J.P. Morgan upgrades Antofagasta to "overweight" on copper growth outlook Stock Market News · 07-06 20:45
JPMORGAN: BUY THE CHIP STOCK DIP JPMorgan says the recent pullback in semiconductor stocks is a buying opportunity, arguing the AI-driven chip cycle remains strong and meaningful new supply is unlikely before 2028. The bank favors semiconductors over hyperscalers, expects global stocks to reach new highs in the second half of 2026, and sees market gains broadening beyond AI. *Walter Bloomberg (@DeItaone) / Twitter · 07-06 20:09
$TSLA - TESLA DELIVERY BEAT BOOSTS OUTLOOK JPMorgan kept its Neutral rating and $475 price target after Tesla's stronger-than-expected Q2 deliveries. The bank said robust vehicle sales, progress on Full Self-Driving, Cybercab production and Optimus development could support the stock in the near term. Tesla delivered 480,100 vehicles, up 25% year over year and well above expectations. *Walter Bloomberg (@DeItaone) / Twitter · 07-06 19:51
J.P. Morgan initiates Wise U.S. at “overweight;” raises London target to 1,320p Stock Market News · 07-06 19:41
Prosus shares gain as Tencent rallies on JPMorgan’s AI agent comments Stock Market News · 07-06 17:20
JPMorgan cannot stop paying Charlie Javice’s legal bills, Delaware judge rules Stock Market News · 07-03 04:01
JUNE JOBS GROWTH SEEN SLOWING Economists expect the U.S. to add a median 115,000 jobs in June (forecast range: 25,000–130,000), down from 172,000 in May. The unemployment rate is expected to hold at 4.3%, while average hourly earnings are forecast to rise 0.3% m/m and 3.5% y/y. NFP forecasts: • Kalshi: 119K • Citi: 25K • TD Securities: 80K • Morgan Stanley: 90K • Wells Fargo: 95K • Barclays: 100K • Daiwa: 105K • Capital Economics: 110K • BofA: 110K • HSBC: 110K • JPMorgan: 125K • Goldman Sachs: 130K *Walter Bloomberg (@DeItaone) / Twitter · 07-02 20:48
JPM: AI CHIP RALLY MAY BE HARD TO SUSTAIN JPMorgan says AI chip stocks may struggle to keep outperforming hyperscalers over the long term. The bank expects either stronger AI monetization will help cloud providers catch up, or heavy AI spending could eventually curb hyperscaler capex and weaken chip demand. While JPM favors the positive scenario, slowing capex forecasts remain a key risk for semiconductor stocks. *Walter Bloomberg (@DeItaone) / Twitter · 07-02 20:08
AI chip winners may face tougher road ahead as hyperscalers catch up: JPM Stock Market News · 07-02 20:02
JPMorgan upgrades Wartsila on good MT prospects, but valuation upside limited Stock Market News · 07-01 22:54
iHerb stock selects JPMorgan, Morgan Stanley for $500M IPO - Bloomberg Stock Market News · 07-01 06:54
BMW slashes profit margin forecast to 1-3%; JPMorgan calls cut "radical" as stock hits six-year low Stock Market News · 07-01 01:24
JPMorgan struggles to sell Sable Offshore loan despite 15% rate - Bloomberg Stock Market News · 06-30 04:17
The next banking crisis may come from cyberattacks, not credit losses: JPMorgan Stock Market News · 06-29 20:41
As JPMorgan succession takes shape, insiders say this time it is for real Stock Market News · 06-29 19:20
Europe could be a ’compelling story’ J.P. Morgan says, lifts equity index targets Stock Market News · 06-29 16:00
Factbox-JPMorgan’s executive reshuffle spotlights Dimon succession plan Stock Market News · 06-26 02:31
ANALYSTS CUT OIL PRICE FORECASTS Major banks are lowering oil price forecasts as tensions ease and shipping through the Strait of Hormuz normalizes. JPMorgan now expects Brent crude to average $80 a barrel in Q4 and $64 next year, citing weaker demand. Capital Economics and Wood Mackenzie also turned more cautious, while Goldman Sachs remains the most bullish, forecasting $85 Brent this year. *Walter Bloomberg (@DeItaone) / Twitter · 06-25 22:46