$PNC 0.59 Developing

Notable posts

• @wallstengine bullish 105 eng

  FED PLANS TO RAISE 🇺🇸 BANK OVERSIGHT THRESHOLDS The Fed is working on a proposal that could raise its highest enhanced-oversight threshold from $700B to around $960B and move some additional requirements currently triggered near $100B closer to $150B, per Reuters. The changes could give banks including $USB, $COF, $PNC and $TFC more room to grow before facing tougher capital, liquidity and reporting requirements, while potentially unlocking more regional-bank M&A.

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• @wallstengine neutral 75 eng

  Today's Key Events (All EST) — 07/15/2026 07:00: US MBA Mortgage Applications 08:30: US PPI 08:30: NY Fed Manufacturing 08:45: Fed's Williams 10:00: Fed's Warsh Testifies [Day 2] 13:00: Fed's Cook 14:00: Fed's Beige Book 18:30: Fed's Musalem Before Open 👇 01:00: ASML Holding $ASML 05:30: M&T Bank $MTB 06:00: BlackRock $BLK 06:00: Elevance Health $ELV 06:15: $TRX Gold 06:20: Johnson & Johnson $JNJ 06:30: $PNC Financial Services 06:30: First Horizon $FHN 07:30: Conagra Brands $CAG 08:25: Progressive $PGR 08:30: Cintas $CTAS TBD: Morgan Stanley $MS After Hours 👇 16:00: United Airlines $UAL 16:05: J.B. Hunt Transport Services $JBHT 16:25: Karooooo $KARO 16:35: Frequency Electronics $FEIM 17:15: Home BancShares $HOMB 19:25: Great Southern Bancorp $GSBC

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• @wallstengine neutral 39 eng

  PNC $PNC Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.88B (Est. $6.47B) 🟢; UP +21% YoY 🔹 EPS (Adj): $4.85 (Est. $4.51) 🟢; UP +26% YoY 🔹 Net Interest Income: $4.11B (Est. $4.12B) 🟡; UP +16% YoY Q3'26 Guide: 🔹 Share Repurchases: Expected to approximate Q2’26 levels Segment Net Income: 🔹 Retail Banking: $1,747M; UP +26% YoY 🔹 Corporate & Institutional Banking: $1,588M; UP +20% YoY 🔹 Asset Management Group: $135M; UP +2% YoY Other Metrics: 🔹 Average Loans: $363.2B; UP +13% YoY 🔹 Average Deposits: $457.0B; UP +8% YoY 🔹 Capital Markets & Advisory Revenue: $577M; UP +80% YoY 🔹 Total Client Assets: $602B 🔹 Efficiency Ratio: 60% (Est. 58.9%) 🔴 Financials: 🔹 Net Income: $2.06B 🔹 Return on Average Common Shareholders' Equity: 13.61% 🔹 ROTCE: 17.88% 🔹 Provision for Credit Losses: $191M 🔹 Net Charge-offs: $226M; UP +14% YoY 🔹 CET1 Ratio: 9.9% 🔹 Book Value per Share: $145.52 🔹 Tangible Book Value per Share: $111.09 🔹 Significant Item: $15M net decline in net income ($0.04 EPS impact) from integration costs and 2Q26 significant items Capital Return: 🔹 Common Dividend: $2.00/share; raised 18% 🔹 Net Repurchases: $0.6B Commentary: 🔸 “Our strong second quarter performance reflects the disciplined execution of our growth strategy and positions us well for the second half of the year. We remain focused on delivering results that support our customers, shareholders and communities. Our successful FirstBank conversion, strong capital position and announced dividend increase provide further evidence of the strength and resilience of our franchise.”

