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21.10.26 - 23:03
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META Jumps After Q3 Earnings Beat, Boosts Guidance (ZeroHedge)
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META Jumps After Q3 Earnings Beat, Boosts Guidance
In our preview of Meta's earnings, we laid out expectations...
Revenue estimate $63.32 billion (Bloomberg Consensus)
Advertising rev. estimate $61.82 billion
Family of Apps revenue estimate $62.75 billion
Reality Labs revenue estimate $517.7 million
Other revenue estimate $1.1 billion
Operating income estimate $20.28 billion
Family of Apps operating income estimate $23.96 billion
Reality Labs operating loss estimate $5.21 billion
Operating margin estimate 32.5%
EPS estimate $3.56
Ad impressions estimate +12.3%
Average price per ad estimate +11.2%
Average Family service users per day estimate 3.66 billion
... and also sketched a setup of what to expect from earnings:
expectations at 9/10,
positioning at 8/10,
Mag 7 exposure at a record,
an implied move that Goldman calls cheap,
a buyside bar for 2027 spending that's $50 billion above the Street,
a product whose growth may already have peaked, and...
an equity rai...
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21.10.26 - 13:31
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Wall Street Set For Largest Bonuses In Industry History This Year (ZeroHedge)
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Wall Street Set For Largest Bonuses In Industry History This Year
New York's financial industry is enjoying an extraordinary earnings boom, with profits potentially topping $90 billion this year and setting the stage for the biggest round of Wall Street bonuses on record, according to Bloomberg.
According to a new analysis from State Comptroller Thomas DiNapoli, securities firms generated more money during the opening six months of 2026 than in any comparable period previously recorded. If that performance continues, the industry could blow past its $65.1 billion earnings record from 2025.
Much of the surge has come from a revival in investment banking and exceptionally lucrative trading conditions. Revenue associated with underwriting jumped 68% in the first half, while advisory and account-management businesses posted a 16.4% increase. Goldman Sachs has been among the major beneficiaries, recently reporting $7.42 billion in quarterly stock-trading revenue, its third straight quarterly recor...
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21.10.26 - 11:42
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Crude could hit $140 in early 2027 if Gulf supply disruptions persist: Goldman Sachs (Times of India)
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Commodity prices are expected to experience volatility due to geopolitical conflicts and supply chain disruptions. Energy prices may rise sharply if Middle Eastern supplies remain constrained or degrade further. Agricultural markets could face pressure from various conflicts and potential weather disruptions linked to El Niño. Goldman Sachs anticipates significant price increases for copper and gold by 2027, driven by demand trends....
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21.10.26 - 09:36
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A 2027 turning point? Goldman, Citi see stabilising signs in China′s housing market (SCMP)
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As China's housing market downturn enters its fifth year, global investment banks including Goldman Sachs and Citi say they expect the sector to pivot as soon as 2027, with expectations fuelled by signs of shrinking supply and robust sales over the National Day holiday in early October.
Citi holds a positive view on the sector and saw 2027 as a pivotal year for home price recovery in Beijing, Shanghai and Shenzhen. Home prices in China hit their lowest point in June 2024, according to......
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