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back to Fast Money. J.P. Morgan, Goldman Sachs and Morgan Stanley among the names trading at fresh records today. The stocks, just some of the marquee banks beating earnings estimates this week alongside Wells Fargo City and Bank of America. BNY Discover Financial and American, also hitting new highs today. Everything about this environment is great for financials, Karen.

It really is. I mean, on every front, you had net interest income, which is great. You had other income, which is great. You had banking, you had asset wealth management. You even had growth in loans. I mean, and you're in that capital, potentially more capital. They might be able to release some capital and a great environment overall in the economy. So there's a lot to like there.

So we've liked the sector. I do think the investment banks are getting a little pricey, but we've still got really solid earnings revision trends and they probably got a bit more room to run. But look, I think a lot of the sort of less challenging stuff for markets, the good stuff, so to speak, from the Trump administration, easier regulation, M&A, increased business optimism, all that stuff feels like maybe it hasn't quite happened in a big wave yet, but it's still kindling. And some of the more challenging things like tariffs just aren't that relevant here. So I think this is still a good sector to be in. I do like the regional banks better than the investment banks, but I think there's still more to be done here. Yeah. Court?

Yeah, I think the banks look really attractive here. And I do think, coming into a new administration, they're one of the direct beneficiaries of less regulation. You're really seeing a yield curve that's normalizing is really good for them. And I think what's also been really positive to see is their commentary on the consumer has been very positive, where they're saying, well, we're really not seeing cracks in the consumer because consumers are still spending. So it's good for the banks, but also good for the economy and the markets on a whole. So I've been really happy to see the news that's coming out.