Morgan Stanley posted record first quarter net revenues of $20.6 billion, up 16% year-over-year and beating consensus estimates of approximately $19.7 billion. Diluted earnings per share (EPS) reached $3.43, exceeding analyst expectations of around $3.00 and rising from $2.60 in the prior year.
Analysts expect Q1 2026 EPS of approximately $1.35-$1.39, reflecting about 30% year-over-year growth. Consensus revenue estimate stands at $6.39-$6.4 billion, up roughly 14% from Q1 2025.
GOLD stock declined approximately -12% over the past 30 days amid a pullback in gold prices and sector volatility. Over the past quarter, the stock is up roughly +10%, supported by strong revenue growth and acquisitions.
Goldman Sachs reported Q1 2026 net revenues of $17.23 billion, up 14% year-over-year and beating consensus estimates of $16.66–$16.97 billion. Diluted earnings per share (EPS) reached $17.55, surpassing expectations of $15.92–$16.49 and up 24% from $14.12 in Q1 2025.
Morgan Stanley (MS) stock surged +15% over the past 30 days, driven by the launch of its low-cost Bitcoin ETF and positive analyst upgrades ahead of Q1 earnings. Over the past quarter, the stock is relatively flat at -1%, reflecting volatility from geopolitical tensions and private credit concerns offset by a strong rebound.
Goldman Sachs ( GS ) reports Q1 2026 earnings on April 13, with consensus EPS of $16.34 and revenue of $16.95 billion, signaling 16% EPS growth year-over-year. Morgan Stanley ( MS ) follows on April 15, expecting EPS of $3.02 and revenue of $19.71 billion, up 16% in EPS.
GS stock surged +15% over the past 30 days, driven by anticipation of strong Q1 earnings, robust trading revenues, and an Iran cease-fire easing geopolitical tensions. Over the past quarter, the stock declined -4%, reflecting earlier pressures from market volatility and slower M&A (mergers and acquisitions) activity.
IBKR stock rose +5% over the past 30 days, driven by record client metrics and positive analyst updates. Quarterly performance shows +2% gain, reflecting resilience amid market volatility and strong fundamentals.
WULF stock rose +33% over the last 30 days, driven by analyst upgrades, AI/high-performance computing (HPC) expansion news, and positive sector sentiment in crypto and AI infrastructure. Over the past quarter, shares gained +46%, reflecting a strategic pivot from bitcoin mining toward sustainable HPC data centers amid favorable financing and partnerships.
Shares of Robinhood Markets are down approximately 6.15% in Thursday's intraday session, trading around $65.80 after closing at $70.11 on April 1, 2026. Wolfe Research delivered a sharp blow by cutting its price target on HOOD by 30%, citing persistent weakness in crypto trading volumes as a core drag on revenue.
Shares of Circle Internet Group (CRCL) are down approximately 9% in Tuesday morning trading, extending a pullback from recent multi-month highs above $126. The primary catalyst appears to be a broad crypto-sector risk-off wave, with Bitcoin sliding below $69,000 and the Fear & Greed Index dropping to extreme fear territory.
CD is indicated down about 17% in premarket trading after the latest completed session, pointing to a sharp negative market reaction heading into the open.
The stock’s weakness comes against a backdrop of lingering uncertainty following its privatization and delisting process from Nasdaq, which has left limited liquidity and a thinner news flow around the name.
Hyperliquid Strategies Inc (PURR) shares jumped about 15% in the latest session, extending a multi-week price rally tied to digital-asset exposure. The move comes as traders bid up proxy plays on the Hyperliquid ecosystem and HYPE token, with renewed risk appetite in crypto-related assets.
CRCL surged +8.66% on Monday, March 9, 2026, rising from a prior close of $101.94 to trade at $110.77 intraday. The primary catalyst is a landmark stablecoin milestone: Circle's USDC overtook Tether as the dominant stablecoin by transfer volume, accounting for approximately 70% of all stablecoin transfer activity as total stablecoin transfers hit $1.8 trillion in February.
Stifel Financial (SF) appears to be down over 30% on your screen today primarily because its shares began trading split‑adjusted following a three‑for‑two stock split (a 50% stock dividend), not because of a sudden collapse in the company’s fundamentals. After the split, the per‑share price is mechanically lower, even though the underlying value of the business has not changed.
BitMine Immersion Technologies (BMNR) is set to report Q1 FY2026 earnings on January 16, 2026, with consensus estimates calling for EPS of $0.15 and revenue of approximately $79.3 million.
BMNR reported fiscal Q4 and full-year FY2025 results (ending August 31, 2025), with profitability heavily influenced by digital-asset accounting and treasury positioning.
Full-year diluted EPS: $13.39; Net income attributable to common stockholders: $328.161 million.
An AI-driven comparison of Rigetti Computing (RGTI) and TeraWulf (WULF) points to TeraWulf as the more attractive investment heading into 2026. The analysis emphasizes WULF’s large-scale digital infrastructure supporting Bitcoin mining and high-performance computing (HPC), which generates immediate revenue in expanding digital asset and AI-driven markets.
Marathon Digital Holdings (MARA) and Riot Platforms (RIOT) are two leading companies in the Bitcoin mining industry, each operating energy-intensive infrastructure to capitalize on cryptocurrency market cycles. This comparison is especially relevant amid ongoing Bitcoin price volatility and growing interest in digital assets and AI-related infrastructure.
As digital asset markets evolve beyond pure Bitcoin mining, artificial intelligence increasingly favors companies that diversify into high-performance computing (HPC) and AI infrastructure. In a head-to-head comparison between TeraWulf (WULF) and CleanSpark (CLSK), AI-driven analysis points to WULF as the stronger strategic candidate for 2026, primarily due to its rapid expansion into HPC and enterprise-grade partnerships.