Dj The Car Market Is In Transition. 5 Stocks That Can Win In 2026. - Barrons.Com

Investing.com -- The artificial-intelligence chips that Nvidia plans to ship to China will undergo a special security review in the United States before export, administration officials said, according to a report from the Wall Street Journal.

This unusual step underscores the national-security concerns facing the Trump administration following its decision to permit these controversial sales.

The Nvidia H200 AI chips included in the deal would primarily be manufactured in Taiwan. According to people familiar with the matter, these chips would then be transported to the United States for a national-security review before being forwarded to China.

Experts noted that this complex supply-chain journey and the unusual security review highlight the unprecedented nature of the agreement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- JPMorgan Chase (NYSE:JPM) stock fell 4.3% by 2 pm Tuesday after the bank’s consumer and community banking CEO Marianne Lake warned of a "bit more fragile" consumer environment and projected higher-than-expected expenses for 2026.

Speaking at the Goldman Sachs financial services conference, Lake said JPMorgan expects expenses to climb to about $105 billion in 2026, driven largely by growth and volume-related costs. This guidance exceeds the highest analyst estimate in a Bloomberg survey and surpasses the average outlook of $101 billion. The projected costs would be approximately 9% higher than what analysts expect for 2025.

Lake’s cautious comments about consumer health and higher expenses weighed on the broader banking sector, with Citigroup (NYSE:C) and Bank of America (NYSE:BAC) shares trading lower by 1%.

During her presentation, Lake provided additional updates on the bank’s outlook. JPMorgan expects credit card charge-offs to be about 3.3% in 2025. On a more positive note, she indicated that fourth-quarter investment banking fees are expected to increase by low single digits year-over-year, while markets revenue is projected to rise in the low teens compared to the same period last year.

The bank also remains on track to deliver 10.5 million credit card accounts in 2025, according to Lake.

Other financial institutions, including KeyCorp and Goldman Sachs, also presented at the conference, though JPMorgan’s cautious consumer outlook and higher expense projections appeared to have the most significant market impact.

Investing.com -- Shares of major Covid-19 vaccine manufacturers Moderna (NASDAQ:MRNA), Pfizer (NYSE:PFE), and BioNTech (NASDAQ:BNTX) briefly tumbled Tuesday following a Bloomberg report that the Food and Drug Administration is investigating potential adult deaths linked to Covid-19 vaccines.

The FDA probe is more extensive than previously understood, as it encompasses both adult and pediatric cases. "FDA is doing a thorough investigation, across multiple age groups, of deaths potentially related to Covid vaccines," an agency spokesperson told Bloomberg on Tuesday.

The investigation spans multiple divisions within the FDA. Earlier reports had suggested the review was limited to pediatric cases. The news comes after Vinay Prasad, the FDA’s top vaccine regulator, claimed in a leaked internal memo last month that a review had found 10 children died because they received a Covid vaccine.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.