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Dear Reader,
If you suspect AI is going to crash, I just want you to know, you’re right.
My name is Alexander Green.
I started my career on Wall Street four decades ago. I retired in my 40s. And today, I’m the chief investment strategist of one of the longest running private investment research groups in the U.S.
And I’m sending you a recording of a private presentation I recently gave, to tell you the truth about AI that no one else will tell you…
It’s partly to do with what will happen after the AI crash… and what the #1 investment of the next decade will be.
Prepare now, and thank me later.
Nobody else sees this coming.
Click here and I’ll reveal what’s going on in full…
Good investing,
Alexander Green
Chief Investment Strategist, The Oxford Club
P.S. This could make or break your financial future… But you’ll grow old and grey waiting to hear about it on CNBC. Details here.
JPMorgan’s Q2 Strength Gives the Stock Rally New Support
Submitted by Thomas Hughes. Article Posted: 7/14/2026.
Key Points
- JPMorgan Chase reported strong Q2 results, with revenue of $58 billion and earnings per share of $6.14, both topping analyst expectations across major segments.
- CEO Jamie Dimon's bullish commentary, supported by healthy jobless claims and cooling inflation, suggests economic resilience and potential Federal Reserve rate reductions ahead.
- JPMorgan is expected to raise its dividend again in September, backed by a strong Tier 1 capital ratio and ongoing share buybacks reducing share count.
- Special Report: SpaceX is offering you shares. Don't take them.
JPMorgan Chase & Co.’s (NYSE: JPM) Q2 results and, more specifically, comments from CEO Jamie Dimon point to an all-clear signal for stocks. While Dimon's quarterly statement included the usual cautions and noted risks, the overall message was as bullish as it has been in years.
In his view, the firm benefited from a particularly favorable environment marked by elevated market activity, economic resilience, business investment, and hiring. Hiring is especially important for the broader market because it supports consumer spending and overall consumer health.
3 AI stocks to buy before August 2026 (Ad)
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005.
Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.
Click here to get all three AI stock names from Alexander GreenEvidence supporting Dimon’s view can be found in the weekly jobless claims figures, which reflect historically healthy labor market conditions and improvement from the prior year. Strength is also coming from the AI capital expenditure cycle, fiscal stimulus, and regulation. These factors are likely to continue underpinning economic strength and JPMorgan's results moving forward, with potential for activity to accelerate. Inflation and higher oil prices remain the biggest hurdles, but with oil prices off their highs and June CPI cooler than expected, investors can expect the FOMC to lean toward rate cuts, a catalyst for market activity.
JPMorgan Outperforms in Q2: Cash Flow Flywheel Spins Faster
JPMorgan delivered a stellar Q2, with strength across product lines and business segments. Revenue rose to $58 billion, above analyst expectations, while earnings per share reached $6.14. Loans grew by 10% systemwide, while deposits increased by 3%.
Segment by segment, Commercial and Investment Banking was the strongest, up 27.2%, supported by strength in investments such as Visa. Asset and Wealth Management grew by nearly 19%, while Consumer and Community Banking rose by 7.6%. Within the consumer segment, Banking revenue increased by 5%, Home Loans by 2.8%, and Automotive by 12.5%.
Credit costs remained manageable, allowing cash flow to continue running smoothly as top-line strength carried through to the bottom line. Revenue gains across several major business lines supported profitability and reinforced the strength of JPMorgan’s second-quarter performance.
Updated guidance presents a headwind, but the impact is expected to be minimal. Management raised its expense target by approximately 1%, which suggests some pressure on profitability. Even so, JPMorgan remains in a healthy position, firing on all cylinders and producing historically high margins. Business strength is likely to persist, offsetting the increase through improved revenue leverage. As it stands, analysts expect growth to slow in the coming quarters, but earnings should remain strong, with a reduction in share count aiding year-over-year growth.
JPMorgan Is on Track for a Robust Dividend Increase
JPMorgan is a capital-return machine, paying more than $10 billion to investors in Q2 and on track to raise its distribution payments in September. History, Q2 results, and the 14.1% Tier 1 credit ratio suggest another double-digit increase is likely. Importantly, the payout is reliable at less than 30% of the earnings forecast, the distribution is growing, and share count reduction is also in play. Q2 activity helped drive a 4% reduction over the trailing 12 months, and the pace is expected to continue. Buybacks could slow in coming years, but there is no indication of that as of mid-2026.
Analysts are responding favorably to the results, indicating that the current trends should continue. Those trends include broader coverage, a consensus Hold rating with a 48% Buy-side bias among 29 analysts, and an uptrend in price targets. Consensus targets imply fair value at mid-July trading levels, but the trend is the more important factor, with the high end above $400, or roughly 20% upside relative to the pre-release close. Sentiment and price targets are likely to firm as the year progresses, keeping the stock price action trending higher.
Institutional trends also reflect the strength of a JPM investment, as institutions own more than 70% of the bank's nearly $900 billion market cap. They’ve been net buyers over the trailing 12 months at a semi-aggressive pace, but they reverted to selling in early Q3. If that continues, share prices may struggle to advance and could even move lower. For bears, however, a pullback could create a value opportunity, potentially prompting institutions to resume accumulation given the long-term outlook for dividends, dividend growth, and share buybacks.
