undefined | Earnings playbook: JPMorgan Chase and Netflix kick off the reporting season

The earnings season is kicking into high gear this week, with 27 S&P 500 companies slated to report—including banking giants JPMorgan Chase, Goldman Sachs and consumer‑focused Netflix. Analysts expect the quarter to be strong despite the ongoing U.S.–Iran cease‑fire, as FactSet projects a 13 % year‑over‑year rise in S&P 500 first‑quarter profits – the sixth straight quarter of double‑digit growth. Wall Street will be watching how firms navigate war‑driven headwinds such as higher energy prices while seeking guidance on future outlooks.

Among the banks, Goldman Sachs opens the pre‑market with expectations of double‑digit earnings and revenue growth, driven by equities trading, asset and wealth management. JPMorgan Chase is expected to deliver about 7 % earnings growth, with analysts focusing on the mix of trading, investment banking and net‑interest income amid any signs of consumer softening. Wells Fargo, Citigroup, Bank of America and Morgan Stanley each have consensus forecasts ranging from 10 % to more than 30 % earnings expansion, and CNBC reporters will zero in on trading momentum, M&A activity and credit quality, while historical data shows Goldman, JPMorgan and Bank of America beat expectations in roughly 80‑90 % of past releases.

The non‑bank lineup includes Johnson & Johnson, seen as a steady performer with shares up 15 % YTD, though EPS is projected to dip slightly year‑over‑year, and Netflix, which follows a narrow beat last quarter and reports 325 million global subscribers. Analysts expect Netflix to post about 15 % earnings growth and are watching its capital‑allocation roadmap across content, live entertainment and gaming. Historically, J&J exceeds earnings expectations 95 % of the time, while Netflix has seen its stock fall after the last three earnings reports.

Read more: https://www.cnbc.com/2026/04/12/earnings-playbook-jpm-nflx-kick-off-the-reporting-season.html

#jpmorganchase #netflix #goldmansachs #wallstreet

yahoo news | JPMorgan Chase's Continued Success Will Hinge On How Quickly It Can Integrate...

JPMorgan Chase (NYSE:JPM) will need to master blockchain technology and artificial intelligence if it wants to stay competitive, CEO Jamie Dimon told shareholders in his annual letter. He warned that “a whole new set of competitors is emerging based on blockchain, which includes stablecoins, smart contracts and other forms of tokenization,” and stressed that the bank’s future success hinges on “wisely invest[ing] and move[ing] very quickly and nimbly…including incorporating AI in everything we do.” Dimon’s message makes clear that while JPMorgan’s core banking model will remain, the way its services are delivered must evolve around these emerging technologies.

To put that vision into practice, Dimon has set an immediate target of expanding the firm’s blockchain platform. JPMorgan launched its proprietary Onyx blockchain in 2020, rebranded to Kinexys in 2024, and introduced the JPM Coin deposit token back in 2019. The bank also rolled out a tokenized money‑market fund on Ethereum in December, signaling a broader push into public‑chain tokenization. Industry peers see similar promise: BlackRock’s Larry Fink called tokenization “the next major evolution in market infrastructure,” and many institutions are drawn to blockchain for near‑instant settlement, lower costs, greater transparency, and 24‑hour trading.

Dimon’s stance on digital assets has softened as well. At the Future Investment Initiative summit last October, he described cryptocurrencies as “real,” a marked shift from his earlier view that they lacked intrinsic value. He now envisions a future where AI‑driven investing and tokenized products coexist, allowing JPMorgan to deliver faster, more transparent services while retaining its traditional banking strengths. In short, the bank’s continued relevance will depend on how swiftly it can embed blockchain, AI, and tokenization into its product suite and client experience.

Read more: https://finance.yahoo.com/sectors/technology/articles/jpmorgan-chases-continued-success-hinge-120113503.html?fr=sycsrp_catchall

#jpmorganchase #jamiedimon #ethereum #onyx

undefined | Earnings season could finally give the stock market some good news. Here's what's ahead

Earnings season could finally give the stock market a lift now that a tentative cease‑fire in the Iran‑U.S. conflict appears to be holding. After President Trump halted attacks for two weeks, the Dow Jones surged more than 1,300 points – its biggest single‑day gain since April 2025 – and investors have been hopeful that a quick resolution will temper the spike in energy prices. With fiscal policy still supportive of consumer spending and fed‑funds futures pricing in at least one interest‑rate cut by year‑end, the first‑quarter earnings reports, beginning with the nation’s biggest banks, may provide the catalyst to steer the market back toward higher levels.

Analysts expect solid earnings growth across the board. FactSet projects the S&P 500 companies will post a blended earnings‑growth rate of 12.5 % for the quarter – the sixth consecutive quarter of double‑digit growth – and nine of the eleven sectors are slated for year‑over‑year earnings gains. The bulk of the upside is forecast to come from information‑technology stocks, which are expected to jump 44 %, underscoring the sector’s market‑driving role. Nonetheless, outside of tech and materials, expectations are more modest, and a warning from Delta Air Lines about curbing capacity because of rising jet‑fuel costs reminds investors that the war‑related volatility has not fully dissipated.

