Financials last 24 hrs off earnings: $GS red, $JPM red, $WFC red, $MS red, $BAC red, $C red. OUCH!!!!
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Financials last 24 hrs off earnings: $GS red $JPM red $WFC red $MS red $BAC red $C red OUCH!!!!
Reasoning: Fundamentals · Short term
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WFC
Wells Fargo & CompanyClear split
Stance mix of tracked accounts 11 accounts mentioned it · latest post counts
BullishNeutralNo stanceBearish
Bullish
2
Neutral
3
No stance
2
Bearish
4
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @jam_croissantViews › | 0 | 0 | 1 | 0 |
 @Jake__WujastykViews › | 0 | 1 | 0 | 1 |
 @leadlagreportViews › | 0 | 1 | 1 | 0 |
 @bespokeinvestViews › | 0 | 2 | 0 | 0 |
 @SJosephBurnsViews › | 0 | 0 | 0 | 1 |
 @jimcramerViews › | 2 | 0 | 0 | 0 |
 @RedDogT3Views › | 0 | 0 | 0 | 1 |
 @SaraEisenViews › | 1 | 0 | 0 | 0 |
 @DanielTNilesViews › | 0 | 0 | 1 | 0 |
 @amitisinvestingViews › | 0 | 1 | 0 | 0 |
 @Mr_DerivativesViews › | 0 | 0 | 1 | 0 |
Consensus and splits Reasons (analyst tagged) and views from the past 14 days
Bull case
- 2Fundamentals
- 1Valuation
- @jimcramer: @jimcramer: a major paper says higher rates threaten big bank earnings, but Wells Fargo tells him it is positioned to make more money in that scenario.
- @SaraEisen: (Reposted by @SaraEisen) @SquawkStreet: Wells Fargo CFO Mike Santomassimo says they see no cracks in delinquency trends suggesting near term stress.
- @jimcramer: @jimcramer is loving Goldman here and thinks the WFC selloff is overdone.
Bear case
- 3Fundamentals
- 1Technicals
- @Mr_Derivatives: Financials last 24 hrs off earnings: $GS red, $JPM red, $WFC red, $MS red, $BAC red, $C red. OUCH!!!!
- @DanielTNiles: $KBWB (bank ETF) -12.4% from 8/14 through yesterday while S&P +0.3%. Despite mixed results, $JPM -0.9%; $WFC -3.1%; $C -5.6%; $GS -0.2% all fell today with KBWB -1.4%. Remains circumspect into Q3 earnings given poor start from this sector.
- @leadlagreport: $WFC shows where a 5.2% 10-year hurts a bank: the spread stops keeping up with the balance sheet. Average loans rose 11%. Net interest income rose 5%. Provision for credit losses rose 51% to $1.03B from $681M. Falsifier: provisions under $700M with yields still above 5%.
Clear split. Accounts are on both sides; see the two columns above for where they differ.
Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Heisenberg @Mr_DerivativesViews ›
@Mr_DerivativesViews ›Bearish First call
Fundamentals · Short term · Financials last 24 hrs off earnings: $GS red, $JPM red, $WFC red, $MS red, $BAC red, $C red. OUCH!!!!
2026-10-14 20:05 HKT Original post ↗
Jim Cramer @jimcramerViews ›
@jimcramerViews ›Bullish First call
Fundamentals · Medium term · @jimcramer: a major paper says higher rates threaten big bank earnings, but Wells Fargo tells him it is positioned to make more money in that scenario.
@jimcramer: a major paper says higher rates threaten big bank earnings, but Wells Fargo tells him it is positioned to make more money in that scenario.2026-10-14 18:01 HKT Original post ↗
Neutral First call
Fundamentals · @amitisinvesting market recap: bank earnings mixed but resilient; $GS had its second best revenue quarter ever as equities trading rose 72%, $C its best Q3 in a decade, $JPM missed EPS despite raising 2026 NII outlook, $WFC beat EPS but missed revenue. BofA survey says 10Y yields may need to near 6% before rotation into bonds; tech allocation highest since Aug 2020. Paul Tudor Jones says 2027 could be very challenging, like 1999, and expects to stay short. $AAPL unveiled $299 HomeView hub. $ORCL urged FERC to speed a gas pipeline for its New Mexico AI data center.
