CNBC: Investing

JULY 16, 2025

hyperscalers — which should drive AI to comprise over 40% of the company by 2026," the bank wrote. We believe the company is likely to sustain its dominant position in enterprise networking silicon, and will continue to leverage this leadership to drive majority share in custom silicon processors for major U.S.

S&P

CNBC: Investing

JULY 31, 2025

"With minimal successful offsets/mitigation through Y2 and re-coding back to pre-v28 levels seemingly unrealistic, we have low conviction on UNH's ability to maintain 1% VBC margins in 2026."

Business

JD Supra: Mergers

JULY 14, 2025

Mandatory approval of transactions that meet notification thresholds is required from 1 January 2026. Australia's transition from a voluntary to a mandatory merger regime has formally commenced. To facilitate the transition, the Australian Competition and Consumer Commission (ACCC) will now accept applications under the new regime.

Mergers

CNBC: Investing

AUGUST 1, 2025

"AON is poised to deliver stronger than consensus 2026 organic growth and free cash flow (FCF 9%+ above Visible Alpha consensus for 2026/2027) supported by talent investments (more brokers), NFP acquisition synergies (acquired in 2024), and a recovery in M & A and capital markets activity.

Stock

CNBC: Investing

JULY 28, 2025

We note that TXN's CapEx was accelerated in order to take advantage of US govt incentives (Chips Act grants and tax credits), which end in 2026," Caso wrote. Spending in CY27 will depend on expected revenue growth.

Media

CNBC: Investing

JULY 28, 2025

HSAI YTD mountain HSAI YTD chart "We raise our 2026-27 volume forecasts as Hesai continues to gain share amid growing LiDAR adoption in China," Hsiao wrote. "We expect robotaxis and smart home robotic appliances to serve as Hesai's second revenue growth driver from 2026 onwards," he added.

Shares

CNBC: Investing

JULY 8, 2025

"Ultimately, we think downside risks associated with still-elevated macro uncertainty, potentially slowing economic growth, and more interest rate cuts through 2025 and 2026 are generally not factored into the stock prices of universal banks and brokers." " Analysts are split on JPMorgan Chase shares.

Stock

JD Supra: Mergers

JUNE 30, 2025

The Government has made the notification rules which determine the circumstances in which 2026 transactions will need to be notified to the Australian Competition and Consumer Commission (ACCC) under the new Part IVA of the Competition & Consumer Act 2010 (Cth) (CCA).

Mergers

Global Newswire by Notified: M&A

JULY 7, 2025

The merger is expected to be approximately 10% accretive to earnings per share in 2026, while resulting in 4.2% It is expected that the transaction will close in either late 4th quarter of 2025 or early 1st quarter of 2026. tangible book value dilution as of the closing date and a tangible book value earn back of 2.5

IT

MergersCorp M&A International

JULY 19, 2025

Estate Tax Exemption — Increased to $15 million starting in 2026, indexed for inflation. Advance Manufacturing Credit — Jumped from 25% to 35% starting in 2026. Opportunity Zones — A new permanent program begins after 2026, separate from the original TCJA structure. Section 179 Expensing — Limit raised to $2.5

Debt

European Investment Bank

JULY 21, 2025

This independent evaluation of the EIB Group’s Climate Bank Roadmap (2021-2025) aims to inform its next phase for 2026-2030. The evaluation makes three recommendations: Develop a shorter Roadmap for 2026-2030, with a strong focus on strategic directions to allow for greater flexibility.

Bank

CNBC: Investing

JULY 24, 2025

He said he expects Tesla's revenue growth and profits to improve in 2026, but is keeping his 2025-2027 estimates below the FactSet consensus. However, by end of 2026, management thinks that Tesla's economics will be compelling with autonomy at scale."

Shares

CNBC: Investing

JULY 8, 2025

The stocks are all rated buy at Goldman and have a 2% or higher dividend yield estimated for the fiscal year, which runs from July 2025 to June 2026. They also have at least a 5% compound annual growth rate (CAGR) in dividend-per-share estimated from 2024 through 2026, as well as solid growth in free-cash flow or earnings per share.

Stock

CNBC: Investing

JUNE 13, 2025

Oracle also believes that its year-over-year cloud growth could top 40%, and that its fiscal year 2026 total revenues will also exceed Wall Street expectations. If Oracle is close to generating 100% RPO growth during FY26 and meeting revenue targets, we think shares will move higher, all else equal," Bachman wrote.

Capital Market

CNBC: Investing

JULY 12, 2025

Two new brand launches in 2025/2026 should drive further opportunities targeting new end users." We model 20%+ sales growth annually but see potential upside to that, driven by new product launches and continued high repeat rates on a growing customer cohort.

Stock

CNBC: Investing

JUNE 11, 2025

'Fireworks' this summer Wells Fargo expects limited upside for stocks this year and a recovery in 2026 , with the S & P 500 reaching 6,500 by the end of 2026. However, the path from here will be choppy and will likely include a 5% to 10% pullback due to several headwinds this summer, according to the firm.

Portfolio

CNBC: Investing

JULY 17, 2025

BlackRock's finance chief Martin Small said on an earnings call that the firm anticipates launching a proprietary LifePath target-date fund that includes private assets in 2026. "We're excited about that as a way of continuing to bring public-private whole portfolio investing to the retirement market," Small said.

Stock

The TRADE

JULY 2, 2025

When talks of a European shift began in earnest, the asset management community was keen for Europe to shift to one day settlement as soon as possible, with the Investment Association (IA) publicly pushing for a 2026 move. If you’re an international investor the more markets that you have that settle at the same time the easier.”

