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The Power of Synergy: How Mergers Create Exceptional Value

Sun Acquisitions

Mergers and acquisitions (M&A) often capture headlines as high-stakes corporate dramas. Similarly, Facebook’s (now Meta) acquisition of WhatsApp expanded the social media giant’s user base and messaging capabilities, solidifying its position as a global communication platform.

Mergers 59
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These stocks could see strong gains around their analyst days, Goldman says

CNBC: Investing

John Marshall of Goldman's derivatives research team said in a note to clients that buying call options ahead of corporate investor days and analyst days tends to be a winning strategy. This will be the firm's first investor day since the corporate split from General Electric last year.

Stock 52
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Where Goldman sees the best opportunities for income in the second half of the year

CNBC: Investing

"Credit spreads have gone back to being frustratingly expensive, but we think that that's underpinned by really quite good fundamentals in the corporate sector," he said. "We continue to see very disciplined behavior from corporates that leaves us wanting to build our portfolios for carry."

Portfolio 118
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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.

Stock 94
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People Moves Monday: Peel Hunt, Redburn Atlantic, RBC Capital Markets, Citi, and more…

The TRADE

LSEG LSEG has appointed former Taula Capital executive, Nick Rustad, as its new group head of LCH SwapClear and listed rates.  

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Gabelli Funds highlights the AI stocks to buy as craze continues

CNBC: Investing

"As AI is becoming cheaper and more capable, the vision is that it's just going to be used in more and more corporate productivity initiatives," Belton said. Belton said AI capabilities are already superior to human capabilities across a wide range of disciplines, including reading comprehension, science and math.

Funds 124
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Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year

Mergers and Inquisitions

Deals could be done on a corporate level (i.e., What about VIP ticket sales, apparel licensing, and media partnerships? For many teams, revenue streams such as streaming, broadcast, and other media rights are “relatively fixed” and have built-in escalations, such as $50 or $100 million yearly increases.