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14.01.26 00:55:00 Review & Preview: JPMorgan Drags Down Stocks
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** The nation’s largest bank kicked off fourth-quarter earnings season—profits were down 7% from a year ago. Continue Reading
13.01.26 23:02:11 Tesla Rival Xpeng Hires Morgan Stanley, JPMorgan To Prepare Hong Kong Listing For Aeroht: Report
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Xpeng Inc.(NYSE:XPEV) has reportedly hired banks to help set up the automaker's flying car unit, Aeroht's Hong Kong public listing. Morgan Stanley, JP Morgan Hired The Chinese automaker has sought the services of Morgan Stanley, as well as JPMorgan & Chase Co., to prepare for the possible IPO, Bloomberg reported on Monday, citing anonymous sources familiar with the matter. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share Sam Altman Says AI Will Transform the Economy — This Platform Lets Investors Back Private Tech Early Prediction Market powered by Xpeng, JPMorgan and Morgan Stanley didn't immediately respond to Benzinga's request for comment. The report also suggested that the IPO plan may change, with sources also suggesting that banks were invited last year to outline their pitches for an IPO in Hong Kong or the U.S. Xpeng's Physical AI, Robotaxi Play The news comes as Xpeng CEO He Xiaopeng touted the company's ambitions to expand on its Robotaxi and Humanoid Robot exploits. The CEO also shared that the company should not be limited to being just an automaker, but also be recognized for its “physical AI.” He also confirmed that Xpeng's Robotaxi service would be going into the trial phase soon. Xpeng will offer its Robotaxi service in 2026 through the Chinese tech giant Alibaba Group Holding Limited’s(NYSE:BABA) Amap mapping platform. See Also: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Tesla's Roadster Hover Patent, Sean Duffy Touts Air Taxis Meanwhile, Tesla Inc.(NASDAQ:TSLA) CEO Elon Musk recently teased the demo of the automaker's Roadster, which would be focused more on performance. Musk also hinted at the Roadster's possible hovering capabilities as a patent filing suggests the car would have an active aero system that could make it hover for a few moments. Elsewhere, Transportation Secretary Sean Duffy has touted air taxis as the next major development in mobility, positioning the sector as a catalyst for putting the U.S. ahead of China in the aviation industry. Read Next: GM-Backed EnergyX Is Solving the Lithium Supply Crisis — Invest Before They Scale Global Production Invest in a Gaming Marketplace Backed by Early Zynga and PayPal Investors— From $300. Photo: THINK A/Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Story Continues Get the latest stock analysis from Benzinga: APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article Tesla Rival Xpeng Hires Morgan Stanley, JPMorgan To Prepare Hong Kong Listing For Aeroht: Report originally appeared on Benzinga.com View Comments
13.01.26 22:31:32 Trump's $1.5 Trillion Military Budget Is Sending This Drone Stock Soaring: Momentum Score Spikes
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** President Donald Trump’s pledge to increase the country’s military budget from $900 billion to $1.5 trillion has sent defense stocks soaring, including robotics and drone solutions provider, Red Cat Holdings, Inc.(NASDAQ:RCAT), over the past week. Shares of Red Cat Holdings are up 41.70% year-to-date, in just over a week of trading in the new year, a surge that is sending its Momentum score in Benzinga’s Edge Stock Rankings soaring. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share Sam Altman Says AI Will Transform the Economy — This Platform Lets Investors Back Private Tech Early Defense Stock’s Momentum Soars The Momentum score in Benzinga’s Edge Stock Rankings is assessed based on the relative strength of a stock, while taking into account its price movements and volatility across multiple time frames, before ranking them individually as a percentile against all other stocks. Red Cat’s Momentum score has surged from 13.59 to 74.77 within the span of a week, owing to the stellar rally in the stock, which began with the Federal Communications Commission’s decision to ban Chinese drone-makers DJI and Autel. This created strong momentum among domestic U.S. drone stocks, such as Red Cat, Ondas Holdings, Inc. (NASDAQ:ONDS) and AeroVironment, Inc. (NASDAQ:AVAV), among others. See Also: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Another major catalyst was Trump’s decision to significantly increase the defense budget over the past week, which came around the same time as the raid on Venezuela, which led to the capture of the country’s PresidentNicolás Maduro, with similar tensions now beginning to flare in Iran. All of these factors created strong tailwinds for defense stocks, and Red Cat was among the key beneficiaries. The stock scores high on Momentum in Benzinga’s Edge Stock Rankings, with a favorable price trend in the short, medium and long terms. Click here to see how it compares with Ondas and other key competitors. Read Next: Missed Tesla? EnergyX Is Tackling the Next $200 Billion Opportunity — Lithium Invest in a Gaming Marketplace Backed by Early Zynga and PayPal Investors— From $300. Photo Courtesy: Evan El-Amin on Shutterstock.com UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga: APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article Trump's $1.5 Trillion Military Budget Is Sending This Drone Stock Soaring: Momentum Score Spikes originally appeared on Benzinga.com View Comments
13.01.26 21:00:23 Stock market today: Dow, S&P 500, Nasdaq slide as inflation eases, JPMorgan sinks with more bank earnings ahead
