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24.04.26 - 18:06
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JPMorgan Initiates Hims & Hers With Overweight: Could the Novo Nordisk Deal Be the Turning Point? (24/7 Wall St.)
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Hims & Hers Health (NYSE:HIMS) just picked up a high-profile endorsement. JPMorgan analyst Cory Carpenter initiated coverage with an Overweight rating and a $35 price target, framing the telehealth platform's recent Novo Nordisk (NYSE:NVO) partnership as a potential “turning point” for the business. The call lands with HIMS stock trading at $30.46. For long-term investors, ... JPMorgan Initiates Hims & Hers With Overweight: Could the Novo Nordisk Deal Be the Turning Point?...
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24.04.26 - 13:06
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A $900,000 Stock Portfolio Exposed to Just Three Sectors Is a Retirement Time Bomb (24/7 Wall St.)
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At 63, with $900,000 in a brokerage account split across tech (45%), healthcare (30%), and financials (25%), you have built something real. The five holdings — Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), UnitedHealth Group (NYSE:UNH), and JPMorgan Chase (NYSE:JPM) — are legitimate blue-chip businesses. The problem is what happens to all three sectors ... A $900,000 Stock Portfolio Exposed to Just Three Sectors Is a Retirement Time Bomb...
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24.04.26 - 04:30
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Research: JPM Raises SK Hynix (000660.KS) TP to KRW1.8M, Rates Overweight (AAStocks)
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JPMorgan issued a report stating that SK Hynix (000660.KS) delivered 1Q results in line with expectations, and managements strong confidence in a long-term upcycle in memory left the bank with a positive impression of the earnings performance.The report noted that key messages from SK Hynix management include that memory has be......
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24.04.26 - 02:09
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Mercuria, Goldman, JPMorgan See Major Aluminum Market Shock (ZeroHedge)
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Mercuria, Goldman, JPMorgan See Major Aluminum Market Shock
Analysts at Mercuria, the Geneva-based Swiss commodities trading firm, are sounding the alarm on the global aluminum market after severe disruptions in the Gulf region, adding to a growing list of trading desks and research teams warning of a deepening supply shock.
"The scale of the supply shock we're seeing in the aluminum market is probably the largest single supply shock a base metals market has suffered in the post-2000 era," Mercuria commodities analyst Nick Snowdon told Reuters on the sidelines of the Financial Times Commodities Global Summit in Lausanne, Switzerland.
Snowdon then told Reuters, "We are already in a 'black swan' event. No one could have foreseen something on this scale."
Mercuria is a Swiss commodities trading house based in Geneva. Its traders sell, ship, store, and finance physical commodities across markets such as oil, gas, power, LNG, and metals.
Snowdon's alarm over the global alu...
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23.04.26 - 14:24
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Business Costs Surging Amid Iran War, Says JPMorgan Strategist (Bloomberg)
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Business activity in the euro area unexpectedly shrank for the first time since late 2024 due to a steep drop in the services sector as the Iran war weighs on consumers. The Composite PMI compiled by S&P Global declined to 48.6 in April from 50.7 the previous month, dropping below the 50 threshold separating growth from contraction. In the UK PMI data showed that the private sector quickly bounced back from a slowdown caused by the Iran war as firms rushing to secure supplies and price pressures mounting. Hugh Gimber, Global Market Strategist, JP Morgan joined Stephen Carroll on Bloomberg Radio to discuss. he says business costs are 'rising sharply.' (Source: Bloomberg)...
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23.04.26 - 13:01
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US Navy Secretary Fired After Infighting at Pentagon: Sources | The Pulse 4/23 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests:
Hugh Gimber, JPMorgan Asset Management, Global Market Strategist; Fawaz Gerges, London School of Economics, International Relations Professor; Stirling Larkin, Foxtail Pine, CEO. (Source: Bloomberg)...
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