Bank of America $BAC slipped 0.04% even after first-quarter EPS of $1.11 and revenue of $30.43 billion beat LSEG estimates of $1.01 and $29.93 billion. Equities trading revenue jumped 30% to $2.83 billion and helped offset a softer FICC quarter, while net interest income rose to $15.9 billion.
Morgan Stanley $MS rose 1.2% in U.S. trading after first-quarter EPS came in at $3.43 on $20.58 billion of revenue, beating LSEG estimates of $3.00 and $19.72 billion. Trading desks did the heavy lifting: equities revenue reached a record $5.15 billion and fixed income added $3.36 billion, roughly $1 billion above StreetAccount expectations combined.
Goldman Sachs $GS slipped about 2% even after first-quarter EPS rose to $17.55 and revenue reached $17.23 billion. Record equities trading and a 48% jump in investment-banking fees drove the beat, but weaker FICC results and higher provisions kept the market reaction muted.
A high-signal r/pcgaming thread tracks PC Gamer coverage of Nvidia earnings: $193.7B annual data center revenue (+75% YoY) versus $16B from gaming, reframing how players read product-priority decisions.