Wells Fargo, Capital One, and Keycorp are affected. Analysts see more weakness ahead.
The Federal Reserve would become the most powerful financial regulator.
The software maker's shares rise, however, because guidance is a bit stronger than expected.
Up 139 early in the afternoon, the Dow fades to a 32-point gain. Oil briefly tops $73. The Treasury's 30-year bond auction is successful.
VIDEO ON MSN MONEY
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The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
MONEY & POLITICS
Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
If you worry about money after the streetlights come on, these actions may help you rest easier.
Six weeks later, most Americans have forgotten about the 2014 tax season -- except those who didn't file by the April 15 deadline.
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