Finance, Securities and Transportation - Investment Banking Today

Yields on these income-producing assets can top 6%. Here are UBS' top picks in preferred securities

CNBC: Investing

JUNE 27, 2025

Here are UBS' top picks in preferred securities Published Fri, Jun 27 2025 10:34 AM EDT Updated 6 Hours Ago Michelle Fox @MFoxCNBC WATCH LIVE Long-term investors can find solid income in preferred securities, according to UBS. Similar to bonds, when the price of the preferred goes down, its yield moves higher. The Global X U.S.

Securities

Securities Investment Stock Portfolio

Josh Brown talks two big bank stocks after earnings reports

CNBC: Investing

JULY 15, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. JOSH BROWN IS THE CEO OF RITHOLTZ WEALTH MANAGEMENT AND MAY MAINTAIN A SECURITY POSITION IN THE SECURITIES DISCUSSED.

Stock

Stock Banking Bank Investment

Insider report: The stocks with the biggest recent sales by executives include QuantumScape, BlackRock and Goldman

CNBC: Investing

JULY 28, 2025

Securities and Exchange Commission last week. Securities and Exchange Commission last week. Moves by execs may be followed by investors who are trying to gain insight on the companies. Company insiders at BlackRock , QuantumScape and Goldman Sachs were among those who filed some notable stock sales with the U.S.

Sale

Sale Stock Shares Investment

Using options to hedge against a tech decline as sector becomes overbought

CNBC: Investing

JUNE 23, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

S&P

S&P Investment Stock Media

An options strategy that gives traders Nvidia upside while generating income as they wait

CNBC: Investing

JUNE 26, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

S&P

S&P Stock Investment Media

BMO Capital Markets upgrades Oracle to outperform following earnings blowout

CNBC: Investing

JUNE 13, 2025

Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)

Capital Market

Capital Market Capital Media Stock

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

CNBC: Investing

JULY 8, 2025

" Raymond James upgrades Parsons to strong buy from market perform Raymond James double upgraded the defense and national security company and says it's a nuclear beneficiary. "Initiate coverage of Vital Farms with an Outperform rating and $45 PT."

Stock

Stock Shares Media Investment

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

CNBC: Investing

JUNE 21, 2025

The Janus Henderson AAA CLO ETF (JAAA) currently has a 30-day Securities and Exchange Commission yield of 5.35%. In addition, Dangoor sees select opportunities in commercial mortgage-backed securities because there is some value and space for credits to compress. Flows into CLOs remain strong, Dangoor noted. " he added.

Portfolio

Portfolio Media Investment Stock

Elliott has built a stake in Global Payments. How the activist can help the company lift its share price

CNBC: Investing

JULY 19, 2025

It offers authorization, settlement and funding services, customer support, chargeback resolution, reconciliation and dispute management services, terminal rental, sales and deployment, payment security services, consolidated billing and reporting.

Shares

Shares IT Mergers and Acquisitions Management

An options strategy to buy the dip on this volatile chipmaker that recently pulled back

CNBC: Investing

JULY 30, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

S&P

S&P Trading Investment Media

A technical look at Wall Street's 'fear gauge' and how to hedge against potential volatility

CNBC: Investing

AUGUST 5, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

S&P

S&P Portfolio Insurance Investment

How to trade the S&P 500's march to record highs using options as volatility remains elevated

CNBC: Investing

JUNE 17, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

S&P

S&P Trading Investment Stock

One Wall Street stock bucking the weak trend, according to the charts

CNBC: Investing

JULY 17, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Stock

Stock Investment Asset Management Media

Buffer ETFs keep booming, and Wall Street is now betting investors want more options

CNBC: Investing

JULY 17, 2025

More In Investing trends European companies are jumping on the defense bandwagon as EU plans security splurge Chloe Taylor Despite Trump's tariffs, U.S. More In Investing trends European companies are jumping on the defense bandwagon as EU plans security splurge Chloe Taylor Despite Trump's tariffs, U.S.

