JPMC34 news sentiment

Memory chip supply crunch will last 2 more years, JPMorgan warns

The AI-driven memory chip crisis has a ways to go before its status is downgraded to business as usual. The call JPMorgan strategist Jay Kwon is making a double bullish call on the entire memory space. First, Kwon thinks the memory chip crisis is far from over. "Higher memory total addressable market driven by both pricing and volume, S-D shortage continues for the next two years," Kwon wrote in a note on Monday. "Memory demand broadening out from GPU to CPU appears to have been underestimated by investors (conceptually well known but actual S-D impact underlooked) and remains a key source of

Dauch to Present at the J.P. Morgan 2026 Auto Conference on August 12

DETROIT, Aug. 10, 2026 /PRNewswire/ -- Dauch Corporation, (NYSE: DCH, LSE: DCH) announced that it will participate in the J.P. Morgan 2026 Auto Conference on August 12.Dauch Corporation Logo The Company is scheduled to participate in a fireside chat presentation at 10:50 a.m. ET, which will be webcast live. The audio webcast will be accessible through the Investor Relations section on Company's website at www.dauch.com. A replay of the webcast will be available following the conclusion of the event. About Dauch Dauch Corporation is a premier Driveline and Metal Forming supplier serving the glo

Why JPMorgan Raised Its S&P 500 Target Despite Looming September Risks

Stocks are getting a solid August boost. That has Wall Street altering their end of year price targets. Continue Reading

Schroders gets Irish nod for tokenised money market fund

Schroders has obtained approval from the Central Bank of Ireland for a tokenised share class in a US dollar money market fund, its first launch of this type. The share class, Schroders onchain active returns (SOAR), is intended to address client interest in digital asset products and more efficient fund operations, noted the firm. Using Kinexys by J.P. Morgan's multi-chain tokenisation system, investors will be able to use smart contracts to process transactions such as redemptions and transfers. These are blockchain-based programmes that carry out actions automatically once pre-set conditions

JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off

(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Hold Near Record Highs, Oil Ticks Higher: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Says Hormuz Deal Close But Its Conditions Must Be Met The team led by Dubravko Lakos-Bujas now sees

New Strong Buy Stocks for August 10th

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: CrossAmerica Partners LP CAPL: This fuel distribution and convenience store company has seen the Zacks Consensus Estimate for its current year earnings increasing 25.5% over the last 60 days. CrossAmerica Partners LP Price and ConsensusCrossAmerica Partners LP Price and Consensus CrossAmerica Partners LP price-consensus-chart | CrossAmerica Partners LP Quote JP Morgan Chase & Co. JPM: This bank and financial holding company has seen the Zacks Consensus Estimate for its current year earnings increasing 11.7% over the last

Best Income Stocks to Buy for August 10th

Here are three stocks with buy rank and strong income characteristics for investors to consider today, August 10: CrossAmerica Partners LP CAPL: This fuel distribution and convenience store company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 25.5% the last 60 days. CrossAmerica Partners LP Price and Consensus CrossAmerica Partners LP price-consensus-chart | CrossAmerica Partners LP Quote This Zacks Rank #1 company has a dividend yield of 9.8%, compared with the industry average of 5.7%. CrossAmerica Partners LP Dividend Yield (TTM) CrossAmerica Partners

J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength

Aug 10 (Reuters) - J.P. Morgan raised its year-end target for the S&P 500 index to 8,000 from 7,800 on Monday, citing ‌prospects of solid corporate earnings and rising confidence that AI ‌investments by large hyperscalers would drive faster revenue growth. The new target implies about 3.1% upside ​from the index's last close of 7,757.64 and adds to a growing wave of bullish calls, with at least seven brokerages now expecting the benchmark to reach the 8,000 level by 2026-end. "As elevated backlogs convert into recognized revenue, ‌cloud growth should remain ⁠well supported, helping validate ri

There's a 58% Chance of a Fed Rate Hike in October. These Are Stocks to Buy Anyway.

Key Points UnitedHealth's comeback shouldn't be derailed by a potential rate hike. JPMorgan Chase's net investment income would increase with higher rates. Chevron's business would almost certainly be booming in an environment where rate hikes were needed.10 stocks we like better than UnitedHealth Group › Many investors breathed a sigh of relief when the Federal Open Market Committee (FOMC) chose to leave rates unchanged at its latest meeting. However, the reprieve might not last long. CME Group's (NASDAQ: CME) FedWatch estimates the probability that the FOMC will increase rates in its next me

JPMorgan Has Consistently Beaten Its Own 17% Return Target Under Jamie Dimon. Is the Stock Still a Buy?

Key Points The nationʻs largest bank had a return on tangible common equity (ROTCE) of 23% in Q2. All of its business units generated record revenue in Q2. It remains a good buy heading into the second half of the year. 10 stocks we like better than JPMorgan Chase › The nationʻs largest bank, JPMorgan Chase(NYSE: JPM), has long been the most successful bank, particularly since Jamie Dimon became CEO in 2006. His strategy of building a fortress balance sheet has carried JPMorgan through the difficult times and benefited it in the good times. Missed Nvidia in 2009? This Rare Signal Is Flashing A

JPMorgan's $1.5 Trillion Initiative to Finance U.S. Shipbuilding and Defense Could Be a Tailwind for Industrial and Defense Stocks

Key Points JPMorgan Chase is investing $1.5 trillion to finance and invest in industries crucial for a resilient U.S. supply chain and national security, including defense and shipbuilding. Major naval and defense programs can span many years and require specialized labor, making it difficult for new competitors to enter these markets. Increased spending on shipbuilding and defense technology creates a favorable backdrop for companies tied to these areas.10 stocks we like better than JPMorgan Chase › JPMorgan Chase(NYSE: JPM) has launched a 10-year, $1.5 trillion Security and Resilience Initia

“The fundamentals are still strong” — biggest market opportunities right now

Transcript: Caroline Woods: Joining me now is Tiffany McGhee, CEO and chief investment officer at Pivotal Advisors. Tiffany, great to have you back. Tiffany McGhee: Good to be back, Caroline. Caroline Woods: All right. So, Tiffany, the jobs report came in worse than expected today. The economy lost more than 20,000 jobs last month. Yet the market is higher. Is Wall Street getting ahead of itself or is bad news officially good news here? Tiffany McGhee: No. Listen, you know, bad news is not necessarily especially good news when you think about the labor market in general. You know, it's cooling

JPMorgan Chase & Co. Buys AutoZone Inc (AZO) -- Shares Look 20% Undervalued on GF Value

Greggs (LSE:GRG) Stock Fair Value Edges Higher After Mixed Analyst Target Changes

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Greggs sits at the centre of a fresh price target debate, with recent analyst work clustering around £19.60 and £22.10 per share. These targets reflect different views on how much upside remains after the recent rally, with one camp leaning on continued execution and efficiency gains and another more focused on a tighter margin of safety and execution risk. In the sections that follow, you will see how this split view is shaping the evolving narrative arou