Barbarian Capital on X
mentioned: $SCHW $LPLA $RJF $AMP $JPM $BAC $BKNG Meta’s Muse Comes for Financial Stocks https://t.co/dqxVL8KJ2U
Sector
Banks
Everything our editor has picked under this sector, best first.
187 stories
JabroniCoin.USD on X
SocGen really seems like the Citi of Europe. $GLE $C AI-driven cost reduction, and ROTE acceleration? Or is the CH Robinson of banks? https://t.co/gNqcJVvRFc https://t.co/ui4wQ2uf8Z
Negligible Capital on X
Lots of financials like insurance brokers, banks, retail brokerages getting smoked on Muse / agentic concerns / cash sweeps / wealth mgmt? $SCHW, $LPLA, $RJF all getting crushed along with all of insurance Looks like sell first, think later is back https://t.co/pvWN2aytg3
Ian Bezek on X
@EconomieReel @jeremie0117 There's not even one poll showing Flavio up. Betting market has gotten way over its skis... I'm long $NU and $INTR but Lula losing is not the default assumption to make imo... https://t.co/NlgYYmcXFu
JabroniCoin.USD on X
ROTE ⬆️ Costs and RWA ⬇️ Bursobank growing 7.1x forward earnings and 0.9x TBV I’m $GLE ful https://t.co/fFzBcgxp3d https://t.co/cfAa7GcsFl
Goldman Sachs Sinks Toward Bear-Market Territory - Time To Buy
Goldman Sachs posted $20.98 in Q2 EPS on $20.3 billion of revenue and raised its dividend to $5 per share, with M&A and issuance activity…
Mike Zaccardi, CFA, CMT 3 clicksCalvin Blissett on X
@RodAlzmann I did think $CASH was interesting, I have heard about $GDOT before, Rod I admire your work and think your a good analyst could you give the quick elevator pitch?
Pioneer Bancorp Has One Too Many Red Flags
Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…
Crimson And Gold Research 5 clicksTimyan Bank Alert on X
@mike_astarita Yes, $BNCC shareholders approved the merger.
Timyan Bank Alert on X
Bank7 Corp. $BSVN to Acquire Century Financial Services Corporation and Expand Southwest Franchise into New Mexico https://t.co/EBkIPiIu5X
junkbondinvestor on X
Blackstone? ✔️ Alphabet? ✔️ 10 banks salivating to provide $22bn in chip financing? ✔️ All for Crux AI, a company that launched THIS month (w/ $5bn equity from $BX). Crazy to remember this asset class barely EXISTED not too long ago https://t.co/hT0pjvDgKI
Potential Winners And Losers From Nu Bank’s Aggressive Launch Into The United States (Ticker: NU)
Nu Bank’s U.S. launch pairs 4.5% APY and 2% cashback with fee-free USDC remittances, pressuring SoFi, Capital One and cross-border transfer…
kab60 on X
$FIS mngmt trying to pump my bags (and theirs!) by sending out press releases, while the mkt keeps shitting on them: FIS Builds Core Banking Momentum Across New $100 Billion Bank and Five New Charters (only momentum is in cadence of press releases!): https://t.co/Kwb4jJ5dus https://t.co/UkjQDpt26v
kab60 on X
$FIS "delivered record first-half core wins across its community and regional banking segment, representing millions of accounts added" $JKHY said the same. $FISV the obvious loser and mngmt turmoil+strategic review (divestments...) probably not helpful to attrition. https://t.co/CZh4hQX9C9
SG on X
$NEWT declares 0.19/sh dividend, same as the prior several quarters https://t.co/4xr5kxmAOD
NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy
NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…
Stephen Nemo 1 clickSG on X
Looks like $NU US operations are live. Might consider if it has Zelle. https://t.co/SATYDU8b7y
JabroniCoin.USD on X
Is this bullish or bearish $C? https://t.co/mUh1Wdw99N
Timyan Bank Alert on X
The Pipeline: Blue Ridge $BRBS worked to shore up its business between two sale offers | S&P Global Market Intelligence https://t.co/nfapDdBkkI
Timyan Bank Alert on X
First Citizens Bank $FCNCA Completes Branch Acquisition, $BMO Expanding Presence Across the Midwest, Great Plains and West - Sep 8, 2026 https://t.co/nSY447rI1e
Timyan Bank Alert on X
John Marshall Bancorp, $JMSB and Eagle Financial Services, $EFSI Announce Strategic Merger Uniting Two of Virginia’s Leading Community Banks - https://t.co/pa9UheDEBK
Timyan Bank Alert on X
MERION ROAD CAPITAL AND BLUE HILL ADVISORS REQUEST BOARD REPRESENTATION AT UNITED BANCORPORATION OF ALABAMA $UBAB https://t.co/3cA3bEQsy2
SoFi Technologies: Growth Is Doing The Heavy Lifting, And I Am Buying The Setup
SoFi targets $4.75–$4.85 billion of 2026 adjusted net revenue as lending, loan-platform fees and cross-selling scale its financial-services…
The Curious Analyst 1 clickDavid Orr on X
$GS should have ponied up the money. https://t.co/isJsSGuEzB
