Bloomberg盘前播客复盘BAC财报miss加12亿罚款、BLK财报beat、ASML上调指引但产能吃紧，均为已公布并已在盘前定价的旧信息

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Bank of America and BlackRock Report; ASML and GME Gain
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Speaker 1: Bloomberg Audio Studios, podcasts, radio, news.
Speaker 2: The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.
Speaker 1: Let's take a look at some stocks on the move today. I'm Nathan Hager, joined by Bloomberg's Dan Curtis on day two of big bank earnings season. We have results this morning from Bank of America, and they are not being received well. Good morning, Dan.
Speaker 3: Good morning, Nathan. That's right. Shares are down about 3.7% in the pre-market under ticker BAC. The big number FIC trading revenue came in at $ 2. 55 billion. That's light of the $ 2. 86 billion estimate. That's continuing a trend we started seeing yesterday where these companies are missing the FIC revenue measures. So far, only Citi has beaten on this measure. JPMorgan, Goldman, Stanley. Both missed yesterday. Equity trading revenue came in at $ 2. 5 billion. That was also light. Net interest income for the third quarter at $ 16. 45 billion. A little bit of a bright spot there. That was slightly above estimates. And the overall revenue of $ 30 billion was flat, a touch lower than the estimates, and slightly up 3% from.
Speaker 2: The year ago.
Speaker 3: Now, all of this comes after news of the $ 1. 2 billion fine for money laundering lapses and sanctions violations that came after yesterday's close. The shares were already down before the release, and they're continuing down further after we got the figures.
Speaker 1: Okay, so while we watch those shares fall, we're watching shares of BlackRock rise following their earnings.
Speaker 3: Up 3% under ticker BLK, and that says revenue jumped 19%, beating estimates with a bottom line beat as well. The asset manager added $ 205 billion of new money in the third quarter. Long-term funds were the majority of that. $ 175 billion net added, that's about 10% more than estimates. The majority of that went into fixed income funds, followed by $ 52 billion to equities. A very interesting segment of the business alternatives that saw a net inflow of $ 24 billion, also a beat. That's an area where BlackRock has been ramping up focus, having acquired alternative credit specialist HPS Investment Partners last year, as well as infrastructure firm GIP and private market data firm Prequin. So it's looking like that sign that that's bringing in more money than expected. Overall, AUM just shy of $ 15. 5 trillion. Absolutely gigantic firm that matched estimates.
Speaker 1: Okay, all this while we wait for Morgan Stanley's earnings as well. While we watch financials, we also, of course, have to keep an eye on big tech. We've been hearing from ASML. They're reporting the kind of problem a lot of companies would like, Dan.
Speaker 3: Yeah, it can't keep up with the demand. The ADRs right now, though, ticker ASML under US, are down 1%. These shares have actually been fading a little bit since the news came out, and we're expecting the Q & A around about 8.30 a.m., I believe, if my conversion time is doing right. But later this morning, Q & A, which could also provide another catalyst for the lithography maker. But as you said, it's saying it can't keep up with demand amid the AI boom. It's raised the low end of its full-year revenue guidance. It's indicating sales will come in at the top end of the prior range given in June, and it won't be able to fully meet demand in 2027 or 2028. Tarifab, Musk's plans to build chip in the U.S., it's part of that, and ASML says it could start impacting capacity by 2027, but ASML is still, quote, kicking the tires, end quote, on potential demand, and that's per the CFO.
Speaker 2: The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street. And for the latest market-moving headlines, listen to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and Android Auto with the Bloomberg Business app.