Browsing Tag
J.P. Morgan
52 posts
Digital Realty (NYSE: DLR) jumps 11% as AI leasing backlog hits a record
Digital Realty stock jumped 11% as AI leasing and renewal pricing accelerated. Can DLR convert its record backlog into per-share growth?
VeriSign (NASDAQ: VRSN) gains 7% as .web and domain growth lift outlook
VeriSign stock gained 7% as domain growth accelerated and .web moved closer to launch. Can VRSN justify its premium valuation?
Project Peregrine: Kuwait Petroleum seals $16bn pipeline pact with Blackstone, Brookfield, KKR
Kuwait's $16 billion Project Peregrine hands Blackstone, Brookfield and KKR a 49% stake and ties their return to a 2035 target of 4 million barrels a day.
IBM Q2 2026: Software growth holds as mainframe drop and 4-5% guide cap rebound
IBM Q2 2026 confirms the pre-announcement, rebases full-year growth to 4-5% and leaves the mainframe cycle and H2 software deal conversion as the swing factors.
STMicroelectronics (STM) guides Q3 revenue below consensus even as 2027 data centre target crosses $2bn
STMicroelectronics missed Q3 revenue consensus but lifted its 2027 data centre target above $2 billion, testing investor patience on margin recovery.
FactSet reports Q3 revenue growth as financial AI workflows gain traction
FactSet’s Q3 results show 7.1% organic ASV growth and rising AI adoption, sharpening the FDS stock story despite margin pressure.
Nike (NKE) beats Q4 with $986m tariff refund but Greater China -12% keeps stock heavy
Nike (NKE) Q4 beats on $986M IEEPA tariff refund but China -12%; turnaround still lagging. Full executive read on Elliott Hill's plan ahead of Investor Day.
AOL owner Bending Spoons (BSP) targets $19bn Nasdaq listing in July 1 debut
Bending Spoons (BSP) IPO prices June 30 at $26-28 for a $19B Nasdaq debut July 1. Full executive analysis of the Italian software rollup. Read inside.
Can Payward turn the Bending Spoons IPO into tokenized equities’ breakout moment?
Payward Services is extending Bending Spoons IPO participation to eligible Kraken and xStocks users outside the United States, but BSPx will test whether tokenization can improve primary-market distribution without reproducing the exclusions and risks of traditional finance.
Jamie Dimon is still in charge, so why has JPMorgan intensified its succession contest?
Doug Petno and Troy Rohrbaugh now control JPMorgan Chase’s two largest businesses, sharpening the succession contest around Jamie Dimon while Marianne Lake’s retirement removes one of the bank’s most experienced leaders.