Understanding Hyperscalers and AI Infrastructure

2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.

(00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss:

- Why comparisons to 2023 give banks more credit than they may deserve.

- The split between JP Morgan’s investment banking and consumer businesses.

- Growing interest in private credit markets.

Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.

Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA

Host: Mary Long

Guests: Matt Frankel, Kirsten Guerra

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices