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JPMORGAN STRATEGIST
Alternatives to OpenAI, Anthropic: With US prime AI off the table, India opts for fine ChinaChinese open-source models, already popular among startups due to lower costs, may now make their way to large enterprises looking to avoid...- Tech equity sales renew AI debt-binge worriesTech giants are aggressively selling stock, raising billions, signaling a potential spending spree. While this boosts balance sheets, it al...
- Musk’s SpaceX adds billions in debt while cutting interestElon Musk's SpaceX has successfully issued $25 billion in investment-grade bonds, a move that consolidates debt from X and xAI while loweri...
- US stocks: JP Morgan raises S&P 500 year-end target to 7,800, joins bullish trendJ.P. Morgan has elevated its forecast for the S&P 500 in 2026 to 7,800, driven by strong earnings from AI investments and a consistent econ...
- SpaceX IPO makes Elon Musk the world's first trillionaireAt a time when concerns about inequality are high and public attitudes toward the ultra-wealthy have soured, Musk has managed to retain a l...
- Chinese AI models surge in 2026: Is JPMorgan data signaling a global shift away from US AI dominance?Chinese AI models are no longer just regional competitors. They are rapidly becoming a global artificial intelligence force. New JPMorgan d...
- US stocks today: Dow posts closing record high, S&P 500, Nasdaq muted as AI rally pausesUS stocks ended mixed as the Dow hit a record closing high driven by healthcare and consumer gains, while tech and chip stocks lagged. Bank...
- Resurgent political risk derails rallies across emerging marketsEmerging markets are experiencing a fresh wave of political turmoil, impacting Latin America and Eastern Europe. Upcoming presidential elec...
- AI boom: Global stock market order shuffles as Taiwan, South Korea overtake Western giantsAsian markets are making waves. South Korea's Kospi and Taiwan's stock market have surged, driven by the AI boom. These markets are now out...
- US Stock Market: AI-fueled memory supercycle boosts chip stocks while hardware companies struggleThe AI boom is causing a global memory chip shortage. This is creating winners among chip makers like Micron and Samsung, whose shares are ...
- Anthropic's Mythos sends US banks rushing to plug cyber holesAmerica's top banks are racing to patch IT system flaws identified by Anthropic's powerful Mythos AI tool. This advanced technology is unco...
- Alphabet, Amazon tap overseas debt markets to fund AI infrastructure pushAs the race to dominate artificial intelligence heats up, major technology firms are escalating their borrowing. Alphabet plans to launch i...
- Global Markets: Korea, Taiwan emerge as the biggest winners of AI equity boomGlobal investors are shifting focus to Asian markets like South Korea and Taiwan. These markets are seeing strong gains driven by demand fo...
- Traders looking for next leg in global stocks rally bet on AsiaInvestors are increasingly betting on Asia for the next phase of the global equities rally, driven by enthusiasm around artificial intellig...
- US stock market today: Dow Jones crashing today while the Nasdaq and S&P 500 hitting record highsThe Dow Jones is crashing as Nasdaq and S&P 500 hit record highs amid AI stock surge. The U.S. stock market today looks confusing at first ...
- Global Market Today: Asian stocks rise with optimism over Iran dealAsian markets surged to new peaks. Japanese stocks led the rally. Investors are optimistic as the US and Iran move closer to ending their c...
- US Stock Market | Bond markets signal rising odds of Fed rate hike before cutsGlobal bond traders are shifting stance, increasingly pricing in a possible rate hike by the Federal Reserve before any cuts, with derivati...
- Global Market Today: Asian stocks rise, oil falls as US cites Iran progressGlobal stocks surged to record highs as President Trump indicated progress in Iran negotiations, easing geopolitical tensions. This develop...
- Smallcap stocks head for best month in 12 years, outpace Nifty since Iran warIndia’s smallcap stocks are posting their best monthly gain in 12 years, driven by improved earnings outlook and attractive valuations afte...
- JPMorgan strategists say US stock valuations at risk from high interest ratesThe S&P 500 is up 16% so far this year, but many investors are concerned the index has become too expensive, especially as Treasury yields ...
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