The Big 3: XLF, TOL, BABA

@Theotrade's Don Kaufman remains a bear for today's Big 3 on expectations that sell-side activity will ramp in the coming trading sessions. He sees a fade occurring in the SPDR Financial Sector ETF (XLF), housing affordability issues impacting Toll Brothers (TOL) long-term, and Alibaba (BABA) continuing a strong downward trend.

UK banking stocks dip on media report of budget tax increase

UK banking stocks dip on media report of budget tax increase

Reuters • Oct 16, 2026

US regional banks join bigger peers in signaling resilient economy as lending holds firm

US regional banks join bigger peers in signaling resilient economy as lending holds firm

Reuters • Oct 16, 2026

Big banks see risks in financing the AI boom, but are happy to keep writing the checks

The CEO's the U.S.'s biggest banks all chimed in on the risks of related to the massive AI buildout, but how there's still no sign that investments need to slow down.

Market Watch • Oct 14, 2026

Fundamentals for Big Banks are good heading into earnings, says Barclays' Jason Goldberg

Jason Goldberg, Barclay's U.S. large cap ban analyst, joins 'Closing Bell Overtime' to talk the upcoming slate of bank earnings and the state of the sector.

CNBC Television • Oct 12, 2026

Banks are set to report this week. Here's what the options market expects

Despite being flat on the year, the options market is pricing in some big financial sector moves as investor weigh the impact of higher rates.

CNBC • Oct 12, 2026

Big Banks Set to Report Trading Haul of $19 Billion

Bloomberg's Sridhar Natarajan expects a mixed-bag when it comes to earnings results from Wall Street's big banks. JPMorgan, Goldman Sachs, Wells Fargo and Citi all report Tuesday.

Bloomberg Markets and Finance • Oct 12, 2026

Will Banks Falter in Q3 Earnings Due to High Rates? ETFs in Focus

Big banks face rising-yield pressures ahead of earnings. Explore financial ETFs for diversified exposure as investors assess growth and risks.

Zacks Investment Research • Oct 12, 2026

Bank earnings to shed the first light on how higher yields are affecting the economy

The big banks kick off earnings season on Tuesday, to provide a first read on the health of the economy in a rising-yield environment.

Market Watch • Oct 11, 2026

Big Banks Prepare for Earnings Season

Bloomberg Intelligence Senior US Banks Analyst Herman Chan tells Bloomberg This Weekend that major banks enter third-quarter earnings season with strong credit quality but face questions about the impact of higher interest rates, slowing investment banking activity and potential risks tied to AI financing. Speaking with hosts David Gura and Christina Ruffini, Chan says wealth management could be a bright spot for banks including Morgan Stanley and JPMorgan, while investors will also be watching for signs of credit deterioration and updates on executive succession plans.

Bloomberg Markets and Finance • Oct 11, 2026