
SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.
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SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

Alibaba Group Holding Ltd. is reclaiming its place as one of investors’ favorite Chinese technology stocks, on bets it can beat rivals in the combative artificial intelligence market.

JPMorgan Chase & Co. strategists warned that markets may view the US Treasury’s surprise effort to curb long-term borrowing costs as lacking credibility, potentially pushing up term premium and yields over time.

Find insight on Hong Kong Exchanges & Clearing and more in the latest Market Talks covering financial services.

Mark Zandi, chief economist at Moody’s, attributes President Donald Trump‘s immigration policies to a high unemployment rate among American workers. He also blamed the administration for other supply-side policy shocks. Zandi observed a drop in foreign-born unemployment to a level...

The Wall Street analyst thinks JPMorgan is days away from a milestone no bank has ever reached.

Wall Street’s favorite safe harbor is quietly losing its edge.

Bond traders are changing gears again. After a raft of data helped all but price out interest rate hikes for the rest of the year, wagers in the options market are looking to hedge the risk that the Federal Reserve pivots to cutting rates in 2027.

ByteDance Ltd., the developer of TikTok, has attracted more than $30 billion of orders for its jumbo syndicated loan, people familiar with the matter said, indicating strong interest from lenders as the Chinese technology giant ramps up investments in artificial intelligence.

Young people have the time to maximize perks. American Express and JPMorgan Chase want to lure them to their high-end cards.

Longer-maturity bonds are at the epicenter of investor angst about everything from inflation to the debt-laden artificial-intelligence boom — and governments are paying the price.
Situational Awareness sold shares in Japan’s Taiyo Yuden Co. to Citadel and other investors when it offloaded part of its stake this month, it said in a filing.

The question pinged around Wall Street trading desks as they watched their rivals at Jane Street shatter record after record: Had they cracked the game, or were they playing a different one?

I covered SanDisk's Investor Day Aug. 14, when the company revealed a long-term financial framework calling for 80% gross margins, 75% operating margins, and 100% excess cash return to shareholders. The market responded with a 13.67% single-session surge followed by another 7.39% gain the following ...

“Rising fertilizer prices could lift global food inflation temporarily to 4-5%.”

Fast-fashion retailer Shein Global Holdings Ltd. is targeting a valuation in the range of $26 billion to $27 billion in its initial public offering in Hong Kong, according to people familiar with the matter, a sharp drop from its peak value.

An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.

Bitcoin ETFs lost $390 million last week, and a JPMorgan warning from April about oil and food inflation explains why.

Bankers in Europe are increasingly hopeful their regulatory constraints will ease

JPMorgan has increased its 2026 S&P 500 price target to 8,000 from 7,800, pointing to an exceptionally strong second-quarter earnings season and growing evidence that massive artificial intelligence investments are translating into stronger business performance. The bank also raised its earnings forecasts for both 2026 and 2027, although elevated interest rates, geopolitical risks and heavy capital-market supply are keeping its valuation assumptions in check.

As investors debate whether and when the Federal Reserve will raise interest rates, market expectations for further tightening are building around the world — and spelling trouble for bonds.

“Horrific, horrendous, unbearable, unsafe.”

Anthropic PBC is telling prospective investors its second-quarter revenue jumped at least 14-fold versus the same period a year ago, according to documents seen by Bloomberg News.

JPMorgan Chase ended its banking relationship with prediction market Polymarket last October over regulatory concerns, according to people familiar with the matter. The move adds fuel to fights in Washington over debanking and growing nationwide scrutiny of prediction markets’ business practices, though the bank still maintains some ties to Polymarket and other prediction-market companies.

JPMorgan Chase ended its banking relationship with prediction market Polymarket last October over regulatory concerns, according to people familiar with the matter. The move adds fuel to fights in Washington over debanking and growing nationwide scrutiny of prediction markets’ business practices, though the bank still maintains some ties to Polymarket and other prediction-market companies. A Polymarket spokesman said the company maintains “a close, active relationship with JPMorgan across multiple entities.”

Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp.

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative ...

JPMorgan remains positive on equities for the second half of the year, arguing that concerns surrounding geopolitics, inflation, market concentration, the economic cycle and weakness in bonds are unlikely to prevent stocks from advancing further. The bank expects broader participation in the rally, with cyclical and higher-beta areas potentially taking a greater role as the year progresses.

Stablecoin payments company RedotPay is delaying its planned $1 billion U.S. initial public offering (IPO). <...
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