Banks and healthcare firms are outbidding tech for software talent, major recruiter says

Banks, healthcare companies and other non-tech employers are paying more than tech firms for software engineers as demand for AI skills grows, according to Randstad research. Healthcare and life sciences firms pay up to 17% more, while banks offer a 13% premium.

CNBC • 8 hours ago

Bank Stocks Are Having a Tough Time. This Analyst Is Betting on 2 Names.

Bank stocks have been unloved for much of this year due to concerns about rising bond yields and moderating capital-markets activity. Reflecting growing investor skepticism, the S&P 500 financial sector posted its worst month in September since the 2023 regional banking crisis.

Barrons • 13 hours ago

These are the best-performing stock sectors of 2026

U.S. equities have seen a sharp divide in sector performance in 2026, with geopolitical tensions and artificial intelligence (AI) investment influencing returns.

Finbold • Oct 25, 2026

The Big 3: XLF, TOL, BABA

@Theotrade's Don Kaufman remains a bear for today's Big 3 on expectations that sell-side activity will ramp in the coming trading sessions. He sees a fade occurring in the SPDR Financial Sector ETF (XLF), housing affordability issues impacting Toll Brothers (TOL) long-term, and Alibaba (BABA) continuing a strong downward trend.

UK banking stocks dip on media report of budget tax increase

UK banking stocks dip on media report of budget tax increase

Reuters • Oct 16, 2026

US regional banks join bigger peers in signaling resilient economy as lending holds firm

US regional banks join bigger peers in signaling resilient economy as lending holds firm

Reuters • Oct 16, 2026

Big banks see risks in financing the AI boom, but are happy to keep writing the checks

The CEO's the U.S.'s biggest banks all chimed in on the risks of related to the massive AI buildout, but how there's still no sign that investments need to slow down.

Market Watch • Oct 14, 2026

Fundamentals for Big Banks are good heading into earnings, says Barclays' Jason Goldberg

Jason Goldberg, Barclay's U.S. large cap ban analyst, joins 'Closing Bell Overtime' to talk the upcoming slate of bank earnings and the state of the sector.

CNBC Television • Oct 12, 2026

Banks are set to report this week. Here's what the options market expects

Despite being flat on the year, the options market is pricing in some big financial sector moves as investor weigh the impact of higher rates.

CNBC • Oct 12, 2026

Big Banks Set to Report Trading Haul of $19 Billion

Bloomberg's Sridhar Natarajan expects a mixed-bag when it comes to earnings results from Wall Street's big banks. JPMorgan, Goldman Sachs, Wells Fargo and Citi all report Tuesday.

Bloomberg Markets and Finance • Oct 12, 2026