Earnings live: PNC stock pops after bank beats estimates, State Street and J.B. Hunt shares slide

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• S&P 500 companies will report an earnings per share growth rate of 8.3% for Q4 2025

  80% confidence

• Mike Johnson would explore President Trump's credit card rate cap idea

  80% confidence

• On Sept. 30, the consensus estimate for S&P 500 fourth quarter earnings growth stood at 7.2%

  80% confidence

• For the first quarter, TSMC expects revenue of between $34.6 billion and $35.8 billion, with gross profit margins between 63% and 65%

  80% confidence

• With less fear priced in, it is more difficult to see relief rallies on earnings days

  80% confidence

• If the 8.3% EPS growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the S&P 500

  80% confidence

• An interest rate cap is not something that we would or could support, frankly

  80% confidence

• TSMC CEO C.C. Wei dismissed AI bubble concerns

  80% confidence

• Affordability is clearly an important issue and one that we look forward to collaborating with the administration on

  80% confidence

• I think one of the big issues and challenges with the potential order is the fact that it would actually restrict the lower-end consumer from having access to any credit, not just what the interest rate they're paying, which would upend the whole credit card industry. So from our standpoint, we'll be working closely with American Express, but I don't see any way we could even begin to contemplate how that would be implemented.

  80% confidence

• Utility, healthcare, materials, and industrial stocks have been making the most unusually large moves on earnings-day in recent quarters

  80% confidence

• The average implied earnings day stock move is 4.5% in either direction, below the long-term average

  80% confidence

• 10% credit card rate cap would likely result in a significant slowdown in the economy

  80% confidence

• We're all in for affordability

  80% confidence

• Investment banking segment could rebound in the coming quarters as deals get pushed out

  80% confidence

• I think investors have grown to view policy as sort of a one-way dynamic towards deregulation and factors that are beneficial to banks. Some of the news flow over the weekend — the rate cap social media post and concerns about Fed independence — have now ... had an impact perhaps on that view and reminded investors that policy changes can sometimes be risks as well.

  80% confidence

• This launch marks a significant step in State Street's digital asset strategy. By pairing blockchain connectivity with robust controls and global servicing expertise, we're enabling institutions to confidently embrace tokenization as part of their core strategy with an organization like us that they can trust.

  80% confidence

• If it happened the way it was described, it would be dramatic

  80% confidence

• Investors are expecting a low-volatility earnings season, given softer option volumes over the past two weeks and balanced positioning

  80% confidence

• There could be unintended consequences of a credit card rate cap

  80% confidence

• TSMC expects 2026 revenue to increase by close to 30% year over year as artificial intelligence supports strong demand for its chips

  80% confidence

• The only negative point was really investment banking

  80% confidence

• People will lose access to credit, like on a very, very extensive and broad basis, especially the people who need it the most, ironically. And so that's a pretty severely negative consequence for consumers and, frankly, probably also a negative consequence for the economy as a whole right now.

  80% confidence

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