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** US stocks fell on Tuesday as a milder inflation reading supported bets on medium-term Fed easing, while JPMorgan (JPM) results kicked off the fourth quarter earnings season with underwhelming results. The blue chip-heavy Dow Jones Industrial Average (^DJI) fell 0.8%, while the S&P 500 lost about 0.2%. The tech-heavy Nasdaq Composite (^IXIC) also dropped roughly 0.1%. DJI - Delayed Quote•USD (^DJI) Follow View Quote Details 49,191.99 -398.21 (-0.80%) At close: 4:02:12 PM EST ^DJI^GSPC ^IXIC Advanced Chart JPMorgan Chase led out this week's rush of big bank results, posting a quarterly earnings miss amid a $2.2 billion hit to net income from a Apple Card deal. Shares in America's biggest bank were down roughly 3.5%. With earnings season now unofficially underway, Bank of America (BAC), Citigroup (C), and Morgan Stanley (MS) will follow with their own results in coming days. Meanwhile, Tuesday morning's CPI report, a key factor in the Fed’s rate-setting decisions, showed that inflation remained steady last month. The annual headline rate came in at 2.7%, with a monthly increase of 0.3%, both in line with forecasts. "Core" consumer prices came in below forecasts at 0.2% over last month and 2.6% over last year, marking the lowest annual rise since early 2021. The data takes on added importance after the December jobs report pointed to a cooling labor market. Traders have firmed up bets on the Fed holding steady this month, but odds have slightly shifted for a cut in the months after, per the CME FedWatch Tool. Traders still expect the first of two quarter-point cuts in June. Meanwhile, global central bankers have joined the likes of Janet Yellen and Alan Greenspan in rushing to condemn the Justice Department's investigation of Chair Jerome Powell, seen as a threat to the Fed's autonomy. Powell, whose term as Fed chair expires in May, characterized the probe as political pressure from President Trump, who has repeatedly called for aggressive interest-rate cuts. President Trump visited a Ford (F) plant in Detroit, Michigan on Tuesday to promote US manufacturing and his economic policies. Michigan is seen as a key battleground state, and an important gauge of voter sentiment On the geopolitical front, Trump said late Monday that countries that continue to do business with Iran will face a 25% US tariff. The vow adds another layer of geopolitical uncertainty to a market already grappling with moves on Venezuela and Greenland, and could threaten the US trade truce with China.LIVE25 updates 1 min ago Ines Ferré Stocks slip as earnings season kicks off and inflation comes in steady Stocks dropped from record highs on Tuesday as the latest inflation print came in line with expectations, showing consumer prices held steady in December. The Dow Jones Industrial Average (^DJI) fell by nearly 0.8% while the Nasdaq Composite (^IXIC) also dropped 0.2%. The S&P 500 (^GSPC) declined 0.1%. SNP - Delayed Quote•USD (^GSPC) Follow View Quote Details 6,963.66 -13.61 (-0.20%) At close: 4:02:12 PM EST ^GSPC^DJI ^IXIC Advanced Chart The Consumer Price Index (CPI) rose 2.7% over the prior year in December and 0.3% over the previous month's muddy inflation reading, reflecting higher everyday household costs and increases in several tariff-sensitive categories. The report arrives at a pivotal moment as Fed policymakers prepare for their January meeting at the end of this month. Earnings season kicked off on Tuesday with JPMorgan Chase (JPM) reporting quarterly results. The bank's CEO Jamie Dimon voiced support for Federal Reserve Chair Jerome Powell during a call with analysts, stressing the importance of an independent US central bank. His remarks came after Powell disclosed Sunday that the Department of Justice had opened a criminal investigation into his testimony before Congress last year. 47 mins ago Ines Ferré Gasoline prices hover at multi-year lows, but oil's recent rise could halt downward trend Gasoline prices have fallen for a seventh consecutive week, and the latest Consumer Price Index shows they remain well below last year’s levels. On Tuesday, the national average at the pump hovered around $2.82 per gallon, roughly $0.24 lower than the same time last year. The December CPI also showed gasoline prices down 3.4% year-over-year. However, the downward trend may be short-lived if oil prices continue to rise. Brent (BZ=F) crude futures, the international pricing benchmark, jumped nearly 2% to cross $65 and trade just above that level, while futures on the US benchmark West Texas Intermediate (CL=F) rose above $60.50. "For now, gas prices remain seasonally lower, but with oil prices inching higher, the national average could soon see some limited upward movement," said Patrick De Haan, head of petroleum analysis at GasBuddy on Monday. Today at 7:40 PM UTC Ines Ferré Nvidia is a 'very boring idea' and could lose its market cap crown, says market veteran Yahoo Finance's Francisco Velasquez reports: Read more here. Today at 6:46 PM UTC Ines Ferré Trump tours Ford plant in Michigan to promote economy and US manufacturing President Trump toured a Ford (F) plant in Michigan on Tuesday, taking selfies with workers. The visit to Detroit highlighted his push to bring manufacturing back to the US and promote economic policies aimed at increasing affordability for Americans. The Ford factory manufactures the F-150 pickups, one of the country’s best-selling vehicles. The president is scheduled to speak at the Detroit Economic Club at the MotorCity Casino Hotel around 2:00 p.m. Trump’s trip to Detroit is significant because Michigan is considered a key battleground state for the midterm elections and a bellwether for voter sentiment and broader national trends. Today at 6:05 PM UTC Jake Conley Caterpillar crosses $300 billion in market cap on AI infrastructure positioning Heavy machinery manufacturing giant Caterpillar (CAT) crossed $300 billion in market capitalization on Tuesday as the company's business has strengthened due to demand for AI infrastructure. Shares picked up 1.7% through morning trading to push Caterpillar over the line. The industrials sector (XLI) has outperformed the S&P 500 (^GSPC) over the past year, returning 23% against the S&P 500's 