SoftBank's complete sale of its $NVIDIA(NVDA)$ stake valued at $5.8 billion, in October 2025. It was announced in early November and appears driven primarily by a strategic pivot to massively invest in OpenAI and broader AI infrastructure projects, rather than by concerns specifically about NVDA's fundamentals or prospects. SoftBank's CFO highlighted the sale as part of ongoing capital reallocation to : Fund large AI commitments, including up to $30 billion into OpenAI. Invest in new AI data centers like the Stargate project. Despite this sell-off, Nvidia’s stock remained near all-time highs, supported by record earnings and strong forward guidance from key hyperscale customers like Microsoft and Meta. Market reaction to SoftBank’s sale was relati
$SOFI 🚨BREAKING NEWS🚨 🔴4 LEGACY BANKS HAVE DUMPED SOFI🔴 MORGAN STANLEY has decreased ownership by -27%‼️ Total Shares: 9,973,108👀 CHARLES SCHWAB has decreased ownership by -17%‼️ Total shares: 5,518,137👀 WELLS FARGO has decreased ownership by -16%‼️Total Shares: 5,182,049👀 CITI GROUP has decreased ownership by -5%‼️ Total shares: 5,182,049👀
$NVDA - WELLS FARGO RAISES NVIDIA PT TO $265 FROM $220 Wells Fargo lifted its Nvidia price target from $220 to $265 and kept an Overweight rating. Analyst Aaron Rakers raised estimates for FY27–FY28 on stronger hyperscale capex and continued AI/data center momentum. He now models revenue of $209B (FY26), $302B (FY27), and $383B (FY28), with data center sales driving most of the growth. Rakers says Nvidia’s supply ramp and strong demand visibility through 2026+ support a ~30x CY27 P/E and that upside EPS could reach $9/share.
$NVDA - WELLS FARGO RAISES NVIDIA PT TO $265 FROM $220 Wells Fargo lifted its Nvidia price target from $220 to $265 and kept an Overweight rating. Analyst Aaron Rakers raised estimates for FY27–FY28 on stronger hyperscale capex and continued AI/data center momentum. He now models revenue of $209B (FY26), $302B (FY27), and $383B (FY28), with data center sales driving most of the growth. Rakers says Nvidia’s supply ramp and strong demand visibility through 2026+ support a ~30x CY27 P/E and that upside EPS could reach $9/share.
Option Movers | Tesla Shows Bearish Sentiment Before Earnings Report; Beyond Meat Shows 75% Call Ratio
U.S. stocks closed mixed with the Dow out front on Tuesday (Oct 21), as a string of solid earnings lured investors to industrials and capital goods.Regarding the options market, a total volume of 53,675,917 contracts was traded on Tuesday, call ratio accounted for 60%.Top 10 Option VolumesTop 10: $BYND(BYND)$; $NVDA(NVDA)$; $AAPL(AAPL)$; $AMZN(AMZN)$; $TSLA(TSLA)$; $AMD(AMD)$; $PLTR(PLTR)$; $GOOG(GOOG)$; $SOFI(SOFI
💥 Wall Street Roars Back: Big Banks Ignite Earnings Season — Can Tech Keep Up? After a rough 2024, earnings season 2025 opens with a bang — and it’s the banks leading the charge. For once, Wall Street’s old guard is stealing the spotlight back from Silicon Valley’s AI darlings. --- 🏦 Big Banks, Big Beats From Goldman Sachs to JPMorgan, the results were loud and clear — banking isn’t dead, it’s adapting. Goldman Sachs ($Goldman Sachs(GS)$ ): Profit blew past estimates as M&A and IPO pipelines reawaken. Deal desks are humming again. Citigroup ($Citigroup(C)$ ): Posted strength across all units — corporate lending, consumer, and trading
Regional Banks ZION & WAL: Credit Shock – One-Off or Systemic?
( On16 Oct 2025) the U.S. bank patch stole the spotlight. Two “bad-loan bombs” detonated at once, sending the regional-bank index $KBW Regional Banking Index(KRX)$ down 6.2% – its biggest one-day drop since May. The Philadelphia Bank Index lost 3.6%, wiping out > USD 100 bn in market value and dragging the whole financial sector lower. Traders asked if this was systemic; Wall Street’s consensus is still “isolated risk”.Below is a post-mortem and investor risk checklist.I. Core event: two dodgy credits spark loan-panic$Zions(ZION)$ – subsidiary California Bank & Trust booked a USD 50 m fraudulent commercial-loan default, took a full charge-off and filed civil suit. Shares plunged 13.14%, the largest
6 Big Banks Beats Powered by Investment Banking Growth! Consumer Spending Remains Strong
Over the past couple of days, six major banks released their earnings, all showing strong results. Stock prices rose after the reports. Let’s take a look at each bank’s performance: $Morgan Stanley(MS)$ : Shares jumped nearly 6%, hitting an all-time high. Net revenue reached $18.22B (+18% YoY), exceeding the expected $16.64B. Q3 EPS was $2.80, with ROTCE of 18% vs. 13.4% estimated. $Wells Fargo(WFC)$ : Shares surged 7% after earnings. WFC raised its medium-term return on tangible common equity guidance to 17–18%. EPS of $1.66 slightly beat estimates, driven by core revenue of $21.4B. $Bank of America(BAC)$ : Rose over 6% in two days. Q3 performance exceeded expectati
THE BANKS CONTINUE TO CRUSH. Bank of America, $BAC: $1.06 EPS vs $0.95 $28B Revenues vs $27.4B Morgan Stanley, $MS $2.80 EPS vs $2.07 (35% beat!) $18.2B Revenues vs $16.7B This follows the trend of $WFC, $JPM, $GS, $C, & $BLK that all beat on the top and bottom yesterday.
Wells Fargo & Company is a leading financial services company that has approximately $1.9 trillion in assets and proudly serves one in three U.S. households and more than 10% of all middle market companies in the U.S. The company provides a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. The company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health and a low-carbon economy.
10-31
Quarterly Report
Form 10-Q - Quarterly report [Sections 13 or 15(d)]