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Stay away from these two big U.S. banks as valuations grow stretched, Baird says

CNBC: Investing

banks as valuations grow stretched, Baird says Published Fri, Jun 27 2025 8:48 AM EDT Updated Fri, Jun 27 2025 12:08 PM EDT Sean Conlon @SeanAustin96 WATCH LIVE The recent rally in shares of JPMorgan and Bank of America may soon reverse, according to Baird. banks have outperformed the S & P 500 in 2025. " Both U.S.

Valuation 105
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Bank of America says these five stocks have more room to run

CNBC: Investing

Bank of America believes the stock is severely undervalued. Bank of America admitted there had been some concerns about Disney's Experiences unit which includes cruise ships, and theme park competition, but for now Reif Ehrlich says worries are overdone. Stocks such as Disney are too attractive to ignore, the firm wrote.

Stock 128
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Bank of America downgrades hot IPO and Nvidia derivative CoreWeave, citing valuation

CNBC: Investing

The firm downgraded CoreWeave to neutral from buy on Monday, but increased its price target to $185 per share from $76, which suggests shares could rise 26% from Friday's $147.19

IPO 100
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Binance is banking big on M&A and VC deals

TechCrunch: M&A

And there’s a lot to look at there; Binance Labs, the exchange’s VC arm, has a portfolio valued at about $9 billion right now, Ling shared. The value of our portfolio is around $9 billion right now. At this point we have probably over 200 portfolio companies on every continent other than Antarctica.

M&A 258
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Bank of America says buy these five stocks that are set to rally

CNBC: Investing

Boot Barn The Western-themed footwear company is firing on all cylinders, according to Bank of America. The firm said buy-rated companies like Nvidia have plenty of upside heading into summer. Analyst Christopher Nardone recently raised his price target on the stock to $192 per share from $173 citing a slew of positive catalysts ahead.

Stock 115
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How investors can use these high-yielding assets to diversify their portfolios

CNBC: Investing

trillion has flowed into CLO and bank loan exchange-traded funds since the start of the year, following 2024's record $25.6 trillion has flowed into CLO and bank loan exchange-traded funds since the start of the year, following 2024's record $25.6 securitized products and a portfolio manager at Janus.

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HSBC downgrades JPMorgan Chase, adopts 'a more cautious stance' on bank stocks

CNBC: Investing

"To us, upside to JPMorgan's share price from current levels over a multi-year period would seem to require a paradigm shift on how banks are valued," he added. The analyst noted a "more cautious stance" on larger banks like JPMorgan and Goldman Sachs over what he said is a still choppy macroeconomic backdrop.

Banking 74