The Weekly Update · Invest Informatics
EVERY SUNDAY · AFTER THE WEEK’S CLOSE

Your universe moved this week. Here is exactly how.

The Bull and Bear cases on the companies you follow decay between earnings. Once a week we regenerate them from desk state, across a 210 company universe. Both sides of every story, every figure traced to a primary source, and never a recommendation.

Go straight to this week’s update
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STRENGTHENED MTBPROFILE UPDATED MTBNOTE REFRESHED MU+ BULL STRENGTHENED MUPROFILE UPDATED NEEPROFILE UPDATED NFLXPROFILE UPDATED NKEPROFILE UPDATED NTRSPROFILE UPDATED NVDAPROFILE UPDATED P911.DEPROFILE UPDATED PCGPROFILE UPDATED PFEPROFILE UPDATED PLTRPROFILE UPDATED PMPROFILE UPDATED PNC- BEAR STRENGTHENED PNCPROFILE UPDATED PNCNOTE REFRESHED PYPLPROFILE UPDATED RIO.LPROFILE UPDATED RNO.PAPROFILE UPDATED RTXPROFILE UPDATED SAP.DEPROFILE UPDATED SBUXPROFILE UPDATED SCHWAFFIRMED SCHWPROFILE UPDATED SCHWNOTE REFRESHED SGE.LPROFILE UPDATED SHEL.LPROFILE UPDATED SHOPPROFILE UPDATED SNDKPROFILE UPDATED SOFIPROFILE UPDATED STTAFFIRMED STTPROFILE UPDATED STTNOTE REFRESHED STXPROFILE UPDATED SU.PA- BEAR STRENGTHENED SU.PAPROFILE UPDATED SYYPROFILE UPDATED TAFFIRMED TPROFILE UPDATED TGTPROFILE UPDATED TJXPROFILE UPDATED TMUSPROFILE UPDATED TRGPPROFILE UPDATED TROWPROFILE UPDATED TRVPROFILE UPDATED TSLAPROFILE UPDATED TSMPROFILE UPDATED TTWOPROFILE UPDATED TXNPROFILE UPDATED UALPROFILE UPDATED UBERAFFIRMED UBERPROFILE UPDATED UBSPROFILE UPDATED ULVR.LPROFILE UPDATED UNHAFFIRMED UNHPROFILE UPDATED UNHNOTE REFRESHED UPSPROFILE UPDATED USB+ BULL STRENGTHENED USBPROFILE UPDATED USBNOTE REFRESHED VPROFILE UPDATED VOW3.DEPROFILE UPDATED VZPROFILE UPDATED WDCPROFILE UPDATED WFCAFFIRMED WFCPROFILE UPDATED WFCNOTE REFRESHED WMTPROFILE UPDATED YUMPROFILE UPDATED READ THIS WEEK'S UPDATE
THE WEEK IN NUMBERS · 7 DAYS TO 18 OCT 2026
GENERATED SUN 18 OCT · NEXT ISSUE SUN 25 OCT
NAMES MOVED
135
ASSESSMENTS CHANGED
22
WATCH ITEMS SCORED
19
UNIVERSE
210companies
WHAT MOVED THIS WEEK
+ BULL SIDE
ASML ASML Holding N.V.
+ BULL STRENGTHENED
ERIC.ST Telefonaktiebolaget LM Ericsson
+ BULL STRENGTHENED
MU Micron Technology, Inc.
+ BULL STRENGTHENED
USB U.S. Bancorp
+ BULL STRENGTHENED
- BEAR SIDE
BAC Bank of America
- BEAR STRENGTHENED
BT-A.L BT Group plc
- BEAR STRENGTHENED
DPZ Domino's Pizza, Inc.
- BEAR STRENGTHENED
MTB M&T Bank Corporation
- BEAR STRENGTHENED
PNC The PNC Financial Services Group
- BEAR STRENGTHENED
SU.PA Schneider Electric SE
- BEAR STRENGTHENED
AXP American Express Company
AFFIRMED
BK BNY
AFFIRMED
GEHC GE HealthCare Technologies Inc.
