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- Oct 16 Bad loans at regional banks causes some stress, is this the canary in the coal mine
Oct 16 Bad loans at regional banks causes some stress, is this the canary in the coal mine
$MS $UAL $ASML
Mukund Mohan
October 16, 2025
Market
“The Capital expenditures from $MSFT ( ▲ 0.59% ) $META ( ▲ 0.59% ) $GOOGL ( ▲ 2.7% ) and $AMZN ( ▲ 1.41% ) will be the focus as will be the ROI from all that Capex in terms of margins. All of them will do well is my best assumption at this point ” 😊 😋
Markets took a tumble on Bank loans going sour
Two regional banks, Zions $ZION ( ▲ 2.78% ) and Western Alliance Bancorp $WAL ( ▲ 2.87% ) both said the number of loans to auto companies were defaulted or fraudulent. This coupled with “cockroaches” comment from $JPM ( ▲ 2.0% ) Jamie Dimon meant Wall Street is now concerned about more defaults.
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Video of the day
Today’s video is on ASML NV, $ASML ( ▼ 0.32% ) the semiconductor equipment company.
