsiCo profit jumps on lower charges, volumes improve
The snack-and-beverage giant posted a 137% surge in second-quarter earnings per share.
Moderna swings to revenue rebound on international demand
The biotech firm posted $389 million in first-quarter sales, a 260% jump from a year earlier.
Energy Transfer raises annual EBITDA guidance on record volumes
The midstream company reported first-quarter adjusted EBITDA of $4.94 billion, a 20% increase over the prior year.
Institutional Exits Hit Honeywell in 2026Q2
Honeywell saw a complete withdrawal from eight institutional holders while Intel experienced fragmented positioning shifts.
Hardware Cost Pressures Return Across Tech Suppliers
NetApp, Gsi Technology and Ciena are again confronting tighter supply and higher component costs as AI-driven demand strains semiconductor and electro-optical markets.
Systemic Banks Split on Credit Provisions Amid Sector Stress
Divergent asset quality trends emerge as Korean and European lenders hike provisions while North American peers see declines.
Chinese Systemic Banks Lead Surge in Credit Impairment Losses
Major lenders in China and Europe report rising provisions amid shifting portfolio risks and regulatory requirements.
Chipmakers Lead a Guidance Season Almost Free of Cuts
Across 130 companies issuing quarterly outlooks, raises outnumbered cuts roughly ten to one, with semiconductor, software and hardware makers reporting no lowered guidance at all.