19.5% gain. As demand for data centers and power equipment has ballooned, industrials sector companies such as Caterpillar and GE Vernova (GEV) have seen their order books explode. Power generation machinery drove the biggest sales jump in Caterpillar's book for the third quarter, according to the company's earnings report, as that infrastructure has become essential to the AI buildout. Shares jumped 11% after the release. Caterpillar is expected to report fourth quarter earnings on Jan. 29, while GE Vernova is expected to report a day earlier, on Jan. 28. Today at 5:30 PM UTC Jake Conley Microsoft says it won't drive up electricity costs near its data centers Microsoft, one of the leading AI "hyperscalers" in the country, said the company will work to make sure the towns and cities near its data center development sites are not adversely affected. Our Dan Howley reports: Read more here. Today at 4:53 PM UTC Jake Conley Boeing rallies on fourth quarter deliveries report Shares of Boeing (BA) picked up 2% on Tuesday after the aerospace company published fourth quarter deliveries data late in the morning. Boeing, the world's largest aerospace company, delivered 117 737-series commercial aircraft; 10 767-series airplanes; six 777-series airplanes; and 27 787-series airplanes. The numbers are largely in line with the company's third quarter deliveries, producing an aggregate total of commercial airplanes delivered at 160. In military craft, Boeing delivered 37 units in the fourth quarter, compared to 32 in the third. Today at 4:10 PM UTC Jake Conley Trump says Powell is either 'incompetent' or 'crooked' as DOJ pursues criminal investigation into Fed chair President Trump told reporters that Federal Reserve chair Jerome Powell is either "incompetent" or "crooked" on Tuesday, adding more furor to the news that the Justice Department is pursuing a criminal investigation into the Fed chair over renovation cost overruns. Bloomberg reports: Read more here. Today at 3:35 PM UTC Jake Conley US new homes sales remain largely unchanged in October US new home sales remained largely unchanged in October, maintaining the momentum that kicked off in September. New single-family home sales slowed by 0.1% month over month to a rate of 737,000 in October, according to data released Tuesday morning by the Census Bureau that was delayed by the government shutdown. Year over year, however, October's rate is up 18.7% Economists had expected a rate of 715,000 for the month, according to consensus estimates compiled by Bloomberg. While the pace of sales remains elevated after a 3.8% jump in September, the contract signings made no real impact on housing stocks month to month. New home inventory remained unchanged from the previous month at 488,000 houses in October, up 1.7% year over year. The median single-family home price was $392,300, according to the Census Bureau. Today at 2:38 PM UTC Jake Conley US stocks open Tuesday trading on mixed footing The US stock market opened on shaky ground to kick off the trading session on Tuesday morning as a calmer-than-expected inflation reading strengthened odds that the Federal Reserve will hold rates steady. The Dow Jones Industrial Average (^DJI) fell by roughly 0.2% in the largest move, while the tech-heavy Nasdaq Composite (^IXIC) picked up a bit less than 0.1% and the S&P 500 (^GSPC) hovered around the flat line. DJI - Delayed Quote•USD (^DJI) Follow View Quote Details 49,191.99 -398.21 (-0.80%) At close: 4:02:12 PM EST ^DJI^GSPC ^IXIC Advanced Chart The key headline for investors on Tuesday morning was the Bureau of Labor Statistics' "core" CPI reading for the month of December, which came in below forecasts with a 0.2% rise over the previous month and a 2.6% increase over the previous year, marking the lowest annual rise since early 2021. Headline consumer prices rose 0.3% over the prior month and 2.7% over the prior year, in line with economists' expectations. Today at 2:14 PM UTC Jake Conley Oil crosses $65 for first time since November as geopolitical risks mount Oil prices crossed $65 for the first time since November on Tuesday morning, as a hodgepodge of geopolitical tensions pushed risk premiums higher. Futures on Brent crude (BZ=F), the international pricing benchmark, jumped nearly 2% to cross $65 and trade just above that level, while futures on the US benchmark West Texas Intermediate crude (CL=F) picked up to trade above $60.50. After spending 2025 consistently falling, oil prices have opened 2026 on a rally as geopolitical shocks have put upward pressure on prices. Prices on Brent crude have jumped by more than 7% in the past five trading sessions after the US's extradition of Venezuelan leader Nicolás Maduro and full-scale takeover of the South American country's faltering industry. Prices on WTI have picked up about 6% over the same period. As tensions have somewhat stabilized in Venezuela and shipments have gotten underway — commodities trading houses Vitol and Trafigura have begun moving Venezuelan crude out of the country, and shipping US naphtha to Venezuela — attention has turned to Iran, the perennial oil focal point in the Middle East. Mass popular protests against the theocratic Iranian regime under the Ayatollah Ali Khamenei have swept across the country since the end of December, triggering a wave of disruption and violent pushback from the government. Iran is a crucial point of leverage for global oil prices for two reasons. The country produces more than 3 million barrels per day, and is sitting on more than 200 billion barrels of proved reserves, ranking only behind Venezuela and Saudi Arabia globally. Iran also largely controls the Strait of Hormuz, a key global chokepoint for oil flows. In 2024, an average 20 million barrels per day of oil moved through the strait, which connects the Persian Gulf to the Gulf of Oman and the Arabian Sea. Any attempts by Iran to close the strait would put immediate and severe upward pressure on oil prices. Today at 1:58 PM UTC Jake Conley US Bancorp set