CNBC: Investing

JUNE 13, 2025

The bank upgraded the cloud computing stock to an outperform rating from market perform.

Capital Market

CNBC: Investing

JUNE 27, 2025

"We understand the optimism around mega cap banks here — benefits from deregulation, solid capital positions, capital markets are opening up and JPM is the gold standard in the group," he wrote in a nine-page report published Friday. Bank of America is up almost 12% over the past three months alone.

Valuation

Sun Acquisitions

DECEMBER 16, 2024

For example, a renewable energy company looking to expand its portfolio might acquire a startup specializing in geothermal energy. This move strengthened Siemens’ position in the clean transportation sector and enabled it to capitalize on the growing demand for electric buses.

M&A

Growth Business

JANUARY 22, 2025

Having been built without the use of external capital, they are usually run by their original founders. Bootstrapped companies have common challenges, with growth often constrained by a lack of capital, expertise in scaling a business and management. What is their historical portfolio loss rate?

Investors

The TRADE

JUNE 16, 2025

Prior to Panmure Gordon, McCormack has also previously served at RBS, ABN AMRO, Shore Capital, HSBC Securities and GNI. RBC Capital Markets RBC Capital Markets has appointed Ralph Boumalham as director and head of European leveraged loan trading, according to a memo seen by The TRADE.

Capital Market

Private Equity Info

JULY 25, 2025

According to our data, t he median holding period for PE-backed portfolio companies is 5.8 years, and more than 6,000 portfolio companies that have been held between 5 to 7 years. Private Equity Info subscribers can sort a chronological list of recent portfolio company exits, one of the dozens of new features launched in 2025.

M&A

CNBC: Investing

JUNE 7, 2025

"We think Amazon is well positioned to capitalize on the global growth of eCommerce and other secular trends such as cloud computing, online advertising and connected devices," he added. Meanwhile shares are up more than 15% over the past 12 months, and they have room for further growth, Post said.

Stock

The TRADE

FEBRUARY 10, 2025

Rokos Capital Management has appointed Sabina Awan as trading solutions consultant, based in London. The post Rokos Capital Management appoints former Fidelity International exec as trading consultant appeared first on The TRADE. Awan previously spent 17 years at Fidelity International, serving in a range of senior positions.

Consulting

The TRADE

JANUARY 22, 2025

I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. He envisioned Conversant as a platform to capitalise on real estate opportunities across the liquidity spectrum in both public and private and up and down the capital structure including equity and credit. What does your role involve?

Funds

CNBC: Investing

JULY 16, 2025

"[Management] commentary on the call was upbeat given indications that lending and capital markets had acceleration as 2Q25 progressed. This should bode well ahead and helps support our higher estimates," Mayo wrote in a note dated Tuesday, adding that the top-line beat was supported by net interest income and capital markets.

S&P

The TRADE

JULY 28, 2025

Vegah Trading   Elijah Diallo has joined Vegah Trading as a proprietary trader following his departure from Magellan Capital, as revealed by The TRADE.  Diallo most recently served as head of trading at the firm, overseeing multi-strategy operations.    He was recognised as one of The TRADE’s Rising Stars of Trading and Execution in 2021.  (..)

Trading

The TRADE

JULY 22, 2025

Elijah Diallo has joined Vegah Trading as a proprietary trader following his departure from Magellan Capital, The TRADE can reveal. Before that, he served in a range of roles at firms including Mubasher Financial Services, EFG Hermes, Exotix Capital, and Convergex.

Trading

CNBC: Investing

JUNE 18, 2025

" More In Analyst Calls RBC Capital Markets downgrades this solar stock following sell-off Alex Harring Guggenheim lifts Oracle price target to highest on the Street Alex Harring The tech-heavy 'QQQ' is near a new record. "However, nCino is undergoing a transition year with a lot of uncertainties."

Banking

CNBC: Investing

JUNE 27, 2025

"For long-term investors, preferreds can provide high-quality, diverse, and durable portfolio income," Sileo wrote. " Investors can also save on taxes compared to bonds since preferreds typically are taxed at capital gains rates, which are 0%, 15% or 20%, depending on your income.

Securities

CNBC: Investing

JUNE 16, 2025

"We acknowledge there are positive developments including: (1) a new hyperscaler customer; (2) expansion on OpenAI agreement; and (3) debt raise at lower cost of capital," analyst Brad Sills wrote in a note to clients.

IPO

MergersCorp M&A International

JUNE 25, 2025

M&A Sale of FINMA Asset Management Regulated Portfolio Management and Trustee Activities: Providing specialized advisory for firms engaged in portfolio management of financial instruments and regulated trustee services under the Financial Institutions Act (FinIA).

Advisory

CNBC: Investing

JUNE 28, 2025

" Datadog "Its strong execution is reflected in: 1) healthy 20%+ revenue growth; 2) active participation in the AI theme; and 3) strong release pace of new and differentiated products. This should translate into its strong revenue growth and execution trend continuing. …

Stock

CNBC: Investing

JUNE 24, 2025

Both stocks were marginally higher in the premarket Tuesday, with Mastercard gaining almost 1% and Visa climbing more than 1%.

