The Biggest Earnings Reports This Week: Banks, TSMC and Netflix Put Wall Street’s Profit Boom on Trial

The market’s central question is whether the profit surge can broaden beyond artificial-intelligence chips and energy without exposing weaker credit. The evidence points to a cautious yes: analysts expect S&P 500 second-quarter earnings to rise 23.4% from a year earlier, and this week’s bank slate will test loan demand and consumer health. The answer still hinges on Taiwan Semiconductor Manufacturing Co. defending its high-growth, heavy-investment outlook. Guidance — management’s forecast for coming quarters — matters more now than another round of backward-looking beats.

12 July 2026

Vanguard ETF Drops Six of Top 10 Holdings After Outperforming S&P 500

The Vanguard Russell 2000 ETF is up 20.74% on a net asset value basis in 2026 through Friday, outpacing the Vanguard S&P 500 ETF by 9.40 percentage points. But six of VTWO’s ten largest positions at the end of May left its benchmark in the June index reshuffle.

12 July 2026

ETFs·NASDAQ:CRDO·NASDAQ:ECHO·NASDAQ:NXT·NYSE:BE·NYSE:CDE·NYSE:FN·NYSE:GS·Stock Market

Mattel (NASDAQ:MAT) Steady After Two Analyst Cuts; Buyback Could Hit 5%

Mattel Inc. closed Friday at $13.33, 1.1% higher, even after two price-target downgrades over two days. The stock ended the week nearly unchanged. It fell to a 52-week low at $12.73 on Thursday, but the S&P 500 added 1.2% for the week. U.S. markets were closed Saturday.

11 July 2026

NASDAQ:MAT·NYSE:C·NYSE:GS·Share Buybacks·Stock Market

U.S. Financial Stocks Pulled in $1 Billion as Gains Stayed Concentrated

U.S. financial-sector funds picked up $1.04 billion in the week to July 8, but trading on Friday closed with big banks leading the sector and regional banks mostly flat. That inflow was just over 4% of the $24.97 billion U.S. equity funds got in total. The money came in before a week stacked with bank earnings.

11 July 2026

NYSE:GS·Stock Market

Dow Jones Today: Two Stocks Drive Gains

The Dow Jones Industrial Average moved higher midday Thursday, with most of the push coming from Cisco Systems and Goldman Sachs Group flexing more weight than the broader index move pointed to.

9 July 2026

NASDAQ:CSCO·NYSE:GS·Stock Market

Goldman Sachs (NYSE:GS) trades flat, EMEA M&A head sets July earnings mark

Goldman Sachs heads into next week still trading around $1,000 after new deal figures put the firm on top in first-half EMEA league tables. U.S. markets on the NYSE were shut Friday for Independence Day observed, so Thursday marked the last full regular session.

4 July 2026

Earnings Reports·NYSE:GS·Stock Market

Treasury Cash Needs Combine With RRP Drop, Raising New U.S. Market Risk

The risk that’s not getting much talk in U.S. markets ahead of the holiday is the thin cash buffer under Treasuries. The Fed’s overnight reverse repo facility took in just $2.175 billion on Thursday. Treasury’s cash balance was $919.14 billion as of June 30. Based on the latest figures, the RRP pad is just 0.24% of Treasury cash.

2 July 2026

BATS:MAGS·NYSE:GS·Stock Market

June jobs data 2026: Falling labor force hides soft hiring, affects Fed outlook

June’s U.S. jobs numbers were soft on the surface, but some market action might be in the details. Labor supply dropped sharply and leisure hiring slowed down. Headline payroll growth came in under the BLS’s unofficial bar for a solid monthly read.

2 July 2026

Federal Reserve·LSE:BARC·NASDAQ:ADP·NYSE:GS

S&P 500 Equal Weight Gains, Tech Chips Pressure Nasdaq After Weak Jobs Data

Stocks in the U.S. were mixed at midday Wednesday. Indexes started out slow, but later action in ETFs pointed to strength under the surface—average names outperformed big tech stocks.

1 July 2026

Nasdaq·NASDAQ:AAPL·NASDAQ:ADP·NASDAQ:AMZN·NASDAQ:AVGO·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NASDAQ:TSLA·NYSE:GETY·NYSE:GS·NYSE:IVZ·NYSE:KR·NYSE:SSTK·Stock Market

Dow trades stable close to 52,000; Alphabet change stirs talk on price weighting

Dow finishes the morning close to unchanged in Friday trading, as the index’s price-weighted math drew fresh attention. U.S. stocks are open for the regular NYSE session from 9:30 a.m. to 4:00 p.m. ET. NYSE’s 2026 holiday calendar does not include a closure for June 26.

26 June 2026

NASDAQ:AAPL·NASDAQ:AMD·NASDAQ:GOOGL·NASDAQ:HON·NASDAQ:MU·NASDAQ:NVDA·NASDAQ:SIEB·NYSE:CAT·NYSE:GS·NYSE:SPGI·NYSE:VZ·Stock Market

Dow ends higher; Nasdaq drifts as AI stocks slip, oil falls

Dow Jones (INDEXDJX:.DJI) spikes 700 points as price-weighted stocks outpace tech slide

Dow jumps more than 700 points as industrials and banks surge, Nasdaq lagsLate Thursday morning, the Dow rallied 763.79 points to 52,612.69 as tracked by MarketWatch/FactSet. The move left the S&P 500 up 29.46 points. But the Nasdaq fell 86.98 points, weighed down by Apple, Microsoft Corp., Nvidia Corp. and Amazon.com Inc..