to acquire BTIG for $1 billion in push into trading market The parent company of U.S. Bank is set to acquire the brokerage BTIG in a bid to expand the financial services firm's purview into investments and trading. Minneapolis-based U.S. Bancorp (USB) will acquire BTIG in a transaction valued at $1 billion, the company announced in a press release on Tuesday morning. Shares in U.S. Bancorp lost roughly 0.8% in premarket trading, a typical movement for the acquiring party of an M&A announcement. U.S. Bancorp's push into investment banking and trading comes as the trading desks of the country's biggest banks outperformed expectations in the third quarter. Revenues from equities, fixed income, currency, and commodity trading at JPMorgan Chase (JPM) in the fourth quarter of 2025 rose 15% from the previous year, surpassing analyst expectations, according to earnings released Tuesday morning. Today at 1:35 PM UTC Grace O'Donnell Inflation eases in December as core consumer prices rise less than forecast in final month of 2025 Inflation pressures slowed in the final month of 2025 as consumer prices rose by less than economists forecast. Yahoo Finance's Myles Udland reports: Read more here. Today at 1:24 PM UTC Brian Sozzi Jamie Dimon's hot take on Trump vs. Powell Here's what JPMorgan (JPM) CEO Jamie Dimon said about the Trump vs. Powell battle on a call I was just on: "First, I just want to say that I don't agree with everything that the Fed has done. I do have enormous respect for Jay Powell, the man. Everyone we know believes in Fed independence, and so do we. And anything that chips away at that is probably not a great idea. And in my view, it will have the reverse consequences. It will raise inflation expectations and probably increase rates over time." Today at 1:00 PM UTC Karen Friar 4 big questions about Powell vs. Trump Fed Chair Jerome Powell is done playing nice, writes Yahoo Finance's Hamza Shaban. Hamza reports: Read other questions and insight here, in the takeaway from today's Morning Brief. Today at 12:49 PM UTC Brian Sozzi BNY CEO weighs in on the Trump vs. Powell battle BNY (BNY) CEO Robin Vince commented on concerns about Federal Reserve independence from the DOJ's Powell probe, speaking on a reporter call post-earnings: Today at 12:44 PM UTC Jenny McCall JPMorgan earnings miss as Dimon warns on risks US investment bank JPMorgan (JPM) posted fourth-quarter results on Tuesday that beat revenue estimates but missed earnings expectations, as net income was hit following its deal to take over the Apple Card (AAPL) from Goldman Sachs (GS). Yahoo Finance senior reporter David Hollerith looks at the latest earnings release from JPM. NYSE - Delayed Quote•USD (JPM) Follow View Quote Details 310.77 -13.72 (-4.23%) At close: 3:59:59 PM EST Advanced Chart Read more here. Today at 12:11 PM UTC Karen Friar Pentagon to invest $1 billion in rocket motor maker L3Harris Shares in L3Harris Technologies (LHX) surged before the bell on news the US government will invest $1 billion in its rocket motor business. The move guarantees a steady supply of the much-needed motors used in a wide range of ​missiles such as Tomahawks and Patriot interceptors. Reuters reports: Read more here. Today at 11:55 AM UTC Jenny McCall Delta stock falls despite Q4 earnings beat Delta Airlines' (DAL) stock sank as much as 5% before the bell on Tuesday despite posting upbeat Q4 results, as its forecast fell below estimates. The airline company said growth in the premium business and lack of certain headwinds would propel its business forward in 2026. Yahoo Finance senior reporter Pras Subramanian delves into the latest results from Delta. Read more here. Today at 11:45 AM UTC Jenny McCall Premarket trending tickers: Intel, Revvity, and MP Materials Intel (INTC) stock rose 3% before the bell on Tuesday. KeyBanc analysts raised their rating on the chipmaker to Overweight from Sector Weight due to strong demand for their central processing units. Revvity (RVTY) stock climbed 5% during premarket trading on Tuesday after the health company raised its full-year outlook ahead of its earnings release in February. MP Materials (MP) stock edged higher on Tuesday by 3%. The rare earths company was awarded funding from the US government for a $900 million manufacturing facility last year, and experts believe companies like MP could get a boost from the US's latest move in Venezuela. Story Continues View Comments
13.01.26 19:21:18 As ‘agentic commerce’ gains ground, companies shouldn’t put too much faith in ‘GEO,’ one industry insider warns
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Hello and welcome to Eye on AI. In this edition….Google launches the ability to make purchases directly from Google Search’s AI Mode and Gemini…Apple selects Google to power an upgraded Siri…Meta announces a new AI infrastructure team…researchers use AI to find new ways to edit genes. It was another week with a lot of AI-related announcements. Among the bigger news items was Google’s launch of an e-commerce shopping checkout feature directly from Google Search’s AI Mode and its Gemini chatbot app. Among the first takers for the new feature is retail behemoth Walmart, so this is a big deal. Behind the scenes, the AI checkout is powered by a new “Universal Commerce Protocol” that should make it easier for retailers to support agentic AI sales. Google Cloud also announced a bunch of AI features to support agentic commerce for customers, including a new Gemini Enterprise for Customer Experience product that combines shopping and customer support (watch this space—the combination of those two previously separate functions could have big implications for the way many businesses are organized.) Home Depot was one of the first announced customers for this new cloud product. Prediction Market powered by It’s still early days for agentic commerce, but already many companies are panicking about how they make sure their products and sites surface highly in what these AI agents might recommend to