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J.P. Morgan

Major global bank and financial services firm offering investment banking, asset management, wealth management, and equity research.

Known aliases

  • J.P. Morgan
  • JP Morgan
  • JPMorgan analysts
  • JPMorgan Asset Management
  • JPMorgan equity analysts
  • J.P. Morgan Securities LLC
  • JPMorgan Wealth Management
  • Джей Пі Морган
  • Джей-Пі Морган

Relationships

No evidence-backed relationships are recorded.

Current stories

invest2 publishers

Solana Foundation open-sources the settlement method behind a $50 million Galaxy Digital note arranged by J.P. Morgan

Solana Foundation released free, MIT-licensed code that swaps tokenized securities for USDC in one atomic transaction, with finality in seconds. How far it reaches into T+1 and T+2 back offices depends on how many securities already exist as tokens with USDC on the other side.

Reality

Evidence45
Adoption20
Hype gap+30
Incentives70
Confidence55
invest3 publishers

Gulf crude regains prewar volume by sending 40% of it around Hormuz

Kpler says about 40% of Gulf crude now leaves without crossing Hormuz, up from 17% before the war, as exports regain prewar levels. Iran's own exports are blockaded to almost nothing, and it can still strike the onshore oil assets that now carry more of the flow.

Perspective Coverage

3 publishers
Builder
Builder 5%
Operator
Operator 38%
Investor
Investor 57%

Reality

Evidence60
Adoption
Insufficient
Hype gap+25
Incentives50
Confidence58
invest3 publishers

Anthropic plans to spend $518 billion from a 2025 revenue base under $5.2 billion

Anthropic plans to spend $518 billion, more than 100 times its 2025 revenue, according to the IPO prospectus seen by Reuters. Investors in the listing are underwriting a payoff that JP Morgan says has yet to show up as broad productivity gains in the US.

Perspective Coverage

3 publishers
Builder
Builder 25%
Operator
Operator 27%
Investor
Investor 48%

Reality

Evidence50
Adoption
Insufficient
Hype gap+35
Incentives60
Confidence55
invest3 publishers

Trump's 9,000-troop deployment could put three carriers in the Middle East days before the midterms

Trump is sending about 9,000 troops and a third aircraft carrier to the Middle East while calling more bombing of Iran after Nov. 3 "possible." For oil and rates, the case for a longer war rests on his refusal of an Iranian truce that offered to open the Strait of Hormuz.

Publishers:aljazeera.comfortune.comseattletimes.comsemafor.comyahoo.com

Perspective Coverage

5 publishers
Builder
Builder 5%
Operator
Operator 53%
Investor
Investor 42%

Reality

Evidence70
Adoption
Insufficient
Hype gap+25
Incentives55
Confidence65
invest3 publishers

Buyers pull the 10-year Treasury yield back to 5.233% from a 24-year high of 5.34%

Buyers pulled the 10-year Treasury yield from a 24-year high of 5.34% to a 5.233% close on Thursday, after its biggest quarterly rise since 1994. Part of that demand was a flight to safety, and part was a bet that the Fed holds off on further hikes.

Perspective Coverage

3 publishers
Builder
Builder 0%
Operator
Operator 8%
Investor
Investor 92%

Reality

Evidence58
Adoption
Insufficient
Hype gap+15
Incentives
Insufficient
Confidence60
invest2 publishers

Anthropic to Meet Investors Oct. 14 Ahead of IPO; Filings Show $4.6 Billion Revenue, $518 Billion Infrastructure Commitments

Anthropic meets prospective IPO investors on October 14 with nearly $4.6 billion of 2025 revenue and at least $518 billion in compute commitments. Roughly 80% of those commitments cannot be cancelled, so what buyers will pay depends on how fast sales grow toward a largely fixed bill.

Reality

Evidence45
Adoption55
Hype gap+25
Incentives70
Confidence55
invest3 publishers

Oracle's reported $7 billion Tencent chip lease would bring about $2.1 billion up front

Tencent has reportedly agreed to pay Oracle about $7 billion over five years to rent 100,000 AI chips in Southeast Asia, with roughly 30% paid immediately. Oracle is burning cash, so the deal would give it money up front, and Tencent would get chips that never enter China.

