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24,258 signal articles · 39 in last 24h · 115,255 total before filter · latest 2h ago
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Bloomberg5d agoneutral
JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off

(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from BloombergIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’China Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Hold Near Record Highs, Oil Ticks Higher: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says

J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength
Reuters5d agoneutral
J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength

J.P. Morgan raised its year-end target for the S&P 500 index to 8,000 from 7,800 on Monday, citing ‌prospects of solid corporate earnings and rising confidence that AI ‌investments by large hyperscalers would drive faster revenue growth. The new target implies about 3.1% upside ​from the index's last close of 7,757.64 and adds to a growing wave of bullish calls, with at least seven brokerages now expecting the benchmark to reach the 8,000 level by 2026-end. "As elevated backlogs convert into recognized revenue, ‌cloud growth should remain ⁠well supported, helping validate rising AI capex, strengthen order coverage, and further ease ROIC (return on invested capital) concerns," J.P. ⁠Morgan analysts said.

Bloomberg6d agoneutral
Behind Bessent Moves, Wall Street Sees Sign of Bond-Market Angst

(Bloomberg) -- Wall Street traders and strategists say US Treasury Secretary Scott Bessent is sending fresh signals that he’s eager to keep bond yields from spiking higher.Most Read from BloombergTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its Conditions Must Be MetOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300America’s Cyber Forces Grapple With Cluster of Deaths by SuicideWalmart Tests Fulfillment Cart Changes After Child Hit

Sunrun (RUN) Stock Fair Value Falls As Analysts Weigh Growth Projects And Cash Risks
Simply Wall St.7d agobearish
Sunrun (RUN) Stock Fair Value Falls As Analysts Weigh Growth Projects And Cash Risks

Sunrun’s latest internal fair value estimate has shifted from US$18.84 to US$17.05, signaling a more conservative stance on the stock’s pricing. This reset lines up with recent Street research that balances enthusiasm for Sunrun’s grid scale storage and AI related projects with concerns about execution, cash generation, and sector level risks. As you read on, you will see how these moving pieces shape the evolving Sunrun narrative and what that can mean for your own view on the stock. Stay...

Bloomberg8d agoneutral
Data Center Firm Switch to File Confidentially for IPO

(Bloomberg) -- Switch Inc. filed confidentially for a US IPO, according to people familiar with the matter, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shipping Reached With OmanWalmart Tests Fulfillment Ca

Greggs (LSE:GRG) Stock Fair Value Edges Higher After Mixed Analyst Target Changes
Simply Wall St.8d agoneutral
Greggs (LSE:GRG) Stock Fair Value Edges Higher After Mixed Analyst Target Changes

Greggs sits at the centre of a fresh price target debate, with recent analyst work clustering around £19.60 and £22.10 per share. These targets reflect different views on how much upside remains after the recent rally, with one camp leaning on continued execution and efficiency gains and another more focused on a tighter margin of safety and execution risk. In the sections that follow, you will see how this split view is shaping the evolving narrative around Greggs and what to watch...

Financial Services Roundup: Market Talk
The Wall Street Journal8d agoneutral
Financial Services Roundup: Market Talk

Find insight on Munich Re, Oversea-Chinese Banking Corp., Assicurazioni Generali and more in the latest Market Talks covering financial services.

Portman Ridge Finance Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Portman Ridge Finance Q2 Earnings Call Highlights

BCP Investment Corporation reported second-quarter results marked by lower net asset value, continued deleveraging and an improvement in its non-accrual portfolio. Management also detailed a post-quarter-end amendment and expansion of its KeyBank credit facility, which was used to repay and terminat

Bloomberg8d agoneutral
Trump’s Homegrown Solar Push Risks Widening Green Energy Divide

(Bloomberg) -- President Donald Trump’s latest move to shun foreign solar power equipment is part of his effort to rebuild US manufacturing clout. It may simultaneously exacerbate the fast-widening green technology split between the US and the rest of the world.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers

Bloomberg8d agoneutral
AI Debt Indigestion Forces Wall Street to Rethink Bond Sales

(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s

Bloomberg8d agoneutral
Bond Traders Look to Jobs Data That May Tip Scale on Fed Hike

(Bloomberg) -- Bond investors are bracing for labor market data Friday, which could cool growing expectations the Federal Reserve raises interest rates at its next meeting in September. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record Drop on Di