US Stocks: Big Three Banks Capture 80% of AI Trading Boom
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US equity markets are seeing a concentration of gains among Wall Street's largest institutions, with Goldman Sachs, JPMorgan and Morgan Stanley collectively generating $52 billion in equity trading revenue so far this year.
This trio now controls roughly 80% of the market, fueled in part by surging margin lending to hedge funds betting on the AI theme that continues to drive major US stock indices higher.
The data signals that institutional positioning around AI-linked names remains a dominant force shaping volume and volatility across US equity trading desks.