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Wall Street banks are having their best run in over a decade, while Blackstone Inc. (NYSE:BX), heading into its second-quarter earnings today, has missed nearly all of it. Banks Pull Ahead of Private Capital Shares of the largest U.S. private capital groups have slumped more than 15% this year and over 20% in the past […]

Bloom Energy (BE) is back in focus after JPMorgan reaffirmed its positive stance on the stock, highlighting strong interest from technology firms in off grid power and a larger partnership with Brookfield. See our latest analysis for Bloom Energy. After rallying earlier on the Brookfield partnership and AI data center headlines, Bloom Energy has recently given back some ground, with the 30 day share price return down 36.9% and the 7 day share price return down 8.8%. However, the year to date...

Based on “shareholder yield,” which includes share buybacks, financials yield close to 5%, compared with less than 3% for REITs.

Vale’s latest valuation update trims its central fair value estimate from R$91.61 to R$87.30, signaling a more cautious price target in the current models. This shift reflects a research backdrop where some analysts are lifting targets, such as JPMorgan’s move to US$21, while others cluster in the US$15 to US$16 range as they weigh iron ore and base metals risks. As you read on, you will see how these differing views shape the evolving narrative around Vale and what to watch next. Analyst...

JPMorgan just posted the biggest quarterly profit ever by a U.S. bank, but Jamie Dimon says investors shouldn't expect this level of performance to last.

The big banks' success should trickle down to the smaller banks.

Dimon looks for a particular characteristic when promoting people to a “big job.”

The gap between the haves and have-nots isn’t just measured in dollars. Sometimes it’s measured by how different two people can experience the same economy. JPMorgan Chase (NYSE:JPM) CEO Jamie Dimon believes that’s exactly what’s happening in the U.S. —and...

JPMorgan Chase just had the most profitable quarter in its history. Second-quarter net income came in at $21.2 billion, powered by a surge in trading revenue and a gain on its Visa stake. The S&P 500 is up close to 10% this year. Consumers are still spending. Inflation has moderated. By most ...

JPMorgan Chase CEO Jamie Dimon has said he would not buy long-dated government bonds, warning that elevated government debt and persistent fiscal deficits across major economies could eventually push interest rates higher and unsettle financial markets. Speaking on an episode...

Jamie Dimon warns markets may be underpricing risks. Could inverse ETFs be worth a look?

A fiscal year is used for financial reporting. Here's why it's an important concept for investors to understand.

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]

DIVO quietly hands retirees a monthly check from a portfolio of blue-chip giants, but a 150% payout ratio and a debt-laden pharma holding raise fair questions about what is actually backing that income.

Record revenue across all business lines with net income of $16.9 billion.

JPM, GS and C stand out after strong Q2 results, upbeat 2026 outlooks and improving earnings estimates.

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.

The banks did well in Q1 of 2026, but JPMorgan Chase's CEO warns the next credit cycle might not be so kind.

Major banks just gave investors a fresh read on the American consumer, and the news is a good sign for the economy.

Jim Cramer is sounding the alarm for investors still riding the AI wave, and his warning carries a specific body count. Here is where he says the smart money is quietly moving before the damage hits.

SkyBridge Capital founder Anthony Scaramucci positioned Bitcoin (CRYPTO: BTC) and gold as “part of the answer” to a changing monetary system under strain from fiscal pressures and declining purchasing power. Deficit Spending to Trigger High Inflation? Scaramucci voiced his concerns on X about the potential impact of deficit spending and inflation on the economy. The former White House Communications Director warned that national debt could rise from the current $39 trillion to $55 trillion withi

While investors pour capital into AI and mega-cap tech, one overlooked sector keeps quietly delivering solid earnings and shareholder returns at a fraction of the market's valuation. The case for financials may be stronger than most investors realize.

Jim Cramer compared owning tech stocks to being tied to railroad tracks while a freight train approaches, and he has a very specific set of sectors in mind as the escape route.

(Bloomberg) -- Global banks are poised to reap a windfall from SoftBank Group Corp.’s unprecedented borrowing binge as they fund the debt-laden conglomerate’s enormous artificial intelligence bet.Most Read from BloombergApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot’s Gamble on Big Models Pays OffYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS Allies in Persian Gul

Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 12.3% in the morning session after JPMorgan raised its price target on the stock from $267 to $346 and maintained an "Overweight" rating, citing a strong long-term delivery outlook. The firm introduced estimates through fiscal year 2030, projecting 4.1 gigawatts in product segment deliveries. Analysts noted this forecast was supported by existing customer agreements, including a recently expanded partn

Financial stocks were higher in late Tuesday afternoon trading, with the NYSE Financial Index rising

Dow Jones banking giant JPMorgan is in a buy zone, while Nvidia stock is testing a key resistance level in today's stock market action.

JPMorgan Chase (JPM) has been active in the debt markets, announcing multiple fixed income offerings that span maturities from 2028 to 2056, including senior unsecured notes with fixed and variable coupons. See our latest analysis for JPMorgan Chase. At a share price of $338.87, JPMorgan Chase has seen recent momentum build, with a 30 day share price return of 4.2% and a 90 day gain of 8.27%. The 1 year total shareholder return of 18.69% and very large 5 year total shareholder return...

Financial stocks advanced in Tuesday afternoon trading, with the NYSE Financial Index rising 0.8% an

Geopolitical factors are increasing the chances of a major shock, says the JPMorgan Chase CEO.