The sinking AI trade rattled last week's market. But solid bank earnings and a rotation beyond tech gave us reasons for optimism.

Wall Street clearly liked what it heard on the post-earnings conference call because BNY stock went from flat to up more than 3% on the day.

TSMC reported its third-quarter earnings on Thursday.

Anthropic reports third-quarter stands at $16.8 billion ahead of its IPO.

All six banks fell following their earnings reports, even as some delivered strong results, reflecting concerns about interest rates and the economic outlook.

Morgan Stanley topped expectations on the top and bottom lines for the third quarter.

Bank of America shares fell Wednesday after the company posted weaker-than-expected trading revenue and the impact of a $1.2 billion Treasury fine.

From an execution perspective, Goldman appears to be firing on all cylinders.

ASML said some customers are "expressing an interest" in placing orders with the company in 2029 and 2030, giving investors a view into longer-term demand.

Wells Fargo's third-quarter results were not perfect, but CEO Charlie Scharf's turnaround should bear more fruit ahead.

J&J's pharmaceutical division is humming along, and the MedTech problems should be temporary.

UnitedHealth Group said it expects 2026 adjusted earnings of at least $20.50 per share, up from a previous outlook of $19.50 to $20.00 per share.

Blockbuster profits are coming for the S&P 500. It may not be enough to keep fueling the rally.

CNBC’s Jim Cramer said next week’s earnings reports will give investors a clearer picture of corporate performance and the strength of the AI trade.

Delta Air Lines reported third-quarter earnings and missed Wall Street estimates for the first time in two years.

Levi Strauss on Wednesday posted earnings that beat expectations, though it saw benefits from tariff refunds.

Pepsi's North American business continues to lag behind its international markets.

TSMC's September net revenue came in at 511.86 billion New Taiwan dollars

Samsung Electronics reported preliminary third-quarter earnings on Thursday, with operating profit forecast to top 100 trillion won for the first time.

Wells Fargo received a bold upgrade just over a week before the bank reports earnings next Tuesday.