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Treasury yields surged as the 10-year hit 4.83% and 30-year reached 5.28% after an underwhelming Treasury buyback. Massive AI capital spending from Microsoft and Nvidia is crowding out bonds, elevati…
JPMorgan Chase shares gained as strong Q2 results delivered $21.2 billion in net income, powered by an 86% surge in equity markets revenue. While robust trading and net interest income drove performa…
PE bonuses set to rise most at large firms as banks post blowout earnings, pressuring PE pay. Dealmaking and exits slowed sharply in Q2, but mega-exits cushioned bigger shops.
JPMorgan CEO Jamie Dimon warns he wouldn't buy S&P 500 stocks or long-term Treasuries at current prices, citing underpriced geopolitical and fiscal risks despite JPMorgan's own record profits.
Value and high-dividend ETFs outperform growth in 2026, led by earnings-driven stocks like Broadcom and JPMorgan Chase. SpaceX's speculative losses contrast sharply with these profitable, dividend-pa…
JPMorgan's Dimon voices caution on AI spending timelines despite record bank profits from AI deals and SpaceX IPO fees, while praising SpaceX's space data center ambitions.
Giverny Capital's Q2 2026 letter highlights Charles Schwab as undervalued despite strong EPS growth, also praising JPMorgan, Mastercard, and Progressive as quality compounders lagging the index despi…
Giverny Capital's Q2 2026 letter highlights Mastercard and JPMorgan as quality earnings compounders whose stocks lag despite strong EPS growth, citing market dispersion and AI-driven momentum chasing.
Giverny Capital's Q2 2026 letter highlights quality holdings like JPMorgan, Progressive, and Mastercard growing EPS despite lagging stock prices, citing market dispersion and AI-driven momentum conce…
JPMorgan CEO Jamie Dimon reported record bank profits but warned against buying the S&P 500 and long-dated bonds at current high prices, citing inflation risks, deficits, and geopolitical instability.
JPMorgan Chase reported outstanding Q2 earnings, with investment banking revenue up 45% YoY. CEO Jamie Dimon highlighted massive AI spending growth, projecting $1 trillion in AI capex next year, whil…
JPMorgan posted record $21.2B profit, boosted by one-time gains, but adjusted $16.9B profit shows strong diversified growth across trading, banking, and wealth management. Bank raises dividend, annou…
JPMorgan and major banks/wirehouses reported strong Q2 earnings, with wealth management profits surging (JPM +33%, Citi +51%, BofA +42%) amid record client asset inflows, reflecting robust market con…