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• @faststocknewss neutral 15 eng

  21 BANKS FORM CONSORTIUM TO LAUNCH A STABLECOIN IN FIRST HALF OF 2027 Bank of America $BAC, Citigroup $C and Goldman Sachs $GS are among the firms setting up a company to support the venture, per WSJ. The token will focus on commercial clients and launch dollar-denominated before expanding to other G7 currencies, though use cases could vary by region and include retail markets. North America: Bank of America $BAC, Capital One $COF, Citigroup $C, Fidelity Investments, Goldman Sachs $GS, PNC $PNC, Scotiabank $BNS, TD Bank Group $TD, Wells Fargo $WFC, WisdomTree $WT Europe: Banco Santander $SAN, BBVA $BBVA, Commerzbank, Crédit Agricole, Deutsche Bank $DB, Lloyds $LYG, Rabobank, UBS $UBS East Asia: MUFG Bank $MUFG Middle East: Sirius International Holding Africa: Standard Bank JPMorgan $JPM has separately evaluated launching its own stablecoin, though those discussions have been preliminary with no active product underway, per WSJ.

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• @faststocknewss neutral 12 eng

  VIKING GLOBAL Q2 13F: AMAZON UP 210%, NEW FERRARI AND SPACEX STAKES Largest holdings: - Visa $V: $2.19B - Taiwan Semiconductor $TSM: $1.51B, shares -29% - Air Products $APD: $1.39B - Sherwin-Williams $SHW: $1.33B - Fortive $FTV: $1.22B - Meta Platforms $META: $1.05B, shares +76% - Charles Schwab $SCHW: $981.6M, shares -27% - Thermo Fisher $TMO: $971.3M - JPMorgan $JPM: $949.1M - Lennox International $LII: $911.5M - Amazon $AMZN: $882.1M, shares +210% New positions: - Ferrari $RACE: $816.9M - MSCI $MSCI: $650.0M - Union Pacific $UNP: $556.9M - Digital Realty $DLR: $414.9M - Carnival: $408.5M, repositioned from the US line into the Panama-domiciled shares - CVS Health $CVS: $379.0M - FedEx Freight $FDXF: $357.4M - Morgan Stanley $MS: $339.2M - Qualcomm $QCOM: $279.8M - Aptiv $APTV: $279.5M - AvalonBay $AVB: $252.8M - Snowflake $SNOW: $244.4M - Equitable Holdings $EQH: $236.9M - Take-Two $TTWO: $235.1M - SpaceX: $205.0M, 1.2M Class A shares - BCE $BCE: $180.6M - US Foods $USFD: $177.3M - UBS $UBS: $120.8M Added: - Carvana $CVNA: +343% - Interactive Brokers $IBKR: +247% - Home Depot $HD: +83% - Waters $WAT: +32% - Sherwin-Williams: +25% Exited: - Apple $AAPL: $911.9M - CSX $CSX: $766.7M - Alphabet $GOOGL: $689.0M - PNC $PNC: $629.9M - T-Mobile $TMUS: $623.2M - HCA Healthcare $HCA: $508.8M - Celestica $CLS: $466.2M - Progressive $PGR: $320.5M - AIG $AIG: $317.6M - API Group $APG: $236.5M - Cboe $CBOE: $193.5M - Arthur J. Gallagher $AJG: $157.5M - Lululemon $LULU: $150.1M - Stellantis : $111.9M - CoreWeave : $108.3M Trimmed: - Tesla $TSLA: -78% - Capital One : -76% - Chubb : -71% - ATI : -65% - Medline : -58% - Disney : -46% - General Motors : -45% - Intercontinental Exchange: -43%

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• @WOLF_Financial neutral 43 eng

  HERE'S WHAT THE 🇺🇸 STOCK MARKET LOOKED LIKE ON FED DAY Energy had 0 of 8 names green: • ConocoPhillips $COP -6.1% • EOG $EOG -5.7% • Exxon $XOM -3.5% • Chevron $CVX -2.9% Banks sold across the board: • Goldman Sachs $GS -3.9% • PNC $PNC -3.9% • US Bancorp $USB -4.0% • Wells Fargo $WFC -3.0% • Bank of America $BAC -2.7% Semis went the other way: • GE Vernova $GEV +4.8% • Intel $INTC +4.0% • Dell $DELL +3.7% • Marvell $MRVL +3.6% Two days ago oil majors were the only thing green. Today they were the worst sector in the market.

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