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How The Duke Energy (DUK) Investment Story Is Shifting With Data Center And Policy Risks
Simply Wall St.69d agoneutral
How The Duke Energy (DUK) Investment Story Is Shifting With Data Center And Policy Risks

Duke Energy’s latest fair value price target has been adjusted slightly, moving from US$139.39 to US$138.61 per share. That small trim lines up with a broader set of analyst updates, where price targets cluster near or just above current fair value assumptions while also reflecting concerns about permitting, political pushback around data centers, and recent trims from firms such as JPMorgan. Read on to see how these shifting targets fit into the evolving analyst narrative and what to watch...

Elon Musk's mom at JPMorgan event: 'I have a genius son'
Yahoo Finance Video70d agoneutralVIDEO
Elon Musk's mom at JPMorgan event: 'I have a genius son'

SpaceX (SPAX.PVT) founder, chairman, and CEO Elon Musk sat down with JPMorgan (JPM) CEO Jamie Dimon on Thursday. At the event, Musk's mother surprised him with an appearance. Watch the video above to hear her remarks about her son.

Why The FLSmidth (CPSE:FLS) Story Is Shifting As Pump Strength Meets Valuation Doubts
Simply Wall St.70d agoneutral
Why The FLSmidth (CPSE:FLS) Story Is Shifting As Pump Strength Meets Valuation Doubts

FLSmidth’s fair value estimate in the updated model moves from DKK 566.36 to DKK 583.33, while JPMorgan’s separate decision to cut its price target by DKK 40 shows that views on upside potential are not aligned. The cluster of higher targets in the DKK 545 to DKK 600 range reflects growing confidence among bullish analysts, set against more cautious voices questioning how far the re rating can run. Read on to see what is driving these shifts and how you can follow the evolving narrative...

Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests
24/7 Wall St.70d agoneutral
Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests

The Federal Reserve’s asset cap on Wells Fargo came off in 2025. JPMorgan’s board waved through a $50 billion repurchase authorization. Bank of America returned $9.30 billion to shareholders in a single quarter. The post-stress-test capital return cycle is already running, and the cash is being shoveled out the door faster than most retail investors ... Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests

JPMorgan AM, Pictet Break From Pack With ‘One and Done’ for ECB
Bloomberg70d agoneutral
JPMorgan AM, Pictet Break From Pack With ‘One and Done’ for ECB

(Bloomberg) -- Big-name investors are staking out a contrarian stance before Thursday’s European Central Bank meeting.Most Read from BloombergTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryBecerra Advances for California Governor as Hilton Fights SteyerSpaceX Inks $30 Billion Computing Power Deal With GoogleUS Forces See Nearly 1,000 Hormuz Crossings Since CeasefireJPMorgan Asset Management argues that lacklus

Did Insight’s New AI Cybersecurity Service and Credit Tweaks Just Reframe Insight Enterprises' (NSIT) Growth Story?
Simply Wall St.71d agoneutral
Did Insight’s New AI Cybersecurity Service and Credit Tweaks Just Reframe Insight Enterprises' (NSIT) Growth Story?

In early June 2026, Insight Enterprises amended its 2019 asset-based lending credit agreement with JPMorgan Chase Bank to add a US$100 million swingline sub-facility, while also updating borrower and guarantor arrangements across several countries. On the same day, Insight launched Insight Managed Exposure Defense, a bundled managed security service aimed at accelerating enterprise responses to AI-driven cybersecurity vulnerabilities across infrastructure and software supply chains. With...

DoubleLine, Oaktree Brace for Potential AI Pain
Bloomberg71d agoneutral
DoubleLine, Oaktree Brace for Potential AI Pain

(Bloomberg) -- Credit heavyweights like DoubleLine Capital LP and Oaktree Capital Management are buying debt now that can perform well if the artificial intelligence boom turns into a credit bust.Most Read from BloombergTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX Inks $30 Billion Computing Power Deal With GoogleSpaceX, Other Mega IPOs D

JPMorgan sets jaw-dropping Tesla stock price target
TheStreet71d agobearish
JPMorgan sets jaw-dropping Tesla stock price target

For the better part of a decade, JPMorgan was one of Tesla's most reliable institutional bears. Ryan Brinkman, who covered the stock for the bank since 2015, told investors to sell through earnings beats, record highs, and multiple cycles of Wall Street enthusiasm. His final target of $145, ...

How The Cheniere Energy (LNG) Story Is Shifting As Analyst Views Diverge
Simply Wall St.72d agoneutral
How The Cheniere Energy (LNG) Story Is Shifting As Analyst Views Diverge

The latest fair value estimate for Cheniere Energy has been trimmed slightly from US$303.00 to about US$302.55, a move of less than 1% that keeps the core valuation view largely in place. That small adjustment comes as analysts balance bullish arguments around U.S. LNG demand and cash returns with more cautious takes on revenue growth, margins, and execution risk. As you read on, you will see how these competing views are shaping the current story around the stock and how to follow the...

JPMorgan Turns Rosy on Tesla a Day After Dimon Lauds Musk
Bloomberg72d agoneutral
JPMorgan Turns Rosy on Tesla a Day After Dimon Lauds Musk

(Bloomberg) -- The morning after Jamie Dimon offered Elon Musk an audience to talk up SpaceX, JPMorgan Chase & Co.’s new lead autos analyst completely changed the bank’s tune on Tesla Inc.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapWhat to Expect From Apple’s AI, Siri and iOS 27 Launch at WWDCSaylor’s Bitcoin Machine Is Misfiring on Eve

Citigroup Economists Maintain Lonely Call for Fed Rate Cuts
Bloomberg72d agobearish
Citigroup Economists Maintain Lonely Call for Fed Rate Cuts

(Bloomberg) -- Unswayed by strong US jobs data released Friday, economists at Citigroup Inc. are maintaining their increasingly lonely prediction that the Federal Reserve will cut interest rates three times this year.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapWhat to Expect From Apple’s AI, Siri and iOS 27 Launch at WWDCSaylor’s Bitcoi

Jim Cramer Says “You Can Buy JPMorgan and Put It Away”
Insider Monkey72d agobullish
Jim Cramer Says “You Can Buy JPMorgan and Put It Away”

JPMorgan Chase & Co. (NYSE:JPM) was among Jim Cramer’s stock calls on Mad Money, as he highlighted several opportunities in out-of-favor sectors. Cramer called it the “best bank in the world,” as he commented: But honestly, if you’re looking for a fortress, I like the stock of JPMorgan here. It’s got balanced growth, sells for […]