Market Overview - U.S. equities experienced a significant rebound on October 13, 2025, recovering from substantial losses due to improved investor sentiment following President Trump's softened trade rhetoric towards China [1][3] - Major U.S. stock indexes, including the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average, all posted robust gains in afternoon trading, with the S&P 500 up 1.6%, Nasdaq up 2.1%, and Dow up 1.3% [2] Sector Performance - The technology sector led the market recovery, with the Technology Select Sector SPDR (XLK) showing significant gains, while other sectors such as Materials (XLB), Energy (XLE), Consumer Discretionary (XLY), Communication Services (XLC), Financial (XLF), and Industrial (XLI) also registered advances [4] - The Consumer Staples Select Sector SPDR (XLP) was the only sector in negative territory, down approximately 0.22%, as investors shifted towards more cyclical sectors [5] Upcoming Market Events - The U.S. earnings season is set to begin, with major banks like JPMorgan Chase scheduled to report quarterly results, alongside other notable companies such as Johnson & Johnson and United Airlines [6] - The ongoing U.S. government shutdown is delaying the release of key economic data, including inflation figures and retail sales data, which could introduce uncertainty for the Federal Reserve's monetary policy decisions [7] Corporate Developments - Broadcom shares surged approximately 10% following a collaboration announcement with OpenAI to design custom AI accelerators, highlighting strong investor interest in the AI sector [12] - Other chipmakers, including Advanced Micro Devices and Micron Technology, also saw gains of 3.4% and 4.9% respectively, while Nvidia gained close to 3% [12] - Fastenal shares fell between 4.8% and 6.4% after reporting third-quarter profits that narrowly missed analysts' expectations [12] - HCL Technologies is set to announce its Q2 FY26 results, with investors focused on management's commentary regarding deal pipelines and demand outlook [12] - Avenue Supermarts reported a steady Q2 FY26 performance, with a nearly 4% year-on-year increase in consolidated net profit and a 15.5% rise in revenue [12] - Bharat Petroleum Corporation Limited announced a strategic partnership with Reliance BP Mobility Ltd to expand its city gas distribution and compressed natural gas network [12]

JPMorgan Chase & Co. vowed to funnel $1.5 trillion into industries that bolster US economic security and resiliency over the next 10 years — an initiative that will invest billions of dollars in companies and hire bankers and other professionals.The campaign will ramp up the amount of capital, resources and personnel that the largest US lender already dedicates to a variety of sectors, such as rare earth minerals, pharmaceutical precursors and robotics, or ventures developing defense, aerospace and energy t ...

The rally in quantum computing names continued on Monday after JPMorgan Chase announced it as one of the areas it would invest in as part of a new initiative.The bank said in a release that it would invest up to $10 billion in companies across four areas: supply chain and advanced manufacturing, defense and aerospace, energy technology, and frontier and strategic technologies — which includes quantum computing.Arqit Quantum, D-Wave Quantum and Rigetti Computing each rose about 20%, while IONQ gained 15% fol ...

From @WSJopinion: Our adversaries and potential adversaries aren’t waiting. America needs more speed and investment. That is why JPMorganChase is planning a 10-year, $1.5 trillion initiative to shore up America’s resiliency, writes Jamie Dimon. https://t.co/LaMKtnHUMu ...

Core Insights - JP Morgan is launching a 10-year plan to invest up to $10 billion in companies deemed critical to economic security and resiliency [1] - The investment will focus on four key areas: defense and aerospace, frontier technology (including AI and quantum computing), energy technology (such as advanced batteries), and supply chain and manufacturing [1] Investment Strategy - The initiative is part of a broader effort to finance or facilitate $1.5 trillion for companies essential to national security, representing a 50% increase from the previous plan [2] - CEO Jamie Dimon emphasizes the need to reduce reliance on unreliable sources for critical materials and manufacturing, highlighting the associated risks to economic and national security [2] Regulatory Environment - Dimon calls for the removal of obstacles such as red tape, regulatory delays, and partisan gridlock to maintain U.S. competitiveness [3] - He asserts that the strength and resiliency of America's economy are fundamental to national security [3]

Wall Street's $9B windfall fuels a Nobel-inspired $10B bet by JPMorgan to reshape the US economy.gettyA palpable sense of optimism is returning to Wall Street, as the long-dormant engine of high-stakes dealmaking roars back to life. Investment banking revenues at the financial district’s five largest institutions, JPMorgan Chase, Bank of America, Citigroup, Goldman Sachs and Morgan Stanley, which will be announced later this week, are poised to break through the $9 billion threshold in the third quarter for ...

JUST IN: JPMorgan confirms on CNBC that they will allow clients to trade #Bitcoin and crypto but not yet launch custody services 👀 https://t.co/N2oYWPwwhL ...

Core Insights - JPMorgan Chase commits to directing $1.5 trillion towards the U.S. security industry over the next decade, significantly increasing its capital, resources, and human allocation towards rare earth minerals, pharmaceutical precursors, robotics, and defense, aerospace, and energy technology projects [1] - The initiative is expected to release an additional $500 billion in financing compared to a "normal scenario" [1] - CEO Jamie Dimon emphasizes the urgency of this action for national security [1] Funding and Investment Strategy - In 2024, JPMorgan Chase has already lent and raised a total of $2.8 trillion [2] - The bank plans to invest up to $10 billion in equity and venture capital to assist relevant companies in scaling, innovating, or accelerating strategic manufacturing development [2] - The $1.5 trillion target includes all funds facilitated by the bank, involving its asset and wealth management divisions responsible for managing client investments [1]

分组1 - JP Morgan Chase plans to invest up to $10 billion over the next 10 years in sectors such as defense, aerospace, AI, quantum computing, energy technology, and advanced manufacturing as part of its security and resiliency initiatives [1] - The bank aims to facilitate $1.5 trillion in funding for companies deemed crucial [1] 分组2 - JP Morgan Chase and other major banks are set to kick off the earnings season, with JP Morgan's stock up 2.5% and other banks like Wells Fargo and Citigroup also showing positive movements [2] - Analysts express optimism for the upcoming earnings season, anticipating an acceleration in loan growth due to decreasing tariff tensions and potential Fed rate cuts [3][4] 分组3 - Expectations for improved credit quality among banks, with many analysts believing that concerns from earlier in the year have not materialized [6] - Consumer spending remains strong despite negative headlines, with actual spending patterns indicating resilience in the consumer sector [10][11] 分组4 - Large banks are expected to report strong fee income, while smaller banks may see improvements in net interest income as loan growth accelerates and deposit costs decrease [15][16] - Capital requirements for banks have decreased, allowing them to lean into loan growth and share buybacks, which could benefit stock performance [17][18]

The new JPMorgan Chase & Co. offices in New York. A run for the exits by investors in levered exchange-traded funds on Friday exacerbated the largest single-day stock market selloff since April, according to strategists at JPMorgan Chase & Co. The S&P 500 Index fell 2.7% in the rout, while the Nasdaq 100 plunged as much as 3.6%, after a social media post by US President Donald Trump threatened fresh tariffs on China. Most Read from Bloomberg Bram Kaplan and colleagues at JPMorgan pinned the blame for t ...