@amitisinvesting market recap: bank earnings mixed but resilient; $GS had its second best revenue quarter ever as equities trading rose 72%, $C its best Q3 in a decade, $JPM missed EPS despite raising 2026 NII outlook, $WFC beat EPS but missed revenue. BofA survey says 10Y yields may need to near 6% before rotation into bonds; tech allocation highest since Aug 2020. Paul Tudor Jones says 2027 could be very challenging, like 1999, and expects to stay short. $AAPL unveiled $299 HomeView hub. $ORCL urged FERC to speed a gas pipeline for its New Mexico AI data center.2026-10-14 09:20 HKT Original post ↗
Dan Niles @DanielTNilesViews ›
@DanielTNilesViews ›Bearish First call
Fundamentals · Short term · $KBWB (bank ETF) -12.4% from 8/14 through yesterday while S&P +0.3%. Despite mixed results, $JPM -0.9%; $WFC -3.1%; $C -5.6%; $GS -0.2% all fell today with KBWB -1.4%. Remains circumspect into Q3 earnings given poor start from this sector.
2026-10-14 08:05 HKT Original post ↗
Michael A. Gayed, CFA @leadlagreportViews ›
@leadlagreportViews ›Bearish weakened (was Neutral)
Fundamentals · Medium term · $WFC shows where a 5.2% 10-year hurts a bank: the spread stops keeping up with the balance sheet. Average loans rose 11%. Net interest income rose 5%. Provision for credit losses rose 51% to $1.03B from $681M. Falsifier: provisions under $700M with yields still above 5%.
2026-10-14 03:15 HKT Original post ↗
Sara Eisen @SaraEisenViews ›
@SaraEisenViews ›Bullish First call
Fundamentals · Short term · (Reposted by @SaraEisen) @SquawkStreet: Wells Fargo CFO Mike Santomassimo says they see no cracks in delinquency trends suggesting near term stress.
@SaraEisen) @SquawkStreet: Wells Fargo CFO Mike Santomassimo says they see no cracks in delinquency trends suggesting near term stress.2026-10-14 00:21 HKT Original post ↗
No stance
Technicals · Short term · @RedDogT3 argues for trading less now: the market is near all-time highs but momentum is deteriorating, breakouts are failing and former leaders are breaking down. $SPY is less than 2% below its high, held up by a few mega-caps, while $QQQ is weakening; he watches $773 to $775 on $SPY as near-term support. $JPM first fell $8 to $11 after earnings, slipping below its 200-day near $325, then recovered above $340; he holds no $JPM, $GS or $WFC and suggests waiting a day or two after bank earnings. He exited semis last week after the failed $SNDK reversal and its break below the 50-day; $MU suffered a bull trap with the 100-day as the next downside reference; $NVDA had one of the weakest breakouts to new highs, failed to hold $243 and lost its $236 pivot, and after about six down sessions is nearing its 50-day with $224.92 and $221.09 as references. An oversold bounce could trigger semis short covering, but that is not a return to leadership. $META is more constructive, and holding around $727 supports the bullish structure. $TSLA keeps producing broken bounces, with $368 as support and a reclaim of $377.58 improving the picture. He advises not chasing bounces, cutting unnecessary exposure and protecting capital.
