Jamie Dimon, pictured, has seen revenues surge amid volatility stemming from the Iran war, the mixed outlook for the global economy and the AI frenzy.

Big banks are set to report booming Q2 revenue as the SpaceX IPO, Iran war volatility and a rebound in commercial lending fuel Wall Street's "sweet spot."

JPMorgan beat Q2 2025 estimates with $5.24 EPS and $45.68B in revenue, while Jamie Dimon confirmed a JPMD deposit coin stablecoin push.