Perspective Coverage

3 publishers
Builder
Builder 15%
Operator
Operator 22%
Investor
Investor 63%

Reality

Evidence35
Adoption30
Hype gap+25
Incentives55
Confidence40
invest6 publishers

Trump says he ordered staff to work up a ban on 1.6 million barrels a day of diesel exports

Diesel at $6.53 a gallon is a political problem for Trump. The remedy under discussion would hold a record 1.6 million barrels a day at home, in a market where the world price still sets the US price.

Perspective Coverage

6 publishers
Builder
Builder 6%
Operator
Operator 40%
Investor
Investor 54%

Reality

Evidence72
Adoption5
Hype gap+30
Incentives70
Confidence62
invest2 publishers

Bond selloff lifts the discount rate under long-dated valuations to 5.145%

Traders betting on lasting inflation pushed the 10-year Treasury yield to 5.145% on Thursday, its highest since the 2007 financial crisis. Oil back above $105 keeps that bet alive, and AXA's chief economist names two more pressures, tech-sector borrowing and US debt, that would survive a truce.

Reality

Evidence70
Adoption
Insufficient
Hype gap+10
Incentives
Insufficient
Confidence65
invest5 publishers

Twenty-one banks commit to a 2027 dollar stablecoin before naming a chain or a custodian

Twenty-one institutions have set a first-half-2027 date for a jointly issued dollar token. The float arithmetic points to a different motive: defending settlement flows, not earning on reserves.

Perspective Coverage

5 publishers
Builder
Builder 20%
Operator
Operator 41%
Investor
Investor 39%

Reality

Evidence72
Adoption3
Hype gap+12
Incentives58
Confidence66
invest7 publishers

Oracle spent roughly half of fiscal 2026's entire capital budget in one quarter

Cloud infrastructure revenue more than doubled to $7.4bn and the contracted backlog reached $664bn, while the $28.5bn Oracle put into capacity in three months turned a record $23.1bn of operating cash flow into free cash flow of negative $5.4bn.

Perspective Coverage

7 publishers
Builder
Builder 10%
Operator
Operator 21%
Investor
Investor 69%

Reality

Evidence72
Adoption70
Hype gap+20
Incentives62
Confidence70
invest3 publishers

Nscale assembles a 22-firm underwriting syndicate before setting a size for its NYSE offering

The London company's S-1 names three lead bookrunners, ten more bookrunners and nine co-managers. The share count and price range are still undetermined, so the size of the deal those 22 firms will sell is unknown.

Perspective Coverage

3 publishers
Builder
Builder 13%
Operator
Operator 15%
Investor
Investor 72%

Reality

Evidence72
Adoption55
Hype gap+20
Incentives70
Confidence70

Earlier coverage

  1. The OECD moved Korea's 2026 growth forecast two points in six months

    Invest · September 23, 2026 · 1 publisher

  2. The AI trade reaches Korean department stores about a year late

    Leadership · September 23, 2026 · 1 publisher

  3. The Fed hiked what it pays on reserves into a bond market already heading for 5%

    Invest · September 22, 2026 · 1 publisher

  4. Mynt's 12% float puts GCash near 45 times last year's net income

    Invest · September 22, 2026 · 1 publisher

  5. Nscale seeks a $35bn listing with cost of revenue running $49m above revenue

    Invest · September 21, 2026 · 6 publishers

  6. Samsung C&T pays $70 million for first call on Kairos Power's US reactor construction

    Invest · September 21, 2026 · 1 publisher

  7. Existing Oura shareholders collect $1.61bn of the ring maker's $2.2bn listing

    Product · September 21, 2026 · 1 publisher

  8. Bessent pitched Beijing a US-China AI incident notification channel

    Product · September 21, 2026 · 2 publishers

  9. SoftBank seeks $11bn bond sale to partly fund OpenAI investment

    Product · September 21, 2026 · 2 publishers

  10. JPMorgan models 98% of Tesla's $320bn robotaxi revenue inside a fleet Tesla owns

    Invest · September 20, 2026 · 1 publisher

  11. Domestic pensions, banks and insurers replace foreign buyers in Mexico, Indonesia, Brazil, India and South Africa's local-currency bond markets

