🔥 Bank Earnings Beat! But Can-To The Moon - Tiger Brokers Online Investing Community - To The Moon

🔥 Bank Earnings Beat! But Can the Rally Hold? 💣📉

The Q2 earnings season has kicked off with a bang — or maybe a bank 💥.

$Citigroup(C)$ surged after beating revenue estimates, driven by a rebound in trading and market activity. $JPMorgan Chase(JPM)$ flexed its Wall Street muscle too, with stronger-than-expected performance in investment banking and fixed income. But not all big banks had a smooth ride — $WFC surprised with a solid earnings beat, only to see its shares tumble 5% 🚨 after slashing guidance for 2025 net interest income. What gives?

🏦 What’s in the Earnings?

Citigroup led the charge with better-than-expected markets revenue, marking a comeback from previous quarters. Its consumer and commercial segments showed stable growth — a rare combo in this environment. $JPM continued to deliver with trading desks firing and a cautious but stable outlook on loan growth. But $WFC’s results stirred up concerns. Despite beating Q2 expectations, the bank flagged a tougher road ahead, citing pressure on interest income and a more conservative lending stance amid macro uncertainty. That spooked investors. Meanwhile, all eyes now turn to $GS, $BAC, and $MS, set to report later this week. Will they echo the same mixed signals?

📈 Market Pulse & Risks

So far, the financial sector is holding up well — the KBW Bank Index has nudged higher, but it’s clear the market isn’t pricing in across-the-board optimism. With the Fed likely holding rates higher for longer and loan demand stabilising, the bullish case rests heavily on trading and dealmaking strength — not core lending. The inversion of the yield curve still weighs on margins, and commercial real estate risk hasn’t disappeared. But valuations in some names — especially $C and $BAC — look cheap relative to history. Could there be more upside? Or is this as good as it gets?

💬 Your Turn!

👉 Which big bank are you most bullish on this season — $JPM, $GS, $BAC, or another?

📉 Can earnings momentum keep up with these lofty stock prices, or are we in for a pause?

Let’s hear your take below. 💡👇

@TigerWire @TigerEvents @Daily_Discussion @Tiger_comments @TigerStars

Profit Turnaround+High Growth! Hidden Gems of Earnings Season?

This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.

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.

