JPMorgan Stock Explodes on $10B Security Bet as CEO Warns of 30% Crash Risk
Market Context: U.S. stocks have run hot in 2025 (S&P 500 +~11–15% YTD on an AI-fueled rally ts2.tech), but volatility is rising. Safe havens surged recently: gold topped $4,000/oz and U.S. Treasury yields ticked down ts2.tech. Traders are bracing for Fed rate cuts later this year even as a shutdown delays key data ts2.tech tipranks.com. In-Depth Analysis: On Oct. 13 JPMorgan laid out a sweeping initiative to shore up domestic supply chains and tech. Reuters reports JPMorgan will “invest up to $10 billion in U.S. companies considered critical to national security and economic resilience” reuters.com. This “security and resiliency” program spans defense/aerospace,