Big banks see risks in financing the AI boom, but are happy to keep writing the checks

The CEO's the U.S.'s biggest banks all chimed in on the risks of related to the massive AI buildout, but how there's still no sign that investments need to slow down.

Market Watch • Oct 14, 2026

Banks are set to report this week. Here's what the options market expects

Despite being flat on the year, the options market is pricing in some big financial sector moves as investor weigh the impact of higher rates.

CNBC • Oct 12, 2026

Big Banks Set to Report Trading Haul of $19 Billion

Bloomberg's Sridhar Natarajan expects a mixed-bag when it comes to earnings results from Wall Street's big banks. JPMorgan, Goldman Sachs, Wells Fargo and Citi all report Tuesday.

Bloomberg Markets and Finance • Oct 12, 2026

Will Banks Falter in Q3 Earnings Due to High Rates? ETFs in Focus

Big banks face rising-yield pressures ahead of earnings. Explore financial ETFs for diversified exposure as investors assess growth and risks.

Zacks Investment Research • Oct 12, 2026

Big Banks Prepare for Earnings Season

Bloomberg Intelligence Senior US Banks Analyst Herman Chan tells Bloomberg This Weekend that major banks enter third-quarter earnings season with strong credit quality but face questions about the impact of higher interest rates, slowing investment banking activity and potential risks tied to AI financing. Speaking with hosts David Gura and Christina Ruffini, Chan says wealth management could be a bright spot for banks including Morgan Stanley and JPMorgan, while investors will also be watching for signs of credit deterioration and updates on executive succession plans.

Bloomberg Markets and Finance • Oct 11, 2026

Which Financial ETF is the Better Fit? Invesco KBW Bank ETF (KBWB) or iShares Regional Banks ETF (IAT)

Invesco KBW Bank ETF offers a slightly lower expense ratio and significantly higher assets under management than iShares U.S. Regional Banks ETF. iShares U.S. Regional Banks ETF focuses exclusively on regional institutions, while Invesco KBW Bank ETF includes money center banks and thrifts.

The Motley Fool • Oct 9, 2026

What Happened To The Banks

Since its 8/13 high, the S&P 500 is fractionally higher, while the KBW Bank Index, which hit a high the day after, is down over 13%. Five of the six were down over the prior five trading days with the lone exception being Wells Fargo (WFC).

Seeking Alpha • Oct 8, 2026

Bank Stocks Are Haunted by the Ghosts of 2023

Lenders have stronger balance sheets now as they face a new rate-hiking cycle.

WSJ • Oct 5, 2026

Bank Stocks Are Lagging the S&P 500 by the Most Since 1990

Bank profits are climbing, yet financial stocks just posted their worst month relative to the broader market in over three decades.

24/7 Wall Street • Oct 2, 2026

How Do the Invesco KBW Bank ETF (KBWB) and the State Street Regional Banking Fund ETF (KRE) Compare With Each Other?

Invesco KBW Bank ETF offers higher 1-year total returns and greater growth over five years than State Street SPDR S&P Regional Banking ETF. While both ETFs share the same expense ratio, Invesco KBW Bank ETF has a concentrated portfolio of 26 holdings compared to 167 for State Street SPDR S&P Regional Banking ETF.

The Motley Fool • Oct 1, 2026