Media

CNBC: Investing

JUNE 26, 2025

The investor thus benefits from all the capital appreciation in the underlying stock, while retaining the premium from the call that is sold without sacrificing any gains or selling the underlying shares. The trade-off for higher yield is a higher probability that one caps the upside due to capital appreciation.

S&P

The TRADE

AUGUST 11, 2025

London-based Bastick joins the firm from Singer Capital Markets, where he served as a UK equities market maker from January to July 2025.   Prior to this, he worked at Winterflood Securities for more than eight years within the firm’s UK equities market making division as a UK equities dealer.  Previously in his career, he has held positions across (..)

Trading

CNBC: Investing

AUGUST 5, 2025

To avoid the concern that we need to be able to predict the future to successfully invest in the markets, we recently deployed a VIX hedge to our Active Opps portfolio at Inside Edge Capital with a favorable risk-reward ratio. Hopefully we won't need the hedge and will close it at a loss.

S&P

CNBC: Investing

JULY 8, 2025

" TD Cowen upgrades Capital One to buy from hold TD Cowen says it sees "significant capital return." " "COF has been one of the most successful card issuers since its inception, having outgrown the industry and gained share consistently over the years.

Stock

The TRADE

AUGUST 5, 2025

Together, we can offer our clients in the Middle East a seamless experience, with enhanced access to tailor-made investment solutions.” The partnership follows Kepler Cheuvreux’s drive to expand capacities into the Middle East in recent months.

Investment

CNBC: Investing

JULY 12, 2025

"Given the operational momentum in the business, strong combination of wireless and fiber assets and targeted return of capital over the next several years, we believe T should trade more closely to TMUS than VZ," he wrote, he wrote referring to T-Mobile and Verizon by their ticker symbols. Disney shares are up almost 8% this year.

Stock

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. What Are Corporate Finance Jobs? not banks or investment firms).

Corporate Finance

CNBC: Investing

JULY 28, 2025

Caso noted that Texas Instruments has "significantly underperformed" stock benchmarks since early 2022, when it introduced a multiyear capital expenditures expansion plan. TXN YTD mountain TXN YTD chart Now, however, the company is also nearing the end of its multiyear capital expenditures cycle.

Media

CNBC: Investing

JUNE 28, 2025

Tech companies are set to invest roughly $1 trillion in capital expenditures into AI infrastructure over the coming years, causing some investors to worry the businesses may be spending too much for not enough payoff. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.

Funds

CNBC: Investing

AUGUST 1, 2025

"Talent + synergies + M & A/capital markets recovery = lots of free cash flow," Goldman Sachs wrote. Goldman's newest addition to the list was Aon, the reinsurance and health and benefit provider that's down about 2% this year. Goldman's $430 price target implies shares of Aon could rise 21% from here.

Stock

CNBC: Investing

JULY 30, 2025

Coupled with Micron's strategic focus on high-bandwidth memory, or HBM, chips, it creates an ideal entry point with a favorable risk-to-reward profile to capitalize on the growth of GPU chips for artificial intelligence processors. This entails: Buying the Sep. 19, $110 Call at $8.45 Selling the Sep. 19, $130 Call at $1.91

S&P

The TRADE

JANUARY 8, 2025

Further details of the transaction have not been disclosed but ICE confirmed that the acquisition is not expected to have a material impact on its 2025 financial results or its deleveraging and capital return plans.

Electronics

CNBC: Investing

JUNE 30, 2025

" SLR was established in 2014 as part of the Basel III reforms to monitor banks Tier 1 capital. " He added: "The administration is very keep on wrestling some regulator purview back into the administration … they want to see deals, they want activity and I think they are going to get it."

S&P

Global Newswire by Notified: M&A

AUGUST 5, 2025

The firm serves a diverse client base, including both individuals and families as well as institutional clients, and offers a range of advisory services including financial planning, portfolio management for individuals and small businesses and pension consulting. For more information, visit www.araxpartners.com. Read More

Investment

The TRADE

AUGUST 11, 2025

He joins from QNB Group where he had worked in fixed income – group Treasury out of Doha in Qatar for three years, covering portfolio management, trading and debt capital markets (DCM). 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.

Investment Banking

The TRADE

JULY 14, 2025

Prior to this, he worked as a principal, sales trader at Eight Capital from August 2016 to March 2020. Additionally, he has also worked as a portfolio trader at UBS. She joins from Berenberg Capital Markets, where she had been working as an equity sales trader for the last year.

Investment Manager

PCE

JUNE 9, 2025

At PCE, he’ll lead execution for sell-side and buy-side engagements, recapitalizations, and capital raises, with a strong focus on expanding our healthcare investment banking practice. Joining PCE is an exciting opportunity to bring my healthcare experience to a team that truly values long-term client relationships,” said Brad.

M&A

The TRADE

JULY 7, 2025

Prior to this, he worked as a principal, sales trader at Eight Capital from August 2016 to March 2020. Additionally, he has also worked as a portfolio trader at UBS. During his time at Stifel, Kilfoy served as a managing director in trading, covering liability and sales trading.

Banking

Software Equity Group

JULY 9, 2025

trillion in undeployed capital globally. That is why, when they exit their own portfolio companies, they retain M&A advisors to run competitive processes, manage timing, and drive maximum valuation. Private equity firms have over $2.5 ” Private equity firms understand this dynamic well.

Private Equity