The Fed Just Made Its First Decision Under Kevin Warsh. Here's What It Means for Big Bank Stocks.

Federal Reserve Chairman Kevin Warsh's first meeting resulted in steady interest rates with hints of future rate hikes. Steady to higher rates are expected to benefit big banks by widening profit margins on loans versus deposits, though investment banks also benefit from the stable environment for IPOs. The Fed must balance inflation control with avoiding recession.

06/18/2026, 9:15 PM • The Motley Fool

Banking ETFs: How Do KBWB and FTXO Compare to Each Other?

The Invesco KBW Bank ETF (KBWB) and First Trust Nasdaq Bank ETF (FTXO) both provide exposure to the U.S. banking sector but differ in strategy and performance. KBWB offers lower fees (0.35% vs 0.6%), higher dividend yield (2.0% vs 1.8%), and better long-term returns (12.6% CAGR vs 9.8%), while FTXO provides broader diversification with 42 holdings versus KBWB's 26. Both have underperformed the S&P 500.

06/16/2026, 9:10 AM • The Motley Fool

The SpaceX IPO Just Handed Wall Street's Big Banks a Huge Payday. Here's What It Means for Their Stocks.

SpaceX's $75 billion IPO generated a record $560 million in underwriting fees for investment banks, despite a lower 0.75% fee rate. The IPO was four times oversubscribed, resulting in $86 billion in actual proceeds. With upcoming IPOs from OpenAI and Anthropic expected, investment banking activity is surging, boosting performance for major banks like Goldman Sachs and Morgan Stanley, though consumer banks face headwinds from higher interest rates.

06/16/2026, 7:30 AM • The Motley Fool

5 Companies Betting Big on Themselves Through Massive Buybacks

Five major companies are executing aggressive share buyback programs, signaling financial health and confidence in future cash flows. NVIDIA increased its buyback authorization by $80 billion, Citigroup announced a $30 billion buyback representing 13.7% of shares, CrowdStrike added $500 million to its authorization, Rockwell Automation increased buybacks by $1 billion, and Masco accelerated a $300 million repurchase agreement. These moves are supported by strong cash flows and analyst optimism.

06/16/2026, 6:45 AM • Investing

S&P 500 Earnings: Can Banks Reignite Momentum as Reporting Season Begins?

Q2 2026 earnings season begins July 13th with the financial sector leading. Major banks have underperformed the S&P 500 YTD, with JPMorgan up only 0.47%, Bank of America up 2.87%, and Wells Fargo down 9.20%, while Citigroup stands out with a +20.86% gain. The sector faces uncertainty over potential fed rate hikes in H2 2026. Key upcoming earnings include Kroger and Accenture on June 18th, and Micron Technology on June 24th, with semiconductors now representing 10% of global market cap.

06/15/2026, 2:39 AM • Investing

SpaceX IPO: First Indicative Price At $174 Per Share

SpaceX completed the largest IPO in history, pricing 555.6 million Class A shares at $135 per share and raising $75 billion, valuing the company at $1.77 trillion. The offering was four times oversubscribed with $250 billion in total demand. On its first trading day, SpaceX indicated an opening price of $174 per share, representing a 29% premium to the IPO price and potentially adding $215 billion in market cap.

06/12/2026, 10:36 AM • Benzinga

OpenYield Lands LeveL Markets as Strategic Investor and Distribution Partner to Bring Equity-Style Trading to Bonds

OpenYield, a bond marketplace platform, closed over $6 million in Series A funding led by LeveL Markets, with additional participation from Draper Associates, Canapi Ventures and Clocktower Ventures. LeveL Markets will integrate OpenYield's all-to-all bond marketplace into its equities ATS platform, providing institutional clients direct access to bond liquidity through existing equity trading connections. OpenYield has executed nearly $2 billion in volume across corporate bonds, municipal bonds and U.S. Treasurys with over 60 institutional clients representing $5 trillion in assets under management.

