JPMorgan sees nearly 50% upside ahead for the stock market if investor allocations return to the levels seen at the peak of the dotcom bubble in early 2000. While retail participation has increased in recent years, overall equity allocation of nonbank investors is at the same level as in 2007 and “significantly” below the 54.6%…
The Club’s 10 things to watch Tuesday, Sept. 16 1. The S & P 500 and Nasdaq are set for a higher open this morning, aiming to extend yesterday’s gains. Both indexes closed at record highs to kick off the week. Retail sales increased 0.6% month over month in August, the Census Bureau said, exceeding…
My top 10 things to watch Monday, Sept. 15 1. President Donald Trump implied in a social media post this morning that a TikTok deal has been reached with China, and he plans to speak with Chinese President Xi Jinping this coming Friday. Trade officials from both countries were talking in Spain over the weekend….
(Bloomberg) — Top Wall Street strategists said the record-setting US stock rally risks temporarily running out of steam after an expected Federal Reserve interest-rate cut this week. Strategists from Morgan Stanley, JPMorgan Chase & Co. and Oppenheimer Asset Management warned that a more cautious tone may replace the bullish mood as investors focus instead on…
Shoppers at the new H Mart during their grand opening in Westminster, CA, on Thursday, August 7, 2025. Jeff Gritchen | Medianews Group | Getty Images It was a stellar day for markets as all three major U.S. stock indexes closed at record highs on Wednesday. That’s despite a sharper-than-expected month-on-month growth in U.S. consumer…
Hello, I am Priyanka Salve, CNBC’s senior correspondent for India, writing from Singapore. This week, I look at how global and local electric car makers are betting on the world’s third-largest car market in hopes of capturing the attention — and wallet share — of the Indian middle class. A Tesla Model Y is on…
One Wall Street strategist is wary of the near-term market outlook, even as the consensus grows more optimistic. JPMorgan equity strategist Dubravko Lakos-Bujas is worried the S & P 500 could suffer a near term pullback of roughly 5% to 8%, equal to the benchmark index slumping as low as 6,200 or 6,000, respectively, and…
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching on Monday and what’s on the radar for Tuesday’s session. Apple Apple hosts a key…
JPMorgan has a few key price levels it’s watching on the biggest artificial intelligence stocks in the market. The transition to early fall is a seasonally weak period for U.S. equities that could weigh on technology and growth names. With any swing against bellwether stocks such as Nvidia and Microsoft likely to dampen broad market…
Sam Altman (Bloomberg) — Credit investors are pouring billions of dollars into artificial intelligence investments, just as industry executives and analysts are raising questions about whether the new technology is inflating another bubble. Most Read from Bloomberg JPMorgan Chase & Co. and Mitsubishi UFJ Financial Group are leading the sale of a more than $22…