Mike Mayo, CSLA bank analyst, explains his bullish take on bank stocks.
Google parent Alphabet just announced a $7 billion buyback this week, but buybacks overall have been declining this year.
We could finally be seeing the tide turn in earnings as S&P 500 estimates have turned positive.
U.S. stock index futures pointed to a higher open on Tuesday, as investors prepared themselves for another batch of corporate earnings.
Goldman Sachs shares its top trades for earnings season.
"Fast Money Halftime Report" brothers Jon and Pete Najarian discuss unusual options activity in Comerica and Whiting Petroleum Corp.
Federal Reserve Governor Daniel Tarullo announced that future stress tests will be geared toward demanding even higher cash buffers for big banks
The "Fast Money Halftime Report" traders and Stephanie Link, TIAA Global Asset Management, discuss Comerica, following Goldman Sachs' upgrade and addition to "Conviction Buy."
"CEOs should be kept around a long time if they perform well, and not if they don't," says CLSA's Mike Mayo.
Comerica responds to CLSA Bank Analyst Mike Mayo's case of why the company needs change.
Mike Mayo, CLSA research analyst and managing director, discusses the battle over Comerica and his call for change.
Big banks are being eyed by activist investors; it could mean more changes to strategy.
Activists are eyeing Wall Street banks, but they should probably back off when it comes to the Oracle of Omaha.
The latest leg up in the S&P 500 has been propelled by lagging groups like technology and banks, a healthy sign for the overall market.
Some of the banks could be broken up, but it may not be Washington that makes it happen.
Mike Mayo, CSLA Bank Analyst, discusses an earnings call with Comerica that took a heated turn.
Extreme valuations in stocks should cause investors to think twice before chasing the rally at these levels, Goldman Sachs cautions.
Banks face a host of headwinds in the current low-rate environment, according to FBR's Paul Miller and RBC's Gerard Cassidy.
Thirty U.S. banks pass regulatory exams; objections to European banks' U.S. units could be viewed as "serious" by investors.
Wall Street banks mostly fared well in the annual regulatory exams, which will benefit shareholders next.