Geopolitical instability remains this year's biggest risk. Dimon says tensions are shifting under the surface like tectonic plates, hinting at potential earthquakes that could disrupt financial markets and roil asset classes. Investors may be better served focusing on the bank's financial health and asset base, which point to the strongest JPM in company history.
GE Vernova’s Power Surge Turns the Grid Into an AI Trade
Submitted by Ryan Hasson. Article Posted: 7/7/2026.
Key Points
- GE Vernova has become a major derivative play on AI infrastructure as data centers drive demand for gas power and grid equipment.
- First-quarter results showed strong order and backlog growth, with management raising full-year revenue, EBITDA margin and free cash flow guidance.
- The stock’s premium valuation and analyst price targets leave little room for disappointment when GE Vernova reports second-quarter results.
- Special Report: SpaceX is offering you shares. Don't take them.
When investors think about the AI trade, they often think of specialized chips, memory, critical software, or neocloud companies. But it is increasingly becoming an electricity and power story. The enormous gigawatt-scale data centers the hyperscalers are counting on cannot run on GPUs alone. They need turbines, substations, transmission upgrades, grid equipment, and, above all, reliable power at a scale the U.S. grid was never built to deliver.
That realization has made GE Vernova (NYSE: GEV) one of the clearest derivative plays on AI infrastructure in the market, and the stock's performance reflects it. Not just in the short term, but also over the past couple of years. And it’s shown no signs of slowing down. Over the year, the stock has surged by almost 76%, vastly outperforming its sector and the market benchmark. Zooming out, it’s even more impressive, with the stock up approximately 120% over the previous 12 months.
3 AI stocks to buy before August 2026 (Ad)
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005.
Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.
Click here to get all three AI stock names from Alexander GreenSo let’s dig a little deeper into the reasons behind its stellar performance and see whether it is sustainable at current prices.
GE Vernova Sits at the Center of the AI Power Buildout
GE Vernova, the energy business spun out of General Electric, sits squarely in the path of the power buildout that AI demands. Its gas power segment supplies the heavy-duty turbines that utilities and, increasingly, data center developers are ordering to quickly add generation capacity.
Its electrification and grid businesses provide the transformers, switchgear, and grid-modernization equipment needed to move all of that new power to where it is consumed. When a hyperscaler announces a multi-gigawatt campus, equipment like GE Vernova's is being ordered somewhere down the supply chain.
The Appeal: AI Exposure Without Semiconductor Cyclicality
What makes the GE Vernova story distinct is what it does not carry. Investors who want exposure to AI compute growth through chips or memory must accept brutal cyclicality, inventory swings, and pricing cycles. Power infrastructure demand behaves differently. Turbine orders come with multi-year delivery schedules. Grid equipment is bought against decade-long utility planning cycles. Service agreements generate recurring revenue for the life of the installed equipment. The result is a business with far greater revenue visibility than the semiconductor complex, even though it is ultimately tied to the same underlying demand driver.
And the company’s fundamentals absolutely back up the story and recent share performance. GEV posted its Q1 2026 results on April 22, topping earnings estimates by $1.95 per share while quarterly revenue of $9.34 billion grew 17% year-over-year. The company delivered strong orders, raised 2026 guidance across all key metrics, and saw revenue and backlog growth in both equipment and its services segments. Analysts project earnings growth of over 62% for the year ahead, among the strongest of any large-cap industrial. The balance sheet is clean, with a debt-to-equity ratio of just 0.19.
The Risk: A Valuation That Demands Execution
With all that being said, after a run of this magnitude, there is certainly some risk investors need to be aware of. GE Vernova now trades at nearly 59 times trailing earnings and more than 8 times sales, multiples that leave little room for disappointment.
Notably, the consensus price target of $1,089.88 from 30 analysts is now about 5% below the current share price, a sign of how far the stock has outrun formal models. MarketBeat data also shows insiders have been selling shares, a data point worth noting after a 76% year-to-date gain.
At these levels, the stock needs continued order growth, backlog strength, and margin expansion to justify the move. Anything less, and GE Vernova risks trading like an overcrowded AI-adjacent name rather than an infrastructure winner. That is the tension heading into the next catalyst.
GE Vernova’s Q2 Report Will Test the AI Power Thesis
Q2 earnings arrive on July 22, and the report will answer the only question that matters at this moment: whether AI-driven power demand is still translating into real contracts and free cash flow. Investors should focus less on the headline numbers and more on orders, backlog growth, and margin trajectory across the gas power and electrification segments. Those are the metrics that reveal whether the demand wave is accelerating or merely priced in, as well as the price action in the days immediately following the report.
The AI power thesis behind GE Vernova is real, structural, and likely to run for years. But at a record-high share price and a premium valuation, the burden of proof now sits with execution. If the orders keep coming, the stock can keep working. If they slow, the market's patience may prove far shorter than the grid's planning cycles.
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