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Market Watch

Market Watch

US Q3 Earnings Kickoff: JP Morgan, TSMC, Tesla & Netflix

Oct 14, 2026 · 13 min · 6 segments

JP Morgan and Goldman Sachs reported strong results, with equity trading particularly robust and consumer credit card use up 10% or more across most institutions, yet every bank's shares fell on the…

JP Morgan and Goldman Sachs reported strong results, with equity trading particularly robust and consumer credit card use up 10% or more across most institutions, yet every bank's shares fell on the day. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group, examines what the bank results reveal about consumer resilience, deal pipelines and loan quality, and how elevated expectations may shape the broader earnings season ahead. He also weighs the fundamental drivers behind Korea's sharp selloff earlier this week, including emerging Chinese competition in high-bandwidth memory and warnings of overexuberance in the sector, and looks ahead to ASML and TSMC results for clues on whether commercial demand is keeping pace with AI capital spending. Tune in for his read on the consumer-facing earnings to watch, from Bank of America's retail lending to Tesla and Netflix. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

JP Morgan and Goldman Sachs reported strong results, with equity trading particularly robust and consumer credit card use up 10% or more across most institutions, yet every bank's shares fell on the…

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Speakers: David DietzeGuestRoshan KanesanHostKeith KamHost

Top entities: Netflix×7 Goldman Sachs×5 Wall Street×3 FTSE Bursa Malaysia KLCI×2 Tesla×5

Show signals: SuitabilitySafeBiasNot politicalAudience≈1.2M followers

Global Markets Overnight0:14 – 1:04

0:14

So yeah, Wall Street ended in the red, although I should acknowledge I was watching the S&P 500 in the dying minutes of market closing.

0:22

It's a drift.

0:23

I'm acknowledging the S&P 500's efforts to end in positive territory, but sadly it didn't.

0:29

S&P 500 was just down marginally.

0:31

The Dow was down 0.4%.

0:33

The Nasdaq was down 0.2%.

0:35

In Asia, the Nikkei was down 1.8%.

0:38

The Kospi was down 5.5%.

0:40

And that's something we should be taking a look at.

0:43

The Hang Seng was up 0.3%.

0:44

Shanghai's Composite up 0.1%.

0:46

STI in Singapore up 0.3%.

0:47

The FBMKLCI kind of did recover somewhat from the negative start in the morning.

0:56

It ended up 0.3% at 1,623 points.

0:58

Yeah, Keith,

Roshan KanesanHost

0:59

the Korean market is once again on the AI rollercoaster, which we'll dive into very shortly.

NetflixEntityTelevision broadcaster
99%7 mentions
Goldman SachsCompanyInvestment banking company
97%5 mentions
Wall StreetTourist AttractionStreet in New York
94%3 mentions
FTSE Bursa Malaysia KLCIEntityStock market index
92%2 mentions
TeslaCompanyAutomotive company
90%5 mentions
TSMCCompanySemiconductor manufacturing company
88%7 mentions
United StatesCountryCountry in North America
86%8 mentions
ChinaCountryCountry in East Asia
83%10 mentions
Bank of AmericaCompanyFinancial services company
81%6 mentions
Artificial intelligenceEntityProfessional field
79%4 mentions
BFM 89.9Radio StationRadio station
77%7 mentions
ShutterstockCompanyPhotograph company
74%2 mentions
SK HynixCompanySemiconductor company
72%4 mentions
ASML HoldingCompanySemiconductor company
70%6 mentions
Samsung ElectronicsCompanyConsumer electronics company
68%5 mentions
Morgan StanleyCompanyInvestment banking company
66%4 mentions
S&P 500EntityStock market index
63%4 mentions
iShares J.P. Morgan USD Asia Credit Bond ETFCompanyInvestment banking company
61%5 mentions
KOSPIEntityIndex
59%4 mentions
CitigroupCompanyInvestment banking company
57%3 mentions
SingaporeCountryCountry in Asia
53%2 mentions
MalaysiaCountryCountry in Asia
53%1 mention
South KoreaCountryCountry in East Asia
50%8 mentions
Nikkei 225EntityStock index
48%1 mention
Hyperscale computingEntity
46%1 mention
Dow Jones Industrial AverageEntityStock market index
43%1 mention
NasdaqEntityStock exchange
41%1 mention
Tesla CybercabEntityCar model
39%1 mention
AsiaContinentContinent
37%1 mention
Federal Reserve SystemGovernment OrganizationCentral bank
34%1 mention
Hang Seng IndexEntityStock market index
32%1 mention
Micron TechnologyCompanySemiconductor manufacturing company
30%2 mentions
Wells FargoCompanyFinancial services company
28%1 mention
Initial public offeringEntity
26%1 mention
Jamie DimonPersonCEO of Chase
23%1 mention
ShanghaiCityMunicipality in China
21%1 mention
ChangXin Memory TechnologiesCompanySemiconductor company
19%3 mentions
JapanCountryCountry in East Asia
17%1 mention
Alphabet Inc.CompanyCompany
12%1 mention
Capital expenditureEntity
12%1 mention
OracleCompanySoftware company
12%1 mention
Tesla Model XEntityLuxury
8%2 mentions
FremontCityCity in California
6%1 mention
Ray DalioPersonAmerican investor
3%1 mention
Broadcom IncCompanySemiconductor manufacturing company
1%1 mention

Consumer-Facing CompaniesBusiness > Corporate Earnings
Quarterly EarningsBusiness > Corporate Finance
Equity MarketsFinance > Financial Markets
AI Infrastructure InvestmentTechnology > Artificial Intelligence
International Equity MarketsFinance > Financial Markets > Equity Markets
Artificial Intelligence HardwareTechnology > Semiconductor Industry
Bank EarningsBusiness > Corporate Finance > Quarterly Earnings
Memory ChipsTechnology > Semiconductor Industry > Artificial Intelligence Hardware
Asian and U.S. Stock Index PerformanceFinance > Financial Markets > Equity Markets > International Equity Markets
Semiconductor Capital ExpenditureTechnology > Artificial Intelligence > AI Infrastructure Investment
Company-Specific Earnings OutlookBusiness > Corporate Earnings > Consumer-Facing Companies
Semiconductor IndustryTechnology
Corporate EarningsBusiness
Financial MarketsFinance
Technology
Business
Finance
Artificial IntelligenceTechnology
Corporate FinanceBusiness

Global Markets Overnight0:14 – 1:04

0:14

So yeah, Wall Street ended in the red, although I should acknowledge I was watching the S&P 500 in the dying minutes of market closing.

0:22

It's a drift.

0:23

I'm acknowledging the S&P 500's efforts to end in positive territory, but sadly it didn't.

0:29

S&P 500 was just down marginally.

0:31

The Dow was down 0.4%.

0:33

The Nasdaq was down 0.2%.

0:35

In Asia, the Nikkei was down 1.8%.

0:38

The Kospi was down 5.5%.

0:40

And that's something we should be taking a look at.

0:43

The Hang Seng was up 0.3%.

0:44

Shanghai's Composite up 0.1%.

0:46

STI in Singapore up 0.3%.

0:47

The FBMKLCI kind of did recover somewhat from the negative start in the morning.

0:56

It ended up 0.3% at 1,623 points.

0:58

Yeah, Keith,

Roshan KanesanHost

0:59

the Korean market is once again on the AI rollercoaster, which we'll dive into very shortly.

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