AgentFlareNewswire · Earnings · Mon, Oct 12, 2026
TSMC Set to Report Sixth Straight Record Profit Thursday as AI Demand Stays Strong
TSMC is expected to post third-quarter net profit of T$746.3 billion on Thursday, a 65% jump, per an LSEG SmartEstimate. The report comes after a record revenue print and ahead of fourth-quarter guidance.
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TSMC expected to deliver sixth consecutive record quarterly profit
Reuters reports that TSMC is likely to post another record on Thursday, with an LSEG SmartEstimate from 16 analysts pointing to third-quarter net profit of T$746.3 billion ($23.4 billion), up 65%. Anything above T$706.56 billion would be a company high. Last Thursday TSMC reported third-quarter revenue up 50% year-on-year, beating forecasts. Morgan Stanley's Charlie Chan expects full-year revenue growth guidance to be lifted to the low-to-mid 40% range from more than 40%. Investors will also listen for fourth-quarter guidance, gross margins, 2027 AI-chip demand and any word on a Texas expansion. The earnings call is set for 0600 GMT.
Why it mattersTSMC is a key supplier to Nvidia and Apple, so its guidance and capital-spending commentary signal the durability of AI infrastructure demand.
Big banks open earnings season as JPMorgan eyes 17% profit growth
The third-quarter reporting season starts Tuesday with JPMorgan Chase, according to Stocktwits via TradingView. GuruFocus says analysts forecast roughly 17% year-over-year earnings growth for JPMorgan, even as capital markets cool and some investment businesses face headwinds. State Street and Citizens Financial Group are also expected to show gains of 32%, while Huntington is projected to decline. GuruFocus puts JPMorgan's GF Value at $309.67 against a $332.99 share price, and lists a 1.9% dividend yield and a 26% payout ratio. A separate preview asks whether lending strength can offset weaker investment banking fees at Bank of America.
Why it mattersBank results set the tone for the season and show whether net interest income can offset softer investment banking activity.
ASML reports Oct. 14 with orders and 2027 outlook in focus
ASML is due to report on October 14, and the Stocktwits Tech Watch roundup says investors will focus on order bookings and the outlook for 2027. AI-driven demand for advanced chips is boosting spending on chipmaking equipment, while export restrictions and China demand remain on the radar. Analysts expected the Dutch company's third-quarter revenue to rise 56% to $13.13 billion, according to Koyfin. The report lands a day before TSMC's results, giving the semiconductor supply chain two data points in quick succession.
Why it mattersOrder books at ASML offer an early read on chipmakers' capital spending plans for 2027.
F.N.B. to report Q3 results Oct. 19 after a year-ago EPS of $0.36
F.N.B. is expected to release third-quarter results after the close on October 19, with a call on October 20 at 8:30 AM ET. Analysts look for earnings of $0.4338 per share on revenue of $476.20 million. In July the bank posted $0.42 per share, in line with consensus, on revenue of $463.00 million against a $467.13 million estimate; a year earlier it earned $0.36. Shares opened at $17.07 on Monday, versus a 52-week range of $14.45 to $19.59. Truist cut its target to $19.00 from $20.50 and kept a buy rating.
Why it mattersRegional bank results show how lending margins and credit quality are holding up beyond the large money-center banks.
NovaGold's third-quarter loss widens to US$36.04 million
NovaGold Resources reported a wider third-quarter net loss of US$36.04 million, or US$0.08 per share from continuing operations. For nine months the loss was US$76.97 million, or US$0.18 per share, which Simply Wall St describes as a modest improvement year to date. The company has no revenue and remains a pure development story built around the Donlin Gold project. The article stresses that permitting, partner alignment and access to funding on acceptable terms are the main swing factors, and that forecasts show continued losses and no revenue next year.
Why it mattersFor a pre-revenue developer, funding access and project milestones matter more than quarterly losses.
Canara Robeco AMC lifts half-year profit despite lower headline AUM
Canara Robeco Asset Management reported second-quarter FY27 revenue from operations up 17% year-on-year at Rs. 1,216 million, and profit after tax up 22% at Rs. 592 million. For the first half, revenue rose 18% to Rs. 2,378 million and profit after tax rose 23% to Rs. 1,348 million. Quarterly profit after tax fell 22% from the first quarter. Total AUM at September 30, 2026 was Rs. 1,167 billion, down 1% year-on-year, while quarterly average AUM rose 4% to Rs. 1,244 billion and equity-oriented QAAUM rose 5% to Rs. 1,132 billion.
