MSCI’s new non-operating company rules threaten MicroStrategy’s index inclusion, with JPMorgan projecting $2.8 billion in potential passive selling if the company is removed.
JPMorgan analysts warn that the market conditions that fueled a summer recovery for AI infrastructure stocks are currently missing, signaling a cautious outlook for the sector.
JPMorgan Chase has banned third-party AI agents from accessing customer accounts to mitigate security risks and prevent unauthorized transactions.
JPMorgan Chase will block unvetted third-party AI agents from its systems to mitigate risks to clients and the bank, CEO Jamie Dimon confirmed during the Q3 earnings call.
JPMorgan Chase is blocking external AI agents from accessing customer accounts to mitigate security risks and liability concerns while developing its own proprietary AI tools.
JPMorgan Chase reports that its AI-related spending is currently below plan, even as the bank continues to scale internal AI adoption across its operations.
JPMorgan reports that a global shortage of supertankers is driving up oil prices by inflating transport costs, despite sufficient crude supply.
JPMorgan warns that the US economy is overly dependent on AI, citing market concentration risks and a tenfold increase in cyber threats.
JPMorgan analysts estimate that inflows into digital assets have reached $50 billion year-to-date, fueled by institutional interest in CME futures and a recovery in ETF flows.
JPMorgan warns that rising 30-year Treasury yields threaten small-cap stocks, though the bank still recommends two specific equities for its model portfolio.
JPMorgan CEO Jamie Dimon reported a tenfold increase in AI-related risks following the Mythos incident, highlighting new cybersecurity vulnerabilities in autonomous systems.
JPMorgan Chase remains the world's most AI-advanced bank, according to the 2026 Evident AI Index, with annual AI-driven benefits now estimated at $2 billion.
The Solana Foundation has introduced an open-source DvP settlement program designed to reduce securities transaction times from days to seconds for financial institutions.
The Solana Foundation has introduced an open-source delivery-versus-payment program developed with input from J.P. Morgan to enable atomic settlements for institutional finance.
JPMorgan has expanded its October stock favorites list, adding American Express, Liberty Energy, and Thermo Fisher Scientific with overweight ratings.
Major banks are aggressively hiring AI specialists as job postings for artificial intelligence roles grew 49% to 139,819 this year, driven by a surge in demand for agent orchestration skills.
JPMorgan forecasts a decline in Microsoft Cloud's ROIC to 37% by FY26 due to heavy AI infrastructure spending, with stabilization expected in the 32-33% range through FY31.
J.P. Morgan projects a final Federal Reserve rate hike in December, citing supply-driven inflation and the formation of new task forces to review future policy frameworks.
JPMorgan CEO Jamie Dimon argues that the US dollar's reserve status depends on securing new trade deals and maintaining economic dominance through expanded international partnerships.
JPMorgan analysts estimate the Bitcoin production cost at $85,000, noting that miners are reducing forced selling as the market struggles to maintain profitability.
