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JPMorgan
48 posts
Should retail investors buy ING Groep (INGA) at €26 ahead of Q2 2026 results?
ING beat Q1 estimates and launched a €1bn buyback. But a €94m Iran war credit overlay is the line analysts are not pricing.
Magnum Ice Cream (NYSE: MICC) jumps 10.9% on Blackstone and CD&R takeover talk just five months after the Unilever spinoff
Magnum spun out of Unilever at 7.8 billion euros. Froneri sold at 15 billion. Blackstone and CD&R are watching. The summer ice cream season decides the bid.
HubSpot (NYSE: HUBS) rebounds from the AI pricing reset as retail bets on a Q2 turnaround
HubSpot beat on every Q1 line and still lost a fifth of its market cap in a week. The real question is whether AI pricing fixes the moat or breaks the model.
RELX (LSE: REL) gains 1.2% as relief bounce builds after AI-driven 12.7% ten-day slide
Anthropic's legal AI tool wiped 15% off RELX in a day. Six months later, the question is whether the market has overpriced the disruption or underpriced it.
Megaport (ASX: MP1) surges 28% on $254m AI compute contracts: What comes next
Megaport said AI was the future. Today it signed $254 million of proof. The harder question is whether August's result can hold the re-rating.
Scout24 (ETR: G24) stock pops as ImmoScout24 owner unveils Agentic OS and lifts targets
Online classifieds are supposed to be losing to AI. Scout24 just turned that thesis around with immo.ai, an Agentic OS, and a 64% margin target by 2028.
Nscale lines up $790m for Narvik AI campus as Microsoft fills the slot OpenAI walked away from
OpenAI walked away from Stargate Norway. Nscale just raised $790 million anyway, with Microsoft (MSFT) now anchoring the Narvik AI campus.
Fluence Energy stock jumps 32% as hyperscaler deals reset thesis: What FLNC investors need to watch next
Wall Street wrote off Fluence's Q2 revenue miss in minutes. Two hyperscaler supply deals and a $5.6B backlog flipped the thesis on US battery storage overnight.
TechnologyOne (ASX: TNE) shares climb ahead of H1 FY2026 result as SaaS+ and AI thesis builds momentum
The Australian SaaS sell-off shed $1 trillion globally. TechnologyOne just upgraded guidance to 18-20% PBT growth. Either the market is wrong, or TNE is.
Circle Internet Group (NYSE: CRCL) jumps 16% on CLARITY Act stablecoin yield compromise
Tillis-Alsobrooks broke the stablecoin yield deadlock. CLARITY now has a path to law and Circle has a stacked catalyst week ahead of May 11 earnings.