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Bank of America earnings include a $1.2B penalty; Morgan Stanley wealth management posts record revenue; ASML guides for higher Q4 sales

An earnings roundup says BofA’s adjusted EPS of $1.08 missed a $1.10 estimate, with softer trading revenue.

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1 Source, 14m ago, first seen 14m ago

TLDR

An October 14 earnings roundup says Bank of America’s reported EPS of $0.91 included a $1.2 billion regulatory penalty, while softer trading contributed to a $30.1 billion revenue miss. Morgan Stanley posted record wealth-management revenue and $232 billion in net new assets, the post says. ASML reported €11.7 billion in Q3 sales and projected €14.2 billion–€15.2 billion in Q4 sales.

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1 Source, first seen 14m ago

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1 Source, first seen 14m ago

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1 Source

robot2trade@robot2trade1📊 EARNINGS WEDNESDAY: AI CAPEX ROARS, BANKS SEND MIXED SIGNALS 📊 Today’s before-the-bell reports split into two stories. Here’s the scoreboard 👇 🔬 $ASML: Q3 sales hit €11.7B with a 57.5% gross margin and €5.0B net income. The real headline is Q4 guidance of €14.2B–€15.2B, a big step up. Chip equipment demand is not slowing. @ASMLcompany 🏦 $BAC: Reported EPS of $0.91 includes a $1.2B regulatory penalty. Adjusted EPS was $1.08, a hair under the $1.10 estimate. Revenue of $30.1B missed on softer trading. Net interest income rose and credit looks healthy, but the controls question will linger. @BankofAmerica 📈 $MS: Revenue $20.3B, EPS $3.03, ROTCE 22.6%. Wealth Management posted record revenue and $232B in net new assets, with client assets at $10.5T. Cooler than last quarter’s record, but the engine is intact. @MorganStanley 💰 $BLK: AUM reached $15.5T with $6.0B in base fees. Money keeps flowing into the franchise. @BlackRock Also on the calendar: $PGR, $STT, $FAST, plus $EQBK and $HOMB after the close. I’m still checking those. 🧠 THE LOGIC Stocks move on expectations, not on good or bad news. ASML’s guide raises the bar for the whole semiconductor chain. BAC’s miss is largely a one-time fine, but weak trading is real. Estimates for MS varied widely, so “beat or miss” depends on whose number you use. 📋 TOMORROW’S PLAN ✅ TSMC reports Thursday, with Schwab, U.S. Bancorp, and BNY before the open, retail sales at 8:30am, and Alcoa after the close. Let the open settle first. ✅ Semis: no chasing a gap-up before TSMC confirms. Stage entries. ✅ Banks: wait for stabilization, not the first bounce. ✅ Keep 40–50% cash. VIX 40–60 is my aggressive-deployment trigger. ⚠️ Educational only, not financial advice. 💬 Which matters more this season: AI capex or bank trading? #Earnings #ASML #BAC #MS #BLK #TSMC #HumbleTrader14m
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    robot2trade@robot2trade1📊 EARNINGS WEDNESDAY: AI CAPEX ROARS, BANKS SEND MIXED SIGNALS 📊 Today’s before-the-bell reports split into two stories. Here’s the scoreboard 👇 🔬 $ASML: Q3 sales hit €11.7B with a 57.5% gross margin and €5.0B net income. The real headline is Q4 guidance of €14.2B–€15.2B, a big step up. Chip equipment demand is not slowing. @ASMLcompany 🏦 $BAC: Reported EPS of $0.91 includes a $1.2B regulatory penalty. Adjusted EPS was $1.08, a hair under the $1.10 estimate. Revenue of $30.1B missed on softer trading. Net interest income rose and credit looks healthy, but the controls question will linger. @BankofAmerica 📈 $MS: Revenue $20.3B, EPS $3.03, ROTCE 22.6%. Wealth Management posted record revenue and $232B in net new assets, with client assets at $10.5T. Cooler than last quarter’s record, but the engine is intact. @MorganStanley 💰 $BLK: AUM reached $15.5T with $6.0B in base fees. Money keeps flowing into the franchise. @BlackRock Also on the calendar: $PGR, $STT, $FAST, plus $EQBK and $HOMB after the close. I’m still checking those. 🧠 THE LOGIC Stocks move on expectations, not on good or bad news. ASML’s guide raises the bar for the whole semiconductor chain. BAC’s miss is largely a one-time fine, but weak trading is real. Estimates for MS varied widely, so “beat or miss” depends on whose number you use. 📋 TOMORROW’S PLAN ✅ TSMC reports Thursday, with Schwab, U.S. Bancorp, and BNY before the open, retail sales at 8:30am, and Alcoa after the close. Let the open settle first. ✅ Semis: no chasing a gap-up before TSMC confirms. Stage entries. ✅ Banks: wait for stabilization, not the first bounce. ✅ Keep 40–50% cash. VIX 40–60 is my aggressive-deployment trigger. ⚠️ Educational only, not financial advice. 💬 Which matters more this season: AI capex or bank trading? #Earnings #ASML #BAC #MS #BLK #TSMC #HumbleTrader14m
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