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Its consumer and commercial segments showed stable growth — a rare combo in this environment. $JPM continued to deliver with trading desks firing and a cautious but stable outlook on loan growth. But $WFC’s results stirred up concerns. Despite beating Q2 expectations, the bank flagged a tougher road ahead, citing pressure on interest income and a more conservative lending stance amid macro uncertainty. That spooked investors. Meanwhile, all eyes now turn to $GS, $BAC, and $MS, set to report later this week. Will they echo the same mixed signals?</p>\n<p>📈 Market Pulse &amp; Risks</p>\n<p>So far, the financial sector is holding up well — the KBW Bank Index has nudged higher, but it’s clear the market isn’t pricing in across-the-board optimism. With the Fed likely holding rates higher for longer and loan demand stabilising, the bullish case rests heavily on trading and dealmaking strength — not core lending. The inversion of the yield curve still weighs on margins, and commercial real estate risk hasn’t disappeared. But valuations in some names — especially $C and $BAC — look cheap relative to history. Could there be more upside? Or is this as good as it gets?</p>\n<p>💬 Your Turn!</p>\n<p>👉 Which big bank are you most bullish on this season — $JPM, $GS, $BAC, or another?</p>\n<p>📉 Can earnings momentum keep up with these lofty stock prices, or are we in for a pause?</p>\n<p>Let’s hear your take below. 💡👇</p>\n<p><a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire </a>&nbsp;<a href=\"https://ttm.financial/U/3527667667103859\">@TigerEvents </a>&nbsp;<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion </a>&nbsp;<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>🔥 Bank Earnings Beat! But Can the Rally Hold? 💣📉</p>\n<p>The Q2 earnings season has kicked off with a bang — or maybe a bank 💥.&nbsp;</p>\n<p><a href=\"https://ttm.financial/S/C\">$Citigroup(C)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;surged after beating revenue estimates, driven by a rebound in trading and market activity.&nbsp;<a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$&nbsp;</a>&nbsp; flexed its Wall Street muscle too, with stronger-than-expected performance in investment banking and fixed income. But not all big banks had a smooth ride — $WFC surprised with a solid earnings beat, only to see its shares tumble 5% 🚨 after slashing guidance for 2025 net interest income. What gives?</p>\n<p>🏦 What’s in the Earnings?</p>\n<p>Citigroup led the charge with better-than-expected markets revenue, marking a comeback from previous quarters. Its consumer and commercial segments showed stable growth — a rare combo in this environment. $JPM continued to deliver with trading desks firing and a cautious but stable outlook on loan growth. But $WFC’s results stirred up concerns. Despite beating Q2 expectations, the bank flagged a tougher road ahead, citing pressure on interest income and a more conservative lending stance amid macro uncertainty. That spooked investors. Meanwhile, all eyes now turn to $GS, $BAC, and $MS, set to report later this week. Will they echo the same mixed signals?</p>\n<p>📈 Market Pulse &amp; Risks</p>\n<p>So far, the financial sector is holding up well — the KBW Bank Index has nudged higher, but it’s clear the market isn’t pricing in across-the-board optimism. With the Fed likely holding rates higher for longer and loan demand stabilising, the bullish case rests heavily on trading and dealmaking strength — not core lending. The inversion of the yield curve still weighs on margins, and commercial real estate risk hasn’t disappeared. But valuations in some names — especially $C and $BAC — look cheap relative to history. Could there be more upside? Or is this as good as it gets?</p>\n<p>💬 Your Turn!</p>\n<p>👉 Which big bank are you most bullish on this season — $JPM, $GS, $BAC, or another?</p>\n<p>📉 Can earnings momentum keep up with these lofty stock prices, or are we in for a pause?</p>\n<p>Let’s hear your take below. 💡👇</p>\n<p><a href=\"https://ttm.financial/U/3527667670347831\">@TigerWire </a>&nbsp;<a href=\"https://ttm.financial/U/3527667667103859\">@TigerEvents </a>&nbsp;<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion </a>&nbsp;<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;</p></body></html>","text":"🔥 Bank Earnings Beat! But Can the Rally Hold? 💣📉 The Q2 earnings season has kicked off with a bang — or maybe a bank 💥. $Citigroup(C)$ surged after beating revenue estimates, driven by a rebound in trading and market activity. $JPMorgan Chase(JPM)$ flexed its Wall Street muscle too, with stronger-than-expected performance in investment banking and fixed income. But not all big banks had a smooth ride — $WFC surprised with a solid earnings beat, only to see its shares tumble 5% 🚨 after slashing guidance for 2025 net interest income. What gives? 🏦 What’s in the Earnings? Citigroup led the charge with better-than-expected markets revenue, marking a comeback from previous quarters. Its consumer and commercial segments showed stable growth — a rare combo in this environment. $JPM continued to deliver with trading desks firing and a cautious but stable outlook on loan growth. But $WFC’s results stirred up concerns. Despite beating Q2 expectations, the bank flagged a tougher road ahead, citing pressure on interest income and a more conservative lending stance amid macro uncertainty. That spooked investors. Meanwhile, all eyes now turn to $GS, $BAC, and $MS, set to report later this week. Will they echo the same mixed signals? 📈 Market Pulse & Risks So far, the financial sector is holding up well — the KBW Bank Index has nudged higher, but it’s clear the market isn’t pricing in across-the-board optimism. With the Fed likely holding rates higher for longer and loan demand stabilising, the bullish case rests heavily on trading and dealmaking strength — not core lending. The inversion of the yield curve still weighs on margins, and commercial real estate risk hasn’t disappeared. But valuations in some names — especially $C and $BAC — look cheap relative to history. Could there be more upside? Or is this as good as it gets? 💬 Your Turn! 👉 Which big bank are you most bullish on this season — $JPM, $GS, $BAC, or another? 📉 Can earnings momentum keep up with these lofty stock prices, or are we in for a pause? 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