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21,457 signal articles · 526 in last 24h · 104,698 total before filter · latest 31m ago
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Bloomberg30d agoneutral
Traders Are Most Positive on Dollar Since 2015 as Fed Hike Looms

(Bloomberg) -- Global traders have turned the most positive on the outlook for the dollar since 2015 as bets that borrowing costs will remain elevated for longer have fueled a monthlong rally in the US currency.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsSaudis Sl

Rivian Stock Soars on Target Price Hike. There’s Just One Problem.
Barrons.com30d agobullish
Rivian Stock Soars on Target Price Hike. There’s Just One Problem.

Rivian stock soared again Monday after J.P. Morgan boosted its price target for the EV maker’s shares. The problem: Rivian’s recent hot streak has taken the stock beyond what J.P. Morgan and the rest of Wall Street think it is actually worth. The move came after analyst Rajat Gupta raised his price target to $15 per share from $9 per share, following Rivian’s recent delivery report.

💬 Money Quote: A Sudden Glut of Oil
The Wall Street Journal30d agoneutral
💬 Money Quote: A Sudden Glut of Oil

📣 “The surge in oil supply is about to collide with a market that, at least for now, simply does not need it.” —Natasha Kaneva, head of the global commodities strategy team at JPMorgan. Read more about how the oil market has gone from supply-crunch fears to a glut.

Investing.com31d 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.

Bloomberg31d agoneutral
Memory Chipmaker SK Hynix Kicks Off $28 Billion US Listing

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

Bloomberg31d agoneutral
Morgan Stanley’s Wilson Sees Rotation From Chips to Hyperscalers

(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears

Bloomberg31d agoneutral
The Supertanker Tycoon Making Millions on Hormuz Shuttle Runs

(Bloomberg) -- Just a few weeks into the war, one of the Persian Gulf’s top oil producers quietly began sneaking its crude out of the Strait of Hormuz. Before long, the covert project became so successful that the United Arab Emirates was already approaching its pre-war rate of flows through the waterway by the time the US and Iran signed their interim peace deal.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsBrazil Freezes $2 Billion, Pursues Arrests Afte

JPMorgan tweaks gold price target as Fed risks return
TheStreet31d agoneutral
JPMorgan tweaks gold price target as Fed risks return

Gold prices seemed to be mounting a comeback, but JPMorgan just made the rally harder to trust. Investors expected the shiny yellow metal to continue pushing higher into year's end, buoyed by rate-cut hopes, central-bank buying, and safe-haven demand. Reuters reported that spot gold was up over 2% ...

JPMorgan Warns Cyberattacks Could Spark the Next Banking Crisis
InvestorsHub32d agoneutral
JPMorgan Warns Cyberattacks Could Spark the Next Banking Crisis

Cybersecurity threats may pose a greater long-term risk to banks than traditional credit losses, with artificial intelligence increasing the potential for attacks that could rapidly trigger liquidity stress, according to JPMorgan. In a research note led by analyst Kian Abouhossein, the bank argued that next-generation AI models, including Mythos and GPT-5.

Bloomberg32d agoneutral
Oil’s Stunning Reversal Rekindles Fears of a Global Glut

(Bloomberg) -- Oil prices are tumbling everywhere as a peace deal between the US and Iran unleashes a wave of supply, overwhelming demand from buyers and prompting talk of a glut of crude.Most Read from BloombergWhy the Great American State Fair Looks So EmptyExxon to Change Name for First Time in Decades After RedomicileThe AI Trade Is Losing One of Its Key SignalsGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonTrump Pardons Six People Pursued for ‘Fixing Their Car’It’s a staggeri

What JPMorgan Chase (JPM)'s Bigger Dividend, US$50B Buyback and New Co-Presidents Mean For Shareholders
Simply Wall St.33d agobullish
What JPMorgan Chase (JPM)'s Bigger Dividend, US$50B Buyback and New Co-Presidents Mean For Shareholders

In late June 2026, JPMorgan Chase & Co. announced a planned increase in its quarterly common dividend to US$1.65 per share from US$1.50, alongside Board authorization for a new US$50.00 billion share repurchase program and several senior leadership changes, including appointing Doug Petno and Troy Rohrbaugh as Co-Presidents. These capital return moves, paired with recent earnings that exceeded revenue and EPS expectations and ongoing analyst estimate upgrades, highlight how management is...

JPMorgan names 2 Strong Buy picks for the rest of 2026
TheStreet33d agobullish
JPMorgan names 2 Strong Buy picks for the rest of 2026

U.S. equities have been solid so far in 2026, and according to JPMorgan's global investment strategist, Kriti Gupta, the S&P 500 could climb as high as 9,000 by mid-2027. That would mark a gain of about 20% from where the index sits now. The bank's analysts back that outlook with two specific ...

How JPMorgan’s Higher Umicore SA (UMICY) Stake Keeps Focus on Its Circular Battery Materials Platform
Insider Monkey34d agoneutral
How JPMorgan’s Higher Umicore SA (UMICY) Stake Keeps Focus on Its Circular Battery Materials Platform

Umicore SA (OTC:UMICY) is one of the best battery recycling stocks to buy. On June 26, Umicore said JPMorgan Chase crossed upward through the 3% direct voting-rights threshold on June 19. The disclosure showed 3.33% in direct voting rights and 0.58% in equivalent financial instruments, bringing JPMorgan Chase’s total holding to 3.91%. The notification followed […]

Bloomberg34d agoneutral
Singapore Breaks into Top 5 Financial Hubs, Researchers Say

(Bloomberg) -- Singapore is now among the top five finance hubs in the world after steadily attracting foreign bank assets and direct investment, according to London-based think tank New Financial.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileWhy the Great American State Fair Looks So EmptyGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates Ukraine Fired Long-Range Ball