JPMorgan analysts said they believe these 15 hardware and networking stocks could be a bargain with "overblown" worries priced in, and strong fundamentals that leave them poised for growth. https://t.co/q7rhhqJpi6 ...

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Core Viewpoint - JPMorgan Chase & Co. is recognized as the best large US investment bank based on its return on equity (ROE) and performance over the past decade, but the stock is rated as a hold due to valuation considerations [1]. Group 1: Company Performance - JPMorgan Chase & Co. has demonstrated strong fundamentals and outperformance in the investment banking sector over the last ten years [1]. - The focus on GARP (Growth At a Reasonable Price) and turnaround stocks indicates a strategy that seeks value in the market [1]. Group 2: Investment Strategy - Valuation is emphasized as a critical component of the stock picking strategy, suggesting that the current price may not present an attractive entry point [1]. - The investment approach aims to identify stocks with limited downside potential and significant upside opportunities [1].

Core Insights - Recent sell-off in tech stocks, particularly those exposed to AI, has raised concerns about an AI bubble, prompting JPMorgan to suggest it may be time for investors to consider buying these stocks at discounted prices [3][7]. Group 1: Market Overview - Tech stocks, including Dell and Arista Networks, have experienced significant declines of 10% to 40% from their recent highs due to fears surrounding an AI bubble [2][4]. - JPMorgan analysts believe that the concerns about an AI bubble may be overblown, indicating that many companies with strong fundamentals are undervalued [3][7]. Group 2: Stock Recommendations - JPMorgan identified 15 stocks particularly exposed to AI that are considered bargains, with strong fundamentals and "overblown" risks already priced in [2][7]. - Notable recommendations include Dell, which has lost 25% of its value since late October, and Arista Networks, among others like Coherent, Flex, Jabil, and Amphenol [4][5]. Group 3: Company-Specific Insights - Dell's stock decline is attributed to concerns over rising component prices, although JPMorgan believes the company has effectively managed these costs [4]. - Arista Networks and other companies listed derive significant AI exposure from major tech firms expected to continue investing in infrastructure, providing more stable financing compared to less established players [8].

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Market Overview - The U.S. stock market experienced a significant rebound on November 21, 2025, with major indexes closing higher, recovering from earlier losses driven by optimism regarding potential interest rate cuts by the Federal Reserve [1][4] - The Dow Jones Industrial Average (DJI) rose 1.4%, adding 650 points, while the S&P 500 (SPX) gained 1.4%, closing at 6,590 points, and the Nasdaq Composite (IXIC) increased by 1.5% [2] Federal Reserve Influence - New York Federal Reserve President John Williams indicated support for a potential interest rate cut "in the near term," which shifted market expectations significantly, raising the likelihood of a rate cut at the December meeting to 73.1% from 39.1% [4] Corporate Performance - Nvidia (NVDA) reported a 62% year-over-year revenue increase to $57 billion, but its shares fell 3.2% on Thursday and 1.7% on Friday due to concerns over AI valuations [5] - Walmart (WMT) saw its stock decline by approximately 2% on Friday after a strong performance on Thursday, where it had jumped 6.5% following better-than-expected third-quarter results [6] - Retailers like Gap (GPS) and Ross Stores (ROST) had positive performances, with Gap surging 9.5% and Ross jumping 8.5% due to strong earnings [7] Notable Stock Movements - Alphabet (GOOGL) increased by over 3%, while Meta Platforms (META) added 1%. In contrast, Microsoft (MSFT) shares fell approximately 1%, and Oracle (ORCL) slid more than 4% [8] Upcoming Earnings and Economic Data - Several companies, including BJ's Wholesale Club Holdings (BJ) and IES Holdings (IESC), reported earnings after the market closed, with BJ's EPS at $1.16 against a forecast of $1.10 [9][10] - The upcoming week will feature key economic data releases, including the Producer Price Index (PPI) and Retail Sales for September, which were delayed due to a government shutdown [12]

This post originally appeared in the First Trade newsletter. You can sign up for Business Insider's daily markets newsletter here. It may not feel like it, but 2025 has been a record year for retail traders. It's been even busier than 2021, when GameStop mania was at its peak. Compared to last year, retail activity is up 50%. That's likely indicative of more volatility in 2025, especially the nearly 20% drawdown from February to early April. Those shifting sands gave rise to investment strategies th ...

My previous update on JPMorgan Chase & Co. ( JPM ) was mainly based on technical analysis, but nonetheless I downgraded the stock to a sell. Below, you can see that this bear thesis hasn't workedI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I alwa ...

Core Insights - The JPMorgan Ultra-Short Income ETF (JPST) offers a 4.5% dividend yield, which is slightly higher than T-bills, focusing on quality short-term securities [1] Group 1: Company Overview - JPST is part of the CEF/ETF Income Laboratory, which manages portfolios targeting safe and reliable yields of approximately 8% [1] - The service is designed for both active and passive investors of all experience levels, emphasizing high-yield opportunities in the closed-end fund (CEF) and exchange-traded fund (ETF) space [1] Group 2: Investment Strategy - The majority of holdings in the CEF/ETF Income Laboratory are monthly-payers, facilitating faster compounding and steady income streams [1] - The service includes features such as 24/7 chat and trade alerts to assist investors [1] Group 3: Analyst Background - Juan de la Hoz, a contributor to the CEF/ETF Income Laboratory, has extensive experience in fixed income trading, financial analysis, and economics, focusing on dividend, bond, and income funds [1]

Drew Angerer / Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. JPMorgan Chase announced a sudden increase in investments in critical U.S. industries, such as energy and defense, noting the firm will increase its previous 10-year $1 trillion commitment by 50%, to $1.5 trillion. This initiative will begin with a $10 billion investment primarily into select American companies to help enhance growth, spur innovation and accelerate strategic man ...