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Bloomberg9d agoneutral
Nscale Touts $51 Billion in Contracts, Targets September US IPO

(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine

JPMorgan issued a quiet warning about new exchange
TheStreet9d agoneutral
JPMorgan issued a quiet warning about new exchange

Investor appetite for Hyperliquid exchange-traded funds has stalled after a strong spring, and JPMorgan said in a report on Thursday that the slowdown points to deeper questions about the platform's competitive position. Hyperliquid is a decentralized exchange for perpetual futures, crypto ...

Bloomberg9d agoneutral
Alphabet’s Jumbo Bond Sale Draws $115 Billion of Investor Demand

(Bloomberg) -- Alphabet Inc. has received about $115 billion of orders for its latest jumbo bond sale, signaling renewed investor appetite for debt tied to the artificial intelligence boom after a recent selloff.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joined Forces Months Ahead of H

💬 Money Quote: Jamie Dimon on Market Leverage
The Wall Street Journal9d agoneutral
💬 Money Quote: Jamie Dimon on Market Leverage

📣 "Market leverage is pretty high.... When you have that, you do have a higher chance that something will disrupt the market in a quick way and people get rattled over it." —JPMorgan Chase CEO Jamie ...

Nike stock could suffer because of JPMorgan verdict
TheStreet10d agoneutral
Nike stock could suffer because of JPMorgan verdict

Nike stock (NKE) has fallen sharply in 2026, and investors have been waiting for signs that CEO Elliott Hill's turnaround plan is working. On Tuesday, Aug. 4, one of Wall Street's most-followed retail analysts said that wait will be longer and more costly than expected. JPMorgan downgraded Nike and ...

Bloomberg11d agoneutral
Bond Dealers Expect US Will Avoid Signaling Auction Increases

(Bloomberg) -- The US Treasury will need to increase the sizes of at least some of its fixed-rate borrowing programs next year but is unlikely to signal the shift just yet, according to bond dealers.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Lead

Health Care Roundup: Market Talk
The Wall Street Journal11d agoneutral
Health Care Roundup: Market Talk

Find insight on Bayer, Parkway Life, Fresenius Medical Care and more in the latest Market Talks covering health care.

JPMorgan makes surprising S&P 500 call after inflation shock
TheStreet11d agoneutral
JPMorgan makes surprising S&P 500 call after inflation shock

Wall Street’s nervousness over inflation and higher rates derailing the stock market was already on the radar. Elevated oil prices threatened to lift consumer prices and stoke fears of a Fed rate hike while pressuring tech stocks that had powered the market to record highs. The Nasdaq 100’s ...

JPMorgan Chase Plans Major New Housing Effort
The Wall Street Journal11d agoneutral
JPMorgan Chase Plans Major New Housing Effort

$750 billion That's the eye-catching amount that the nation's largest bank said it is investing through 2035 as part of an initiative to support homeownership in the U.S. The initiative has the backing of Chief Executive Jamie Dimon, who has said he is worried about the future of the American economy and wealth inequality.

Bloomberg12d agoneutral
Robinhood Private Company Fund to Back Y Combinator Startups

(Bloomberg) -- Robinhood Markets Inc. kicked off formal marketing of its second publicly traded closed-end fund, which will focus on investing in private companies that have participated in startup accelerator Y Combinator’s programs.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosStocks, Bonds Rise as US-Iran Hopes Spur Oil Drop: Markets WrapTrump Say

Bloomberg12d agoneutral
JPMorgan Seeks to Pour $750 Billion Into Housing in Next Decade

(Bloomberg) -- JPMorgan Chase & Co. is vowing to funnel $750 billion into housing over the next decade, nearly 40% more than it has over the past 10 years, as part of Chief Executive Officer Jamie Dimon’s push to invest more money in US communities. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping At

Bloomberg12d agoneutral
Bessent Seen Rebuffing Wall Street on Guidance for US Debt Sales

(Bloomberg) -- Treasury Secretary Scott Bessent’s debt-management team has rebuffed Wall Street suggestions to tweak its guidance for future sales of US Treasuries for so long now that many dealers have abandoned predicting a change anytime soon.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping A