users. A nascent industry of companies has sprung up offering what are variously called “generative engine optimization” (GEO) or “generative-AI optimization” (GAIO) services. Some of these echo longstanding internet search optimization strategies, but with a few key differences. GEO seems, at least for now, somewhat harder to game than SEO. Chatbots and AI agents seem to care a lot about products that have received positive earned media attention from reputable news outlets (which should be a good thing for consumers—and for media organizations!) as well as those that rank highly in trusted customer review sites. But the world of AI-mediated commerce presents big governance risks that many companies may not fully understand, according to Tim de Rosen, the founder of a company called AIVO Standard, which offers companies a method for generative AI optimization and also a way to track and hopefully govern what information AI agents are using. The problem, de Rosen told me in a phone call last week, is that while various AI models tend to be consistent in how they characterize a brand’s product offerings—usually correctly reporting the nature of a product, its features, and how those features compare to competing products, as well as providing citations to the sources of that information—they are inconsistent and error-prone when asked questions that pertain to a company’s financial stability, governance, and technical certifications. Yet this information can play a significant role in major procurement decisions. Story Continues AI models are less reliable on financial and governance questions In one example, AIVO Standard assessed how frontier AI models answered questions about Ramp, the fast-growing business expense management software company. AIVO Standard found that models could not reliably answer questions about Ramp’s cybersecurity certifications and governance standards. In some cases, de Rosen said, this was likely to subtly push enterprises towards procurement decisions involving larger, publicly traded, incumbent businesses—even in cases when a privately-held upstart also met the same standards—simply because the AI models could not accurately answer questions about the younger, privately-held company’s governance and financial suitability or cite sources for the information they did provide. In another example, the company looked at what AI models said about the risk factors of rival weight loss drugs. It found that AI models did not simply list risk factors, but slipped into making recommendations and judgments about which drug was likely the “safer choice” for the patient. “The outputs were largely factual and measured, with disclaimers present, but they still shaped eligibility, risk perception, and preference,” de Rosen said. AIVO Standard found that these problems held across all the leading AI models and a variety of different prompts, and that they persisted even when the models were asked to verify their answers. In fact, in some cases, the models would tend to double-down on inaccurate information, insisting it was correct. GEO is still more art than science There are several implications. One, for all the companies selling GEO services, is that GEO may not work well across different aspects of brand information. Companies shouldn’t necessarily trust a marketing tech firm that says it can show them how their brand is showing up in chatbot responses, let alone believe that the marketing tech company has some magic formula for reliably shaping those AI responses. Prompt results may vary considerably, even from one minute to the next, depending on what type of brand information is being assessed. And there’s not much evidence yet on how exactly to steer chatbot responses for non-product information. But the far bigger issue is that there is a moment in many agentic workflows—even those with a human in the loop—where AI-provided information becomes the basis for decision making. And, as de Rosen says, currently most companies don’t really police the boundaries between information, judgment, and decision-making. They don’t have any way of keeping track of exactly what prompt was used, what the model returned in response, and exactly how this fed into the ultimate recommendation or decision. In regulated industries such as finance or health care, if something goes wrong, regulators are going to ask for exactly those details. And unless regulated enterprises implement systems for capturing all of this data, they are headed for trouble. With that, here’s more AI news. Jeremy Kahn jeremy.kahn@fortune.com @jeremyakahn This story was originally featured on Fortune.com View Comments
13.01.26 19:20:18 Der Aktienmarkt heute: S&P 500, Dow und Nasdaq fallen, während die Inflation leicht abkühlt und JPMorgan mit den Zahle
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Okay, here's a 600-word summary of the text, followed by the German translation: **Summary (600 words)** U.S. stock markets experienced a mixed trading day on Tuesday, driven by a confluence of economic data and corporate earnings releases. The Dow Jones Industrial Average (DJI) dipped 0.8%, while the S&P 500 lost 0.3% and the Nasdaq Composite fell slightly by 0.3%. The market's initial reaction was influenced by a milder-than-anticipated inflation report, which bolstered expectations of a pause in interest rate cuts by the Federal Reserve. **Key Drivers:** * **Inflation Data:** The Consumer Price Index (CPI) report revealed that inflation remained steady, with an annual rate of 2.7% and a monthly increase of 0.3%. Critically, “core” consumer prices, which exclude volatile food and energy costs, showed an even lower increase of 0.2% year-over-year. This data significantly reduced the probability of the Fed raising interest rates and supported the idea that rate cuts would continue, albeit potentially at a slower pace. * **JPMorgan Chase Earnings:** The earnings report from JPMorgan Chase (JPM) played a pivotal role in the day’s market movement. The bank