06/10/2026, 9:00 AM • GlobeNewswire

Why Peloton Stock Zoomed More Than 17% Higher Last Month

Peloton Interactive's stock surged over 17% in May 2026 following its return to profitability in Q3 FY2026, posting $26 million in net income versus a $48 million loss year-over-year. The company achieved modest 1% revenue growth to $631 million and raised full-year guidance. Additional support came from inclusion in the S&P SmallCap 600 index. However, connected fitness subscriptions declined nearly 8% to 2.66 million, raising concerns about business sustainability.

06/08/2026, 4:03 AM • The Motley Fool

2 Stocks That Win No Matter What Happens to SpaceX After Its IPO

SpaceX is launching a $75 billion IPO at $135 per share, but the stock's post-IPO performance is uncertain. Goldman Sachs and Morgan Stanley are positioned as sure-fire winners due to substantial underwriting fees (~$500 million) and options to purchase $11 billion in shares, regardless of whether SpaceX stock rises or falls.

06/07/2026, 8:15 AM • The Motley Fool

Stock Market Trading Conditions Have Changed—Is a Crash Coming?

The article analyzes recent stock market volatility, suggesting that after significant gains, markets are consolidating into sideways trading ranges. The S&P 500 E-mini futures face resistance at 7632 with support at 7530, while Nasdaq futures show consolidation with key support levels at 30150-30000. The author warns of overbought conditions and discusses potential crash risks amid concerns about market frothiness.

06/05/2026, 7:13 AM • Investing

Bank Stress Tests Are Coming in Late June. These Big Banks Could Reward Shareholders Next.

The Federal Reserve will release bank stress test results in late June 2026. Unlike last year when buffers decreased significantly, the Fed has frozen stress capital buffers for 2026, meaning results won't change regardless of performance. This freeze allows banks to maintain reduced capital cushions from 2025, freeing up funds for shareholder rewards like dividends and buybacks. However, poor stress test results could still dampen investor sentiment and capital return plans.

06/03/2026, 9:05 AM • The Motley Fool

EC-Council Launches ADG AI Framework and Self-Assessment Tool to Help Organizations Secure and Govern AI at Scale

EC-Council has launched the Adopt. Defend. Govern. (ADG) AI Framework and a free AI Readiness Self-Assessment Tool to help enterprises securely adopt and govern AI systems. Developed with input from major organizations including Citi, JPMorgan Chase, Microsoft, KPMG, Deloitte, and Salesforce, the framework provides a unified operating model with three pillars, 12 minimum controls, and nine governance surfaces aligned with EU AI Act, ISO/IEC 42001, and NIST AI RMF standards. The initiative addresses a critical gap where only 1% of leaders believe their AI governance is mature while 78% of executives lack confidence in passing an AI governance audit.

05/29/2026, 1:15 AM • GlobeNewswire

Fannie Mae Announces Sale of Reperforming Loans

Fannie Mae announced the sale of approximately 2,333 reperforming loans with an unpaid principal balance of $565 million. The sale is being marketed in collaboration with Citigroup Global Markets, with bids due on June 23, 2026. Buyers are required to offer loss mitigation options to borrowers who may re-default within five years.

05/28/2026, 10:00 AM • Benzinga

JPMorgan Chase Says It Is Comfortable With $50 Billion in Private Credit Exposure. Should Investors Be?

JPMorgan Chase maintains $50 billion in private credit exposure despite concerns in the sector, with competitors BlackRock and Blue Owl limiting withdrawals from private credit funds. CEO Jamie Dimon argues the exposure is manageable given JPMorgan's $821 billion market cap and diversified portfolio, noting the $1.8 trillion private credit market is smaller than mortgage and investment-grade bond markets. While BDC investors should be cautious, JPMorgan's scale and diversification make the exposure less risky.

05/25/2026, 8:15 PM • The Motley Fool

Elon Musk's SpaceX Picks Goldman Sachs To Lead What Could Be The Biggest IPO Ever: Report

SpaceX has selected Goldman Sachs as lead underwriter for its highly anticipated IPO, with Morgan Stanley, Bank of America, Citigroup, and JPMorgan Chase also serving as leaders. The IPO aims to raise over $75 billion at a $1.75 trillion valuation, with BlackRock considering a $5-10 billion investment. However, SpaceX's dual-class share structure has drawn criticism from pension leaders over governance concerns.

05/20/2026, 1:42 AM • Benzinga