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Charles Schwab stock recovered only modestly on Wednesday morning, a day after leading a wide swath of brokerage, bank and other financial stocks lower as AI-fueled competition heats up. Rapid adoption of Meta Platforms' Muse personal AI agent and a growing threat from Altruist, an AI platform for financial advisors that was recently acquired by Vanguard, have highlighted two very different type of risks to Schwab's business.

Shares of major U.S. lenders fell on Tuesday as investors rotated away from the sector and into technology stocks.

Wells Fargo has lowered its year-end 2026 S&P 500 target to 7,700 from 7,950, citing concerns about equity valuations, investor positioning and liquidity conditions. The firm now forecasts potential near-term downside of 5% to 10%.

Today, Sept. 18, 2026, Wells Fargo cut its rating and price target, citing weaker engagement and content concerns, prompting investors to watch margin trends.

Wells Fargo cautions against betting on a swift recovery in Netflix stock. Here’s why analyst Steven Cahall is bearish on NFLX shares.

Wells Fargo & Co (NYSE:WFC, XETRA:NWT) downgraded Netflix Inc (NASDAQ:NFLX, XETRA:NFC) to "underweight" from "equal weight" Friday, with analysts warning that weaker engagement and content could pressure margins and valuation. Wells Fargo cut its price target to $57, implying about 25%...

Cahall sees H2 viewership down 4% and Top 100 Originals down over 20%

Wells Fargo just handed Netflix one of the street's most bearish ratings while a rival analyst pushed a price target nearly double that level, leaving investors to figure out which firm is reading the audience right before earnings arrive.

Wells Fargo downgraded Netflix to 'Underweight' from 'Equal Weight' and cut its price target to $57 from $80.

S&P 500 Faces Fresh Downside as Wells Fargo Cuts Year-End Target

The latest trading day saw Wells Fargo (WFC) settling at $87.96, representing a -2.23% change from its previous close.

Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.

Investing.com -- PG&E Corp shares could face further pressure after Wells Fargo and BMO Capital Markets downgraded the utility following California lawmakers' failure to deliver meaningful reforms to the state's wildfire liability framework, leaving investors exposed to potentially open-ended costs from future fires.

Wells Fargo has lagged the broader financial sector over the past year, but Wall Street remains cautiously bullish on the stock’s outlook.

Although the appeals court dismissed three or four charges following a worker’s disability trial, in affirming the fourth charge, it allowed him to retain most of his award.

Canada Goose (NYSE:GOOS) shares fell 5. 5% in pre-market trading after Wells Fargo downgraded the luxury apparel company to “underweight” from “equal weight,” citing a series of structural challenges that could weigh on its near-term performance.

Credit quality is strong in part because banks, the largest issuers, have rarely been in better shape over the past few decades.

Investing.com -- Wells Fargo downgraded Roku to Equal Weight from Overweight on Friday, saying the streaming platform's strong second-quarter results had lifted its estimates but left limited upside to its valuation as the company moves toward its planned acquisition by Fox Corp.

Infosys now sits on a lower implied fair value, with the updated price target in the model moving from about ₹1,395.13 to roughly ₹1,199.02, a cut of around 14%. This shift lines up with more cautious research coverage after the Q1 miss and guidance reset, as analysts weigh weaker organic growth, pricing pressure, and AI related productivity effects against the current valuation. As you read on, you will see how these target changes fit into the broader Infosys story and what to watch as the...

(Bloomberg) -- Wall Street is racing to roll out complex investment products tied to SpaceX shares that aim to shield buyers from future losses amid a sharp selloff following its market debut.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Compe

Wall Street strategists are calling July's chip carnage a gift, and the reasoning comes down to a capital spending figure so large it dwarfs anything the semiconductor industry has absorbed before. The question is whether the underlying earnings can actually justify it.

According to TheFly, Wells Fargo lowered the price target for Arm to $350 from $410 while maintaining an ‘Overweight’ rating on the stock.

Investing.com -- Wells Fargo downgraded HubSpot to Equal Weight from Overweight and slashed its price target to $225 from $300, arguing that the software company's broad artificial intelligence transition is creating near-term uncertainty despite strengthening its long-term competitive position.

Many of the same factors have propelled big banks’ strong performance: a solid economic backdrop with low unemployment, corporate clients’ appetite for executing big deals, and lots of trading activity.

All three major US stock indexes were up in late-morning trading, as the big banks kicked off earnin

Stock Market Today: The Dow Jones index dropped Tuesday ahead of the June CPI inflation report. IBM stock plunged 23% on earnings.

US banks could deliver broad earnings beats as strong capital markets activity, resilient economic conditions and improving wealth management flows support second-half 2026 and fiscal 2027 earnings revisions, Bank of America analysts wrote in a note ahead of the sector’s upcoming earnings...

Rivian stock dropped around 10% after it announced the public offering. The proceeds from the stock sale will go toward paying off a government loan.

Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best trending AI stocks to watch in 2026. Fox Advisors downgraded Seagate Technology Holdings Plc (NASDAQ:STX) to Equal-Weight from Outperform on June 22. The firm cited concerns that expectations for hard disk drive pricing “may be getting ahead” of likely increases. Seagate Technology Holdings Plc (NASDAQ:STX) […]

With 59 hedge funds holding bullish positions and analysts seeing 34.14% upside potential, LyondellBasell Industries N.V. (NYSE:LYB) ranks among the top stocks to buy for financial stability. The stock has drawn analyst attention recently, with views split on how long elevated petrochemical pricing can hold up. On June 5, 2026, UBS lowered its price target […]