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JPMorgan Sees Further Equity Upside in Second Half as Market Rally Broadens
InvestorsHub1d agobullish
JPMorgan Sees Further Equity Upside in Second Half as Market Rally Broadens

JPMorgan remains positive on equities for the second half of the year, arguing that concerns surrounding geopolitics, inflation, market concentration, the economic cycle and weakness in bonds are unlikely to prevent stocks from advancing further. The bank expects broader participation in the rally, with cyclical and higher-beta areas potentially taking a greater role as the year progresses.

Dow Jones bank stock hits record high on surprise jobs report
TheStreet1d agobullish
Dow Jones bank stock hits record high on surprise jobs report

The latest jobs report gave Wall Street another reason to bet big on America's largest bank. Shares of JPMorgan Chase & Co. are trading near all-time highs at the time of writing, helping lift the Dow Jones Industrial Average to record levels in August 2026. The Dow 30 bank stock touched ...

Bloomberg9d agobullish
Asian Stocks Set for Declines as AI Rally Cools: Markets Wrap

(Bloomberg) -- Stocks in Asia were poised to ease Thursday as investors digested gains in technology shares while watching for fresh signs of progress toward a deal to reopen the Strait of Hormuz.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasit

Bloomberg12d agobullish
Dip Buyers Need to Heed the Market’s Warning Signs

(Bloomberg) -- The momentum trade just gave investors a taste of the pronounced profit-and-loss swings they can expect if they fail to hedge or diversify, a warning that’s reinforced by growing inflation risks. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackSingapore's Gated Island for the Rich Is Marred by Decayed HomesAlibaba Adds to China AI Break

Bloomberg12d agobullish
US Uses Euros to Buy Yen to Avoid Weaker Dollar, Strategists Say

(Bloomberg) -- The US Treasury may be using euros rather than dollars to fund its yen purchases to avoid weakening its own currency and casting doubt on its strong greenback policy, according to strategists. 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 HomesCrushed by Kospi Rout, Angry Koreans Rip Lee and Vow Not to BuyIndia’s Family Offices Embrace

2 ‘Strong Buy’ IPO Stocks JPMorgan Thinks Are Worth Watching
TipRanks15d agobullish
2 ‘Strong Buy’ IPO Stocks JPMorgan Thinks Are Worth Watching

The IPO market has made an impressive comeback this year. Momentum began building in the first quarter and accelerated in the second, with traditional IPOs raising $114.1 billion through June 30, 2026 – roughly seven times the amount raised during the first half of 2025. SpaceX, the largest IPO in Wall Street history, understandably dominated the headlines and made Elon Musk the world’s first trillionaire, but the strength of the market extended well beyond a single blockbuster listing.Claim 55%

Bloomberg19d agobullish
BlackRock Dodges AI Bond Flop as $12.3 Billion Debt Deal Rallies

(Bloomberg) -- Bonds that BlackRock Inc. is selling, tied to a Meta Platforms Inc. data center project in Texas, rallied in early trading on Monday before the notes were formally priced, signaling demand for the securities may be stronger than it initially appeared.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in D

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.

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.

Bloomberg25d agobullish
Wall Street Talks Up Carry Trade as Returns Soar Most in Decades

(Bloomberg) -- One of the most enduring foreign-exchange bets is off to its best run in decades as surprisingly muted volatility across asset classes has investors piling into carry trades.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 Campaign After Troo

JPMorgan’s Profit Soars 41% in Second Quarter
The Wall Street Journal32d agobullish
JPMorgan’s Profit Soars 41% in Second Quarter

JPMorgan Chase’s profit shot up 41% in the second quarter to $21.16 billion, or $7.70 per share. Revenue jumped 28% to $57.35 billion. Wall Street analysts had forecast a profit of $5.59 per share on revenue of $51.

Bloomberg33d agobullish
US Stocks Fall as Iran Blockade Restarts; Oil Surges Above $80

(Bloomberg) -- Stocks dropped on Monday as investors assessed a tense situation in the Middle East, with President Donald Trump reinstating the US blockade of Iranian ships transiting the Strait of Hormuz.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Restarts Iran Blockade as US Plans 20% Hormuz ChargeTrump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleHormuz Route Open Despite

Bloomberg33d agobullish
Oil Climbs, US Futures Dip on Fresh Iran Strikes: Markets Wrap

(Bloomberg) -- Oil jumped and US equity futures fell after the US launched another round of strikes against Iran, while conflicting claims over the status of the Strait of Hormuz heightened uncertainty.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleUS Launches Fresh Iran Strikes as Tehran Declares Hormuz ClosedGraham Death Sets Up Suc

Bloomberg36d agobullish
JPMorgan Builds AI Agents That Beat 60/40 Portfolio in Backtests

(Bloomberg) -- As investors increasingly turn to artificial intelligence for help with everything from stock picking to risk management, JPMorgan Chase & Co. has been testing whether a model can do something more ambitious: allocate money itself.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Zuckerberg Pledges ‘Aggressive’ Pric

Investing.com40d agobullish
Buy the pullback in chip stocks, JPM’s Matejka says

Investing.com -- JPMorgan strategist Mislav Matejka said the recent weakness in semiconductor stocks should be used as a buying opportunity, while flagging that broader market participation is set to widen in the second half of 2026 as stagflation fears unwind.