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JPMorgan believes faster revenue growth across the artificial intelligence industry is making the huge wave of infrastructure investment underpinning the sector look increasingly sustainable from an economic perspective. “The recent acceleration in AI companies’ revenues makes the AI capex cycle look more economically viable than it did six months ago,” strategist Nikolaos Panigirtzoglou wrote in a note to clients.

Financial stocks were advancing pre-bell Friday, with the State Street Financial Select Sector SPDR

A JPMorgan research chief compared the strategy to paying a mortgage with a credit card, warning it does nothing to reduce the underlying debt burden

JPMorgan layoffs hit highest since 2015, Amazon expands drone delivery, Chinese tech IPOs outshine U.S. rivals, and more news to start your day.

Stoke Therapeutics (NASDAQ:STOK) shares gained 1. 4% in pre-market trading after JPMorgan initiated coverage of the biotechnology company with an Overweight rating and a $40 price target, adding another positive Wall Street view to the outlook for the RNA-focused drug developer.

The bank just put a big number on a small biotech company, and the target rests on a newly launched drug.

The country’s largest bank filed six layoff notices between February and July, impacting nearly 800 employees in Texas, New Jersey, and California.

CorpGov is pleased to share the final agenda for the 2nd LA CorpGov Forum, to be held on Friday, Sept. 18, 2026 at The Huntington Library in San Marino, California. The conference registration will begin at 1:00pm and feature an afternoon of panels, firesides and networking, followed by a reception at 5:00pm with cocktails and hors […] The post Final Agenda: 2nd LA CorpGov Forum Sep 18 Featuring Activism, Sports, Entertainment appeared first on CorpGov.

Renewed long-term yield pressure overwhelmed the theoretical benefit banks receive from higher interest rates.

Tom Lee of Fundstrat added Arista Networks (NYSE: ANET) and JPMorgan (NYSE: JPM) to his core list of stock ideas for 2026. The moves came up for discussion on CNBC’s Investment Committee, where two panelists who own the names walked through why they agree with Lee. Joseph Terranova, Senior Managing Director at Virtus Investment Partners, […]

Anthropic PBC expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, as preparations for the artificial intelligence firm’s debut pick up speed.

JPM lifts its 2026 NII outlook to $105.5B as loan and deposit growth offset rate pressures, though higher expenses may temper profit gains.

SCHW is expanding its Hyderabad tech hub to 2,000 workers by 2027-end as AI reshapes staffing, automation and in-house technology operations.

Prediction platform Polymarket is facing renewed scrutiny over suspected insider trading after research flagged more than 150 wallets that allegedly profited from bets tied to confidential U.S. military information.The nonprofit Anti-Corruption Data Collective (ACDC) suggested on Thursday that insider trading...

JPMorgan is warning that the US Treasury's surprise move to bring down long-term borrowing costs could make things worse. Scott Bessent's Treasury said yesterday it would at least double the size of its bond buybacks. That initially sent long-term yields lower. But JPMorgan says the move addresses the symptoms rather than the cause of America's ballooning debt pile. The bank warns that without real fiscal consolidation, investors could lose confidence and push borrowing costs even higher. The warning comes as US national debt has topped $40 trillion, raising the stakes as Washington continues to sell more securities. Our Markets Live Strategist Skylar Montgomery Koning joins Stephen Carroll and James Woolcock to discuss.

Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.

Investment bank JPMorgan Chase & Co. (NYSE:JPM) on Wednesday said that Tesla Inc. (NASDAQ:TSLA) appears to be prioritizing the Cybercab over further scaling its Model Y robotaxi fleet. New Cybercab Models? Influencer and Tesla investor Sawyer Merritt took to the social media platform X, sharing a note released by JPMorgan following its meeting with the EV giant’s management at its Fremont, California, facility. JPMorgan said that Tesla “expressed confidence in its ability to scale Cybercab in th

By Jayshree P Upadhyay MUMBAI, Aug 20 (Reuters) - India's market regulator has barred a JPMorgan Chase & Co.-owned entity, Copthall Mauritius Investment, from the securities market until further

Credit quality is strong in part because banks, the largest issuers, have rarely been in better shape over the past few decades.

Samsung Electronics Co. and SK Hynix Inc. are preparing record shareholder returns after investors sent their stocks tumbling over concerns around the sustainability of AI hardware spending.

JPMorgan backed Nokia’s AI and cloud growth potential, citing stronger future earnings potential.

Gold nears $4,525 as Treasury liquidity moves lift bullion. Here's what it would take to push gold past $5,000 before year end.

SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

Antofagasta’s fair value estimate has been trimmed from £38.80 to about £37.87. This puts the spotlight firmly on where current analyst price targets are sitting. Those targets now cluster between roughly £35.60 and £44.00, with firms such as JPMorgan toward the upper end, reflecting the split between bullish and bearish views on execution and copper output guidance. As you read on, you will see how these shifting targets feed into the evolving narrative around Antofagasta and what that might...

Alibaba Group Holding Ltd. is reclaiming its place as one of investors’ favorite Chinese technology stocks, on bets it can beat rivals in the combative artificial intelligence market.

JPMorgan Chase & Co. strategists warned that markets may view the US Treasury’s surprise effort to curb long-term borrowing costs as lacking credibility, potentially pushing up term premium and yields over time.

JPMorgan Chase & Co. (JPM) reached $357.26 at the closing of the latest trading day, reflecting a -1.65% change compared to its last close.

Jim Cramer called out analysts for piling into the same fintech names at the same time, and the recent carnage in SoFi, Klarna, and PayPal suggests he spotted something the buy ratings missed.

The market's most profitable bank slipped despite record earnings and booming trading revenue.