J.P. Morgan
Coverage of J.P. Morgan in the Nexus archive.
- China is using the steel playbook on AI — and America’s tech billionaires are standing in the blast zone
The article compares America's current tech billionaires to historical steel barons, highlighting their control over AI infrastructure and wealth generation. China is adopting a steel-industry strategy in AI, using scale, subsidies, and price competition to challenge U.S. dominance.
- Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P. Morgan.
J.P. Morgan analysts suggest Coherent and Lumentum have become more attractive investment options. An analyst at the firm argues concerns about the adoption of co-packaged optics are overblown.
- J.P. Morgan ends bearish Tesla call that was predicting a 65% stock drop
J.P. Morgan has revised its Tesla stock outlook, ending a previous bearish prediction of a 65% drop. A new analyst now covers Tesla for the bank, adopting a less negative stance toward the company.
- Analysts say this restaurant chain has figured out how to feed everyone — GLP-1 users included
J.P. Morgan upgraded Cheesecake Factory's stock due to the restaurant chain's ability to feed everyone, including GLP-1 users. This upgrade comes as the restaurant industry faces anxiety from weight-loss drugs and cautious consumers. The upgrade suggests Cheesecake Factory has found a way to thrive in challenging market conditions.
- Read scandalous JPMorgan 'sex slave' lawsuit: Lurid details published in full for first time
A lawsuit against JPMorgan contains lurid details about a 'sex slave' scandal. The lawsuit has been published in full for the first time. The case involves serious allegations against the company.