Jim Cramer says the coming earnings season will give investors a clearer view of corporate performance and the artificial intelligence trade. Major banks report Tuesday, followed by ASML, Bank of America, Morgan Stanley and BlackRock on Wednesday; Taiwan Semiconductor Manufacturing reports Thursday, alongside inflation and retail sales data. Cramer sees possible opportunities in some bank and semiconductor stocks but warns that rising bond yields remain a significant market risk.
Anthropic launches Claude for Financial Advisors, a set of tools connecting its Claude chatbot to investment analytics and wealth-management services. The named connectors include offerings from BlackRock, Addepar, and Schwab, alongside tools from other providers. The product is aimed at financial advisers.
Schwab expects full-year 2026 revenue to rise by as much as 15%. Its 2025 net revenue was $23.9 billion, and analysts surveyed by Bloomberg expected revenue growth of 11.5% for 2026.