@RedDogT3 argues for trading less now: the market is near all-time highs but momentum is deteriorating, breakouts are failing and former leaders are breaking down. $SPY is less than 2% below its high, held up by a few mega-caps, while $QQQ is weakening; he watches $773 to $775 on $SPY as near-term support. $JPM first fell $8 to $11 after earnings, slipping below its 200-day near $325, then recovered above $340; he holds no $JPM, $GS or $WFC and suggests waiting a day or two after bank earnings. He exited semis last week after the failed $SNDK reversal and its break below the 50-day; $MU suffered a bull trap with the 100-day as the next downside reference; $NVDA had one of the weakest breakouts to new highs, failed to hold $243 and lost its $236 pivot, and after about six down sessions is nearing its 50-day with $224.92 and $221.09 as references. An oversold bounce could trigger semis short covering, but that is not a return to leadership. $META is more constructive, and holding around $727 supports the bullish structure. $TSLA keeps producing broken bounces, with $368 as support and a reclaim of $377.58 improving the picture. He advises not chasing bounces, cutting unnecessary exposure and protecting capital.2026-10-13 21:25 HKT Original post ↗
Steve Burns @SJosephBurnsViews ›
@SJosephBurnsViews ›No stance
Basis not tagged · Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.
2026-10-13 16:48 HKT Original post ↗
Bespoke @bespokeinvestViews ›
@bespokeinvestViews ›Neutral First call
Basis not tagged · @bespokeinvest notes banks headline tomorrow’s earnings with JPMorgan Chase $JPM, Goldman Sachs $GS, Citigroup $C, and Wells Fargo $WFC reporting before the open. Johnson & Johnson $JNJ, UnitedHealth $UNH, Albertsons $ACI, and Domino’s Pizza $DPZ also report.
@bespokeinvest notes banks headline tomorrow’s earnings with JPMorgan Chase $JPM, Goldman Sachs $GS, Citigroup $C, and Wells Fargo $WFC reporting before the open. Johnson & Johnson $JNJ, UnitedHealth $UNH, Albertsons $ACI, and Domino’s Pizza $DPZ also report.2026-10-13 05:30 HKT Original post ↗
Jake Wujastyk @Jake__WujastykViews ›
@Jake__WujastykViews ›Neutral First call
Technicals · Short term · After 8 consecutive red weekly candles for $RTY $IWM, there could be a couple-week period where short sellers get obliterated due to compression. Also tags #Bitcoin and $HOOD $SOFI $JPM $WFC $IREN $CIFR $ONDS $HIMS.
2026-10-12 00:56 HKT Original post ↗
Cem Karsan 🥐 @jam_croissantViews ›
@jam_croissantViews ›Bearish First call
Technicals · Medium term · （@jam_croissant 轉發）他表示美國大型銀行股已進入調整區，例如 Goldman Sachs -24%、Capital One -25%，KBW 銀行指數由 8 月高位下跌 14%，過往崩盤前銀行指數早 4-8 個月見頂，或許是警訊。標 $JPM $BAC $C $WFC $GS $MS 看淡。
@jam_croissant 轉發）他表示美國大型銀行股已進入調整區，例如 Goldman Sachs -24%、Capital One -25%，KBW 銀行指數由 8 月高位下跌 14%，過往崩盤前銀行指數早 4-8 個月見頂，或許是警訊。標 $JPM $BAC $C $WFC $GS $MS 看淡。2026-10-08 22:22 HKT Original post ↗
Background How the narrative evolved over time, for context on current views
By week Last 4 weeks
- 10/10–10/16 · 14 posts · Bull 3 / Bear 3@leadlagreport: $WFC shows where a 5.2% 10-year hurts a bank: the spread stops keeping up with the balance sheet. Average loans rose 11%. Net interest income rose 5%. Provision for credit losses rose 51% to $1.03B from $681M. Falsifier: provisions under $700M with yields still above 5%. (Bearish)
- 10/3–10/9 · 1 posts · Bull 0 / Bear 1@jam_croissant: （@jam_croissant 轉發）他表示美國大型銀行股已進入調整區，例如 Goldman Sachs -24%、Capital One -25%，KBW 銀行指數由 8 月高位下跌 14%，過往崩盤前銀行指數早 4-8 個月見頂，或許是警訊。標 $JPM $BAC $C $WFC $GS $MS 看淡。 (Bearish)
- 9/26–10/2 · 0 posts · Bull 0 / Bear 0No discussion
- 9/19–9/25 · 0 posts · Bull 0 / Bear 0No discussion
Key views and how they evolved Newest first
@jimcramer: a major paper says higher rates threaten big bank earnings, but Wells Fargo tells him it is positioned to make more money in that scenario.
