Big Banks Shake Off CRE Jitters, Cut Loss Reserves And Raise AI Hopes

Barchart·07/16/2026 02:42:15

The clouds of debt maturities and nonperforming loans haven’t entirely cleared from the country’s largest banks, but the shine of artificial intelligence and data center development is erasing the shadows cast by Wall Street's anxieties over pandemic-era loans. AI dominated the conversation across earnings calls for five of the country’s largest banks Tuesday as concerns about commercial mortgage quality and delinquencies from the bygone era of ultralow interest rates faded into the background. "The issues of the moment, whether it's real estate four or five years ago or whether it was private capital lending and all this stuff, just aren't surfacing the...