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A growing shortage of skilled workers needed to build data centers will likely accelerate Quanta Services ’ earnings at a faster rate than Wall Street expects, Bernstein analysts wrote Thursday. Bernstein upgraded Quanta to Outperform from Market Perform and raised its price target for the stock to $775 from $748, implying a 22% upside from its closing price of $634.90 on Wednesday. Labor constraints will emerge for the broader data-center buildout, to which Quanta has “invested aggressively to capture this opportunity,” the analysts wrote.

AI demand is giving CoreWeave more pricing power

Holding blue-chip Dow dividend payers in a taxable account quietly hands the IRS a cut of every reinvested dollar, year after year, and the compounding cost over two decades is far steeper than most investors expect.

BlackRock (NYSE: $BLK) is moving three of its investment portfolios onto the blockchain, giving investors a new way...

JPMorgan expands cross-border payment reach with Thunes, targeting faster payouts across 100+ corridors and broader access to local payment methods.

JPM is exploring a private-credit "second-look" model that could widen card approvals while limiting exposure to higher-risk borrowers.

BAC's revenue outlook is supported by broadening loan growth, 7-8% NII growth and continued repricing of fixed-rate assets.

Equities can keep climbing even as rising bond yields raise the bar for earnings growth, according to JPMorgan Chase & Co.’s Grace Peters.

Volatility often gets a bad rap in the market, but it can also be a powerful force for investors who know how to navigate it. The Yahoo Finance Market Hang panel explores why volatility is an essential part of functioning markets, how investors can better navigate periods of uncertainty, and whether embracing volatility can create opportunities.

The artificial intelligence (AI) investment surge is showing hardly any signs of abating, with spending across the hyperscaler ecosystem potentially hitting $1 trillion in 2027, according to JPMorgan Chase‘s CEO Jamie Dimon. Dimon, at the sidelines of the 11th annual...

JPM plans to double its GIFT City business, while adding liquidity and payments as India's growing global footprint creates new opportunities.

Charles Schwab stock recovered only modestly on Wednesday morning, a day after leading a wide swath of brokerage, bank and other financial stocks lower as AI-fueled competition heats up. Rapid adoption of Meta Platforms' Muse personal AI agent and a growing threat from Altruist, an AI platform for financial advisors that was recently acquired by Vanguard, have highlighted two very different type of risks to Schwab's business.

Jefferies is expanding European private credit with $4 billion in lending capacity as Point Bonita's Radiant World exposure raises risk questions.

Meta's Muse AI raises risks for finance firms by making it easier for customers to compare rates, fees and products, and move deposits or assets.

Canada's six leading banks are planning to launch a Canadian-dollar tokenized deposit system designed to move m...

JDEAX, JICAX, JHUKX and JSVRX offer diversified exposure across U.S. equities, emerging markets and small-cap value amid market volatility.

JPMorgan Chase (NYSE:JPM) and Qatar Investment Authority agreed a US$20b multi market investment partnership covering public equities and private credit. The alliance is led by J.P. Morgan Asset Management and allocates capital across several regions and asset classes for QIA. JPMorgan executives highlighted record global dealmaking and resilient M&A and IPO activity despite macroeconomic headwinds in recent commentary. The US$20b QIA partnership and record dealmaking only capture part of...

Expanded capabilities with Thunes will help clients send faster payouts to bank accounts and mobile wallets across 100+ corridors

The bank has recently explored finding partners to underwrite rejected applications for its co-branded credit cards.

Victory Giant underwriting demonstrates fee access while Washington scrutiny expands the compliance burden.

The bank told clients the company’s recent share sell-off does not match the size of its flagship uranium project.

JPMorgan Chase & Co. (JPM) reached $340.29 at the closing of the latest trading day, reflecting a -3.34% change compared to its last close.

The rapid adoption of the new artificial-intelligence agent threatens to disrupt wealth managers, brokerages and insurers.

Investing.com -- A sudden artificial intelligence breakthrough is reshaping Wall Street. Financials, travel, and telecom stocks tumbled Tuesday as investors fear Meta’s new Muse AI agent will eliminate customer friction—the long-standing habit of sticking with overpriced or underperforming services simply to avoid the hassle of switching. Disruption Across Habit-Driven Industries The aggressive sector rotation stems from the rapid ascent of Meta’s Muse, which recently hit No. 1 on Apple’s US App

PayPal customers can now use Meta’s Muse artificial-intelligence consumer agent to shop and check out, PayPal said Tuesday. Shares of PayPal rose 0.5% to $52.90 after the announcement. Meta Platforms stock fell 0.4% to $738.53.

Charles Schwab led a wide swath of brokerage, bank and other financial stocks lower on Tuesday as AI-fueled competition heats up. Schwab's partnership news with Anthropic last week was meant to address just this kind of disruption, but may have fallen short. Markets didn't react much on Sept. 1, when Altruist announced its new AI-powered all-in-one financial planning agent, encompassing retirement planning, investment optimization, cash flow analysis, estate planning, tax strategy, and insurance and risk.

The Nasdaq set a record on Tuesday morning while the Dow dropped 270 points. Neither move had much news behind it.

JPMorgan Chase just landed a $20 billion sovereign wealth partnership, yet its stock is leading the big banks lower today. Something bigger than a press release is moving the tape, and it starts with where Treasury yields are sitting right now.

The Dow Jones Industrial Average was trading lower thanks to bank stock weakness. The blue-chip index dropped 0.5%, or 232 points. Goldman Sachs and J.P. Morgan Chase were the two biggest stocks weighing on the Dow, contributing 105- and 75-point drags, respectively.

From strong demand and AI spending to higher oil prices and war costs, multiple forces could keep inflation elevated for longer, putting ETFs in focus.