Workflow
JP MORGAN CHASE(JPM)
icon
Search documents
JPMorgan customers can sue over low rates on cash sweeps, US judge rules
Reuters· 2026-02-13 15:55
NEW YORK, Feb 13 (Reuters) - JPMorgan Chase (JPM.N), opens new tab must face part of a proposed class action lawsuit accusing the largest U.S. bank of paying brokerage and retirement account holders near-zero interest rates instead of market rates on their idle cash, a federal judge ruled. Customers alleged that the Cash Sweep programs in which they were automatically enrolled "siphoned billions of dollars in net interest income," by paying artificially low 0.01% to 0.03% interest even as the federal funds ...
Air Canada sees surge in corporate travel as Canada diversifies trade routes
Invezz· 2026-02-13 15:54
Montreal-based Air Canada is seeing a significant increase in corporate traffic, especially on international routes, as Canada seeks to diversify its trading partners away from the United States. ...
JPMorgan Chase & Co. (JPM) Upgraded to Neutral Despite Valuation Concerns
Yahoo Finance· 2026-02-13 15:09
JPMorgan Chase & Co. (NYSE:JPM) is among the most profitable mega cap stocks to buy. On February 3, Baird upgraded JPMorgan Chase & Co. (NYSE:JPM) to Neutral from Underperform and set a price target of $280. At the lowest 1-year price target, the firm’s estimate implies a 13.07% downside. This upgrade comes after JPM’s weak performance, as shares have fallen 3.94% YTD in contrast to the KBW Bank Index’s 4% appreciation and the KBW Regional Banking Index’s 8% surge, the firm said. While noting JPMorgan Cha ...
Musk’s bankers are discussing a plan to wrangle xAI debt after SpaceX merger
Yahoo Finance· 2026-02-13 14:44
(Bloomberg) — Elon Musk’s bankers are working on a potential financing plan after the merger of SpaceX (SPAX.PVT) and xAI that could trim some of the heavy interest costs that the billionaire racked up in recent years, according to people familiar with the matter. Musk built up a debt stack of almost $18 billion with his buyout of Twitter and the creation of his artificial-intelligence developer. A financing deal, which isn’t final, would be expected to help reduce that expensive debt burden ahead of an a ...
Anthropic融资300亿美元估值3800亿,美银称全球资金再平衡升温,美国例外主义正在转变
Jin Rong Jie· 2026-02-13 13:52
特朗普称希望与伊朗"一个月左右"达成协议。美国总统特朗普当地时间2月12日表示,美国"必须"与伊 朗达成协议,否则局势将"非常严重"。 美银策略师称全球资金再平衡趋势升温。据EPFR Global数据,今年流入欧洲、日本及其他国际发达市 场股票基金的资金合计达1040亿美元,远高于流入美国股票基金的250亿美元。美银策略师迈克尔·哈特 内特在研报中写道:"特朗普政府的让经济过热政策意味着新的'除了美元之外的一切'交易,美国例外主 义正转变为全球再平衡。" 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 2月13日,投资者需重点关注的美股市场财经要闻如下: Anthropic完成300亿美元融资,OpenAI发布新模型。人工智能初创企业Anthropic完成300亿美元融资, 投后估值达3800亿美元。与此同时,OpenAI发布了首款基于半导体初创公司Cerebras Systems芯片的人 工智能模型GPT-5.3-Codex-Spark。 软银旗下PayPay推进美国IPO。软银旗下日本支付应用运营商PayPay已公开提交美国首次公开募股申请 文件,计划在纳斯达克 ...