Market participants remain cautious but optimistic. “If we can see tensions die down in the Middle East, there’s an opportunity for markets to rebound,” said Anthony Saglimbene of Ameriprise Financial, while Gabelli Growth Innovators ETF manager John Belton noted that the earnings season offers the first real chance to test whether the energy and geopolitical shocks have already been priced into company fundamentals. Upcoming reports from giants such as Goldman Sachs, Citigroup, JPMorgan Chase, Morgan Stanley, Bank of America, Netflix, BlackRock and Johnson & Johnson will be closely watched for clues on whether the market can recover the losses incurred since the war began in February.

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#trump #dowjones #factset #jpmorganchase

undefined | Powell, Bessent discussed Anthropic's Mythos AI cyber threat with major U.S. banks

Federal Reserve Chair Jerome Powell and Treasury Secretary Scott Bessent convened a closed‑door meeting with CEOs of the nation’s largest banks to address potential cyber‑security concerns surrounding Anthropic’s newly released AI model, Claude Mythos Preview. The discussion took place in Washington, D.C., after the banking executives were already gathered for a Financial Services Forum board meeting, prompting regulators to call a special session to review the model’s capabilities and the risk that malicious actors could exploit it.

Anthropic has rolled out Mythos this week on a limited basis, citing worries that the system’s advanced reasoning could be weaponized by hackers. The company has partnered with several high‑profile firms—JPMorgan Chase, Apple, Google, Microsoft, and Nvidia—under a joint initiative dubbed Project Glasswing, which aims to harden the model against misuse. Anthropic officials confirmed ongoing talks with U.S. agencies, including the Cybersecurity and Infrastructure Security Agency and the Center for AI Standards and Innovation, to establish safeguards and standards for the technology.

The meeting underscores growing governmental vigilance over generative‑AI tools that could impact the financial sector’s critical infrastructure. While Anthropic declined to comment directly to CNBC, the episode highlights a broader trend of regulators and industry leaders collaborating to pre‑emptively address AI‑driven cyber threats before they materialize into real‑world attacks.

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#jeromepowell #anthropic #federalreserve #jpmorganchase

yahoo news | Jamie Dimon warned high taxes would push business out of New York, but the city...

JPMorgan Chase CEO Jamie Dimon warned that New York’s high corporate and income taxes, combined with regulatory pressures, could drive businesses and top talent out of the city. In his annual shareholder letter he cited a 20 % reduction in JPMorgan’s New York headcount since 2010 and highlighted the bank’s expansion in Texas, where employment grew from 26,000 in 2015 to 32,000 today. Dimon’s remarks echo broader concerns that rising taxes and expenses are prompting an “exodus” of companies and affluent individuals to states like Texas and Florida, where lower taxes and looser regulations have already attracted firms such as Citadel and Apollo Global Management.

A new white paper from real‑estate firm JLL, however, challenges the narrative of a mass flight from New York. Analyzing office‑space data from Q1 2026, JLL found vacancies fell 2.2 % to 13.5 % and leasing volume for premium space hit 8.5 million sq ft, with rents up 3.5 % year‑over‑year. LinkedIn migration data showed that while 3 % more people moved to Florida than to New York, the city attracted 10 % more mid‑ and early‑career professionals from top schools, resulting in a net inflow of roughly 70 skilled workers for every one that left for Florida. The firm concluded that sophisticated talent continues to gravitate toward Manhattan, and any slowdown is more likely due to limited office‑space supply than a lack of demand.

Supporting the JLL findings, luxury‑home market data revealed a sharp rise in high‑value Manhattan transactions after Mayor Zohran Mamdani’s election, with contracts for homes over $4 million climbing 25 % from October to November 2025 and a 31 % increase in luxury sales reported by Douglas Elliman and Miller Samuel. Jonathan Miller of Miller Samuel warned that anecdotal arguments about a talent drain are not backed by data. Nevertheless, JLL cautioned that while New York draws early‑career professionals, Florida is becoming more appealing to seasoned workers, raising questions about the city’s long‑term talent pipeline as AI‑driven changes reshape entry‑level roles.

Read more: https://finance.yahoo.com/economy/policy/articles/jamie-dimon-warned-high-taxes-162304808.html?fr=sycsrp_catchall

#jamiedimon #jpmorganchase #newyork #texas #florida

Iran war may push inflation, rates higher: JPMorgan’s Dimon

JPMorgan Chase CEO Jamie Dimon warned that the war in Iran risks oil and commodity price shocks that could keep inflation sticky and push interest rates higher than the market now expects. #jpmorganchase #jamiedimon #oilprices #markets #inflation #interestrates #iranwar #News #Reuters #Newsfeed Read the story here: 👉 Subscribe: Keep up with the latest news from around the world: Follow Reuters on Facebook:…

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