After a strong first quarter, America's second-largest bank hailed the resilience of the U.S. consumer, but also forecast rising inflation in the near future.

Both Chase and Wells Fargo had a 15% reduction quarter-to-quarter in mortgage originations, more than the industry forecast for a 6% drop-off, Keefe, Bruyette & Woods noted.

The CEO of America's largest bank said that private credit won't crash the banking system, but a credit cycle will be worse on the economy than people expect.

The San Francisco-based banking giant reported increased earnings and continued benign credit conditions, but net interest income fell short of Wall Street's expectations.

During the bank's first-quarter earnings call, Jane Fraser dismissed a recent report that Citi is entertaining the idea of buying a large U.S. regional bank.

America's largest bank enjoyed strong performance in each part of the company, but especially its markets business. JPMorgan also kept credit in check, despite concerns about geopolitical conflict.

Goldman Sachs' earnings were stellar, and the other major will likely also be strong; but the details beyond the bottom line that are worth paying attention to.

Goldman CEO David Solomon called the overall macroeconomic environment "constructive" on Monday, but he also addressed the elephant in the room: a war in Iran that threatens to drive up U.S. inflation.

First-quarter earnings will provide insights into how the Iran war is affecting consumers and how AI is changing banks.

The SEC is reportedly preparing a proposal that would give banks and other companies the option to report their earnings every six months, adding urgency to a long-running debate over how firms communicate with investors.

Penny Pennington has presided over a wide-ranging overhaul that has seen forays into alternative assets and banking but also heightened rates of advisor departures.

The Royal Bank of Canada's base outlook is that tariffs will remain at their current levels. But it also sees a possibility that U.S. trade policy will bring on a severe North American recession.

The Brazilian neobank attributed a Q4 boost in its credit portfolio to its AI-powered underwriting tool, but expenses caused it to miss Wall Street estimates.

After completing a migration to its proprietary tech stack, Chime is setting its sights on GAAP profitability in 2026 following a strong fourth quarter.

The Toronto-based bank reported higher revenue across the entire company, including in the U.S., and kept expenses in line with its previous projections.

BMO moved closer to hitting company-wide and U.S. profit targets after reporting increased first-quarter profits.

There's speculation about a potential deal, which could boost Stripe's merchant appeal and accelerate its agentic commerce strategy. But payment experts also say Stripe could face a bidding war that includes AI companies.

Shares of the neobank plummeted nearly 30% Thursday despite posting revenue over $1 billion as investors balked at up-front loan provision expenses that come with the expansion of Klarna's longer-term installment loans.

The New York City-based lender, whose roots lie in taxi lending, believes an expanded home-improvement loan operation will generate mid-teen loan growth this year.

Investors were encouraged by Global Payments' fourth-quarter earnings results – the first post WorldPay acquisition – but some analysts remained skeptical that the legacy fintech could turn its business around.