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Buy Nvidia, Broadcom and these other underappreciated AI plays, Goldman Sachs says

CNBC: Investing

" Schneider highlighted that early signs of AI use cases — such as driving corporate headcount reductions and greater sales — have emerged and created a path towards reinvestment into future growth. " Schneider also likes Cadence, which makes software and hardware for chip design.

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Wells Fargo's top ideas to help cushion your portfolio from rocky markets

CNBC: Investing

In fact, income generation is one of the firm's top five portfolio ideas for the rest of 2025. "Cash coming into a portfolio can be very important to income investors in particular, but it provides all investors with optionality," she said during a panel discussion Tuesday on the bank's investment outlook.

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Qualcomm to acquire semiconductor firm Alphawave Semi for $2.4B

TechCrunch: M&A

Qualcomm has sought to diversify its portfolio as it faces headwinds, including a weakening smartphone market — smartphone processors make up a big portion of Qualcomm’s revenue — and potentially tariffs. The deal is expected to close during the first calendar quarter of 2026. No newsletters selected.

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SSGA launches first actively managed corporate and municipal target maturity ETFs in the US

The TRADE

State Street Global Advisors (SSGA) has launched the first actively managed corporate and municipal target maturity bond ETFs in the US market. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034. The suite is made up of both corporate bond and municipal bond ETFs.

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BP Ventures to invest $200m in dozen green energy startups

Growth Business

BP Ventures, the corporate venture capital arm of the energy giant, expects to plough more than 90 per cent of its spending between 2023 and 2026 into the company’s five “transition growth engines” of bioenergy, electric vehicle charging, convenience, hydrogen and renewables and power.

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DTCC’s FICC launches new public-facing Value at Risk calculator

The TRADE

The calculator enables participants to evaluate potential margin and clearing fund obligations associated with becoming a member of DTCC’s Fixed Income Clearing Corporation (FICC) Government Securities Division (GSD).

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SEC chair Gary Gensler urges UK to set T+1 transition date

The TRADE

Gensler highlighted that this change reduces market complexity, particularly in the area of corporate actions, where the ex-dividend date now aligns with the record date. By the end of 2025, certain cash transactions must be cleared, and by June 2026, repo and reverse repo transactions must be cleared.

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