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

CNBC: Investing

"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
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Bank of America says these five stocks have room to run following earnings

CNBC: Investing

The analyst said he also likes Delta's "steady message of free cash and debt reduction." Steady message of free cash and debt reduction." "In 2Q25, DAL's business and premium cabin revenues grew +4.7% compared to a -5.5% decline in main cabin revenues," he wrote.

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Wells Fargo's top ideas to help cushion your portfolio from rocky markets

CNBC: Investing

" Lastly, direct lending, a subset of private debt, offers the most attractive yields and can be a good way to add income for qualified investors who meet financial thresholds, McMillion said.

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Ways to play the signing of Trump's spending bill; what the bond market and dollar are signaling

CNBC: Investing

"The bond market is the 'adult in the room', saying 'Houston we have a problem', as it relates to deficits and debt levels. "I think it's a really helpful and important signal for all investors," Agati said. Of course, we had this big package come through, the question is how are we going to pay for it."

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JPMorgan raises price target on CoreWeave heading into earnings, says AI ramp is ‘intact’

CNBC: Investing

Murphy is in the minority of analysts covering the stock, as 16 out of 24 in total have stepped to the sidelines with a hold rating, per LSEG.

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General Atlantic follows Apollo in halting early recruitment of bankers

Financial Times - Banking

Are you not convinced?

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Financial advisors are turning to this asset class for diversification and stability as uncertainty rocks markets

CNBC: Investing

More advisors also embraced private debt, with about 19% of participants saying they're turning to this asset class, compared to 12.5% For instance, more than 17% of the advisors are incorporating options into their practice, nearly double from last year, the poll found.

S&P