Bank Earnings Kickoff, Tech Fueling Rally, Sarat Sethi Guest Host 10/13/26

Stocks are mostly lower as traders digest the latest slate of quarterly earnings from several of the major banks. Kelly Evans and Brian Sullivan are joined on-set for the full hour by Douglas C. Lane & Associates’ Sarat Sethi to break down the day’s headlines and provide his perspective on the recent market moves. RBC Capital’s Co-Head of Global Financials Research, Gerard Cassidy, joins the show to give his initial reaction to this morning’s quarterly bank earnings reports and provide predictions for the remaining financial stocks set to report over the coming days. Bernstein’s Tech Hardware Analyst, Mark Newman, also sits down with the anchors to discuss the recent surge in memory stocks and whether the mega-cap tech names can continue to carry the major averages to new highs.