Key Points The lender consistently beat analyst profitability estimates throughout the year. One factor contributing to its outperformance was its relatively high capital markets activity. 10 stocks we like better than JPMorgan Chase › All in all, 2025 was a good year to be an American bank, particularly if you were one of the so-called Big Four at the top of the heap. The shares of each lender in the quartet -- JPMorgan Chase (NYSE: JPM), Bank of America , Citigroup, and even once-beleaguered Well ...

JP Morgan Chase & Co. (NYSE:JPM) shares are trading lower on Wednesday. The company reported fourth-quarter results on Tuesday.Earnings SnapshotOn Tuesday, the company clocked a net income of $13.0 billion, or $4.63 per share, down 7% year over year (Y/Y). The adjusted earnings per share were $5.23, beating the $4.92 analyst estimate.60 cents difference pertains to the $2.2 billion credit reserve established for the forward purchase commitment of the Apple credit card portfolio.Looking ahead, JPMorgan expec ...

An independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled The Stock Doctor,' where I discuss my views on the US and Indian markets every week. In addition, I actively undertake quantitative research in the areas of US equities, Behavioural Finance, Corporate Governance, Activist H ...

Novo Nordisk CEO Maziar Mike Doustdar shakes hands with U.S. President Donald Trump during an event to announce a deal with Eli Lilly and Novo Nordisk to reduce the prices of GLP-1 weight‑loss drugs during an event in the Oval Office at the White House in Washington, D.C., U.S., November 6, 2025.A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions.Good morning from San Francis ...

British cell and gene therapy manufacturer Oxford Biomedica confirmed on Wednesday that it has received an unsolicited cash offer from funds managed by EQT for all of its shares. ...

Some of America’s top bankers are warning that the president’s cap on credit card interest rates would prove disastrous for lower-income consumers and the US economy — not to mention their profits. Faced with President Trump’s proposal to slash their credit card interest rate fee income days before reporting fourth quarter earnings, senior executives for the nation’s four largest banks — JPMorgan Chase (JPM), Citigroup (C), Bank of America (BAC), and Wells Fargo (WFC) — all said they agree that affordabil ...

I analyze oil and gas companies, related companies, and JPMorgan Chase in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here ...

Fundstrat's Tom Lee says investors would be wise to follow signals from Washington when it comes to stocks in the new year. - Brendan Smialowski/Agence France-Presse/Getty Images Major indexes tripped up and broke their three-session win streaks as it seems geopolitics and worries over Fed independence might be starting to rattle investors. That’s as earnings season kicks off with big banks’ fourth-quarter reports. Our call of the day from Fundstrat’s head of research, Tom Lee, suggests investors would b ...

Group 1: Inflation and Economic Outlook - Morgan Stanley's chief economic strategist noted that inflation has not re-accelerated but remains above target, indicating insufficient grounds for the Federal Reserve to lower interest rates in January [1] - JPMorgan's CEO highlighted the resilience of the U.S. economy despite a slowdown in the labor market, with consumer spending remaining strong and businesses generally healthy [1] - Credit Agricole's forex strategist suggested that the market has already priced in negative factors related to interest rate cuts, indicating that the dollar may be undervalued [1] Group 2: Currency and Monetary Policy - Barclays reported that the Japanese yen may face downward pressure due to rising concerns over Japan's fiscal situation, potentially leading to further monetary easing [2] - Mitsubishi UFJ noted that a significant depreciation of the yen could raise concerns among policymakers, with speculation about government intervention to support the currency [3] - Julius Baer indicated that despite narrowing interest rate differentials, the yen is expected to remain weak due to concerns over Japan's fiscal policies and high public debt levels [4] Group 3: UK Economic Outlook - ING analysts warned that the British pound's recent gains against the euro may not be sustainable, as the Bank of England could lower interest rates sooner than expected [5][6] Group 4: U.S. Inflation and Federal Reserve Predictions - CICC reported that the U.S. December CPI rose by 2.7% year-on-year, aligning with market expectations, while core CPI was slightly below expectations [7] - CITIC Securities projected that the Federal Reserve would pause interest rate cuts in January and implement two cuts of 25 basis points each later in the year [8] Group 5: Strategic Metals and Investment Opportunities - CITIC Jiantou emphasized the bullish outlook for strategic metals due to rising resource nationalism and significant changes in demand dynamics [9] - Galaxy Securities highlighted the potential for a super copper cycle driven by the intersection of AI advancements and global order restructuring, suggesting significant upside for copper prices [11][12] Group 6: Brain-Computer Interface Industry - Galaxy Securities reported that brain-computer interface technology is moving towards industrial production, with significant policy support in China facilitating its commercialization [13]

The Dow Jones Industrial Average (^DJI) was down 398.21 (-0.8030%) points today, Wednesday, January 14, 2026, as the market reacted negatively to disappointing banking sector earnings and lingering economic concerns. The primary driver of today's downturn was weak financial results from major banks, notably JPMorgan Chase (JPM), whose Q4 investment banking fees fell below expectations. This performance, coupled with a warning from JPMorgan regarding a potential 10% interest rate cap impacting the economy an ...