announced a substantial $2.2 billion net income hit related to an Apple Card deal, leading to a 3.5% drop in its share price. This early release from a major bank set the tone for the fourth-quarter earnings season. * **Sector Performance:** Several key sectors demonstrated notable gains. Caterpillar (CAT) experienced a surge in its market capitalization – crossing the $300 billion mark – driven by strong demand for AI infrastructure and related equipment, particularly for data centers and power generation. Boeing (BA) rallied after reporting strong fourth-quarter deliveries of commercial aircraft. Meanwhile, the industrial sector, as represented by the XLI index, had significantly outperformed the broader S&P 500 over the past year. * **Geopolitical Uncertainty:** Beyond economic data, geopolitical developments added to market volatility. President Trump's statement regarding a 25% US tariff on countries continuing to do business with Iran created further uncertainty. Additionally, ongoing scrutiny of Federal Reserve Chair Jerome Powell's investigation by the Justice Department added another layer of complexity. Trump characterized Powell as either "incompetent" or “crooked,” amplifying concerns about the Fed’s independence. * **Housing Market Data:** New home sales remained largely unchanged in October, demonstrating continued strength despite a slight month-over-month decrease. Year-over-year sales increased by 18.7%, indicating a solid underlying demand for housing. **Outlook:** The market's reaction to the inflation data suggests a continued expectation of a cautious approach from the Federal Reserve regarding interest rate cuts. However, the investigation into Powell and the broader geopolitical landscape introduce additional risks to the market. The upcoming earnings reports from other major banks – Bank of America, Citigroup, and Morgan Stanley – will be closely watched for further clues about the economic outlook. --- **German Translation (approx. 600 words)** **Zusammenfassung (600 Wörter)** Die US-Aktienmärkte erlebten am Dienstag eine gemischte Handelssession, die von einer Reihe von Wirtschaftsdaten und Unternehmensgewinnmeldungen angetrieben wurde. Der Dow Jones Industrial Average (DJI) fiel um 0,8 %, während der S&P 500 um 0,3 % und der Nasdaq Composite um 0,3 % verloren gingen. Die anfängliche Reaktion des Marktes wurde von einem milder als erwartet gemachten Inflationsbericht beeinflusst, der die Erwartungen an eine Pause bei Zinssenkürzungen der US-Notenbank Federal Reserve gestärkt hat. **Wichtige Faktoren:** * **Inflationsdaten:** Der Bericht über den Verbraucherpreisindex (CPI) zeigte, dass die Inflation stabil geblieben war, mit einer jährlichen Rate von 2,7 % und einer monatlichen Erhöhung von 0,3 %. Entscheidend war, dass die “Kern”-Inflationen, die die volatilen Lebensmittel- und Energiepreise ausschließen, eine noch geringere Steigerung von 0,2 % im Jahresvergleich aufwiesen. Diese Daten reduzierten die Wahrscheinlichkeit, dass die Fed ihre Zinsen erhöht, und unterstützten die Idee, dass Zinssenkungen fortgesetzt würden, wenn auch möglicherweise in einem langsameren Tempo. * **JPMorgan Chase Gewinnzahlen:** Die Gewinnzahlen von JPMorgan Chase (JPM) spielten eine entscheidende Rolle für die Marktbewegungen an diesem Tag. Die Bank gab einen erheblichen Verlust von 2,2 Milliarden Dollar an Nettoergebnissen aufgrund eines Deals mit Apple Card bekannt, was zu einem Rückgang des Aktienkurses um 3,5 % führte. Diese frühe Veröffentlichung von einer großen Bank legte den Ton für die Gewinnzahlen des vierten Quartals fest. * **Sektorale Entwicklung:** Mehrere wichtige Sektoren zeigten deutliche Gewinne. Caterpillar (CAT) erlebte einen Anstieg seiner Marktkapitalisierung – überschritt die 300-Milliarden-Dollar-Marke – aufgrund der starken Nachfrage nach KI-Infrastruktur und verwandter Ausrüstung, insbesondere für Rechenzentren und Stromerzeugung. Boeing (BA) stieg nach der Veröffentlichung starker Gewinnzahlen für das vierte Quartal. Gleichzeitig übertraf die Industriebranche, wie sie durch den XLI-Index repräsentiert wird, die breitere S&P 500-Performance in den letzten 12 Monaten erheblich. * **Geopolitische Unsicherheit:** Neben den Wirtschaftsdaten trugen geopolitische Entwicklungen zur Marktvolatilität bei. Präsident Trumps Aussage über eine US-Zoll von 25 % auf Länder, die weiterhin Geschäfte mit dem Iran tätigen, schuf weitere Unsicherheiten. Darüber hinaus führte die laufende Prüfung des Federal Reserve-Präsidenten Jerome Powell durch das Justizministerium eine weitere Komplexität hinzu. Trump charakterisierte Powell als entweder “inkompetent” oder “korrupt”, was Bedenken hinsichtlich der Unabhängigkeit der Fed verstärkte. * **Bausubstanzdaten:** Neue Wohnungsverkäufe blieben im Oktober weitgehend unverändert und zeigten eine anhaltende Stärke trotz eines leichten Monat-zu-Monat-Rückgangs. Die Verkäufe stiegen im Jahresvergleich um 18,7 %, was eine solide zugrunde liegende Nachfrage nach Wohnraum signalisierte. **Ausblick:** Die Reaktion des Marktes auf die Inflationsdaten deutet auf eine anhaltende Erwartung einer vorsichtigen Haltung der Fed bei Zinssenkungen hin. Die Untersuchung von Powell und die breitere geopolitische Landschaft stellen jedoch zusätzliche Risiken für den Markt dar. Die anstehenden Gewinnzahlen von anderen großen Banken – Bank of America, Citigroup und Morgan Stanley – werden genau beobachtet, um weitere Hinweise auf die wirtschaftliche Aussicht zu erhalten.
13.01.26 18:48:10 Nasdaq fällt, Mag 7 kämpft.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Zusammenfassung:** Das Nasdaq Composite und der S&P 500 erlebten am Dienstag nach einer kurzzeitigen positiven Erholung Rückgänge. Der Nasdaq fiel um 0,2 %, der S&P 500 um 0,3 %, und der Dow Jones Industrial Average brach um 337 Punkte (0,7 %) ein. Die Salesforce-Aktie war ein wesentlicher Faktor für den Rückgang, da sie um 6 % fiel. --- Would you like me to: * Expand on any specific part of the summary? * Provide alternative translations?
