Home » Commercial » Tom Lee says blockchain and AI can also flip JPMorgan and Goldman Sachs into next Mag 7
Dec. 26, 2025
Lower charges and extra efficient operations can also lead to margin expansion.
Key Takeaways
- Per Tom Lee, banks stand to be main beneficiaries of both artificial intelligence and blockchain technology.
- Lee commended that banks treasure JPMorgan and Goldman Sachs can also very smartly be the next Mag 7.
Piece this text
Valuable monetary institutions can also watch margin expansion by adopting artificial intelligence (AI) and blockchain technologies, acknowledged Fundstrat’s Tom Lee in a recent interview with CNBC. He commended that tech-forward banks treasure JPMorgan and Goldman Sachs can also become the next Radiant Seven-vogue leaders.
“Financial companies and products companies are if truth be told huge beneficiaries of AI, and so that they’re huge beneficiaries of the consume of blockchain technology. Each will enable them to slit their employee depth of their industry,” Lee grand. “I deem the giant tech-forward banks are going to initiate to peep margin expansion and trade extra treasure tech stocks at some point soon.”
Lee expects a extra dovish Fed to help industry confidence get better, with the ISM manufacturing index potentially transferring aid above 50. He believes that can also create tailwinds for broken-down cyclical sectors treasure industrials, energy, and fashioned materials.
The strategist previously acknowledged that once the ISM exceeds 50, it historically correlates with solid yell cycles in Bitcoin and Ethereum.
As for the temporary picture, Lee restated his bullish stance for early 2026, noting that the stretch from the last week of the 12 months into the principle days of January has most continuously produced stronger-than-fashioned returns.