AFFIRMED
GS The Goldman Sachs Group, Inc.
AFFIRMED
IBKR Interactive Brokers Group, Inc.
AFFIRMED
JNJ Johnson & Johnson
AFFIRMED
SCHW The Charles Schwab Corporation
AFFIRMED
STT State Street Corporation
AFFIRMED
T AT&T Inc.
AFFIRMED
UBER Uber Technologies, Inc.
AFFIRMED
UNH UnitedHealth Group
AFFIRMED
WFC Wells Fargo & Company
AFFIRMED
BLK · C · IGG.L · JPM · MC.PA · MS
NOTES REFRESHED
HOW WE SCORE OURSELVES
VERIFIEDASML Q3 2026 results. ASML said planned 2027 and 2028 supply will not fully meet demand, mainly on AI-related investment, and narrowed 2026 sales to EUR 44-45B; it again published no bookings figure (ASML release, 14 October 2026).
VERIFIEDBAC Q3 2026 results. Net interest income rose to $16.6bn on a fully taxable-equivalent basis from $16.2bn in Q2 and the net charge-off ratio eased to 0.44% from 0.47%, so the NII path held; the same quarter carried a $1.2bn penalty charge and a CET1 ratio down to 10.9% (Bank of America release, 14 October 2026).
SPLITBK Q3 2026 results. Good branch on revenue: fee revenue rose 12% and net interest income 15% on a year earlier, though NII fell 2% on the second quarter; bad branch on earnings: adjusted EPS of $2.37 again cleared reported EPS of $2.34, on $23M of severance, though the release of 15 October 2026 led with the reported figure.
VERIFIEDBLK Q3 2026 results. The Q3 2026 release of 14 October 2026 reported $205.5B of net inflows, $134.5B into ETFs and $15.3B into private markets, at 11% annualised organic base fee growth.
VERIFIEDC Q3 2026 results. Operating expenses fell 2% on a year earlier to $13,952M and RoTCE was 11.5%, above the 10 to 11% full-year target the chief executive now expects to exceed; the provision rose to $2,586M with a $333M allowance build (Citigroup release, 13 October 2026).
DIEDDPZ Q3 2026 results. U.S. same store sales rose only 0.3% against 5.2% a year earlier and the release gives no aggregator-channel figure; global retail sales rose 3.2% excluding currency and income from operations 8.3% (Domino's release, 13 October 2026).
VERIFIEDFDX First task orders placed under the option period beginning 1 October 2026. USAspending.gov, read 14 October 2026, lists 49 orders under contract HTC71123DC023 with performance starting on or after 1 October 2026, obligating about $75.6M, most from the Department of Veterans Affairs; Defense orders reach that record after a 90-day delay.
SPLITGS Q3 2026 results. Good branch scored on fees, with investment banking fees up 21% on a year earlier to $3,224M and advisory at $1,654M; bad branch scored on the pipeline, with the fee backlog down against the end of Q2 and slightly against the end of 2025 (Goldman Sachs release, 13 October 2026).
VERIFIEDJNJ Q3 2026 results. Innovative Medicine grew 7.9% operationally despite a drag of about 690 basis points from STELARA, MedTech grew 2.5% and full-year guidance was raised, while the talc litigation stays open with a one-time special charge for the proposed resolution (Johnson & Johnson release, 13 October 2026).
VERIFIEDJPM Q3 2026 results. Net interest income rose 13%, Markets revenue 15% and investment banking fees 14% on a year earlier, with ROTCE of 20%; the reserve build was $539M against $810M a year earlier, and net income fell from the second quarter's record to $15.3B (JPMorganChase release, 13 October 2026).
