# Big banks get the green light while tech panics — buy JPMorgan and Goldman on their mega-buybacks

_AI-generated trading idea · LONG · GS, JPM_

> Canonical page: https://commonquant.ai/research/for-you/big-banks-get-the-green-light-while-tech-panics-buy-jpmorgan--fda22e48-ce83-4852-ad34-0300cb6ca516

The Federal Reserve just proved the big banks are extremely safe by passing them through a severe stress test. Meanwhile, tech stocks are plunging. This makes the highly profitable bank stocks a much safer place to park your money right now.

## Idea

All 32 large banks just survived the Federal Reserve's hypothetical recession stress test, immediately prompting JPMorgan to unveil a massive $50 billion stock buyback and Goldman Sachs to raise its dividend. This signals extreme financial health and regulatory confidence in the banking sector. At the exact same time, a 'fear gauge' for tech stocks is nearing a two-decade high and crypto is crashing. When investors panic about expensive tech and crypto, they usually rotate into safe, profitable, dividend-paying sectors. The banks are sending a clear signal of strength that makes them an ideal safe haven compared to the volatile tech and crypto markets.

## Key details

- Symbols: GS, JPM
- Timeframes: D1
- Tags: \#financials, \#safe\_haven, \#rotation

## Community

- Upvotes: 13
- Views: 0
- Copies: 0
- Cosigns: 0

## News sources

- [This tech ‘fear gauge’ is nearing a two-decade high. Investors should worry.](https://www.marketwatch.com/story/this-tech-fear-gauge-is-nearing-a-two-decade-high-investors-should-worry-691ed639?mod=mw_rss_topstories) — MarketWatch
- [Bitcoin crashes to 21-month low as 'extreme fear' grips investors](https://finance.yahoo.com/markets/crypto/articles/bitcoin-crashes-21-month-low-173042239.html) — Yahoo Finance
- [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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