According to @StockMarketNerd, JPM CFO Jeremy Barnum said U.S. consumers remain resilient with strong spending and delinquencies below expectations, indicating no surprise weakness in JPM’s consumer credit this week (source: JPM CFO Jeremy Barnum via @StockMarketNerd, Oct 15, 2025). BAC CFO Alastair Borthwick stated asset quality remains sound and near-term total net charge-offs are not expected to change much given steady consumer delinquencies and reduced CRE exposures, while criticized and NPL metrics in the commercial book declined (source: BAC CFO Alastair Borthwick via @StockMarketNerd, Oct 15, 2025). Citigroup CEO Jane Fraser said the macro backdrop is more resilient than anticipated with the U.S. leading on consistent consumer spending and tech investment, and CFO Mark Mason noted U.S. cards delinquencies and NCOs are in line with expectations (source: C CEO Jane Fraser and CFO Mark Mason via @StockMarketNerd, Oct 15, 2025). WFC CFO Mike Santomassimo reported credit performance remained strong and continued to improve, with commercial NCOs stable versus Q2 as lower C&I losses were offset by higher CRE losses, and consumers remained resilient as income growth kept pace with inflation and debt levels (source: WFC CFO Mike Santomassimo via @StockMarketNerd, Oct 15, 2025). Collectively, these updates describe resilient consumer credit, stable or improving NCOs, and contained criticized/NPL levels across major U.S. banks this week—a calmer credit backdrop that crypto traders often track when assessing risk in BTC and ETH (source: @StockMarketNerd compilation of big-bank credit commentary, Oct 15, 2025).

According to @business, Applied Materials said the expanded US export curbs to China will further cut its revenue, signaling additional top-line pressure from China-facing restrictions on chipmaking tools. Source: Bloomberg @business tweet on Oct 2, 2025, bloomberg.com/news/articles/2025-10-02/applied-materials-warns-of-sales-hit-from-latest-curbs-on-china The latest update aligns with prior US Bureau of Industry and Security actions that tightened controls on advanced-node semiconductor manufacturing items in October 2023, reinforcing ongoing headwinds for China-related sales of US chip equipment. Source: U.S. Department of Commerce, Bureau of Industry and Security, Oct 17, 2023 semiconductor export controls update Historically, US-listed chip-equipment peers such as Lam Research and KLA fell on headlines of expanded China curbs in October 2023, underscoring sector sensitivity to policy changes. Source: Reuters, Oct 17–18, 2023 coverage of chip equipment stocks’ decline on new China export restrictions For crypto traders, equity risk spillovers matter because Bitcoin’s correlation with US equities rose markedly during 2020–2021, making macro tech policy shocks relevant for BTC and ETH sentiment monitoring. Source: International Monetary Fund blog, Jan 11, 2022, Crypto Prices Move More in Sync With Stocks, imf.org

According to @stocktalkweekly, the seven most valuable companies globally are all American for the first time in over 20 years, after Broadcom surpassed Saudi Aramco this year (source: @stocktalkweekly, Sep 14, 2025). The source highlights Broadcom’s climb past Saudi Aramco as the catalyst for the shift in the global market-cap leaderboard (source: @stocktalkweekly, Sep 14, 2025). No crypto-specific impacts were provided by the source (source: @stocktalkweekly, Sep 14, 2025).

According to @StockMKTNewz, the best-performing Nasdaq 100 stocks year-to-date in 2025 are PLTR +126.7%, MU +86.8%, APP +79.7%, WBD +78.5%, LRCX +61.9%, ZS +57%, AVGO +55.2%, IDXX +55.1%, DASH +53.8%, and KLAC +53% (source: @StockMKTNewz on X, Sep 13, 2025). For equity traders, leadership is concentrated in AI, semiconductors, and software, highlighting momentum and relative strength in PLTR, MU, LRCX, AVGO, KLAC, ZS, and APP for trend-following strategies (source: @StockMKTNewz on X, Sep 13, 2025). For crypto traders, equity risk-on moves have historically coincided with higher crypto beta, with major studies documenting increased correlation between crypto assets and equities, making Nasdaq 100 leadership a relevant sentiment gauge for BTC and ETH monitoring (source: IMF Global Financial Stability Report, Oct 2022).