13.01.26 18:34:41 Stock Indexes Slip as the Magnificent Seven Technology Stocks Retreat
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** The S&P 500 Index ($SPX) (SPY) is down -0.21%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.55%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.26%.  March E-mini S&P futures (ESH26) are down -0.22%, and March E-mini Nasdaq futures (NQH26) are down -0.25%. Stock indexes gave up early gains and turned lower today on weakness in the Magnificent Seven technology stocks.  Also, credit card companies are falling for a second day today to weigh on the overall market after President Trump said credit-card lenders would be “in violation of the law” if they don’t cap interest rates at 10% for one year. Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily. Stocks moved higher briefly today as inflation concerns eased after US December core consumer prices rose less than expected.  Also, energy-producing stocks are climbing today, with WTI crude oil up more than +3% at a 2.25-month high.  Geopolitical risks are pushing crude oil higher as the US ratcheted up pressure on Iran after President Trump announced a 25% tariff on goods from countries “doing business” with Iran.  In addition, drone attacks on oil tankers near the Caspian Pipeline Consortium terminal on Russia’s Black Sea Coast have reduced crude loadings at the terminal by almost half to around 900,000 bpd. Stocks have some negative carryover from Monday on concerns about Fed independence, after Fed Chair Powell said the Justice Department was threatening a criminal indictment tied to his June testimony on Fed headquarters renovations, in retaliation for the Fed's refusal to go along with President Trump’s calls for lower interest rates. US Dec CPI was unchanged from Nov at +2.7% y/y, right on expectations.  Dec core CPI was also unchanged from Nov at +2.6% y/y, a smaller increase than expectations of +2.7% y/y. US Oct new home sales fell 0.1% m/m to 737,000, beating expectations of 715,000. St. Louis Fed President Alberto Musalem said the US economy is pretty robust, and he expects above-potential growth, and that it is unnecessary and unadvisable for the Fed to take an accommodative stance. The market’s focus this week will be on economic news and any fresh news on the Federal Reserve.  On Wednesday, Nov PPI final demand is expected to increase +2.7% y/y, and Nov core PPI is also expected to climb by +2.7% y/y.  Also, Nov retail sales are expected to have increased +0.5% m/m and +0.4% m/m ex-autos.  In addition, Dec existing home sales are expected to climb +2.2% m/m to 4.22 million. Finally, the Supreme Court on Wednesday may rule on the legality of President Trump’s tariffs.  On Thursday, weekly initial unemployment claims are expected to increase by +7,000 to 215,000.  Also, the Jan Empire manufacturing survey of general business conditions is expected to climb by +4.9 to 1.0.  On Friday, Dec manufacturing production is expected to fall -0.1% m/m.  Also, the Jan NAHB housing market index is expected to increase by +1 to 40. Q4 earnings season is set to begin this week as bank earnings start to roll in.  According to Bloomberg Intelligence, S&P earnings growth is expected to climb by +8.4% in Q4.  Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%. The markets are discounting the odds at 3% for a -25 bp rate cut at the FOMC’s next meeting on January 27-28. Overseas stock markets are mixed today.  The Euro Stoxx 50 fell from a new record high and is down -0.01%.  China’s Shanghai Composite fell from a 10.5-year high and closed down -0.64%.  Japan’s Nikkei Stock 225 rallied to a new all-time high and closed up sharply by +3.10%. Interest Rates March 10-year T-notes (ZNH6) today are up by +2 ticks.  The 10-year T-note yield is down -0.2 bp to 4.173%.  Mar T-notes recovered from overnight losses and are slightly higher today after the US Dec core CPI rose less than expected, easing inflation concerns. T-notes initially moved lower today on carryover pressure from Monday on concerns over Fed independence, when Fed Chair Powell said the Justice Department was threatening a criminal indictment tied to his June testimony on Fed headquarters renovations in retaliation for the Fed not going along with President Trump’s calls for lower interest rates.  Also, supply pressures are pressuring T-note prices ahead of today’s Treasury auction of $22 billion in 30-year T-bonds. European government bond yields are moving higher today.  The 10-year German bund yield is up +0.9 bp to 2.850%.  The 10-year UK gilt yield is up by +2.6 bp to 4.399%. Swaps are discounting a 1% chance of a +25 bp rate hike by the ECB at its next policy meeting on February 5. US Stock Movers The Magnificent Seven technology stocks are falling today, weighing on the overall market.  Microsoft (MSFT) and Meta Platforms (META) are down more than -2%.  Also, Amazon.com (AMZN) is down by more than -1%, Nvidia (NVDA) is down -0.43%, Apple (AAPL) is down -0.27%, and Tesla (TSLA) is down -0.14%.  Alphabet (GOOGL) is bucking the trend and is up +0.87% after Google entered into a multiyear deal with Apple to power Apple’s AI technology. Mining stocks are climbing today as the price of silver rallied to a new all-time high.  Hecla Mining (HL), Barrick Mining (B), and Newmont Mining (NEM) are up more than +1%.  Also, Coeur Mining (CDE) is up +0.93%, and Freeport-McMoRan (FCX) is up +0.09%. Credit card companies are falling for a second day today after President Trump said credit-card lenders would be “in violation of the law” if they don’t cap interest rates at 10% for one year.  Mastercard (MA) is down more than -5%, and Visa (V) is down more than -5% to lead losers in the Dow Jones Industrials. Also, JPMorgan Chase (JPM) is down more than -2%. Travere Therapeutics (TVTX) is down more than -32% after the company said it received an FDA request to clarify the clinical benefit of its therapy for a rare kidney disease, a move analysts said could delay the agency's approval. Super Micro Computer (SMCI) is down more than -5% to lead losers in the S&P 500 after Goldman Sachs assumed coverage on the stock with a recommendation of sell and a price target of $26. CRH Plc (CRH) is down more than -3% after Wells Fargo Securities downgraded the stock to equal weight from overweight. Chipotle Mexican Grill (CMG) is down more than -3% after announcing that Chris Brandt has stepped down as chief brand officer. Adobe (ADBE) is down more than -3% after Oppenheimer downgraded the stock to market perform from outperform. Synopsys (SNPS) is down more than -2% after Piper Sandler downgraded the stock to neutral from overweight with a price target of $520. Delta Air Lines (DAL) is down more than -1% after it forecast full-year adjusted EPS of $6.50 to $7.50, the midpoint below the consensus of $7.20. Option Care Health (OPCH) is up more than +8% after TD Cowen said the company’s forecast for 2026 EBITDA growth of +2% to +7% are better than we expected. Intel (INTC) is up more than +6% to lead gainers in the Nasdaq 100 after KeyBanc Capital Markets upgraded the stock to overweight from sector weight with a price target of $60. Advanced Micro Devices (AMD) is up more than +5% after KeyBanc Capital Markets upgraded the stock to overweight from sector weight with a price target of $270. Revvity (RVTY) is up more than +5% after reporting preliminary Q4 revenue of $772 million, stronger than the consensus of $756.9 million. Cardinal Health (CAH) is up more than +4% after raising its full-year adjusted EPS forecast to at least $10.00 from a previous forecast of $9.65-$9.85, stronger than the consensus of $9.83. Albemarle Corp (ALB) is up more than +3% after Deutsche Bank upgraded the stock to buy from hold with a price target of $185. Huntington Ingalls Industries (HII) is up more than +3% after Bernstein raised its price target on the stock to $412 from $362. L3Haris Technologies (LHX) is up more than +2% as the US Department of Defense is set to invest in the company’s Missile Solutions business via a $1 billion convertible preferred security. Earnings Reports(1/13/2026) Bank of New York Mellon Corp (BK), Concentrix Corp (CNXC), Delta Air Lines Inc (DAL), JPMorgan Chase & Co (JPM). