AI Memory Boom Is Causing ‘Chipflation’ — And Your Next iPhone Could Cost More The artificial intelligence boom is starting to create an unexpected bill for consumers: more expensive electronics. Benzinga · Aug 13
US Stock Market: JP Morgan raises S&P 500 year-end target to 8,000 on AI, earnings optimism J.P. Morgan raised its S&P 500 year-end target to 8,000, citing stronger corporate earnings and growing confidence in AI investments. The brokerage also raised its 2026 and 2027 earnings forecasts, while maintaining a 20-times valuation multiple amid risks from higher rates and geopolitical uncertainty. The Economic Times · Aug 11
Broadcom Will Survive the AI Bubble, But Everyone Else Won't. Here's Why. Broadcom may look like another AI chip stock, but its long-term custom-chip contracts give it a level of demand visibility that many rivals lack. Barchart · Aug 7
Honeywell Aerospace shares plunge 26% as supply woes trigger forecast cuts Honeywell Aerospace shares dropped significantly after supply-chain problems impacted sales targets. The company lowered its annual sales growth outlook for 2026 significantly. Analysts expressed concern over the reduced growth forecast compared to sector strength. The Economic Times · Aug 6
JP Morgan CEO Jamie Dimon leads new cross-industry effort to tackle AI risks JP Morgan Chase's CEO, Jamie Dimon, is calling upon business leaders to participate in a newly established industry group dedicated to tackling the emerging threats associated with artificial intelligence technology. This initiative encourages collaboration and the exchange of information among vital infrastructure sectors, aiming to create a collective comprehension of… The Economic Times · Aug 5
Global investors rebuild positions in South Korean stocks after volatile July Global investors are returning to South Korean equities after a sharp leverage-driven selloff, with renewed buying in semiconductor stocks such as Samsung Electronics and SK Hynix. While volatility persists, easing deleveraging, lower short interest and resilient AI-driven chip demand are improving sentiment toward the country's technology-heavy stock market. The Economic Times · Aug 3
Gianni Infantino, Fifa and the week that rocked the football world Ultimately doomed plan for sale of commercial rights to World Cup caused chaos with Uefa, AFC and Concacaf leading the opposition The Guardian - UK · Jul 31
A World Cup with no participants – it could be Gianni Infantino’s boldest move yet You’ve got to admire the Fifa president’s chutzpah in trying to flog off football’s greatest prize. If only Uefa wasn’t being so pesky about it all, says Marina Hyde The Guardian - UK · Jul 31
Fifa’s sales pitch revealed: more tournaments, more debt … but little mention of women’s game Fifa’s pitch to persuade members to approve sale of World Cup’s commercial rights includes more tournaments, higher ticket prices and debt financing The Guardian - UK · Jul 30
US Stock Market: JP Morgan brings forward Fed rate hike call to December after July policy meeting J.P. Morgan has brought forward its forecast for the next US Federal Reserve rate hike to December 2026 after the Fed held interest rates steady in July. The brokerage cited persistent inflation risks, while market expectations and analyst views remain divided over the policy outlook. The Economic Times · Jul 30
No, Miami isn't more expensive than New York. But it may be less 'affordable' "Now they're having affordability issues, and I think that's really making people think twice about leaving New York," broker Michelle Griffith said. Fortune · Jul 26
Former Barclays CEO Jes Staley faces US congressional panel over Epstein ties Staley is latest high-profile figure to testify before House amid investigation into Epstein, convicted sex offender The Guardian - US · Jul 23
Gen Z could retire millionaires with $160 monthly contributions - but they don’t want to, poll reveals The average worker believes they will need $1.2 million in savings to retire comfortably The Independent UK · Jul 21
SpaceX stock falls back to earth shortly after Wall Street analysts release florid targets: 'Paving the superhighway to the stars' A wave of wildly bullish price targets from Wall Street's SpaceX underwriters arrived just before the stock fell—raising questions about how much analysts really know. Fortune · Jul 18
The Economic Times · Jul 15 JP Morgan moving closer to a milestone no bank has ever reached: A $1 trillion market value JPMorgan is approaching a $1 trillion market valuation after record profits and a strong share rally. Robust investment banking, diversified operations and investor confidence in CEO Jamie Dimon have strengthened its leadership, with sustained dealmaking expected to support further growth.
The Guardian - UK · Jul 13 JP Morgan boss pressed by US senator about contact with Jeffrey Epstein Elizabeth Warren asks Jamie Dimon if he was advised to ‘mildly threaten’ UK chancellor over tax on bankers’ bonuses
Barchart · Jul 13 Option Volatility And Earnings Report For July 13 - 17 Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.
The Economic Times · Jul 8 US Stock Market: Starship, AI ambitions fuel bullish Wall Street outlook on newly listed SpaceX SpaceX joins the Nasdaq-100 index, attracting billions in passive investment flows. Wall Street brokerages initiated coverage with overwhelmingly positive ratings for the company. Analysts see long-term growth potential in space transportation and satellite connectivity. Starship, SpaceX's reusable rocket, is a major pillar of this optimistic outlook. The company's artificial intelligence…
MarketBeat · Jun 30 3 Top Financial Institutions Announce Over $70 Billion in Share Repurchases JPMorgan announced a $50 billion buyback, Morgan Stanley reauthorized a $20 billion program, and Jefferies approved $250 million in repurchases alongside dividend increases.
The Economic Times · Jun 28 Tax, policy changes making equities more attractive for investors, likely to sustain inflows: JP Morgan Government policies and tax reforms are making Indian equities a more attractive investment compared to other options, according to a JP Morgan report. These changes, coupled with rising investor participation via Systematic Investment Plans (SIPs), are expected to drive sustained inflows into the country's capital markets. Domestic investors are increasingly…
TechRadar · Jun 25 Don't delay that MacBook upgrade — Apple's laptop price hikes could be much worse than the iPhone 18 Pro, analysts predict We know price hikes are inbound for all major Apple products, but MacBooks could potentially come off worst.
International Business Times · Jun 25 The $70 Billion Shot in the Dark The global market for drugs like Ozempic, Wegovy, Mounjaro, and Zepbound was worth roughly $70 billion in 2025 and is projected by JP Morgan to exceed $200 billion by 2030.
The Economic Times · Jun 25 Global chip stocks surge as blowout Micron results reignite AI rally Global chip stocks experienced a significant rally on Thursday, fueled by Micron Technology's stellar financial results and optimistic outlook. The company's strong performance and forecast for robust demand, particularly in AI-driven sectors, have boosted investor confidence. This surge has positively impacted major players across the US, Europe, and Asia, signaling…
The Economic Times · Jun 24 JP Morgan lowers Brent crude price forecast for second-half 2026 J.P. Morgan has updated its Brent crude oil price forecast for 2026, lowering expectations due to unexpectedly weaker inventory draws and a decline in oil demand. The bank now estimates Brent prices will average $86 in Q3 and $80 in Q4, finishing the year at $78. This downward revision arises…
The Economic Times · Jun 24 India among top AI-ready nations, one of world's least concentrated equity markets: J.P. Morgan India has emerged as one of the top countries in artificial intelligence (AI) readiness, trailing only the U.S. and China, while remaining one of the world's least concentrated equity markets, according to a recent report by J.P. Morgan.