Bloomberg12d agoneutral
Morgan Stanley’s Wilson Tips Earnings to Revive Momentum Trade

(Bloomberg) -- Momentum-style equity investing is poised to rebound from a sharp retreat as sectors with strong earnings replace chip stocks in leading the market’s gains, Morgan Stanley strategist Michael Wilson said.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping AttackCrushed by Kospi Rout,

Bloomberg13d agoneutral
AI and Chips Are Turning Malaysia Into Asia’s Growth Standout

(Bloomberg) -- Joel William is about to begin a feasibility study for a Chinese client weighing a chemical plant in Sarawak, Malaysia’s biggest state on the northern coast of Borneo.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesIndia’s Family Offices Embrace Profit-Sharing to Attract Top TalentCrushed by Kospi Rout, Angry Koreans Rip Lee and Vow

JPMorgan resets Amazon stock target after AI payoff
TheStreet13d agoneutral
JPMorgan resets Amazon stock target after AI payoff

Amazon (AMZN) stock blasted off post-earnings as Wall Street celebrated evidence that its whopping artificial intelligence (AI) spending was producing a measurable payoff. For the most part, investors were bracing for another quarter marred by fears of capital expenditure and questions about ...

Bloomberg14d agoneutral
Capital One Cites Money Laundering Review in Trump-Related Suit

(Bloomberg) -- Capital One Financial Corp. said in a court filing late Friday that it closed accounts belonging to President Donald Trump’s sprawling real estate company in 2021 for legitimate reasons after an internal review by the bank’s anti-money laundering team.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help

Bloomberg15d agoneutral
Biggest Wall Street Rotation Since 2020 Shows AI Crowding Risks

(Bloomberg) -- Wall Street staged a tentative recovery from one of the wildest weeks of the AI boom, belying a historic rotation beneath the surface that briefly exposed growing cracks in some of the grand assumptions underpinning global markets.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaMicrosoft’s $450 Billion Jump Is Biggest in Sto

Bloomberg15d agoneutral
US Treasury Weighs Repo Entry That Could Reshape Funding Markets

(Bloomberg) -- The US Treasury is exploring bringing some of its cash pile into the roughly $13 trillion market for repurchase agreements, reviving a two-decade old idea and sparking a debate around its potential to reshape a key part of the financial system’s plumbing. Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post B

Bloomberg15d agoneutral
Griffin's Move Offers AI Reprieve as Traders Eye More Blowouts

(Bloomberg) -- Billionaire Ken Griffin's rescue of hedge fund Situational Awareness helped trigger a relief rally in global AI stocks, leaving traders debating if the worst is over or more blowouts are on the way.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft's $450

Bloomberg15d agoneutral
Griffin’s Move Offers AI Reprieve as Traders Eye More Blowouts

(Bloomberg) -- Billionaire Ken Griffin’s rescue of hedge fund Situational Awareness helped trigger a relief rally in global AI stocks, leaving traders debating if the worst is over or more blowouts are on the way.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450

Bloomberg15d agoneutral
The 24-Hour Race to Salvage Situational Awareness’ Souring Bets

(Bloomberg) -- He was hailed as the “Nostradamus” of AI — a young oracle with bold prophecy for the future.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Post Biggest Advance Since April 2025: Markets WrapBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMeta Falls After Defending AI Bets to Skeptical Investors“Before long, the world will wake up,” Leopold Aschenbrenner, tech-s

Bloomberg16d agoneutral
CoreWeave’s Wild Stock Ride Takes Toll on Its Cost to Finance AI

(Bloomberg) -- CoreWeave Inc. is no stranger to shaking off wild stock-market swings like those of the past few days, when its shares plunged to their lowest level in 14 months only to then stage their sharpest rally of the year.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Post Biggest Advance Since April 2025: Markets WrapBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMet

JPMorgan makes bold BWX Technologies prediction
TheStreet16d agoneutral
JPMorgan makes bold BWX Technologies prediction

JPMorgan just pointed investors toward a fast-rising player in AI nuclear energy. On July 27, 2026, the bank started coverage of BWX Technologies (BWXT) with an overweightrating and a $230 price target. That target runs through December 2027 and sits about 30% above where the stock traded when the ...