Browsing: JPMorgans

Strategist commentary of this kind, a sell-side house framing a structural driver of real rates, is not a market-mover in itself; its significance lies in which side of an established debate it lands on. The productivity-linked real rate thesis has circulated in past technology investment waves, where the argument has been that elevated capex and…

CVS Health (NYSE: CVS) announced that Teresa Heitsenrether, Chief Data & Analytics Officer at JPMorgan Chase and member of its Operating Committee, will join its Board of Directors effective November 18, 2026. She brings nearly forty years of financial services leadership, with expertise in data, analytics, artificial intelligence and operational transformation.

Salesforce (CRM) stock recently moved after JPMorgan initiated coverage, arguing that the market may be overestimating generative AI risk to the company’s core business and AI monetization potential.