Jamie Dimon has seen every market cycle there is, and he's not hitting the panic button. The JPMorgan CEO calls today's market exuberant and says in a CNBC interview that's not a bad thing. Earnings are up, order books are loaded, and a lot of it may well be justified. The market has looked frothy for a while now, and it keeps proving the skeptics wrong. With AI and space investment still accelerating and no real signs of a pullback, even the most cautious voices on Wall Street are starting to sound a lot less worried. And when someone like Dimon, known for calling it straight, says it ain't that bad, that's worth paying attention to.(Lark Davis)