CFRA's Ken Leon discusses the skeptical reaction from Wall Street to the first round of earnings in JPMorgan Chase (JPM), Wells Fargo (WFC), and Goldman Sachs (GS). For JPMorgan Chase in particular, Ken points to a lack of guidance and discussion on Anthropic's upcoming IPO as key points he believes investors wanted to see. He also explains why corporate lending is another important sticking point for banks in the coming months. Tom White offers an example options trade for JPMorgan Chase.