The Big 4 Banks Have Spoken: This Is The Curve That Matters This Year

The Big 4 banks—JPM, WFC, C, BAC—signal a transition to a stable, post-rate-shock environment with resilient consumer credit and moderate loan growth. Banks expect net interest income to plateau, but manageable costs and operating leverage—driven by AI and efficiency—support bottom-line growth.

Seeking Alpha • Jan 18, 2026

Financials and defense stocks have done very well, says Evans May Wealth's Elizabeth Evans

Elizabeth Evans, Evans May Wealth managing partner, joins 'Closing Bell' to discuss the market playbook for the year ahead, which sectors will outperform and much more.

CNBC Television • Jan 15, 2026

Big Banks Power Up: JPMorgan, Goldman Sachs, Morgan Stanley Strengthen Financial ETFs

Financial-sector ETFs rebounded as gains in major Wall Street banks and dealmakers helped blunt the lingering policy noise, underlining the sector's resilience after a volatile start to the week.

Benzinga • Jan 15, 2026

Big Bank Earnings Recap: "Great Shape for 2026," Mind Small Warning Flags

The bulk of big bank earnings are largely in investor hands. Macrae Sykes says the "banking sector's in great shape for 2026.

More top Wall Street bankers blast Trump's proposal to cap interest on credit card payments

President Trump's announcement blindsided the industry, sending banking shares tumbling across Wall Street this past week.

New York Post • Jan 14, 2026

Big banks had strong earnings but high expectations hence reaction, says KBW's Chris McGratty

Chris McGratty, KBW head of U.S. bank research, joins 'Closing Bell' to discuss the earnings from the big banks, the outlook and much more.

CNBC Television • Jan 14, 2026

Should You Invest in the State Street Financial Select Sector SPDR ETF (XLF)?

Launched on December 16, 1998, the State Street Financial Select Sector SPDR ETF (XLF) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Broad segment of the equity market.

Zacks Investment Research • Jan 14, 2026

Jim Cramer shares his take on banking stocks

'Mad Money' host Jim Cramer looks at how Big Bank stocks are trading to start the year.

CNBC Television • Jan 15, 2026

Banks and financials could benefit from the productivity of using AI tools: DWS Group's David Bianco

David Bianco, Americas CIO at DWS Group, joins 'Money Movers' to discuss bank earnings, market themes, and more.

CNBC Television • Jan 14, 2026

Investors Eye AI Spending in Bank Earnings

JPMorgan CEO Jamie Dimon insisted in the bank's post-earnings call that it will be spending on AI to drive efficiencies and keep up with competitors, in response to an analyst question. As bank earnings continue to roll out this week, Alexandra Mousavizadeh, co-CEO and co-founder of Evident, a platform that benchmarks and tracks AI adoption across the financial services sector, joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech.

Bloomberg Technology • Jan 13, 2026