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AI Didn’t Kill SaaS After All: Why Beaten-Down Software Stocks Are Rebounding
24/7 Wall St.38d agobullish
AI Didn’t Kill SaaS After All: Why Beaten-Down Software Stocks Are Rebounding

The AI investment story has shifted repeatedly over the past year. Investors first piled into semiconductor companies, then power producers, networking firms, and data center infrastructure providers as the race to build AI capacity accelerated. Software companies, however, became the market’s biggest casualty after fears emerged that AI agents could replace many traditional software applications ... AI Didn’t Kill SaaS After All: Why Beaten-Down Software Stocks Are Rebounding

1 Unstoppable Banking Juggernaut to Buy Hand Over Fist and Hold for the Next 20 Years
24/7 Wall St.38d agobullish
1 Unstoppable Banking Juggernaut to Buy Hand Over Fist and Hold for the Next 20 Years

JPMorgan Chase (NYSE:JPM) stands out among U.S. banks because no other peer combines its scale, diversification, and capital fortress in a way that compounds reliably through every economic regime. For a retirement-focused investor who has had enough of chasing themes, this is the kind of position that earns its place in a portfolio and then ... 1 Unstoppable Banking Juggernaut to Buy Hand Over Fist and Hold for the Next 20 Years

Bloomberg38d agoneutral
SpaceX Pushes US Share Sales to Record $251 Billion at Midyear

(Bloomberg) -- Wall Street bankers are on a high after record-setting offerings from SpaceX and Google parent Alphabet Inc., lifting expectations for deal activity in the rest of 2026.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardPrabowo Risks Prompt Global Banks to Pull Cas

JPMorgan Chase pushes fraud division layoffs, despite rising revenues
TheStreet38d agobearish
JPMorgan Chase pushes fraud division layoffs, despite rising revenues

Big banks are making money, and while these jobs are often considered stable, that does not automatically mean every banking job is safe. Financial firms have spent the past several years adjusting to higher interest rates, changing customer habits, rising technology spending, and pressure to run ...

Bloomberg38d agoneutral
Wall Street Is Abandoning Bets on a Stronger Euro

(Bloomberg) -- Wall Street banks are capitulating on bets for a stronger euro, as markets see the US outpacing Europe on interest-rate hikes for the rest of this year.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseUS Launches Fresh Strikes on Iran Targets After Drone HitsAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeTh

Bloomberg39d agobullish
Leverage That Fueled US Stock Rally Becomes a Growing Concern

(Bloomberg) -- The leverage that helped fuel the US stock rally is now becoming an increasing source of unease.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueUS Launches Fresh Strikes on Iran Targets After Drone HitsAnthropic's Mythos 5 AI Model Cleared by US for Wider UseAn Analyst's Missed Remark Surfaced in Deadly Iran School Strike ProbeOman Tells Allies Ships Going Through Hormuz May Have to PayThe surge in market leverage, stemming in part fro

Bloomberg39d agobullish
Leverage That Fueled US Stock Rally Becomes a Growing Concern

(Bloomberg) -- The leverage that helped fuel the US stock rally is now becoming an increasing source of unease.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueUS Launches Fresh Strikes on Iran Targets After Drone HitsAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeOman Tells Allies Ships Going Through Hormuz May Have to PayThe surge in market leverage, stemming in part fro

JPMorgan Sees Recovery Potential in Consumer Stocks During the Second Half of 2026
InvestorsHub39d agoneutral
JPMorgan Sees Recovery Potential in Consumer Stocks During the Second Half of 2026

Consumer Cyclicals Lag Behind Broader Market RallyJPMorgan believes a number of consumer-focused sectors could be positioned for a stronger second half of 2026 after a prolonged period of underperformance. According to strategist Mislav Matejka, consumer cyclicals have been one of the few major market segments to miss out on this year’s rally.