See original
Big article in the most important financial paper about how big banks earnings are threatened by higher rates. But Wells Fargo tells me they are positioned to make more money in that scenario, Facts are useless even when they are hard to get
Reasoning: Fundamentals · Medium term
@amitisinvesting market recap: bank earnings mixed but resilient; $GS had its second best revenue quarter ever as equities trading rose 72%, $C its best Q3 in a decade, $JPM missed EPS despite raising 2026 NII outlook, $WFC beat EPS but missed revenue. BofA survey says 10Y yields may need to near 6% before rotation into bonds; tech allocation highest since Aug 2020. Paul Tudor Jones says 2027 could be very challenging, like 1999, and expects to stay short. $AAPL unveiled $299 HomeView hub. $ORCL urged FERC to speed a gas pipeline for its New Mexico AI data center.
See original
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Q3 2026 earnings season got underway with reports from JPMorgan $JPM, Goldman Sachs $GS, Citigroup $C, and Wells Fargo $WFC, delivering a mixed but generally resilient picture for the banking sector. Goldman Sachs led the group with a standout quarter, posting its second-best revenue quarter ever as equities trading surged 72%, while Citigroup reported its strongest third quarter in a decade, driven by strength in services, wealth management, and equities. JPMorgan delivered a rare earnings miss despite raising its 2026 net interest income outlook, and Wells Fargo beat on earnings but missed on revenue. Across the sector, banks continued to describe the U.S. consumer as resilient, highlighted ongoing AI-driven corporate investment, raised or maintained optimistic net interest income expectations, and pointed to strong equity trading activity, while cautioning that sticky inflation, higher-for-longer interest rates, elevated valuations, and geopolitical risks remain key challenges heading into 2027. 2. Bank of America said 10-year U.S. Treasury yields may need to approach 6% before investors meaningfully rotate out of stocks and into bonds, according to its latest Global Fund Manager Survey. The survey found 76% of respondents expect the Fed to leave rates unchanged in October, while technology allocations climbed to their highest level since August 2020 and long semiconductors remained the market’s
Reasoning: Fundamentals
$KBWB (bank ETF) -12.4% from 8/14 through yesterday while S&P +0.3%. Despite mixed results, $JPM -0.9%; $WFC -3.1%; $C -5.6%; $GS -0.2% all fell today with KBWB -1.4%. Remains circumspect into Q3 earnings given poor start from this sector.
See original
$KBWB (bank ETF) -12.4% from 8/14 through yesterday while S&P +0.3%. Expectations were low. But despite mixed results, $JPM -0.9%; $WFC -3.1%; $C -5.6%; $GS -0.2% all fell today w/ KBWB -1.4%. I remain circumspect into Q3 earnings given the poor start from this important sector.
Reasoning: Fundamentals · Short term Specific
$WFC shows where a 5.2% 10-year hurts a bank: the spread stops keeping up with the balance sheet. Average loans rose 11%. Net interest income rose 5%. Provision for credit losses rose 51% to $1.03B from $681M. Falsifier: provisions under $700M with yields still above 5%.
See original
$WFC shows where a 5.2% 10-year hurts a bank: the spread stops keeping up with the balance sheet. Average loans rose 11%. Net interest income rose 5%. Provision for credit losses rose 51% to $1.03B from $681M. Falsifier: provisions under $700M with yields still above 5%.
