JPMorgan increased its 12-month price objective on Nvidia from $250 to $265 and maintained its overweight rating, citing a robust AI-driven revenue outlook for its latest quarter. The $15 adjustment signals continued bullish sentiment after Nvidia issued an upbeat forecast tied to data-center acceleration demand.

Jamie Dimon cautioned investors that the muted stock-market response to recent U.S.-Israeli operations on Iran reflects dangerous complacency, suggesting participants may be underestimating geopolitical risks. He emphasized the need for vigilance as unexpected shocks could undermine market stability.