Starz Entertainment (STRZ) Stock Sees Fair Value Lift After Q1 Analyst Target Increases
Simply Wall St.39d agoneutral
Starz Entertainment (STRZ) Stock Sees Fair Value Lift After Q1 Analyst Target Increases

Price targets for Starz Entertainment have shifted as the analyst fair value estimate moved from US$19.38 to US$28.50, putting a higher reference point in focus for investors tracking the stock. Recent Street research has turned more constructive after the Q1 report, with several firms lifting price targets and updating models to reflect how they now view execution risks and valuation support. In the sections that follow, you will see how to interpret these changing targets and what they...

Fox Advisors Downgrades Western Digital Corporation (WDC) – Here’s Why
Insider Monkey39d agobearish
Fox Advisors Downgrades Western Digital Corporation (WDC) – Here’s Why

Western Digital Corporation (NASDAQ:WDC) is one of the top trending US stocks to buy now. Western Digital Corporation (NASDAQ:WDC) was downgraded by Fox Advisors to Equal-Weight from Outperform on June 22, with the firm citing concerns that expectations for hard disk drive pricing “may be getting ahead” of likely increases. Western Digital Corporation (NASDAQ:WDC) also […]

Centene (CNC) Appoints Lauren M. Tyler To Board With JPMorgan Leadership Experience
Simply Wall St.39d agoneutral
Centene (CNC) Appoints Lauren M. Tyler To Board With JPMorgan Leadership Experience

Centene (NYSE:CNC) has appointed Lauren M. Tyler to its Board of Directors. Tyler brings leadership experience from major financial institutions, including roles in investment banking, private equity, corporate audit, investor relations, and human capital strategy. Her background includes senior positions at JPMorgan Chase & Co. and board service across several organizations. For investors tracking Centene, the board appointment comes at a time when the stock trades around $65.73, with the...

Bloomberg39d agoneutral
Tech Equity Sales Renew AI Debt-Binge Worries

(Bloomberg) -- Tech companies are selling stock like it’s the dot-com boom, and some investors fear that’s a bad sign for bondholders.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueOman Tells Allies Ships Going Through Hormuz May Have to PayIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeApple Shares Sink After Price Hikes Hit iPads and MacsThis month alone, there’s bee

JPMorgan Chase & Co. Names Doug Petno and Troy Rohrbaugh as Co-Presidents
Insider Monkey39d agoneutral
JPMorgan Chase & Co. Names Doug Petno and Troy Rohrbaugh as Co-Presidents

JPMorgan Chase & Co. (NYSE:JPM) is one of the safe stocks for beginners to buy in 2026. JPMorgan Chase & Co. announced on June 25 the naming of Doug Petno and Troy Rohrbaugh, Co-CEOs of the Commercial & Investment Bank, as Co-Presidents of the company, effective immediately. The company stated that in addition to the […]

JPMorgan Chase & Co. (JPM): Most Profitable Value Stocks to Invest In Now
Insider Monkey40d agoneutral
JPMorgan Chase & Co. (JPM): Most Profitable Value Stocks to Invest In Now

JPMorgan Chase & Co. (NYSE:JPM) is one of the most profitable value stocks to invest in now. On May 27, JPMorgan Chase announced that the firm is investing nearly $40 million via its American Dream Initiative to support small businesses nationwide. By partnering with local lenders to increase access to capital and coaching, the firm […]

Alpek (BMV:ALPEK A) Stock Gets Fair Value Boost On Stronger Margin Views
Simply Wall St.40d agoneutral
Alpek (BMV:ALPEK A) Stock Gets Fair Value Boost On Stronger Margin Views

The latest update on Alpek centers on a higher MX$ fair value estimate, which has moved from MX$13.49 to MX$15.08 as part of a refreshed valuation range. This shift lines up with recent analyst commentary that highlights improving margin assumptions and a higher price target of MX$18 from JPMorgan, compared with a prior MX$15, as key supports for the current view on the stock. Read on to see how bullish and bearish voices are reshaping the Alpek narrative and how you can track those moving...