    Invest · September 20, 2026 · 1 publisher

  12. Nscale must still finance the Anthropic GPUs it has already contracted at Monarch

    Build · September 18, 2026 · 1 publisher

  13. NOR flash and SLC NAND contract prices doubled in six months as fabs chased richer wafers

    Build · September 18, 2026 · 1 publisher

  14. Oracle answers its surprise AI bill by showing employees what each model costs

    Product · September 18, 2026 · 1 publisher

  15. Centrifuge sets the comparison terms for a $14.2 billion market it holds roughly a ninth of

    Invest · September 14, 2026 · 1 publisher

  16. Closing SK hynix's 50.7% ADR premium would take a third out of the Nasdaq price

    Invest · September 14, 2026 · 1 publisher

  17. A 0.2-point revision to core PCE would still leave it 1.1 points above the Fed's target

    Invest · September 13, 2026 · 1 publisher

  18. JPMorgan routes nearly all of $320bn in 2035 robotaxi revenue through Tesla's own fleet

    Invest · September 13, 2026 · 1 publisher

  19. SK Chairman Chey Tae-won Warns AI Boom Could Deflate Like a Bubble Without Sustainable Profit Models

    Invest · September 13, 2026 · 1 publisher

  20. Stablecoins' $62 trillion shrinks to $4.2 trillion when you ask what it paid for

    Invest · August 29, 2026 · 2 publishers

  21. Morgan Stanley sizes Apple's foldable at 16% of next quarter's iPhone revenue

    Product · September 12, 2026 · 1 publisher

  22. Morgan Stanley puts the last groundbreaking for 2027 data-center capacity in October

    Invest · September 11, 2026 · 1 publisher

  23. Nscale's last round priced $14.6bn before half of its $103bn backlog existed

    Invest · September 11, 2026 · 1 publisher

  24. Motive swaps its NYSE listing for $1.3bn from General Catalyst's Customer Value Fund

    Invest · September 11, 2026 · 1 publisher

  25. Exploitation of software flaws tops Verizon's 2026 intrusion list, up 31% year over year

    Security · September 10, 2026 · 1 publisher

  26. Anthropic's IPO asks public markets to double a $965bn private mark

    Invest · September 10, 2026 · 1 publisher

  27. Ayala's first outsider CEO answers the break-up playbook with a dividend demand

    Invest · September 10, 2026 · 1 publisher

  28. Crypto perps put $2.12 trillion on Anthropic by assuming a billion shares

    Invest · September 9, 2026 · 1 publisher

  29. Employers are scoring workers on AI usage in performance reviews

    Product · September 8, 2026 · 1 publisher

  30. Ternus takes over an iPhone line with 35 points of premium mix left in it

    Invest · September 6, 2026 · 1 publisher

  31. A 29-cent recovery rate thins out 10.53 points of triple-C spread

    Invest · September 6, 2026 · 1 publisher

  32. Anthropic's prospectus waits on a $15bn revolving credit line

    Product · September 6, 2026 · 1 publisher

  33. Bottomline points $16 trillion of annual Swift flow at a Chainlink proof-of-concept

    Invest · September 3, 2026 · 2 publishers

  34. ByteDance borrows $29.6 billion at a tighter spread than it paid on a loan a third the size

    Invest · September 3, 2026 · 1 publisher

  35. DTC hands the wallet leg of tokenized Treasury settlement to a single chartered custodian

    Invest · August 30, 2026 · 1 publisher

  36. The $40 trillion debt argument turns on a denominator that contains the numerator

    Invest · August 30, 2026 · 1 publisher

  37. Nvidia halves the memory planned behind each Vera CPU

    Product · August 27, 2026 · 1 publisher

  38. Regulators formalize the end of credit programs most banks had already quit

    Invest · August 27, 2026 · 1 publisher

  39. Banks' tokenized deposits are a funding defense dressed as a payments upgrade

    Invest · August 26, 2026 · 1 publisher

  40. Japan's instant settlement plan starts by tokenising the Bank of Japan, not the bonds

    Product · August 26, 2026 · 1 publisher