Large-Caps — page 5
M&T’s Net Interest Income Growth Stalled
M&T’s net interest margin fell 5 bps to 3.65% in the third quarter despite continued growth in average loans.
This Week in Energy — October 15, 2026
U.S. distillate inventories fell as refinery utilization increased. Occidental reported partial restoration of curtailed Gulf production, while Gran Tierra’s planned sale awaited regulatory approvals in Colombia and Ecuador.
Wells Fargo NII Rises as CIB Markets and Banking Cool
Net interest income reached $12.517 billion in the third quarter as the taxable-equivalent margin held at 2.43%.
Citi Markets Revenue Falls 13% From Second Quarter
Markets revenue dropped to $6.11 billion from $7.01 billion as Equity markets revenue fell 25% and Fixed Income markets revenue fell 7%, even as firmwide net interest income rose 14% year over year.
Prudential Restates International Businesses as Japan Following Exit Plan
On the restated second-quarter basis, after-tax adjusted operating income was $1.320 billion, or $3.75 per diluted share, as PGIM pre-tax adjusted operating income reached $294 million.
Prologis Same-Store Cash NOI Growth Cools to 5.9%
Core FFO was $1.60 a share as the logistics real estate company guided 2026 Core FFO to $6.25–$6.29 a share.
Kimberly-Clark Keeps 2026 Outlook After China Drag
Preliminary third-quarter organic sales growth was a 1.3% decline as the company held its full-year targets unchanged.
Interactive Brokers Raises Quarterly Dividend to $0.15
The automated global broker lifted the payout from $0.0875 a share after net revenues of $1.91 billion and diluted earnings of $0.69 a share.
Transcript Highlights for Week of Sep. 28, 2026
Highlights cover memory supply and costs, consumer pricing, vehicle margins, software contracts and consulting competition.
Streaming and Media Economics: Subscription Gains, Ad Pressure
Companies described streaming subscription gains supported by pricing and subscriber growth, alongside increased competition for advertising revenue.
Software Sector: SailPoint Adds AI ARR, Renewal Cautions Persist
SailPoint expanded its recurring-revenue definitions, and software providers retained explicit limits on those metrics and warnings about cloud adoption.
Quantum Computing: Deals Firm Up, Roadmap Risks Persist
Quantum companies advanced transaction and manufacturing plans, and Rigetti retained warnings that technological milestones may never be reached.
Drug Pricing and PBM Scrutiny: Medicare Rulemaking Gains Detail
Companies added proposed Medicare rulemaking and voluntary Medicaid rebates to their pricing disclosures, alongside continuing warnings about revenue and reimbursement.
Progressive's Third-Quarter Profit Turns Lower
Net income in the September quarter was $2.54 billion, down 3% from a year earlier, as the combined ratio slipped to 88.7.
BlackRock Adjusted Operating Margin Reaches 47.8 Percent
Annualized organic base fee growth was 11% in the third quarter, and as-adjusted diluted earnings were $15.93 a share.
Vir Biotechnology to License TCEs to Gilead for $135 Million
Gilead takes an exclusive development and commercialization license on three next-generation dual-masked T-cell engagers while Vir keeps its own oncology pipeline.
UnitedHealth Raises 2026 Outlook After Profit Recovery
The healthcare company now expects full-year 2026 earnings of at least $19.50 a share and adjusted earnings of at least $20.50 a share.
Occidental's Oil Realizations Reverse After a 38% Jump
Worldwide realized crude fell to $85.91 a barrel in the third quarter as Gulf of America output was curtailed.
EQT Flags $100 Million Derivative Gain for Third Quarter
The natural gas producer said it expects $70 million of net cash settlements, including $68 million on NYMEX hedges, for the three months ended September 30, 2026.
Emerson Lifts Fiscal 2026 Sales Growth Outlook
Net sales reached $4.87 billion in the quarter ended June 30, 2026, and the company raised full-year sales growth to about 5%.
Workday to Buy C1.ai as Identity Governance Layer
Workday said the deal will let it govern access for employees and AI agents from hire to offboard.
BlackRock to Buy WCAS Stake in CenterWell Clinic Ventures
The new venture covers nearly 150 clinics, with BlackRock as majority owner and CenterWell as minority owner. CenterWell will continue to manage and operate the clinics.
Teradyne to Invest $300 Million in FormFactor
The automated-test maker is pairing its platforms with FormFactor’s probe and interface work to speed AI and high-performance-compute test from wafer to data center.
Delta and PepsiCo lower earnings outlooks as revenue rises
Constellation’s sales rebounded, Worthington Steel posted a loss, and drug developers disclosed research-related earnings charges.
Schneider Electric signs $22.6 billion cash deal for PTC
The PTC agreement carries a $23.7 billion enterprise value. Healthcare deals feature majority and minority stakes, cash purchases and sales-linked payments.
Aci Lifts 2026 Guidance as Software Demand Stays Positive
Aci Worldwide raised full-year revenue and adjusted EBITDA guidance after first-half results and pipeline strength, as demand and outlook comments stayed mostly positive.
Delta Cuts Full-Year Outlook After Fuel Spike
The carrier now sees adjusted earnings of $5.10 to $5.60 a share and about $2.5 billion of free cash flow for 2026.
PepsiCo Cuts 2026 Core EPS Growth Outlook
Organic revenue grew 3.1% in the third quarter as PepsiCo set its full-year organic revenue growth outlook at about 3% and cut core EPS growth guidance to 2.5%–3.5%.
Diamondback Oil Prices Fall After a Record Second Quarter
Unhedged realized oil averaged $87.30 a barrel in the third quarter, down from $96.82 in the second, as the Permian producer booked a $182 million net loss on commodity contracts.
EV and Auto Transition: Program Risks and Recovery Forecasts
QuantumScape expanded its warning about automaker program cuts, suppliers described production and cost pressures, and Aspen later outlined an industry recovery outlook.