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2026-10-26 19:00 • The Motley Fool Positive Axe Cap view: Selective

Bradesco announced a 10 billion Brazilian reais capital increase and double-digit year-over-year loan growth in Q3 2026. The bank is shifting toward collateralized credit and digital automation to maintain profitability while managing credit risk in a high interest rate environment. Rising non-performing loans from government-backed programs are offset by sovereign collateral protection, and AI-driven automation has quadrupled technology delivery capacity without adding staff.

Axe note: Bradesco’s smart pivot to lower-risk lending and AI-driven efficiency offers valuable insight into managing credit pressure in a high-rate environment.

2026-10-26 19:00 • The Motley Fool Positive Axe Cap view: Selective

First Hawaiian reduced its full-year loan growth guidance to 1-2% due to unexpected commercial real estate payoffs, but the bank benefits from dominant market share in Hawaii providing deposit stability. The pending TriCo Bancshares acquisition expands into Northern California while maintaining conservative credit standards. Net interest margin expanded 5 basis points to 3.30% in Q3, supported by low-cost island deposits.

Axe note: First Hawaiian’s resilience and expansion highlight lessons for deposit-heavy banks amid cautious loan growth.

2026-10-26 19:00 • The Motley Fool Positive Axe Cap view: Selective

Kilroy Realty reported strong Q3 2026 results with accelerating tenant demand, executing 815,000 sq ft of leases and growing year-to-date volume 44% versus prior year. The San Francisco Bay Area is driving demand from tech and AI companies, with $101 million in signed but uncommenced leases providing future revenue visibility. The company is also monetizing $185 million in noncore land sales to strengthen its balance sheet.

Axe note: Kilroy Realty's Q3 beat and strong forward leases show tech demand pushing office space in key US hubs.