Trading

CNBC: Investing

JULY 10, 2025

"Broadcom also continues to generate steady, growing profitability in its infrastructure software business," Schneider said, adding that AI will likely comprise over 40% of the company's revenue by 2026.

Stock

Global Newswire by Notified: M&A

AUGUST 1, 2025

Commonwealth will operate as a wholly-owned portfolio company through the onboarding of Commonwealth advisors to LPL’s platform, which is expected to be completed in the fourth quarter of 2026. The acquisition was announced on March 31, 2025.

Acquisitions

The TRADE

JULY 7, 2025

 We will be engaging extensively with the Australian industry to gather feedback to assess the feasibility of launching this platform in the first half of 2026.” Fujitsu has also said that the offering is set to pave the way for further expansion of its RFQ platform to other exchanges in the future.

Collaboration

CNBC: Investing

JUNE 15, 2025

Commercial operations may expand to seven cities by the end of 2026, up from four today, in San Francisco, Los Angeles, Phoenix and Austin, Texas. The analyst noted that there are already more than 1,500 robotaxis on the road from Waymo, a division of Google-parent Alphabet.

Stock

CNBC: Investing

JULY 30, 2025

CNBC readers get 15% off FS Insight by Fundstrat — Tom Lee's premium market research — plus a 30-day free trial. Click here to claim your exclusive offer.)

Stock

The TRADE

JUNE 9, 2025

“As Brazil’s economy grows and its markets continue to evolve, LSEG will deploy its real-time insights, performance analytics, and market infrastructure expertise to empower A5X in its journey of creating a more robust, innovative and efficient market in Brazil,” said Ron Lefferts, group head of sales and account management at LSEG.

Risk Management

The TRADE

JANUARY 9, 2025

Optiver, IMC Trading, Jump Trading Group, XTX Markets and ABN AMRO Clearing Bank have invested in A5X, a new Brazilian derivatives exchange which is set to begin operations by 2026. The Series B strategic investment follows a previous funding round and will specifically fund the investment in talent and technology necessary for A5Xs launch.

Capital Raising

CNBC: Investing

JULY 20, 2025

"We upgrade to Buy as we believe the pricing premium is undervalued and there could be further upside to earnings driven by MI400 series launch in 2026," Lee wrote. Analyst Frank Lee's target price of $200 per share, up from $100, is about 27% above Friday's close.

Stock

JD Supra: Mergers

AUGUST 1, 2025

The new rules will come into force on 19 January 2026 with transitional provisions. Any changes will come into effect in Q1 2026. The provisions will apply for financial years beginning on or after 1 January 2026. Comments on the consultation paper should be made by 26 September 2025.

Corporation

CNBC: Investing

JULY 9, 2025

The analyst also lowered his full-year earnings estimates for 2026 and 2027, noting "the negative changes to market dynamics within the US resi sector." " He also sees a smaller loss for 2025 than before due to "some pull forward of demand.

Profitability

CNBC: Investing

AUGUST 2, 2025

billion for 2025 and $4 billion to $5 billion annual from 2026 to 2029 as well as a downgraded forecast for adjusted funds from operations (AFFO) to 5% to 9%. This drop was in response to the company's Analyst Day, where Equinix revealed higher-than-expected capital expenditures of $3.3 Previously, it was a range of 7% to 10%.

IT

CNBC: Investing

JULY 29, 2025

He highlighted private players such as Alice & Bob and IQM Quantum Computers alongside megacap tech companies IBM and Google that are also making developments in the field.

Stock

CNBC: Investing

JULY 21, 2025

The deal is expected to close in 2026. Analyst Alan Gould's price target of $510, upped from $430, represents upside of approximately 33% for the stock. The analyst cited Charter's upcoming merger with Cox Communications as a catalyst for the stock.

Stock

CNBC: Investing

JULY 15, 2025

S & P 500, 3-month The analyst revealed that recent field work signals that demand for Microsoft's AI tools and solutions isn't slowing down, boosting his optimism for not just the upcoming quarter's results but also fiscal year 2026.

S&P

The TRADE

JULY 1, 2025

The track – project named Pontes – will offer a Eurosystem DLT-based solution, linking DLT platforms and  TARGET Services  to settle transactions in central bank money.

Bank

The TRADE

APRIL 16, 2025

IEX has firmed up the date for its new options exchange, IEX Options, set to be launched by Q2 2026, pending regulatory approval. Ivan Brown The exchange operator said the new venue will align with the needs of options industry participants and tackle risk management challenges in the market.

Book-building

CNBC: Investing

JUNE 14, 2025

CEO Safra Catz said cloud infrastructure revenue is expected to rise more than 70% in fiscal 2026, adding that the fiscal year "will be even better as our revenue growth rates will be dramatically higher." Most of the week's gains came after Oracle's fiscal fourth quarter results topped Street estimates.

Stock

The TRADE

DECEMBER 11, 2024

The second and final phase of the migration is targeted for completion in Q1 2026. State Street said the first phase of the integration was completed ahead of schedule, after the custodian was awarded with a middle-office mandate at the end of 2023.

Investment Manager

Global Newswire by Notified: M&A

JULY 29, 2025

Worldline announces the contemplated strategic divestment of its Mobility & e-Transactional Services business line and other selected activities of Financial Services to Magellan Partners Group, a key milestone in its strategy to refocus on Payments After approval by the Board of Directors, the Group has entered into exclusive talks with Magellan (..)

Financial Services