JPMorgan sees Anthropic cybersecurity model boosting two stocks
JPMorgan analysts say Anthropic's cybersecurity model could lift two stocks, but the article excerpt does not specify which companies are involved.
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Oil Shock Could Trigger 15% S&P Drop, JPMorgan Warns
JPMorgan Private Bank warns that oil prices staying above $90 a barrel could trigger a domino effect in equities, potentially pushing the S&P 500 down 10-15% with spillovers to global markets and slower US growth, and the risk could worsen if prices rise toward $120.
JPMorgan bets on becoming the startup bank of choice in the SVB wake
JPMorgan is expanding its startup-banking business to capitalize on Silicon Valley Bank’s collapse, hiring SVB alumni and building a one-stop platform for founders from seed funding to IPO, with about 12,000 startup clients served by 550 bankers.
JPMorgan tightens private credit exposure by marking down software-loan collateral
JPMorgan is reducing its exposure to private credit by marking down collateral for loans held by private credit funds, largely software-company debt, as market valuations reflect AI-driven disintermediation fears rather than actual loan losses, a preemptive move that could limit borrowing and mirrors a Covid-era pullback.
JPMorgan Warns Iran Conflict Could Push S&P 500 Into a 10% Correction
JPMorgan says a prolonged Iran war could push the S&P 500 into a ~10% correction, potentially to around 6,720, with near-term losses implied by options and oil-supply risks rising; they note a definitive off‑ramp to the conflict would reverse the bearish call. Morgan Stanley remains largely constructive over the next 6–12 months, arguing the rolling correction may be ending and highlighting buying opportunities in cyclicals if oil stays high but not prohibitive.
Dimon warns Trump’s credit-card cap could trigger a credit crunch and economic slowdown
JPMorgan Chase CEO Jamie Dimon warned at Davos that President Trump’s plan to cap credit-card interest at 10% for a year would be an economic disaster, potentially stripping credit from up to 80% of Americans and dampening consumer spending; his stance was echoed by JPMorgan CFO Jeremy Barnum and other bankers, as Trump pushes the policy amid a $5 billion lawsuit accusing JPMorgan of de-banking him.
Trump sues JPMorgan, alleging banking blacklist after 2021 account closures
Former President Donald Trump filed a lawsuit against JPMorgan Chase and CEO Jamie Dimon, alleging the bank abruptly closed his accounts in February 2021 and sought to blacklist him from other banks in the weeks after the January 6 Capitol attack; he is seeking at least $5 billion in damages.
Trump files $5B suit against JPMorgan over alleged post‑6 account closures
Former President Donald Trump has filed a $5 billion lawsuit against JPMorgan Chase, alleging the bank closed his accounts for political reasons after the Jan. 6 riot.
JPMorgan Expands into Retirement Tech with WealthOS Buy
JPMorgan Chase is acquiring WealthOS, a pensions technology platform, to bolster its retirement planning and personal investing services; the deal price is undisclosed and WealthOS operates with teams in the UK and Sri Lanka. The move follows JPMorgan's Nutmeg acquisition (now JP Morgan Personal Investing), which serves about 275,000 UK customers.
Dimon Flags 10% Credit-Card Cap as Economic Disaster, Dodges Broad Trump Critique in Davos
At Davos, Jamie Dimon largely sidestepped criticism of President Trump on most policies, but he called Trump’s proposed one-year 10% cap on credit-card interest an “economic disaster,” warning it would remove credit from about 80% of Americans and suggesting a state-by-state pilot before a nationwide rollout. He cautioned the policy would hurt consumers and local governments, and doubted it could pass Congress. Dimon also urged government action to cushion AI-driven job losses and advocated a slower, more collaborative approach to AI disruption, including retraining incentives, while avoiding binary judgments on foreign policy.
Trump Targets JPMorgan Over Debanking, Denies Dimon Fed Chair Talk
President Trump says he plans to sue JPMorgan Chase within two weeks over alleged improper debanking after January 6, while denying a Wall Street Journal report that he offered Jamie Dimon the Federal Reserve chair role, tying the dispute to his broader critique of banks' political bias.
Trump poised to sue JPMorgan over alleged debanking after Jan. 6
President Trump says he will sue JPMorgan Chase for allegedly closing his accounts after the Jan. 6 Capitol attack, labeling it debanking, while JPMorgan and Bank of America deny political motives. Trump also denied offering Jamie Dimon the Federal Reserve chair, a claim Dimon rejected. The report also notes ongoing Fed independence concerns as Chair Powell disclosed a DOJ subpoena related to his testimony amid a broader investigation.
JPMorgan Healthcare Conference Delivers Buzz, Not Megadeals
Despite high hopes for billion-dollar megadeals, the JPMorgan Healthcare Conference yielded no major announcements as rumors faded and companies staggered disclosures for other events; the shift to virtual meetings post-COVID and a thinner payer presence have shifted focus from blockbuster disclosures to networking and the biotech industry’s ongoing momentum, with eyes turning to upcoming conferences like TD Cowen in March or Jefferies later in the year for potential deals.
Former FDA Regulator Warns of Politicized Drug Reviews at JPMorgan Forum
Former FDA oncology chief Richard Pazdur, who left last month, told STAT at the JPMorgan Healthcare Conference that politicization is eroding the FDA’s firewall between political appointees and drug reviewers and that there’s insufficient transparency around a new expedited-review voucher program.
CPI Ahead as JPMorgan Beats, Delta Dips, and Siri Lifts with AI Upgrade
Stock futures drift lower ahead of the 8:30 a.m. ET CPI release as investors digest a busy earnings slate and policy headlines: JPMorgan Chase beat on both lines for Q4, while Delta Air Lines fell about 5% after softer revenue despite EPS beat and strong 2026 guidance; attention remains on a Federal Reserve probe into Chair Jerome Powell despite markets hitting records; Trump floated a 25% tariff on any country doing business with Iran; and Alphabet will power an AI upgrade to Apple's Siri using Gemini models, underscoring ongoing AI momentum in tech.