Reasoning: Fundamentals · Medium term
(Reposted by @SaraEisen) @SquawkStreet: Wells Fargo CFO Mike Santomassimo says they see no cracks in delinquency trends suggesting near term stress.
See original
"We're just not seeing any cracks around delinquency trends that would lead you to believe you're going to see any near-term stress come through." @WellsFargo CFO Mike Santomassimo shares takeaways from the bank's latest earnings: https://www.cnbc.com/video/2026/10/13/watch-cnbcas-full-interview-with-wells-fargo-cfo-mike-santomassimo.html
Reasoning: Fundamentals · Short term
No-stance mentions (3)
@RedDogT3 argues for trading less now: the market is near all-time highs but momentum is deteriorating, breakouts are failing and former leaders are breaking down. $SPY is less than 2% below its high, held up by a few mega-caps, while $QQQ is weakening; he watches $773 to $775 on $SPY as near-term support. $JPM first fell $8 to $11 after earnings, slipping below its 200-day near $325, then recovered above $340; he holds no $JPM, $GS or $WFC and suggests waiting a day or two after bank earnings. He exited semis last week after the failed $SNDK reversal and its break below the 50-day; $MU suffered a bull trap with the 100-day as the next downside reference; $NVDA had one of the weakest breakouts to new highs, failed to hold $243 and lost its $236 pivot, and after about six down sessions is nearing its 50-day with $224.92 and $221.09 as references. An oversold bounce could trigger semis short covering, but that is not a return to leadership. $META is more constructive, and holding around $727 supports the bullish structure. $TSLA keeps producing broken bounces, with $368 as support and a reclaim of $377.58 improving the picture. He advises not chasing bounces, cutting unnecessary exposure and protecting capital.
See original
📺 WHY TRADING LESS IS THE RIGHT APPROACH NOW + BANK EARNINGS + CAN $NVDA, $MU & $SNDK BOUNCE BACK? + $META STILL STRONG + $TSLA STUCK IN CHOP The market remains close to all-time highs, but beneath the surface, momentum is deteriorating, breakouts are failing, and former leaders are breaking down. This is NOT an environment to force trades. Sometimes doing less is the smartest strategy. * $SPY remains less than 2% below all-time highs, supported by a handful of mega-cap leaders. But $QQQ is weakening, and many individual stocks are struggling. Watch $773–$775 on $SPY as an important near-term support zone. The indices look healthier than the average momentum stock. * Bank earnings are coming out. $JPM initially dropped $8 following earnings, with losses extending to $11 as the stock slipped below its critical 200-day moving average near $325. Failure to reclaim that level could weigh on financials and broader market sentiment. UPDATE: $JPM above $340. Banks tend to be noisy after earnings, so waiting a day or two for clearer direction makes sense. I don't have $JPM $GS or $WFC. * I exited semiconductor positions last week after $SNDK failed reversal signaled trouble. Its subsequent break below the 50-day confirmed deteriorating momentum. $MU also suffered a significant bull trap, with its 100-day moving average becoming the next important downside reference. $NVDA delivered one of the weakest breakouts to new all-time highs we've seen in a major leader. It
Reasoning: Technicals · Short term Specific
Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.
See original
Lots of Financial Stocks reporting this earnings week: http://TradingTerminal.com/calendar via @MarketAtlas @BearBullTraders $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ $C $IBKR $MS $SFNC $STT $TFC $HOMB $MRSH $CNS $FAST $FHN $CFG $SOTK $BNY $BSVN $PLD $NRDBY $WIT $USB $ERIC $AZZ $CMC $BLK $SCHW $MAN $ACI $FBK $EQBK $INDB $JBHT $MTB $PGR $TRV $WSE $WAFD $PNC $RF
Reasoning: Not tagged by analyst
$SOFI $HOOD $JPM $WFC
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.