JPMorgan (JPM) CEO says AI spending is a form of stimulus, about USD 300bln this year and another USD 300bln next year
Match (MTCH) says Tinder saw its first month of new-user registration growth since 2024 (+1% Y/Y), with gains as broad-based across genders, age and internationally
American Airlines (AAL) affirms Q2 revenue +15% Y/Y and Capacity +5%, suggesting ~10% unit revenue growth
JPMorgan (JPM) CEO says AI spending is a form of stimulus, about USD 300bln this year and another USD 300bln next year
Novo Nordisk (NOVOB DC) to present new CagriSema and zenagamtide data as it advances its cardiometabolic pipeline at the American Diabetes Association’s 2026 Scientific Sessions
Daily US Equity Opening News - ZS tumbles on "disappointing" guidance; DY earnings & guidance beat; FDX upgraded
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- Equity capital markets will be huge this year.
- Trading could be up by 11% in Q2 or could be a bit better.
- Investment Banking in Q2 could be up 10% or more.
- There could be opportunities for M&A, adds "we are on the lookout"
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