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Sitara Sundar, head of alternative investment strategy at JPMorgan Private Bank, discusses the outlook for the artificial intelligence trade. Speaking on Bloomberg Television, she says her firm still has a constructive view on the AI industry in the long run. "We would actually start to lean more into some of the integration and the application layer of artificial intelligence," she adds.
Goldman Sachs, JPMorgan, HSBC, and Deutsche Bank all forecast a quarter-point increase at the Fed's Sept. 15-16 meeting after hotter-than-expected inflation data
Sept 13 (Reuters) - Goldman Sachs now expects the U.S.
JPMorgan analysts said higher government borrowing costs and inflation remain risks, but continued corporate earnings growth could support equity markets if inflation expectations remain anchored. Key Investor TakeawaysJPMorgan expects earnings momentum to remain an important support for equities despite rising bond yields and renewed inflation pressures.
Four banks marked this Nevada miner down in August. One just went the other way.
JPMorgan Chase analysts expect eight of the world's nine developed-market central banks to lift interest rates before the end of the year in efforts to tame sticky inflation and commodity price pressures. In a research note published Thursday, the analysts said they expect rate hikes from the Federal Reserve, Bank of Japan and European Central Bank, as well as from central banks in Australia, New Zealand, the United Kingdom, Norway and Sweden. JPMorgan said its base case was for the Fed to hold rates next week and lift them in December.
Investing.com -- JPMorgan revealed Friday that it has started coverage of Hims & Hers Health at Neutral, setting a December 2027 price target of $32 as it weighs the direct-to-consumer health platform's rapid growth against execution risks in its shift to branded weight-loss drugs.
Wall Street’s view of Meta is shifting as the company pushes deeper into artificial intelligence and looks for its next major source of growth.
The bank’s revised forecast says something uncomfortable about today’s price.
Rogo, which recently signed a new round of strategic investments, is already used by major investment banks.
Perma-Pipe International (NASDAQ:PPIH) reported higher second-quarter fiscal 2026 sales and earnings as volumes increased in its Middle East and North Africa and North American operations, while the company expanded production capacity and added financing flexibility for future growth initiatives.
The volume of companies’ duty payments to the federal government remains far above the pre-2025 norm, according to a recent JPMorganChase Institute analysis.
Q3 earnings season, led by energy and AI-driven tech gains, is likely to beat lowball consensus estimates, with S&P 500 outperformance possibly pushing the index toward 8,500 by early 2027.
Investing.com -- In a note to clients on Tuesday, JPMorgan initiated coverage of FedEx Freight with an Overweight rating and a December 2027 price target of $160, arguing the recent spin-off gives North America's largest less-than-truckload carrier room to improve profitability and service as a stand-alone company.
Playing an official part in the IPO process could give Robinhood more influence over the number of shares allocated to its customers.
Strong August jobs data raised rate-hike odds ahead of the Fed's September meeting. IWM, XLF, and TLT offer different ways for investors to position for the decision's outcome.
Anthropic could give Morgan Stanley (MS) and Goldman Sachs (GS) key roles in handling its market deb
Sept 2 (Reuters) - Southwest Airlines on Wednesday unveiled plans to open its first-ever airport lounges, as the carrier steps up efforts to attract higher-spending premium travelers and diversify
Four initial lounges are being built as the airline hopes to lure fliers to a new high-end credit card it plans to launch next year.
Investing.com -- J.P. Morgan downgraded NIO to Neutral from Overweight and cut its price target to $4.50 from $7.00, citing sluggish demand in China's passenger-vehicle market, intensifying price competition and limited overseas exposure that could constrain the electric-vehicle maker's earnings upside.
Strategists at Citadel Securities and JPMorgan both said they have turned temporarily cautious, though neither is saying the bull market is over.
JPMorgan Chase & Co.’s trading desk has dialed back its optimistic outlook on U.S. equities to a neutral, cautious stance after hawkish comments from Federal Reserve Chairman Kevin Warsh.
Dell Stock Heads Into Earnings With a Major Catalyst: J.P. Morgan Expects Higher Guidance
Kevin Warsh just told the market that the Fed has been blaming the wrong culprit for inflation for decades, and if he is right, the playbook for rate hikes, growth stocks, and the entire AI capital cycle changes with it.
A technical funding adjustment could remove $13 billion from the bank's expected capital relief.
Investors now need proof demand can match spending
JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS) and Morgan Stanley (MS) are clashing
By Pete Schroeder WASHINGTON, Aug 27 (Reuters) - Wall Street's most powerful banks fought side by side for years to relax capital rules, but with victory in sight, that alliance has fractured.
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