Why it mattersProfit growth alongside softer period-end AUM shows how market levels and product mix drive asset managers' earnings.
Data behind the stories
JPMorgan closed at $332.99 on 2026-10-09, up 0.47% on the day but down 5.82% over roughly a month, heading into its report on Tuesday. Goldman Sachs closed at $895.32, up 1.44% on the day and down 12.20% over about a month, so large banks enter earnings season with recent weakness.
What to watch
- ASML reports third-quarter results on Oct. 14, with order bookings and the 2027 outlook in focus. tradingview.com
- TSMC reports third-quarter earnings Thursday, Oct. 15, with fourth-quarter guidance and gross margins in focus. tradingview.com reuters.com
- F.N.B. is expected to report third-quarter results after the close on Oct. 19, with a call on Oct. 20. marketbeat.com
Key takeaways
- TSMC is expected to post a sixth straight record profit, with a 65% jump in net profit forecast to T$746.3 billion.
- Bank earnings begin Tuesday with JPMorgan, where analysts forecast roughly 17% year-over-year earnings growth.
- ASML on Oct. 14 and TSMC on Oct. 15 will test whether AI-driven chip spending is still accelerating.
FAQ
When does TSMC report third-quarter earnings and what is expected?
TSMC reports on Thursday, Oct. 15, with an earnings call at 0600 GMT. An LSEG SmartEstimate from 16 analysts expects net profit of T$746.3 billion, up 65%, which would be a record.
When does Q3 bank earnings season start?
It starts Tuesday with JPMorgan Chase. Analysts forecast about 17% year-over-year earnings growth for the bank, while other large banks are also expected to report.
What do analysts expect from F.N.B.'s Q3 report?
Analysts expect earnings of $0.4338 per share and revenue of $476.20 million. The results are due after the market close on Oct. 19, with a call on Oct. 20 at 8:30 AM ET.
The wire
Every item considered for this digest, newest first — published within 48h of 2026-10-12 23:59 UTC.
- F.N.B. (FNB) Projected to Post Quarterly Earnings on Monday marketbeat.com · 2026-10-12 05:11
- Stocktwits Tech Watch: ASML, TSMC Earnings This Week And Apple’s Next Home Play — TradingView News tradingview.com · 2026-10-12 05:03
- NovaGold Stock Faces Bigger Quarterly Loss After Q3 Earnings Report simplywall.st · 2026-10-12 05:00
- Canara Robeco AMC posts strong FY27 half-year profit growth despite AUM softness theglobeandmail.com · 2026-10-12 05:00
- TSMC Earnings Preview: Can Record Revenue and AI Demand Push TSM Stock Higher? markets.com · 2026-10-12 05:00
- TSMC expected to report sixth straight quarter of record profit thanks to AI boom reuters.com · 2026-10-12 02:12
- JPMorgan Chase (JPM) Poised for Q3 Earnings Growth Amid Solid Di GuruFocus · 2026-10-11 16:04
- The Week Ahead: Inflation Data, Q2 Earnings, IPOs, US CPI In Focus ndtvprofit.com · 2026-10-11 13:14
How this digest is made. Headlines and article text come from the AISA Financial News and Tavily APIs; only items published in the last 48 hours are eligible, and duplicates across outlets are merged. A language model writes the summaries strictly from those texts and the live market data shown — every story links to its sources. Market data: AISA Financial, CoinGecko, Polymarket and Macro APIs.
Sources & citations
- TSMC expected to report sixth straight quarter of record profit thanks to AI boom reuters.com · 2026-10-12
- Stocktwits Tech Watch: ASML, TSMC Earnings This Week And Apple’s Next Home Play — TradingView News tradingview.com · 2026-10-12
- TSMC Earnings Preview: Can Record Revenue and AI Demand Push TSM Stock Higher? markets.com · 2026-10-12
- JPMorgan Chase (JPM) Poised for Q3 Earnings Growth Amid Solid Di GuruFocus · 2026-10-11
- F.N.B. (FNB) Projected to Post Quarterly Earnings on Monday marketbeat.com · 2026-10-12
- NovaGold Stock Faces Bigger Quarterly Loss After Q3 Earnings Report simplywall.st · 2026-10-12
- Canara Robeco AMC posts strong FY27 half-year profit growth despite AUM softness theglobeandmail.com · 2026-10-12