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. More news from Barchart S&P Futures Muted as Investors Weigh JPMorgan Earnings, U.S. Inflation Data in FocusStocks Set to Open Lower Amid Fed Fears, U.S. Inflation Data and Big Bank Earnings AwaitedEarnings Kickoff, CPI and Other Can't Miss Items this Week1 Under-$10 Stock Set to Surge as Much as 963% in 2026

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
13.01.26 18:30:00 Trump's credit card cap could make most of industry 'unprofitable'
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** JPMorgan Chase (JPM) reached a deal earlier this month to take over Goldman Sachs' (GS) Apple Card (AAPL) account; the costs related to this transfer weighed on the former's earnings figures for the fourth quarter. Additionally, President Trump suggested a 10% cap on credit card fees earlier this week. Prediction Market powered by HSBC Head of US Financials Research Saul Martinez reacts to headlines of the Apple Card impacts and what Trump's policy proposal could mean for the financial sector and credit lenders. Also watch Saul Martinez discuss JPMorgan's latest earnings release. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. Video Transcript 00:00 Speaker A I'm curious what you make of the deal for the Apple card. Um, the company taking a charge of about two and a quarter billion related to that in this quarter and they're not going to take over the Apple card what for two years? Do you think that was a good deal for them? 00:19 Speaker B Yeah, I think um, you know, there there is a lot of uh news flow around cards these days, but um yes. I think this is a situation when you when you think about M&A, um the transaction makes sense if it's you know, to happen if it's worth more to the buyer than the seller. I think this is clearly the case here with Goldman and JP Morgan. This really does round out their their cards business. JP Morgan is very, very strong in in the um the the the high net worth or the the premium rewards space, the premium space. Um and this does give them a more balanced cards business. Um partnering with Apple is is obviously, you know obviously has some benefits. You do get um access to a number of clients that you can perhaps cross-sell um into and they just have more scale in this business than a than a Goldman Sachs does. So, it's a business that is more likely to be profitable in the hands of JP Morgan. So I I do think it makes sense. It, you know, there is a it will take some time to integrate that uh portfolio two years, but I I do think it strategically it makes some sense and it it is a business that if you run it right, it is a high margin, high profitability type of type of business. 01:21 Speaker A And speaking of credit cards, as you said there's been a lot of news flow there. Um, CFO of JP Morgan, Jeremy Barnum said on the call that it would be very, very negative if this 10% cap went into effect. Um, how negative will I mean, have you gone so far as to sort of try and quantify what effect that would have on JP Morgan and the other banks? 01:46 Speaker B Yeah, I I wouldn't we we've published on this. We haven't quantified it. I've been a little bit careful about putting numbers around this given the uncertainty, given a lot of uncertainty about this. not not just whether it happens and and there are some questions about how it even could be implemented legally. Um but also, you know, what the details would be? Would this be on all of the portfolio today or would it just be on new origination would have a sizable effect. What I would say here is that the impacts would be very, very sizable. Um, a 10% interest ca- interest rate cap makes a very sizable part of the cards business unprofitable and would mean lenders would, you know, probably not provide credit to, you know, large numbers of borrowers. It would be much more negative obviously for some of the consumer finance companies and you saw that in the reactions yesterday, Capital One and Synchrony where, you know, you you can run math that is pretty, you know, devastating to earnings. Um, from the banks, it it is relevant. I mean, JP Morgan, you know, cards are roughly about, um, you know, roughly in the low mid teens in terms of revenue uh contribution. Um, uh, but it it does it does really change the nature of the business and and it would, you know, it would certainly have a, uh, a material impact on earnings. That said, JP Morgan is so diversified and so profitable across the businesses that, you know, they could probably withstand it more than others. of the other bank City Group would also be would probably be the most affected. The cards are about 20 to 25% of revenues and loans. So they would be, you know, impacted and they have a big retail services business that would be, um, you know, a partnership business with retailers that that would be, um, impacted. So I'm hesitant to really quantify in specific terms, but it it would be relevant and it would have a, you know, a not immaterial impact on profitability for some of the banks. View Comments
13.01.26 17:44:00 Intel, AMD Get Overweight Upgrades as 2026 Server Chips Sell Out
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** This article first appeared on GuruFocus. Intel (INTC, Financials) and Advanced Micro Devices (AMD, Financials) received Overweight upgrades from KeyBanc after both chipmakers nearly sold out of their 2026 server CPUs, driven by accelerating demand from AI and hyperscale data centers. Warning! GuruFocus has detected 9 Warning Signs with INTC. Is INTC fairly valued? Test your thesis with our free DCF calculator. Prediction Market powered by Intel shares climbed 4% and AMD rose 3.7% Tuesday following the note. KeyBanc analysts said Intel is considering a 1015% price increase and could soon rank as the world's No. 2 foundry supplier, ahead of Samsung. The firm set a $60 price target for Intel, citing improved yields from its 18A process and new foundry business with Apple, which plans to use Intel chips for lower-end Mac and iPad models by 2027. KeyBanc thinks that AMD's server CPU shipments will go up by at least 50% this year, and that AI GPU sales might exceed $15 billion. Analysts set a price objective of $270, saying that the MI255 and MI455 chips are being used a lot and that the Helios rack-scale AI systems would soon be available. View Comments