CNBC: Investing

JULY 28, 2025

The investment firm upgraded the semiconductor stock to an outperform rating from peer perform. "TXN's accelerated investment cycle is nearing an end — CapEx is expected to drop to $2-5bn in CY26 from $5bn/yr 2023-2025. Shares of Texas Instruments are down 1% this year. Spending in CY27 will depend on expected revenue growth.

Media

Focus Investment Banking

FEBRUARY 10, 2025

This included: Minority Controls When a large business makes a minority investment in a small business contractor, there are some minority shareholder rights that allow the minority shareholder to block extraordinary actions by the small business without triggering affiliation rules. Note that this change goes into effect January 17, 2026.

M&A

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

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 10, 2025

"We believe the AI investment cycle is in a state of transition, with over $350bn in CapEx spent on AI infrastructure," he said. He predicted the inference market will see a dramatic growth uptick over the next five years led by hyperscalers and beyond.

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 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

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

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

MergersCorp M&A International

JULY 19, 2025

Estate Tax Exemption — Increased to $15 million starting in 2026, indexed for inflation. New Markets Tax Credit — Made permanent, providing continued incentives for investment in low-income communities. Advance Manufacturing Credit — Jumped from 25% to 35% starting in 2026. Section 179 Expensing — Limit raised to $2.5

Debt

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

Global Newswire by Notified: M&A

AUGUST 1, 2025

In July, Commonwealth was ranked #1 in Independent Advisor Satisfaction Among Financial Investment Firms by J.D. 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. LPL Financial Holdings Inc.,

Acquisitions

CNBC: Investing

JULY 8, 2025

The investment bank recently highlighted some stocks it likes that offer solid dividend yields, strong dividend growth and whose payouts are well covered by earnings. 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.

Stock

CNBC: Investing

JUNE 11, 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. 'Fireworks'

Portfolio

CNBC: Investing

JULY 17, 2025

Earlier this week, The Wall Street Journal reported , citing people familiar with the matter, that the Trump administration is working on an executive order that would facilitate 401(k) plans' access to private market investments. Asset managers have already started making inroads into the space.

Stock

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 development of the new derivatives exchange has been in the works for 18 months and is set to offer trading and post-trading solutions in Brazil.

Capital Raising

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

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. More In Investing trends ‘Sovereign AI’ is poised to surge under Trump. Delaney has a buy rating on Lyft, and his $20 price target implies more than 35% upside from Friday's close.

Stock

CNBC: Investing

JULY 30, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.

Stock

CNBC: Investing

AUGUST 2, 2025

Amanda Andrade-Rhoades | The Washington Post | Getty Images Company: Equinix Inc (EQIX) Business: Equinix is a real estate investment trust and operator of 270 data centers in 75 metro areas around the globe, providing carrier-neutral collocation and interconnection services to networks, cloud providers, enterprises and hyperscalers.

IT

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 Panel has also published two new Practice Statements on (i) profit forecasts, quantified financial benefits statements and investment research and (ii) unlisted share alternatives.

Corporation

CNBC: Investing

JULY 21, 2025

The deal is expected to close in 2026. The analyst accompanied the move by raising his price target to $40 from $28. 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

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." Thursday, Micron announced plans to invest about $200 billion in U.S.

Stock

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

JULY 29, 2025

Additionally, Garrigan noted a significant jump in venture capital investment over the past decade that has encouraged the rise of quantum startups and investor enthusiasm.

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

CNBC: Investing

JULY 10, 2025

Although we see more downside than upside risks, we think 'stable' revenue through 2026 is the most likely outcome." " Meta has made an investment of $3.5bn to acquire ~3% stake in EssilorLuxottica, parent company of Ray-Ban and Oakley, signaling a deeper and longer-term partnership to develop smart glasses.

Stock

The TRADE

DECEMBER 11, 2024

Harris | Oakmark, a Chicago-based investment management firm, has gone live with State Streets front-to-back servicing platform Alpha. The second and final phase of the migration is targeted for completion in Q1 2026. The second and final phase of the migration is targeted for completion in Q1 2026.

Investment Manager

CNBC: Investing

JULY 25, 2025

"We see a higher multiple and a return to faster EPS growth of 10%+ as deflation headwinds abate and initiatives increase in 2H25 and into 2026," Ohmes wrote in a 14-page report.

Retail

CNBC: Investing

JULY 16, 2025

Obin also lifted his fiscal 2026 earnings estimate to $13, "well above $11.43 The analyst raised his earnings estimate for the fiscal fourth quarter ending in September to $3.17 per share, above the Wall Street consensus of $2.86, he said.

Bank

CNBC: Investing

JUNE 27, 2025

"We think there is more than tangible evidence that Nike has a path to see its sales rebound in the not-too-distant future, and its margins to be repaired, and this despite an unfavorable tariff headwind which the group believes could weigh for 75 [basis points] on gross margin in FY May 2026."

Shares

CNBC: Investing

JUNE 13, 2025

The investment firm downgraded the energy stock to a peer perform rating from outperform. " Coe added that in order to upgrade the stock again, he would need to see upward price momentum, revisions of GE Vernova's 2025 and 2026 estimates, as long as continued build in the company's backlog.

Valuation

CNBC: Investing

JUNE 17, 2025

"We are bullish on APP's plan to sell its apps segment, which we expect would enhance shareholder value and be neutral to future earnings," the investment bank wrote.

Stock

CNBC: Investing

JULY 19, 2025

The deal is expected to close toward the end of the first quarter of 2026. Shares kicked off the week with a drop of almost 14% on Monday after the company said that it's going to buy a bioscience and diagnostics unit that was spun off from medical technology company Becton Dickinson for $17.5 was also an oversold name.

Stock

CNBC: Investing

JULY 1, 2025

"We add MDLZ to our Q225 tactical ideas list, as we see upside to Q225 results, affirming confidence in delivery for 2025, prospects for strong execution to sustain into 2026, and for MDLZ to backfill EPS power we see in the model ahead."

S&P

CNBC: Investing

JULY 16, 2025

However, without a clear resolution to trade negotiations, he said he expects a high tariff rate could have a "material impact" for fiscal 2026. stocks with the highest international sales are actually besting domestic-focused names. stocks with the highest international sales are actually besting domestic-focused names.

Sale