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Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, Oracle, Amazon, Netflix, CoreWeave, JPMorgan, & more

CNBC: Investing

"We are upgrading PNC shares from Market Perform to Outperform, increasing our EPS estimates following recent commentary at an investor conference, and establishing a $220 price target. " Wells Fargo reiterates Alphabet as equal weight Wells raised its price target on Alphabet to $177 per share from $175. " Read more.

Stock 85
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The Perils of Customer Concentration in M&A

Focus Investment Banking

For the sellers, the impact was catastrophic, and not only in terms of salability and valuation. Technology changes lead to obsolescence, or major reduction in market share of a customer’s product. The effect on the valuation and/or sale, is usually significant. It is a risk we see often in the M&A world. Black swan events.

M&A 52
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HSBC downgrades JPMorgan Chase, adopts 'a more cautious stance' on bank stocks

CNBC: Investing

"While we continue to see the JPMorgan maintaining best-in-class profitability and leadership positions across its businesses, we think the bar is high for JPMorgan and we struggle to justify the current valuation," analyst Saul Martinez wrote in a note. " Analysts are split on JPMorgan Chase shares.

Banking 74
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Starboard takes a stake in Tripadvisor. How the activist may bolster value

CNBC: Investing

Its Brand Tripadvisor segment is engaged in providing an online global platform for travelers to discover, generate and share authentic user-generated content in the form of ratings and reviews for destinations, points-of-interest, experiences, accommodations, restaurants and cruises. Stock Market Value : ~$2.36B ($18.00

Media 55
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What should I include in a Confidential Information Memorandum (CIM)?

iMerge Advisors

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. For buyers, its the foundation for initial valuation modeling and due diligence planning. Buyers will scrutinize your unit economics and scalability.

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

Mergers and Inquisitions

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams.

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Wall Street thinks these comeback stocks can keep going as S&P 500 nears a new high

CNBC: Investing

" At current prices, First Solar's valuation looks especially compelling, Jefferies added. "A more stable economic backdrop and the recent rebound in the U.S. Earlier this month, shares of MGM surged 8% in a single day after BetMGM — a joint venture of MGM and Entain — updated its full-year guidance.

S&P 82