SPLITMRK BRUNELLO full data for remigromig in diabetic macular edema at the American Academy of Ophthalmology meeting. Efficacy scored on the good branch: both doses were non-inferior to ranibizumab at week 52 (+9.1 and +8.7 letters against +11.8). Safety scored on the bad branch: proliferative retinopathy-related events were 6.7% and 6.1% against 0.9%, and Merck gave no filing timing. Merck release, 10 October 2026.
VERIFIEDMS Q3 2026 results. The Q3 2026 release of 14 October 2026 reported record Wealth Management net revenues of $9,065M, net new assets of $232.4B (just over half IPO-related) and fee-based flows of $80.5B, with Equity net revenues up 41%; Investment Banking rose 2%.
VERIFIEDMTB Q3 2026 results. Net operating EPS of $5.08 and reported EPS of $5.04 stayed close, and net interest income plus noninterest income held at $2,536m against $2,532m in 2Q26 (derived; M&T release, 16 October 2026).
VERIFIEDSTT Q3 2026 results. Fee revenue rose 11% and net interest income 21% while expenses rose 8% against revenue up 13%, and with no notable items reported and ex-notable EPS were both $3.69 (State Street release, 14 October 2026).
SPLITTRV Q3 2026 results. The underlying combined ratio held at 84.1%, meeting the good branch's margin test, while Business Insurance renewal premium change fell to 4.1%, below 4.8%, meeting the bad branch's pricing test; catastrophe losses were $538M against $402M a year earlier (Travelers release, 16 October 2026).
VERIFIEDTSM Q3 2026 results and Q4 2026 guidance. Revenue of US$46.72B came in above the US$44.6-45.8B guide with a gross margin of 66.4%, inside 65-67%, and the Q4 guide of 65-67% starts at 65% (TSMC release, 15 October 2026).
VERIFIEDUPS First task orders placed under the option period beginning 1 October 2026. USAspending.gov, read 14 October 2026, lists 96 orders under contract HTC71123DC025 with performance starting on or after 1 October 2026, obligating about $31.5M, most from the Department of Veterans Affairs; Defense orders reach that record after a 90-day delay.
VERIFIEDUSB Q3 2026 results. Total net revenue rose 8.7% to a record $7,970M with noninterest income up 13.1%, operating leverage was 2.4 points and no adjusted EPS appeared beside reported EPS of $1.34; the provision rose 14.5% to $654M (U.S. Bancorp release, 15 October 2026).
VERIFIEDWFC Q3 2026 results. Average loans rose 11% and net interest income 5% on a year earlier, and diluted EPS rose 13% to $1.87 with expenses slightly lower; the provision rose to $1,029M from $681M and the net charge-off ratio was 0.38% (Wells Fargo release, 13 October 2026).
INSIDE EVERY ISSUE
01
The Week Ahead
The catalysts on your horizon before they happen: company events from the desk calendar, plus the few economic prints that actually move markets.
02
Triggered Company Updates
Bull and Bear re-tested against the week, every point graded by the evidence behind it, every ticker linking to its full profile page. No catalyst, no card.
03
Market Watch
The shocks that touch the whole universe, and which side of each name’s ledger they land on.
04
Threads Resolved
Every watch item we set is scored in the open when it lands, wins and losses alike, with the date it was set and the date it scored.
05
Unverified
The claims in circulation, stated with their source, their evidential weight, and exactly what would settle them.
FROM THIS WEEK’S ISSUE
MEMBERS ONLY
The what is free. The why is inside.
Every assessment above has a catalyst, a stated size, and a named checkpoint behind it.
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Invest Informatics, independent, educational equity research. Nothing on this page or in the Weekly Update is financial advice, a personal recommendation, or an offer or solicitation to buy, sell or hold any security. We present the facts of each event, including both supporting and opposing considerations, so that you can reach your own informed judgement. All figures are checked against primary sources at the time of writing; markets move and information can date. Capital is at risk. If you are unsure, seek advice from a suitably qualified, regulated adviser.