# Tech is cratering but big banks just got the green light to buy back billions — rotate into JPMorgan and Goldman

_AI-generated trading idea · LONG · GS, JPM, KBE_

> Canonical page: https://commonquant.ai/research/for-you/tech-is-cratering-but-big-banks-just-got-the-green-light-to--24c6cb3b-029e-4bb2-b885-87b196bb3f45

Big banks just got a clean bill of health from the Fed and are launching massive shareholder payouts, while tech stocks and crypto are plunging. Investors looking for safety are likely to rotate money into these stable, cash-rich financial giants.

## Idea

JPMorgan and Goldman Sachs just announced massive buybacks and dividend hikes after passing their Fed stress tests with flying colors, giving them a fundamental floor. Meanwhile, tech stocks and crypto are in freefall, with Bitcoin hitting multi-year lows and the Nasdaq selling off broadly. When speculative assets crack but the banking system is confirmed rock-solid, money typically rotates from high-risk growth into stable, shareholder-friendly financials. Wall Street is already noting that small caps and value are booming, confirming this rotation is underway.

## Key details

- Symbols: GS, JPM, KBE
- Timeframes: D1
- Tags: \#financials, \#risk\_off, \#rotation

## Community

- Upvotes: 14
- Views: 0
- Copies: 0
- Cosigns: 0

## News sources

- [Nasdaq, S&P end lower as tech stocks fall - Reuters](https://news.google.com/rss/articles/CBMinAFBVV95cUxOYktYX1NzUUhjN2p1VDBmM2lIS0I4S2c1cmFSQjFxUmFCQWNfeXpycEw3VTdPblhTcDZEUjVSeWNnWjNCaEIzNUpnQjhIYm00R3l1NUwtYk5nX3VhTkp2RTVFaU51TnVDVzh5MFpYZTliMzFuZUNmYllmX0JTRVpycmp5OTU5ZnZUdGxiQ01XY3ItenNodklTQUliMzk?oc=5) — Reuters
- ['Painful' Bitcoin Sell-Off Drags Ethereum, XRP and Dogecoin Lower as Crypto Stocks Dive](https://finance.yahoo.com/markets/crypto/articles/painful-bitcoin-sell-off-drags-205014642.html) — Yahoo Finance
- [Small caps are booming this year. Here are Wall Street's top smaller picks](https://www.cnbc.com/2026/06/25/small-caps-are-booming-this-year-here-are-wall-streets-top-picks-.html) — CNBC
- [JPMorgan Chase unveils $50 billion buyback, Goldman Sachs raises dividend after Fed stress test](https://www.cnbc.com/2026/06/24/jpmorgan-goldman-sachs-fed-stress-test.html) — CNBC

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