It’s that time of year that reminds everyone how much better it is to give than receive. JPMorgan is in the holiday spirit (or as much as it can get, anyway), considering how much it expects to pay advisors next year. And of course, that’s far from being a charitable gesture. During this week’s Goldman Sachs conference, JPMorgan Consumer & Community Banking CEO Marianne Lake told the audience that the company is planning for considerably higher expenses next year, in part because of incentive compensation ...

Market Trends - AI investment is experiencing explosive growth, driving a significant Wall Street rally [1] Investment Analysis - The report explores the potential risks of an "AI wipeout" versus the benefits of riding a rising wave in AI investments [1]

Derivatives allowing investors to bet against Meta’s bonds began actively trading for the first time this week, as money managers and banks look to hedge their exposure to an industry that has been piling on debt to pay for AI investments https://t.co/sEDPoD7IOM ...

All right, welcome back to Fast Money. This weekend, President Trump upping his threats to send the National Guard into San Francisco. This despite Salesforce CEO Mark Beni off publicly walking back some comments he made in support of that move last week.Kate Rogers here now with more. Kate, >> hi Brian. So Ben off reversing his stance after Loren Pal Jobs penned an op-ed against his comments and longtime tech investor Ron Conway resigned from the Salesforce Foundation board.And all of this comes at a time ...

Many investors and creditors could become less willing to countenance huge AI investments as they lower their expectations for revenues. The flow of capital could slow. What would such a chill look like? https://t.co/INh4pvK7yi ...

Can Meta stock reach $800 by 2025? See analyst predictions, AI investments, and key growth drivers to see if this ambitious target is possible. https://t.co/JBvuctH9eW https://t.co/UTp6Ky00SF ...

Can Meta stock reach $800 by 2025? See analyst predictions, AI investments, and key growth drivers to see if this ambitious target is possible. https://t.co/j5IkaHBTTg https://t.co/ba13AeV54r ...

Investment & Strategy - MGX is considering raising billions of dollars in third-party capital [1] - The capital is intended to ramp up AI investments [1]

IPO Market & M&A - The IPO market is experiencing a general thaw with increased activity across industries [1][2] - M&A activity is providing tension in the markets, with a pause in early Q2 due to tariffs, but is now becoming functional again [3] - Several companies are preparing to go public, including StubHub and SeatGeek on the consumer side, and more crypto names [4] Healthcare Sector - Healthcare is a super hot space, especially related to AI, with potential for numerous AI-related healthcare companies to go public [6][7] - Direct-to-consumer healthcare is growing as consumers take more control of their health and seek better value [7] - Companies like Ro Health are hitting metrics and partnering with Eli Lilly and Novo Nordisk, potentially getting closer to going public [6] - AI and digital solutions are providing a better consumer experience at a cheaper price in healthcare [8] AI & Technology - AI is beginning to see a real ROI, with companies and consumers paying real money for it [10] - The fundamental demand for SaaS, AI, and consumer companies is pretty good, despite tariff crosswinds [9] - 2025 is seen as a critical year to determine if investments in AI will pay off [11] - AI is providing a huge amount of leverage in coding and automation [12] - There is no slowdown in demand for AI, driven by orders from sovereigns and hyperscalers [14] Crypto - Circle's IPO could lead other crypto firms to go public [15] - Stablecoins are emerging as a good use case for crypto, offering a better, cheaper, and faster way to transfer money [15]