Breaking research
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Published 2026-06-26T20:09:59.110673Z
Ideas in this batch
Big banks return cash as Big Tech gets punished for spending — rotate into JPMorgan and Goldman
JPMorgan and Goldman Sachs just passed their stress tests with flying colors and immediately announced massive buybacks and dividend hikes, putting a hard floor under their valuations. Meanwhile, investors are aggressively punishing Microso