Caleb Monroe

JPMorgan CFO Warns Trump’s Credit Card Rate Cap Could Reshape Lending Landscape

Proposal to Limit Interest Rates Could Severely Curtail Credit Access for Subprime Borrowers, JPMorgan Chief Says

JPMorgan Chase & Co.’s CFO Jeremy Barnum cautioned that President Trump’s suggested cap on credit card interest rates may significantly restrict c...

OpenAI Expands Healthcare AI Efforts Through Acquisition of Torch

OpenAI integrates healthcare startup Torch to enhance medical data consolidation alongside launching ChatGPT Health

OpenAI recently acquired Torch, a healthcare technology startup specializing in consolidating varied medical data into a unified platform. This move f...

Fed Chair Powell’s Senate Correspondence Undermines Trump Administration’s Assertions on Renovation Spending

A detailed July letter from Powell to Senators providing transparency on the Federal Reserve's costly building refurbishment offers a contrasting narrative amid an intensified probe

Federal Reserve Chair Jerome Powell’s letter to Senate officials in July detailed the factors contributing to a significant cost overrun in the Fed'...

Senator Bernie Sanders Condemns Trump for Naming Kennedy Center After Himself, Calls for Legislative Ban

Sanders Introduces Bill to Prevent Presidents From Self-Naming Federal Buildings Amid Legal Controversies Over Trump’s Renaming of Cultural Institutions

Senator Bernie Sanders has publicly criticized President Donald Trump's decision to rename the John F. Kennedy Center for the Performing Arts to inclu...

Trump Declares Venezuela Will Become 'Strong' Again Amid Claims of Massive Oil Influx to U.S.

President Trump asserts unprecedented oil imports from Venezuela following military action, sparking skepticism from experts and industry leaders

President Donald Trump announced that the United States is receiving enormous volumes of crude oil from Venezuela after a recent military operation th...

Nvidia's H200 AI Chip Sales to China Resume Under Stricter Export Terms Amid Regulatory Constraints

Trump-era approval enables shipments with capped volumes and enhanced security conditions; Chinese buyers face restricted purchases amid ongoing demand turmoil

The U.S. government under the Trump administration has authorized Nvidia to resume exports of its H200 artificial intelligence chips to China under a ...

Wealthfront Shares Decline Amid Customer Deposit Outflow Concerns

Despite Year-Over-Year Growth in Assets and Revenue, December Deposit Outflows Trigger Investor Unease

Wealthfront reported year-over-year increases in total assets, funded client accounts, revenue, and EBITDA for the quarter ending October 31. However,...

Northrop Grumman Upgrade - Positioning for a Defense Re‑Ramp; Trade Plan on an F/A‑XX Win Scenario

Pentagon spending tailwinds, strong cash flow and a compact share count make NOC a tactical buy — if program wins and execution hold.

We upgrade Northrop Grumman (NOC) to a Buy on a tactical basis. Headlines around a larger Pentagon budget and dealer chatter about next‑generation f...

Boeing's 737 MAX Momentum — A Tactical Long with Defined Risk

Production and orders are finally translating into cashflow; buy the near-term momentum with a disciplined stop.

Boeing's stock is rallying as 737 MAX deliveries, fresh orders and defense wins tighten the revenue outlook. Balance-sheet headaches remain, but recen...

Jamie Dimon Shifts From Economic Alarm to Measured Optimism Amid Lingering Challenges

JPMorgan CEO signals short-term economic resilience but highlights significant fiscal and geopolitical risks ahead

Jamie Dimon, CEO of JPMorgan Chase & Co., has adjusted his economic outlook to a cautiously positive near-term perspective citing robust consumer acti...