# Big banks get stress test green light while tech implodes — rotate into JPMorgan and Goldman

_AI-generated trading idea · LONG · GS, JPM, KBE, XLF_

> Canonical page: https://commonquant.ai/research/for-you/big-banks-get-stress-test-green-light-while-tech-implodes-ro--51d7bfa6-9f3f-45a0-a782-205dae65bc4d

Big banks just got a clean bill of health from the Fed and are launching massive buyback programs, while tech stocks are pulling the broader market down. This divergence makes bank stocks an attractive safe-haven play away from the volatile tech sector.

## Idea

We are combining the bullish news of JPMorgan and Goldman Sachs passing the Fed stress test and initiating massive buybacks with the bearish news of the broader S&P 500 and tech-heavy Nasdaq selling off. While tech stocks are highly sensitive to inflation and market panic, the banks just received a definitive green light from regulators to return capital to shareholders. If the broader market wobbles, money often rotates from high-flying tech into stable, shareholder-friendly financials.

## Key details

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

## Community

- Upvotes: 11
- Views: 0
- Copies: 0
- Cosigns: 0

## News sources

- [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
- [Stock Market Today: Nasdaq Slides Amid Global Technology Sell-Off; Micron, Nvidia, Sandisk Fall (Live Coverage)](https://www.investors.com/market-trend/stock-market-today/dow-jones-sp500-nasdaq-tech-sell-off-micron-nvidia-sandisk/?src=A00220&yptr=yahoo) — Investor's Business Daily
- [The S&P 500 is at a critical crossroads. A break lower could signal more losses ahead.](https://www.marketwatch.com/story/the-s-p-500-is-at-a-critical-crossroads-a-break-lower-could-signal-more-losses-ahead-f425063c?mod=mw_rss_topstories) — MarketWatch

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