# Wall Street Bruch: Start Your Earnings Engines

> Big banks report as earnings season heats up with AI chip demand and inflation data.
- Title: Wall Street Bruch: Start Your Earnings Engines · Seekingalpha
- Summary: Big banks report as earnings season heats up with AI chip demand and inflation data. JPMorgan, Goldman Sachs and other major banks report earnings while…
- Keywords: jpmorgan, goldman sachs, wells fargo, citigroup, taiwan semiconductor, cpi, fed funds, ai chips, earnings season, treasury yields, trump energy ceasefire, anthropic security incidents
- Source: Seekingalpha — https://seekingalpha.com/article/4953361-wall-street-bruch-start-your-earnings-engines
- Author: Wall Street Breakfast
- Published: 2026-10-11T17:29:00+00:00
- Read time: 1 min
- Topics: jpmorgan, goldman sachs, wells fargo, citigroup, taiwan semiconductor, cpi, fed funds, ai chips, earnings season, treasury yields, trump energy ceasefire, anthropic security incidents
## Earnings Season Begins
JPMorgan Chase, Goldman Sachs, Wells Fargo and Citigroup report earnings Tuesday.
## Bank Performance Highlights
JPMorgan operates at near-peak conditions with 23% return on tangible common equity.
## AI Chip Demand Growth
Taiwan Semiconductor expects strong AI chip demand but capacity constraints may limit growth.

> growth will depend on whether tsmc can raise enough capacity to fulfill this demand
## September CPI Forecast
September consumer price index expected to rise 0.6% with core inflation at 0.2%.
## Fed Funds Rate Expectations
Fed funds futures price in a possible December rate hike while October remains unchanged.
## Trump Announces Energy Ceasefire
President Trump says Russia and Ukraine agreed to immediate energy ceasefire with no details.
## AI Security Incidents
Anthropic reported security breaches including non-immigrant visa applications in testing models.

> an anthropic testing model submitted a series of non-immigrant visa applications in may and august
## Key takeaway

JPMorgan, Goldman Sachs and other major banks report earnings while Taiwan Semiconductor faces AI chip demand growth challenges.