This earnings season confirms my view that bank stocks are now judged on execution and near-term ROI, not AI spending narratives. Automation and data investment are necessary, but the market is done rewarding long-term promises amid policy and rate uncertainty.

From a trading standpoint, I favor higher-certainty names. Morgan Stanley and Goldman Sachs stand out with clearer earnings drivers, while Bank of America remains structurally sound despite a harsh market reaction.

For transformation stories like JPMorgan, Citigroup, and Wells Fargo, I see potential but higher execution risk. Layoffs and AI investment may lift efficiency over time, but for now I stay in the “certainty” camp, watching for clearer inflection points.

@koolgal @rL @icycrystal @nomadic_m @1PC @SPACE ROCKET @Michane @GoodLife99

# Big Bank Earnings Recap: AI Divergence, MS is the Winner?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment2

  • Top
  • Latest
  • icycrystal
    ·12:40
    TOP
    thanks for sharing
    Reply
    Report
    Fold Replies
    • Shyon
      [Cool] [Cool] [Cool]
      15:35
      Reply
      Report