CNBC: Investing

JULY 12, 2025

To be exact, 35 S & P 500 companies and six in the Dow Jones Industrial Average are set to report next week, including two of the largest banks in the country, JPMorgan and Citigroup , both of which report before the market opens on Tuesday. Financial services provider State Street Corp.,

Trading

CNBC: Investing

JUNE 28, 2025

Hinge Health Shares of the digital physical therapy company have plenty more room to run, according to the bank. "We expect this to translate to scaling profitability growth and free cash flow generation," Navon said. Shares are up 16% in 2025. billion digital care category."

Stock

Focus Investment Banking

JULY 22, 2025

Graycliff Partners is excited to add another impressive platform company to the firm’s growing portfolio,” commented Taylor Catarozoli, Managing Director at GCP Ascend. “We We believe that Richardson Saw & Lawnmower’s product and service offering are truly differentiators in the outdoor power equipment market.

Investment Banking

CNBC: Investing

JULY 8, 2025

"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.

Stock

CNBC: Investing

JUNE 14, 2025

Meanwhile, shares of Kontoor are down 27% this year with plenty of room to recover, the Wall Street bank believes. The Wall Street firm says these companies are resilient and that investors should quickly buy them. CNBC Pro combed through Goldman Sachs research to find five buy-rated stocks that it says have more upside.

Stock

CNBC: Investing

JUNE 12, 2025

The firm reiterated a buy rating on the investment bank on Wednesday, alongside a $700 per share price target, which represents 12% upside from Wednesday's $624.17

Stock

CNBC: Investing

JULY 11, 2025

"When applied strategically across a portfolio, we find this overlay can provide a hedge or amplify upside exposure should the market make a correlated up or down move." " Straddles are a type of options strategy where a trader buys both put and call options on the same stock, with the same strike price and expiration date.

Stock

Mergers and Inquisitions

FEBRUARY 19, 2025

With investment banking internship recruiting starting earlier and earlier, you also need to win pre-banking internships earlier. People debate the best options: Search fund internships , private equity internships , boutique bank internships, real estate internships, and even wealth management internships have their pros and cons.

Capital

CNBC: Investing

AUGUST 2, 2025

" Procter & Gamble "P & G is an industry bellwether in the consumer staples industry, owing to a diversified product portfolio of multibillion brands with leading global share positions. The firm said shares of companies like Microsoft still have room to run after earnings.

Stock

CNBC: Investing

JULY 26, 2025

Bank of America recently attended an investor day and came away feeling even more constructive on the stock. Analysts named stocks like Amazon that have compelling valuations or expected catalysts as quarterly reporting season continues. Shares are up 64% this year.

Stock

CNBC: Investing

JULY 19, 2025

Yum China Buy the dip in shares of the owner of Pizza Hut and KFC in China, the bank said. Other overweight-rated names include: Yum China, Starbucks , O'Reilly Automotive and Clearwater Analytics.

Stock

MergersCorp M&A International

JUNE 14, 2025

NEW YORK, UNITED STATES OF AMERICA – June 14, 2025 – MergersCorp M&A International, a distinguished advisory firm specializing in Investment Banking, cross-border Mergers and Acquisitions (M&A) and comprehensive corporate finance solutions for clients globally, and Spektrum Capital Advisors LLC, a U.S.-based

M&A

CNBC: Investing

JULY 31, 2025

But the silver lining there is that it doesn't take much to pick up portfolio income. "Jay Powell and the Fed are going slower and keeping yields higher longer – that's a good thing for bond investors," said Mary Ellen Stanek, president of Baird Funds and a portfolio manager on Baird's Core Plus Bond Fund (BCOIX).

Investors

The TRADE

AUGUST 8, 2025

UK investment bank Panmure Liberum has appointed James Bastick as a director, equity trader. Previously in his career, he has held positions across investment portfolio and investment management teams at SVS Securities and State Street.

Capital Market

CNBC: Investing

JULY 16, 2025

Analyst Mike Mayo, who has an overweight rating on the "best-in-class" bank, raised his price target to $325 from $320. bank reported second-quarter revenue of $45.68 Mayo estimates that the bank will see about $200 billion in excess capital over a three-year period before stock buybacks.

S&P

CNBC: Investing

JUNE 27, 2025

While spreads are tight, lack of competitive yield alternatives, banking sector fundamentals and supply-demand dynamics should remain supportive of the securities, Sileo said in a note Wednesday. Banks account for an estimated two-thirds to three-quarters of total preferred issuance , according to S & P Global.

Securities

CNBC: Investing

JULY 16, 2025

Big banks including JPMorgan Chase , Wells Fargo , Citigroup , BlackRock , Bank of New York Mellon and State Street commenced the season on Tuesday morning. "We believe the company is on track to capture over 50% of its incremental SAM [serviceable available market] in the coming years," the bank wrote.

S&P

CNBC: Investing

JULY 28, 2025

The bank's analysts upgraded shares of the athletic footwear and apparel manufacturer to an overweight rating from neutral. Analyst Matthew Boss hiked his price target to $93 per share from $64.

Media

MergersCorp M&A International

JUNE 25, 2025

MergersCorp, a distinguished global advisory firm specializing in Investment Banking and cross-border Mergers and Acquisitions (M&A), today announced the launch of its highly specialized advisory service dedicated to the divestiture of businesses regulated by the Swiss Financial Market Supervisory Authority (FINMA).

