15:I[66739,["/_next/static/chunks/0kktebtcs1htf.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/00yc4h63rurg4.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/01b21njbdx~~m.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/0kn25ki6~d.3~.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/166.u_60qj09..js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/174-a_qls6cvj.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/0z~br_s19yb5~.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB"],"default"] 17:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_BypJS92VjRNoPRbChhh126pTmNUB"],"IconMark"] 16:T547,

Main Management CEO and CIO Kim Arthur remains confident in roughly 23% earnings growth, pointing to a resilient consumer, rising wages and strong corporate margins. He discusses JPMorgan Chase (JPM), Goldman Sachs (GS) and Wells Fargo (WFC), while arguing rates may have peaked and could settle into a more normal range. Arthur also sees utilities as an attractive AI infrastructure play as data-center power demand grows.

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From Bank Earnings to AI Power: Where the Market Goes Next

Schwab Network

From Bank Earnings to AI Power: Where the Market Goes Next