Goldman Sachs, JPMorgan, and Citigroup All Plunge Over 5% on Thursday
247Wallst· 2026-02-13 12:54
Core Insights - Major banks including Goldman Sachs, JPMorgan, and Citigroup experienced significant declines, with Goldman Sachs dropping 5.1%, JPMorgan falling 3.2%, and Citigroup decreasing 5% on a day when the S&P 500 declined only 1.8% [1] Company Performance - **Goldman Sachs**: The stock fell from an opening price of $956.17 to close at $907.99, with a notable spike in trading volume indicating institutional selling during the last hour of trading [1] - **JPMorgan Chase**: The stock decreased from $312.88 to $302.79, with 5.57 million shares traded at the close, reflecting a similar pattern of institutional selling [1] - **Citigroup**: The stock fell from a session high of $119.18 to close at $111.47, indicating ongoing weakness in the stock [1] Market Context - The broader market saw a decline, with the S&P 500 down 1.8%, but the banks underperformed significantly, suggesting sector-specific issues rather than just general market weakness [1] - The regional banking sector also faced declines, with the SPDR S&P Regional Banking ETF dropping 3.8%, marking the third consecutive day of losses [1] Analyst Sentiment - The selloff was triggered by a series of analyst downgrades in the asset management sector, with BMO Capital Markets lowering its price target on T. Rowe Price Group from $110 to $104, alongside downgrades from other major banks [1] - Concerns about fee-based revenue streams and market activity levels were highlighted as key issues affecting investor sentiment towards financial stocks [1]
摩根大通:基于美联储利率展望,建议做空两年期美债
Xin Lang Cai Jing· 2026-02-13 10:33
摩根大通策略师建议将做空两年期美国国债作为一项 "战术性" 交易,理由是美国经济增长前景韧性十 足,美联储难以大幅降息。 责任编辑:郭明煜 摩根大通策略师建议将做空两年期美国国债作为一项 "战术性" 交易,理由是美国经济增长前景韧性十 足,美联储难以大幅降息。 这家华尔街大行的观点发布于周五关键美国通胀报告出炉前夕。这份报告或将为美联储下一步行动提供 新线索,任何物价压力缓解的迹象,都可能刺激市场对短期、对政策敏感的国债的需求。本周美债收益 率剧烈震荡,受科技股抛售及强劲美国就业数据影响,市场也在热议特朗普提名的美联储主席候选人沃 什将如何制定政策。 目前交易员预计,美联储将在 7 月降息 25 个基点,并在年底前再降息一次。而在本周公布超预期就业 数据前,市场几乎已定价美联储会在 6 月降息。周五亚洲交易时段,两年期美债收益率小幅上行 2 个基 点至 3.47%,此前一个交易日则下跌约 5 个基点。 部分市场人士与摩根大通观点相左。 对冲基金经理大卫・艾因霍恩押注,沃什领导的美联储将比市场当前预期 "大幅更多" 降息。绿光资本 联合创始人表示,他已买入有抵押隔夜融资利率(SOFR)期货,预期若美联储更激进降 ...
摩根大通对中国平安的多头持仓比例增至8.23%
Xin Lang Cai Jing· 2026-02-13 09:20
来源:滚动播报 据香港交易所披露,摩根大通(JPMorgan)对中国平安保险(集团)股份有限公司 - H股的多头持仓比例 于2026年2月9日从7.95%增至8.23%。 ...
摩根大通(JPMorgan)对中国平安的多头持仓比例增至8.23%
Xin Lang Cai Jing· 2026-02-13 09:12
据香港交易所披露,摩根大通(JPMorgan)对中国平安保险(集团)股份有限公司 - H股的多头持仓比例 于2026年2月9日从7.95%增至8.23%。 ...
美股脆弱之际,今晚CPI恐现“鹰派意外”
Hua Er Jie Jian Wen· 2026-02-13 06:32
美股正经历全面抛售之际,周五将公布的1月CPI数据面临超预期风险。华尔街普遍预期核心CPI环比将 从0.2%升至0.3%,同时多家投行警告实际读数可能更高,"鹰派意外"的概率大于"温和意外",这可能给 脆弱的市场带来新一轮冲击。 北京时间今晚21:30,因政府部门关闭而推迟数日的1月CPI数据将公布,华尔街共识预期显示: 但这一预期可能低估了年初价格压力和季节性扭曲的影响。多家机构的预测更为鹰派,摩根大通预计核 心CPI环比增长0.4%,其认为年初价格压力推升1月CPI,而去年12月的数据因10月和11月初联邦政府停 摆的滞后效应而受到抑制。 本周市场情绪已明显转向防御。围绕人工智能将颠覆多行业商业模式的担忧扩散,叠加美国成屋销售降 幅创四年来最大,触发避险交易,投资者同步抛售股票,大宗商品和加密货币等风险资产。在这样的背 景下,CPI的边际变化被放大。在弱于预期的零售销售数据与强于预期的非农就业报告相互抵消的背景 下,此次公布的CPI数据显得尤为重要。 多重因素指向上行风险 摩根大通首席经济学家Michael Feroli预计,1月CPI环比将上涨0.3%(更精确为0.35%),核心CPI环比 将上涨0.4 ...