Advisory

The TRADE

AUGUST 11, 2025

Jean-Louis Gaucher has joined Oman Investment Bank as head of fixed income sales. Gaucher will be based out of Muscat in Oman in his new role, and brings almost 20 years of fixed income sales experience to the bank. The post Oman Investment Bank appoints new fixed income sales head appeared first on The TRADE.

Investment Banking

The TRADE

AUGUST 11, 2025

JP Morgan JP Morgan has unveiled its new global structuring management team, which sees multiple senior staff promotions and expanded roles across asset class and cross-asset areas.  He joins from Morgan Stanley where he served in an emerging markets rates and foreign exchange role for three years. 

Trading

The TRADE

JULY 7, 2025

Paul Kilfoy has joined Bank of America Merrill Lynch as director, senior sales trader. Additionally, he has also worked as a portfolio trader at UBS. Kilfoy confirmed his appointment in an announcement on social media. Bank of America Merrill Lynch declined to comment.

Banking

How2Exit

JULY 7, 2025

From flipping sports franchises to running M&A at Quickbase (a Vista Equity Partners portfolio company), he’s seen all sides of the deal table. with Matthew Person - Watch Here About the Guest: Matt Pearson Pearson is a rare blend of operator, banker, and strategist.

M&A

Mergers and Inquisitions

JANUARY 8, 2025

Allocations: If youre young, you should invest mostly in equities, but I believe gold and silver are often good replacements for fixed income in the traditional 80 / 20 or 60 / 40 portfolios. Investing Principles: Why a High Income Trumps Everything Else Between 2009 and 2014, I did not have a traditional portfolio via a brokerage firm.

Investment

CNBC: Investing

JUNE 24, 2025

V, in past week Fandetti points out that stablecoins are reminiscent of account-to-account payments, a method through which funds are transferred between two bank accounts — bypassing intermediaries such as payment processors. However, the method isn't widely used, he noted.

Media

CNBC: Investing

JUNE 26, 2025

In the same note, the bank highlighted Nvidia, Broadcom and Micron as the stocks to own in the space. " UBS cautioned that the enterprise adoption pillar remains the one most at risk, given companies' slower adoption, a more uncertain investment return and the specific configuration necessary to adapt AI to individual needs.

Stock

CNBC: Investing

JULY 28, 2025

million after selling 9,500 shares of the investment bank for an average price of $724.44 QS YTD mountain QuantumScape year to date Goldman Sachs Denis Coleman, Goldman Sachs' chief financial officer, generated $6.91 The sale reduced Coleman's holdings by nearly 30%. CEO David M. each, bringing the total to $4.71 million.

Sale

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. We are nimble and agile.

Funds

CNBC: Investing

AUGUST 9, 2025

The Wall Street investment bank says stocks like Shake Shack have plenty of upside ahead. Other buy-rated names include: Tyson Foods, FMC, Match Group and Woodward. FMC Corporation Buy the dip in shares of the chemical maker, analyst Duffy Fischer wrote recently.

Stock

The TRADE

JULY 28, 2025

He joins from Morgan Stanley where he most recently co-headed centralised risk book and systematic market making EMEA at Morgan Stanley, which he held for five years.  Prior to that, he was an executive director – quant trader ETF, equities at the firm for four years.  Oswald was also a quant trader ETF at both KCG Holdings and Bank of America (..)

Trading

CNBC: Investing

JULY 9, 2025

" The bullish call at KBW contrasts with a downgrade of JPMorgan by HSBC, which said it was adopting a "more cautious stance" on large-cap banks, including others such as Goldman Sachs , citing a turbulent macroeconomic landscape.

Stock

The TRADE

AUGUST 5, 2025

Jean-Pierre Ané The firms have said that the offering will combine Kepler Cheuvreux’s structured solutions experience and global market access with Halo’s digital platform technology to adapt the design, pricing and delivery of structured products in the Middle East. The UAE’s global bank, First Abu Dhabi Bank (FAB) will also join as a client and (..)

Investment

CNBC: Investing

JULY 8, 2025

" Raymond James upgrades PNC to outperform from market perform Raymond James says the regional bank is well positioned. " Deutsche Bank upgrades General Dynamics to buy from hold Deutsche says the defense company has a robust balance sheet. Meta leadership taking decisive action to fortify its AI bets."

Stock

CNBC: Investing

JUNE 30, 2025

" SLR was established in 2014 as part of the Basel III reforms to monitor banks Tier 1 capital. Last week, big banks passed their most recent stress test, but those were reportedly less vigorous than previous years. Passing the stress test lest major banks to issue dividends to shareholders and announce stock buybacks.

S&P

Mergers and Inquisitions

DECEMBER 18, 2024

For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). Portfolio Companies: You need to know the firms companies, deals, and strategies very well.

Private Equity

The TRADE

JUNE 16, 2025

Peel Hunt Redburn Atlantic’s head of electronic trading has left the firm to join UK investment bank Peel Hunt, as revealed by The TRADE. Meroni joins from Sanford Bernstein and also previously served at Lehman, Goldman Sachs, UBS Investment Bank and Nomura. He replaces Nishad Vallonthaiel as head of electronic trading.

Capital Market

CNBC: Investing

JULY 14, 2025

Analyst Devin Ryan downgraded the big bank to market perform from market outperform. He also removed his $600 price target, which implied a 14.9% decline from Friday's close. "At $700+ today, we believe much of our thesis has played out and the bar is now much higher for another leg up," the analyst wrote.

Stock