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JPMorgan Chase & Co. (JPM) Stock lags the market Despite Earnings Growth
Insider Monkey24d agoneutral
JPMorgan Chase & Co. (JPM) Stock lags the market Despite Earnings Growth

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]

Super Micro Stock Surges 15% on Gross Margin Expansion
The Wall Street Journal24d agobullish
Super Micro Stock Surges 15% on Gross Margin Expansion

Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.

Anthony Scaramucci Explains Why He's Long Bitcoin and Gold: 'Imagine an American President...Sitting in Front of a $55 Trillion Deficit'
Benzinga25d agoneutral
Anthony Scaramucci Explains Why He's Long Bitcoin and Gold: 'Imagine an American President...Sitting in Front of a $55 Trillion Deficit'

SkyBridge Capital founder Anthony Scaramucci positioned Bitcoin (CRYPTO: BTC) and gold as “part of the answer” to a changing monetary system under strain from fiscal pressures and declining purchasing power. Deficit Spending to Trigger High Inflation? Scaramucci voiced his concerns on X about the potential impact of deficit spending and inflation on the economy. The former White House Communications Director warned that national debt could rise from the current $39 trillion to $55 trillion withi

Is This the Most Undervalued Sector ETF on the Market?
24/7 Wall St.25d agoneutral
Is This the Most Undervalued Sector ETF on the Market?

While investors pour capital into AI and mega-cap tech, one overlooked sector keeps quietly delivering solid earnings and shareholder returns at a fraction of the market's valuation. The case for financials may be stronger than most investors realize.

Bloomberg25d agoneutral
JPMorgan, Goldman Set for $100 Million Paydays on SoftBank’s Record Loan

(Bloomberg) -- Global banks are poised to reap a windfall from SoftBank Group Corp.’s unprecedented borrowing binge as they fund the debt-laden conglomerate’s enormous artificial intelligence bet.Most Read from BloombergApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot’s Gamble on Big Models Pays OffYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS Allies in Persian Gul

Why Bloom Energy (BE) Stock Is Trading Up Today
StockStory25d agoneutral
Why Bloom Energy (BE) Stock Is Trading Up Today

Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 12.3% in the morning session after JPMorgan raised its price target on the stock from $267 to $346 and maintained an "Overweight" rating, citing a strong long-term delivery outlook. The firm introduced estimates through fiscal year 2030, projecting 4.1 gigawatts in product segment deliveries. Analysts noted this forecast was supported by existing customer agreements, including a recently expanded partn

JPMorgan Chase (JPM) Could Be 4% Undervalued On Fee Growth And Bond Issuance
Simply Wall St.25d agoneutral
JPMorgan Chase (JPM) Could Be 4% Undervalued On Fee Growth And Bond Issuance

JPMorgan Chase (JPM) has been active in the debt markets, announcing multiple fixed income offerings that span maturities from 2028 to 2056, including senior unsecured notes with fixed and variable coupons. See our latest analysis for JPMorgan Chase. At a share price of $338.87, JPMorgan Chase has seen recent momentum build, with a 30 day share price return of 4.2% and a 90 day gain of 8.27%. The 1 year total shareholder return of 18.69% and very large 5 year total shareholder return...

Bloomberg25d agoneutral
IRS Chief Denies Report He Spied on Colleagues While at JPMorgan

(Bloomberg) -- Frank Bisignano, the head of the Internal Revenue Service and Social Security Administration, denied a report in the Wall Street Journal that he spied on colleagues while at JPMorgan Chase.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS Strikes Iran in Escalating Camp

Investing.com25d agobullish
JPMorgan sees clean energy pullback as buying opportunity ahead of earnings

Investing.com -- JPMorgan said a recent selloff in clean energy and power infrastructure stocks has created attractive entry points ahead of second-quarter earnings, arguing that demand trends tied to data centers, industrial electrification and U.S. manufacturing remain intact despite recent market volatility.

Jamie Dimon Wouldn’t Buy Stocks, Treasurys Right Now
The Wall Street Journal25d agobullish
Jamie Dimon Wouldn’t Buy Stocks, Treasurys Right Now

JPMorgan Chase CEO Jamie Dimon said he isn’t bullish on long-dated Treasurys and stocks at current prices. “I would not be a buyer” of long-dated Treasurys, Dimon said on the “Master Investor Podcast” released late yesterday, citing current interest and inflation rates. Dimon also said he hasn’t bought any stocks recently, noting that corporate profits are currently very high.

Jamie Dimon Warns a Bond Market Reckoning Is Coming.
Barrons.com25d agoneutral
Jamie Dimon Warns a Bond Market Reckoning Is Coming.

JPMorgan CEO Jamie Dimon, one of Wall Street’s most venerated leaders and a man once on the shortlist of names to become Treasury Secretary, offered some straight talk on the value of U.S. debt and the impact of deficit spending this week. Dimon, who at the age of 70 is nearing the end of his two decade tenure at the helm of the world’s biggest bank but remains the market’s central conscience, told Wilfred Frost’s Master Investor Podcast that he wouldn’t be a buyer of At least not at current levels. Dimon said the government can handle the issue one of two ways, either through a bipartisan effort similar to the Simpson-Bowles Commission of 2010, proposed by President Barack Obama and led by Republican Congressman Paul Ryan, or “waiting for it to become a problem.”