CNBC
14 Jul 2026, 19:50 UTC · 1h ago
The AI boom just found two new winners: Goldman Sachs and JPMorgan Chase
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
CNBC
14 Jul 2026, 19:50 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
6 claims · each scored for market impact
Goldman Sachs and JPMorgan Chase reported record quarterly revenues, with Goldman's revenue rising 39% and JPMorgan's 27%. — Blowout earnings from systemic megabanks typically signal strong macroeconomic health and trigger immediate positive price action in financial sectors.
+0.80The AI-driven investment boom has expanded beyond chips and software into power infrastructure, data centers, and global financial services. — A broadening of the AI trade into new sectors reduces concentration risk and creates a wider array of investable beneficiaries across the economy.
+0.70Equities trading revenue surged drastically, rising 86% at JPMorgan and 72% at Goldman Sachs, beating analyst expectations by $4.4 billion. — High trading volumes and significant revenue beats suggest a sustained period of high market volatility and capital reallocation that benefits market makers.
+0.60Continue reading
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Top 3 movers · tap to explore
Investment banking revenue saw substantial growth, increasing 55% at Goldman Sachs and 30% at JPMorgan Chase. — The rebound in advisory and underwriting fees indicates a return of appetite for M&A and IPOs, signaling a more bullish risk environment.
+0.50Which stocks this story touches
Reported record quarterly revenue with a 39% jump, driven by AI-related trading and investment banking.
Posted record quarterly revenue and experienced massive gains in equities trading due to the AI boom.
Saw equity trading revenue rise 70% and investment banking fees jump 50% due to AI activity.
Cited by analysts as one of the top three Wall Street firms benefiting from the AI investment boom.
Mentioned as a primary headline beneficiary of the AI boom.
Identified as a hyperscaler capturing headlines and benefiting from the AI cycle.
Mentioned as the acquirer of Dominion Energy in a move driven by the AI cycle.
[mutual] Both are identified as top Wall Street firms competing for AI-related investment banking and trading business.
[mutual] Both are identified as top Wall Street firms competing for AI-related investment banking and trading business.
[mutual] Both are identified as top Wall Street firms competing for AI-related investment banking and trading business.
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Zacks Investment Research
2h ago
[a_to_b] NextEra Energy is acquiring Dominion Energy, as advised by Goldman Sachs.
[mutual] Both are large U.S. banks benefiting from AI-driven equity trading and investment banking.
[mutual] Both are large U.S. banks benefiting from AI-driven equity trading and investment banking.
[a_to_b] Goldman Sachs acted as the lead advisor for Alphabet's $90 billion equity issuance.
