Morgan Stanley's Q3 2026 net revenue rose 12% to $20.34 billion and diluted EPS of $3.03 topped LSEG consensus, yet shares fell 2.75%. This analysis weighs equity-trading strength and record wealth inflows against weaker fixed income, investment-management reversals and a still-bearish chart.

BlackRock Q3 2026 revenue reached $7.752 billion and adjusted EPS was $15.93, lifting BLK 0.72% in the completed reaction session. The analysis explains why record assets, stronger active flows and wider adjusted margins outweighed rate sensitivity, performance-fee volatility and acquisition-related accounting noise.

Bank of America Q3 2026 revenue reached $29.96B and adjusted EPS was $1.08, while BAC fell 4.76% in the completed session. This analysis explains how a $1.2B regulatory settlement, weaker FICC trading and a revenue miss outweighed 8% net interest income growth.

ASML Holding reported Q3 FY2026 net sales of €11.662B ($13.07B), diluted EPS of €12.93 ($14.49), and a 57.5% gross margin before its ADR fell 3.94%. The analysis explains how a modest revenue miss, sector weakness, and capacity risk ultimately outweighed raised guidance.

TSMC reported Q3 FY2026 revenue of NT$1.494T ($46.72B), record net income, and stronger margins before its ADR fell 1.80%. This analysis explains the earnings beat, 2nm and HPC momentum, above-consensus Q4 guidance, and the demand concerns that shaped the market reaction.

India's sugar output may decline in 2026-27 as weather risks weigh on yields. New ethanol procurement rules and firm global prices add to the industry's challenges.

Asian shares were mixed on Monday as technology stocks stayed volatile. U.S. equity futures edged higher ahead of another week of corporate earnings, while a recent selloff in tech shares from Asia to Wall Street kept markets under pressure amid growing doubts about the AI boom. Oil prices fell more than 1% after U.S. President Donald Trump waived sweeping sanctions on Russia, including on Russian energy. South Korea's Kospi gained 1.1% to 5,729.58, though it remains down more than 18% over the past month.