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JPMorgan
Track JPMorgan's role in the AI economy through Superpower Daily reporting on business, products, and infrastructure. This live company page updates automatically as new launches, partnerships, product moves, and market signals are published.
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JPMorgan Upgrades CoreWeave on Premium Pricing for Shorter AI Cloud Contracts
The bank raised its price target to $125, betting that stronger contract pricing can outweigh investor concern about the cost of building capacity.
JPMorgan Double Upgrades IREN as It Bets on Higher AI Cloud Pricing
The bank’s new $65 target rests on richer contracts and IREN’s Nvidia relationship, while a $25 billion to $30 billion 2027 spending plan remains the central risk.
JPMorgan Upgrades Meta, but Warns AI Compute Could Hit Cash Flow
The bank sees early demand for Meta’s new personal AI agent and more upside from AI products, while forecasting that the infrastructure behind them could drain cash before direct monetization arrives.
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