25 June 2026

LSE:PPHC·NASDAQ:AAPL·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:HON·NASDAQ:MSFT·NASDAQ:MU·NASDAQ:NVDA·NASDAQ:QCOM·NYSE:AXP·NYSE:CAT·NYSE:GS·NYSE:UNH·NYSE:VZ·Stock Market

Alphabet rout dents Nasdaq, oil slide gives Dow a lift

Nasdaq Drops as AI Stocks Sell Off, Dow Still Positive

Tech and chip losses pressed down on the Nasdaq and S&P 500 early Tuesday, though the Dow Jones Industrial Average managed to stay just above flat.

23 June 2026

LSE:BARC·Nasdaq·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:MRVL·NASDAQ:NVDA·NYSE:GS·NYSE:SF·Stock Market

US financial shares look to Fed stress tests after volatile week

Fed stress-test results to drive U.S. bank stocks in coming week Results from the Federal Reserve’s annual stress test will likely steer U.S. financials this week after the group eked out a small advance in the holiday-shortened session. The Fed is set to release results for 32 major banks on Wednesday at 4 p.m. EDT.

21 June 2026

Federal Reserve·Inflation·NYSE:BAC·NYSE:GS·NYSE:JEF·NYSE:JPM·Stock Market

Bank of England holds rates as energy shock eases, but inflation risk keeps cuts distant

The Bank of England held interest rates at 3.75%, choosing not to follow the European Central Bank and Bank of Japan into fresh tightening as policymakers judged that Britain’s latest energy-driven inflation shock may fade, but not quickly enough to relax policy.

19 June 2026

Energy Markets·Inflation·LSE:MRW·LSE:TSCO·NYSE:GS·NYSE:JPM

VIX slips on U.S.-Iran deal, Hormuz talks keep volatility in focus

VIX sank after the U.S. and Iran agreed to halt their war and reopen the Strait of Hormuz. But the sharp drop in Wall Street’s fear gauge might be painting a rosier picture than the market really has.

19 June 2026

NASDAQ:CBOE·NYSE:BAC·NYSE:GS·Stock Market

Mortgage rates drop as Iran deal sends yields lower; Fed caution limits move

Mortgage rates in the U.S. edged lower this week after a U.S.-Iran deal helped cool oil and bond markets. Freddie Mac on Thursday put the average 30-year fixed rate at 6.47%, down five basis points from last week’s 6.52%. A year ago that rate was 6.81%.

18 June 2026

EPA:BNP·Federal Reserve·NYSE:BAC·NYSE:GS·Real Estate

U.S. Gas Falls Under $4 After Iran Deal Sends Oil Lower

Gasoline prices in the U.S. dropped under $4 a gallon on Thursday, giving some relief to drivers after the Iran war sent prices higher and made the Strait of Hormuz the key risk for energy traders. The average price nationally was $3.99, according to AAA data cited by the Washington Post.

18 June 2026

NYSE:BAC·NYSE:GS·Stock Market

AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

Chips push Wall St higher, oil’s slide softens Fed hit

Chip stocks boosted Wall Street late Thursday morning, with U.S. indexes moving up as oil prices fell and some inflation worries cooled despite a firmer tone from the Federal Reserve. The Dow Jones Industrial Average added 0.36% at 11:23 a.m. ET, while the S&P 500 was up 0.91%. The Nasdaq Composite climbed 1.25%.

18 June 2026

EPA:BNPP·EPA:CAP·Federal Reserve·NASDAQ:AAPL·NASDAQ:CTSH·NASDAQ:INTC·NASDAQ:MRVL·NASDAQ:MU·NASDAQ:NVDA·NYSE:ACN·NYSE:GS·NYSE:IBM·Oil Prices·Stock Market·Technology·US Economy

Dow slips in New York after jobs data boosts rate-hike talk

Dow steady near high as traders wait for Fed decision

Dow Jones climbed in regular trading Wednesday, staying close to its record. The broader U.S. market was mixed ahead of the Fed decision expected later. According to the latest LSEG figures on Reuters, the Dow added 169.86 points, or 0.33%, to 52,169.53. The S&P 500 dipped 0.07%. Nasdaq Composite lost 0.15%. Quotes lagged at least 15 minutes.

17 June 2026

Federal Reserve·NYSE:CAT·NYSE:GS·Stock Market

Dow climbs past 52,000 as banks, industrials help counter tech weakness

Dow Jones Industrial Average closed at 52,003.34 on Tuesday, gaining 332.31 points, or 0.64%. Investors shifted money into banks, industrials and other blue chips, cutting tech. The climb marked a fresh closing high for the Dow after it touched 52,189.97 during the session, Investing.com historical data show. S&P 500 and Nasdaq lagged near the close, with growth names under pressure but no sign of panic selling.

16 June 2026

NYSE:BAC·NYSE:CAT·NYSE:GS·NYSE:JPM·NYSE:WFC·Stock Market