Jamie Dimon says AI is already reshaping JPMorgan Chase’s workforce as bank plans ‘massive reshuffle’

Jamie Dimon, chairman and CEO of JPMorgan Chase, attends the ribbon cutting ceremony at the opening of the company’s new headquarters at 270 Park Ave., in New York, October 21, 2025. Eduardo Munoz | Reuters JPMorgan Chase CEO Jamie Dimon said the bank is taking steps to address the impact of artificial intelligence on its […]

US stocks: Some US investors are focusing on infrastructure amid a broader AI sell-off

As Wall Street’s love affair with artificial intelligence heavyweights cools, some investors are turning to infrastructure companies that they expect will benefit from AI investments, a shift that is spawning a slew of new products. After huge gains in recent years, shares of AI technology giants such as Alphabet and Amazon have fallen sharply as […]

Market Quote of the Day by Sir John Templeton | “The time of maximum pessimism is the best time to buy”

John Templeton once advised that the best investment opportunities often occur when pessimism is at its peak. This remains relevant for disciplined investors today. When fear is widespread, valuations tend to compress. Strong companies with resilient business models, healthy balance sheets and long-term growth prospects may be sold alongside weaker peers, not because their fundamentals […]

Selective deployments in defence, CV cycle becomes supportive, value seen in ITC: Sandip Sabharwal

With the Union Budget just a day away, sharp moves in defense stocks and changing sector dynamics are making investors more selective, said market expert Sandip Sabharwal. Speaking to ET Now, Sabharwal emphasized that while the defense theme remains structurally strong, stock selection will be crucial going forward.He said the defense sector has gone through […]

When stocks bleed and gold dominates: why a portfolio review is more important than ever – Views on news from Equitymaster

At home The long view January 23, 2026 – When Stocks Bleed and Gold Leads: Why a Portfolio Review is More Important Than Ever January 23, 2026 Image source: David Gyung/www.istockphoto.com Stocks are testing patience, while gold and silver are testing price ceilings. This month, the market mood was uneasy and uncertain for […]

FIIs dumped Rs 22,530 crore worth of domestic equities in the first half of January

Foreign institutional investors (FIIs) sold domestic equities worth Rs 22,530 crore in the first half of January, extending their selling streak. The pace of outflows accelerated in the holiday-shortened week, with foreign investors selling Rs 14,266 crore worth of shares in just four sessions.FIIs remained net sellers and extended their recent selling trends as tariff-related […]