The one-page fundamentals report for every US stock

Impact 4 · 14 Oct, 12:06 PM

Federal banking regulators concluded that nine of the nation's largest banks denied financial services to customers based on political, religious, or social beliefs, after reviewing about 100,000 complaints and 50,000 documents from JPMorgan Chase, Bank of America, Citibank, Wells Fargo, U.S. Bank, Capital One, PNC, TD Bank, and BMO. The OCC found sweeping internal guidelines lacked objective, risk-based criteria and effectively shut out legitimate customers by ideology rather than financial risk. Regulators flagged a systematic push within the sector to curb access for politically sensitive industries, including oil and gas exploration, coal, firearms, detention facilities, and tobacco-related commerce. Banks say they’ve re-evaluated reputation risk; policymakers are considering new rules to prevent discrimination and align practices with regulatory aims.

Impact 4 · 14 Oct, 9:35 AM

Inflation accelerated to 3.7% in September as energy costs surged: gas prices up 9.1% MoM and pump prices averaged $4.33, a record; heating oil rose 15.3% ahead of winter. Core CPI rose 2.6% annually, with monthly core at 0.3% driven by travel and leisure costs (car rentals +5.4%, hotels +2.3%, sporting-event tickets +7.6%). The hot data lift odds of a Federal Reserve rate hike in October, with traders pricing roughly a 50% chance. Inflation remains broad-based, with more than half the CPI basket above a 3% annual pace, signaling persistent price pressures and potential near-term policy and market implications.

Impact 4 · 14 Oct, 9:12 AM

Inflation accelerated to 3.7% in September from 3.4% in August as energy prices surged, with monthly CPI up 0.6%. Gas prices rose 9.1% month-over-month, pushing average pump prices to $4.33. Heating fuel oil jumped 15.3% ahead of winter. Core inflation rose 2.6% year over year, and 0.3% on the month, underlining persistent pressure; travel-related costs—car rentals, hotels, and sporting-event tickets—also climbed. The hotter readings increase the odds of a Federal Reserve rate hike in October, with markets pricing roughly a 44% chance of a 25 basis-point move, up from the prior level.

Impact 4 · 14 Oct, 8:00 AM

Intel’s turnaround shows in results: Q2 revenue rose to $16.13 billion with non-GAAP EPS of $0.42, while Data Center and AI revenue jumped 59% and the non-GAAP operating margin swung to 17.2% from -3.9%. A $120.29 target from 24/7 Wall St implies ~18% upside from a $101.54 share price. Nvidia’s $5 billion equity stake and selecting Intel’s Xeon 6 for DGX Rubin validate the turnaround, but AMD’s faster growth at a 40x multiple suggests Intel’s recovery may already be priced in. The report notes ongoing foundry losses, CHIPS Act charges, and capex above $20 billion, with risk from 14A customer commitments. Bulls see a path to about $131, while downside hinges on sustained margin gains and external dependencies. Overall, improved margins and data-center demand support a constructive, albeit volatile, near-term outlook for Intel.