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The Latest Breaking News from JP Morgan

JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and components — Jensen's master plan of vertical integration will boost Nvidia profits, purportedly starting with Vera Rubin

Nvidia's Vera Rubin platform may upend the AI-server market by shipping partners fully built L10 compute trays that include all compute, power, and cooling hardware, leaving OEMs and ODMs to handle only rack integration while Nvidia takes over the core server design, much of the value, and margins.

Tom’s Hardware

CoreWeave Has a ‘Tremendous Long-Term Opportunity’ But Is Stuck in Limbo Here. Should You Buy, Sell, or Hold CRWV Stock for 2026?

Down over 50% from all-time highs, CoreWeave is an AI stock that offers significant upside potential to shareholders.

Barchart

J.P. Morgan calls out AI spend, says $650 billion in annual revenue required to deliver mere 10% return on AI buildout — equivalent to $35 payment from every iPhone user, or $180 from every Netflix subscriber 'in perpetuity'

A J.P. Morgan report says that the AI industry needs to make at least $650 billion annually for investors to get a 10% return on all the money going into it until 2030.

Tom’s Hardware

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$5,200 Gold Forecast Puts Mining ETFs On The Hot Seat: Opportunity Or Overreach?

Gold’s rally to record highs may be far from over. With JP Morgan Private Bank forecasting prices could exceed $5,200 per ounce by the end of 2026 and Bank of America calling for $5,000, the yellow metal is again the market’s favorite hedge against fiscal and geopolitical uncertainty. Gold ETFs,…

Benzinga

JP Morgan Expects Gold Above $5,200, Industry Risks Could Push It Higher

Gold’s record rally might be just taking a breather. JP Morgan Private Bank expects the precious metal to exceed $5,200 per ounce by the end of 2026 – about 20% higher than current levels.

Benzinga

iPhone Fold tipped for 24MP under-display camera — and it seems like a bad idea

A new analyst report claims that the iPhone Fold could use an under-display camera like the one that Samsung just gave up on for its own foldables. Given the quality of images these cameras produce, this seems like a bad call.

Tom’s Guide

Are Wall Street Analysts Predicting Archer-Daniels-Midland Stock Will Climb or Sink?

Agriculture giant Archer-Daniels-Midland has lagged behind the broader market over the past year, and analysts remain cautious about the stock’s prospects.

Barchart

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Lyft Remains A 'Show-Me' Story, Analysts Press For Execution

Lyft Inc. (NASDAQ:LYFT) posted strong third-quarter results, underscoring improvement in execution and operational discipline.

Benzinga

AMD To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Beyond Meat Just Delayed Its Earnings Release. Should You Jump Ship in BYND Stock Now?

Beyond has delayed its earnings from Nov. 4 to Nov. 11.

Barchart

Uber Q3 2025 Earnings Call Transcript

Uber Technologies, Inc. (NASDAQ:UBER) reported third-quarter financial results on Tuesday. The transcript from the company’s third-quarter earnings call has been provided below.

Benzinga

Amazon To Rally Around 24%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

African countries need strong development banks: how they can push back against narratives to weaken them

A quiet but consequential contest is playing out in the global financial architecture. One that could determine Africa’s ability to finance its own development.

The Conversation

‘Shadow banking’ could lead us into an apocalypse like 2008

Alarm bells are ringing about the private credit market and ‘cockroaches’ in the system — the time to act is now, says Chris Blackhurst

Evening Standard

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The Guardian - UK

Andrew hoped to meet Jeffrey Epstein after his prison release, emails reveal

Publication of 2010 correspondence comes two days after Mountbatten Windsor was stripped of his titles

The Independent UK

Unsealed court documents reveal Andrew emailed Jeffrey Epstein in April 2010 suggesting they should ‘catch up’.

The Guardian - US

JP Morgan warned US of $1bn in Epstein transactions possibly related to human trafficking

Bank says it alerted US of ‘suspicious’ transactions just weeks after paedophile was found dead in New York jail cell

Benzinga

Amazon's Trainium Push Adds Fuel To Marvell's 2026 Growth Outlook

Marvell Technology Inc. (NASDAQ:MRVL) is gaining fresh momentum as Amazon.com Inc.’s (NASDAQ:AMZN) expanding Trainium chip deployments and surging cloud capital spending signal accelerating demand for Marvell's AI-focused ASIC and optical products.

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Latin Times

Only in Miami: $100 Tickets to See Trump, Messi, Nadal, Tony Robbins, María Corina Machado and more Legends Together - INTERVIEW

What do Lionel Messi, Rafael Nadal, Donald Trump, Will Smith, María Corina Machado, and JP Morgan's Jamie Dimon have in common? They'll all be under the same roof in Miami for the America Business Forum, a one-of-a-kind event with a lineup worthy of Davos or the Oscars but with a…

The Guardian - UK

First Thing: Humanity has missed 1.5C climate target, says UN head

Exclusive: ‘Devastating consequences’ now inevitable but emissions cuts still vital, says António Guterres in sole interview before Cop30. Plus, lonely and unwell people are turning to AI chatbots for health advice

Benzinga

Gold's Pullback Leaves Bull Unfazed, Institutions See $5000 In 2026

Spot gold prices have retreated below $3,900 per ounce, as a pending US-China trade deal eases the market tensions. Yet, analysts see the pullback as a pause rather than a reversal. Expectations remain robust, as structural drivers continue to support the metal.

Benzinga

Oracle's 500% Debt-To-Equity Ratio Signals Massive Borrowing, Warns JPMorgan: Debt Levels 'Much Higher' Than AI Peers

A top J.P. Morgan strategist has highlighted that Oracle Corp. (NYSE:ORCL), with a 500% debt-to-equity ratio, also has a “much higher” debt-to-EBITDA ratio when compared to its peers.

The Guardian - UK

Elizabeth Warren urges US regulators to investigate Jes Staley ties to Epstein

Exclusive: Senator asks watchdogs to look at whether US bankers, including ex-Barclays boss, aided late sex offender

International Business Times UK

Is JP Morgan's Bitcoin Embrace Real? Bank Won't Even Hold the Ethereum Tokens in New Scheme

JP Morgan accepts Bitcoin and Ethereum as collateral but won't hold the tokens, revealing its cautious and limited embrace of crypto assets.

Benzinga

Super Micro Computer To Rally Around 25%? Here Are 10 Top Analyst Forecasts For Friday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

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