#JonesTrading
1 Bloomberg: “The #market is pricing these deals as if everyone who transacts with #OpenAI will be a winner,” said Michael O’Rourke, chief market strategist at Jonestrading. 🧵
October 7, 2025 at 12:50 PM
Public pressure led several banks to pledge to cut ties with CoreCivic & The GEO Group in 2019. These are the financial institutions that one or both companies have named in SEC filings since 2020.
June 19, 2025 at 4:25 AM
"it is a remarkable reaction," said Michael O’Rourke, chief market strategist at Jonestrading.

"I have seen this market exhibit incredible resilience in the face of actual negative news. Now a literal work of fiction sends it into a tailspin"

Absolute banger.
February 27, 2026 at 1:15 AM
Yields on 10-year Treasuries have been above the S&P 500 earnings yield for 3 straight weeks, the first time this has happened since 2002, per Jonestrading
April 23, 2024 at 2:27 AM
as Jenn Hughes wrote here in 2023, it was Michael O'Rourke, strategist at JonesTrading that was first cc @delong.social www.ft.com/content/15c3...
US stock market needs more than the Magnificent Seven
Tech leaders have driven S&P 500 higher this year but broader earnings rally is needed
www.ft.com
July 24, 2025 at 7:21 AM
OpenAI Is Suddenly in Trouble

JonesTrading chief market strategist Mike O’Rourke:
“We’re in a situation where — because of Google’s size and space and their first-mover advantage in search — Gemini could take market share and cause OpenAI and others to fall behind."
futurism.com/artificial-i...
OpenAI Is Suddenly in Trouble
ChatGPT maker OpenAI was dealt a one-two punch on Tuesday, two separate developments that could undermine the firm's dominance.
futurism.com
January 26, 2026 at 1:12 PM
I don't have info. on banks behind that facility, unfortunately. The involved companies aren't publicly traded, so don't have to disclose credit agreements, etc. to the SEC.

Here are some others involved w/ CoreCivic & GEO in recent years. Links to source SEC filings at boycottcitizens.org/sources
August 11, 2025 at 4:49 PM
Trillion-dollar tech wipeout ensnares all stocks in AI’s path In the span of two days, hundreds of billions of dollars were wiped off the value of stocks, bonds and loans of companies big and sma...

#AI #Fast #News #ChatGPT #iShares #ETF #JonesTrading #Michael #O'Rourke

Origin | Interest | Match
Awakari App
awakari.com
February 5, 2026 at 8:41 AM
Why is the VIX so low as S&P 500 hits so many all-time highs?
"At this point in time the market is pricing in the most optimistic of expectations, exhibiting little to no regard for potential risk and uncertainty," says Michael O'Rourke with JonesTrading
www.spglobal.com/marketintell...
December 6, 2024 at 3:49 PM
软件股史诗级暴跌已经波及人工智能各个领域,万亿市值被抹去 caus.com/all-articles...

在短短两天内,硅谷大小公司的股票、债券和贷款总市值蒸发了数千亿美元。软件股处于风暴中心,跌幅之深使得追踪行业表现的iShares ETF市值在过去七天里缩水近1万亿美元。

其次,不同于以往,这轮抛售并非因泡沫破裂担忧引发,而是源于市场对人工智能正迅速替代大量公司商业模式的担心。

“我不认为这是反应过度,”JonesTrading首席市场策略师迈克尔·奥鲁克表示,“两年来我们都在谈人工智能如何改变世界,这是一项跨世代的技术。而过去几周我们已经开始看到实际效果。”
软件股史诗级暴跌已经波及人工智能各个领域,万亿市值被抹去
在短短两天内,硅谷大小公司的股票、债券和贷款总市值蒸发了数千亿美元。软件股处于风暴中心,跌幅之深使得追踪行业表现的iShares ETF市值在过去七天里缩水近1万亿美元。 其次,不同于以往,这轮抛售并非因泡沫破裂担忧引发,而是源于市场对人工智能正迅速替代大量公司商业模式的担心,虽然以前也有所预警,如今看似开始兑现。 “我不认为这是反应过度,”JonesTrading首席市场策略师迈克尔·奥鲁克...
caus.com
February 5, 2026 at 12:47 AM
Capricor Therapeutics (CAPR) – Investment Analysts’ Weekly Ratings Changes

A number of firms have modified their ratings and price targets on shares of Capricor Therapeutics (NASDAQ: CAPR) recently: 8/14/2026 – Capricor Therapeutics was upgraded by Cantor Fitzgerald from “neutral” to “overweight”.…
Capricor Therapeutics (CAPR) – Investment Analysts’ Weekly Ratings Changes
A number of firms have modified their ratings and price targets on shares of Capricor Therapeutics (NASDAQ: CAPR) recently: 8/14/2026 – Capricor Therapeutics was upgraded by Cantor Fitzgerald from “neutral” to “overweight”. 8/1/2026 – Capricor Therapeutics was downgraded by Wall Street Zen from “sell” to “strong sell”. 7/31/2026 – Capricor Therapeutics was downgraded by JonesTrading [...]
news-area.com
August 19, 2026 at 11:57 AM
JonesTrading Completes Vogenx's IPO, Raising $81.3 Million for Growth in Biopharmaceuticals#United_States#Los_Angeles#IPO#JonesTrading#Vogenx
JonesTrading Completes Vogenx's IPO, Raising $81.3 Million for Growth in Biopharmaceuticals
JonesTrading has successfully completed the $81.3 million IPO for Vogenx, paving the way for advancements in innovative biopharmaceutical therapies. Learn more about this milestone event.
third-news.com
August 17, 2026 at 4:30 PM
Top Market Strategist Warns Anthropic's 40-50x Revenue Multiple for IPO Could Be "Dangerous"
On CNBC’s Morning Call Sheet on Monday, August 17, JonesTrading Chief Market Strategist Mike O’Rourke argued that the coming wave of AI IPO listings hinges on what buyers will pay, not necessarily company quality. According to Reuters, Anthropic is pursuing an IPO built on a 2028 sales projection of $190-200 billion, targeting a 40-50 times revenue multiple comparable to Palantir, Cloudflare, and SpaceX. O’Rourke’s framing was direct: “First of all, I think Anthropic is incredible. I think they’re a great company. I think Claude is incredible. That said, again, the multiple you want to pay for assets is where the risk is. If you want to overpay, it’s going to be dangerous.” He layered on his concern about the public’s ability to digest the new supply of shares coming online: “It is going to be an interesting year if 2026 turns out to be, which it looks like it will be, that we got the SpaceX, Anthropic and OpenAI IPOs, because that is tremendous amounts of supply coming on the market.“ Co-guest Lee Baker added the circular-financing angle: “This circular financing is a dynamic of borrowing from Paul to pay Paul. It works for a while, but then at some...
247wallst.com
August 18, 2026 at 12:42 AM