KingMaker$Enterprises

JPMORGAN $JPM Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $58.02B (Est. $51.39B) 🟢; +27% YoY 🔹 EPS: $7.70 (Est. $5.72) 🟢; incl. $1.56/share from significant items 🔹 NII: $25.62B (Est. $25.64B) 🟡; +10% YoY 🔹 Net Charge-Offs: $2.37B (Est. $2.62B) 🟢 🔹 Investment Banking: $3.9B (Est. $3.06B) 🟢; +45% YoY 🔹 Equities S&T: $6.03B (Est. $3.98B) 🟢; +86% YoY 🔹 FICC S&T: $6.05B (Est. $6.29B) 🔴; +6% YoY Other Metrics: 🔹 Loans: $1.54T (Est. $1.52T) 🟢 🔹 Total Deposits: $2.71T (Est. $2.69T) 🟢 🔹 AUM: $5.1T; +18% YoY Segment Performance: 🔹 Consumer & Community Banking Revenue: $20.27B; +8% YoY 🔹 Commercial & Investment Bank Revenue: $24.85B; +27% YoY 🔹 Asset & Wealth Management Revenue: $6.85B; +19% YoY Financials: 🔹 Net Income: $21.2B; +41% YoY 🔹 Provision for Credit Losses: $2.52B 🔹 ROE: 24% (Est. 18%) 🟢 🔹 ROTCE: 29% 🔹 Standardized CET1 Ratio: 14.1% Capital Return: 🔹 Dividend: $1.50/share 🔹 Buybacks: $6.2B of common stock net repurchases 🔹 Authorization: New $50B buyback program effective July 1, 2026 Commentary: 🔸 “Performance was strong across the Firm, and revenue in each line of business hit a new record.”

BARCLAYS SAYS SK HYNIX STOCK COULD MORE THAN DOUBLE ON ’SIGNIFICANT GROWTH’ $SKHY

Sectors’ % of stocks trading at 4w and 52w highs

GOLDMAN SACHS $GS Q2’26 EARNINGS HIGHLIGHTS 🔹 Net Revenue: $20.34B (Est. $16.35B) 🟢; +39% YoY 🔹 EPS: $20.98 (Est. $14.45) 🟢; +92% YoY 🔹 Global Banking & Markets: $15.52B (Est. $11.8B) 🟢; +53% YoY 🔹 Equities S&T: $7.42B (Est. $5.02B) 🟢; +72% YoY 🔹 FICC: $4.59B (Est. $3.76B) 🟢; +32% YoY 🔹 Provision for Credit Losses: $102M (Est. $171.2M) 🟢 Segment Performance: 🔹 Investment Banking Fees: $3.40B (Est. $2.88B) 🟢; +55% YoY 🔹 Advisory Revenue: $1.38B (Est. $1.39B) 🔴; +17% YoY 🔹 Asset & Wealth Management Revenue: $4.60B; +20% YoY 🔹 Platform Solutions Revenue: $221M; -64% YoY, mainly due to Apple Card loan portfolio markdowns Other Metrics: 🔹 AUS: $4.041T (Est. $3.79T) 🟢 🔹 Total Deposits: $558B Financials: 🔹 Net Interest Income: $3.95B (Est. $3.53B) 🟢; +27% YoY 🔹 Net Earnings: $6.63B; +78% YoY 🔹 ROE: 23.5% 🔹 Book Value/Share: $367.67 Capital Return: 🔹 Dividend: Increased quarterly dividend to $5.00/share in Q3 🔹 Buybacks: $4.00B in Q2 🔹 Total Capital Returned: $5.36B 🔹 Data conflict: EPS estimate shows $14.38 in headline vs $14.48 in FinSquawk vs $14.45 in estimate sheet 🔹 Data conflict: Revenue estimate shows $16.12B in headline vs $16.13B in FinSquawk vs $16.35B in estimate sheet 🔹 Data conflict: Provision estimate shows $204.9M in FinSquawk vs $171.2M in estimate sheet

JUNE U.S. 🇺🇸 INFLATION DATA: CPI 3.5% YoY, (Est. 3.8%) CPI -0.4% MoM, (Est. 0.0%) Core CPI 2.6% YoY, (Est. 2.9%) Core CPI 0.0% MoM, (Est. 0.2%)

The country's largest bank just raked in more quarterly profit than any US bank ever. JPMorgan Chase said profits jumped 41% to $21.2 billion in its second quarter.