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Default risk for certain corporates is creeping up. Here’s what it means for fixed income investors

CNBC: Investing

"Investment grade corporate spreads are relatively tight, but on an absolute level, their single-digit yield is still compelling." " When spreads are tight, that means the difference between the yield you're getting for a corporate bond versus what you get for a comparable government bond is shrinking.

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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.

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Goldman Sachs names five stocks with more upside following their latest earnings

CNBC: Investing

FMC Corporation Buy the dip in shares of the chemical maker, analyst Duffy Fischer wrote recently. Skip Navigation Markets Pre-Markets U.S. 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.

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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."

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Here are Goldman’s best-of-the-best stock picks heading into August

CNBC: Investing

Corporate earnings growth, moderate economic data, expectations that the Federal Reserve may soon resume cutting interest rates and progress in trade talks have all served as upward catalysts in recent weeks. Skip Navigation Markets Pre-Markets U.S.

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Freestate Electric, LLC Acquired By Sojitz Energy Services LLC

Chesapeake Corporate Advisors

metropolitan area in its sale of 90% ownership to Sojitz Energy Services LLC (“Sojitz”), a subsidiary of the Japanese general trading company Sojitz Corporation. metropolitan area in its sale of 90% ownership to Sojitz Energy Services LLC (“Sojitz”), a subsidiary of the Japanese general trading company Sojitz Corporation.

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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. Skip Navigation Markets Pre-Markets U.S.