Investors

Investors Funds S&P Investment

Wells Fargo upgrades this cloud security giant, sees upside of 28% ahead

CNBC: Investing

JUNE 13, 2025

The bank upgraded shares of the cloud security stock to an overweight rating from equal weight. Analyst Andrew Nowinski simultaneously hiked his price target to $385 from $260.

Securities

Securities Stock Media Investment

Finding opportunities in alternative asset managers and a bearish call on the U.S. dollar

CNBC: Investing

JULY 10, 2025

securities." He added: "You have the ongoing trade war that threatens to accelerate the declining role of the dollar as the primary reserve currency … policies aimed at narrowing the trade deficit means you have less U.S. dollars flowing overseas and there will be less dollars flowing back into U.S.

Asset Management

Asset Management Management S&P Stock

A bearish options trade on Apple as the tech giant struggles

CNBC: Investing

JUNE 18, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Trading

Trading S&P Valuation Investment

JPMorgan upgrades Newell Brands to overweight thanks to tariff-hedging abilities

CNBC: Investing

JUNE 13, 2025

MCA-compliant plants in Mexico, and is likely to benefit as the company secures more retailer wins in its 19 tariff-advantaged categories, which in turn would aid the top line and in turn gain market share," she wrote. "We think NWL is tariff advantaged with its 15 U.S. plants and two U.S.

Retail

Retail Media Portfolio Stock

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

CNBC: Investing

JUNE 11, 2025

Wells Fargo also likes residential mortgage-backed securities and asset-backed securities. For example, iShares 5-10 Year Investment Grade Corporate Bond ETF has a 30-day SEC yield of 5.32% and an expense ratio of 0.04%. Within investment-grade corporates, it favors telecom issuers, financials and utilities.

Portfolio

Portfolio S&P Utilities Investors

These stocks could benefit if Trump expands private markets access in 401(k) plans, analysts say

CNBC: Investing

JULY 17, 2025

This order, the people told the Journal, would call on the Department of Labor and the Securities and Exchange Commission to offer guidance to plan administrators and employers on how to include these assets in retirement plans. Asset managers have already started making inroads into the space.

Stock

Stock Asset Management Investment Management

Goldman profits jump 22% after investment banking gains

Financial Times - Banking

JULY 16, 2025

Investment Banking

Investment Banking Profitability Investment Banking

An options trade that bets on consumer stocks rebounding — while hedging risk

CNBC: Investing

JULY 31, 2025

Purchasing an at the money call, partially financed through the sale of an 18 delta downside put and an 18 delta upside call. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Trading

Trading Stock S&P Investment

Trading this fintech giant using options ahead of earnings

CNBC: Investing

JULY 21, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Trading

Trading S&P Investment Media

Trading a bullish momentum shift in American Express shares with options

CNBC: Investing

AUGUST 5, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Trading

Trading Shares Stock Investment

Fundstrat's Tom Lee: Probabilities favor stocks rising following the Fed decision

CNBC: Investing

JULY 30, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Fundstrat Global Advisors is a member of IRC Securities' Research Prime Services Platform. Certain personnel of Fundstrat (i.e.,

Stock

Stock S&P Investment Securities

Behold the first AI-native investment bank

Financial Times - Banking

JULY 29, 2025

Investment Banking

Investment Banking Investment Banking Bank

Evercore buys London’s elite M&A boutique Robey Warshaw for $196mn

Financial Times - Banking

JULY 29, 2025

Boutique

Boutique M&A Media Professional Services

Mike Khouw on a hedging strategy with the market at record highs and some threats emerging

CNBC: Investing

JULY 24, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

S&P

S&P Investment Media Trading

Options traders are expecting a huge move on earnings from DoorDash. How to trade it

CNBC: Investing

JULY 28, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Trading

Trading IT S&P Stock

Truist says this internet retailer's revenue is tracking above expectations so investors should buy the dip

CNBC: Investing

JUNE 17, 2025

The investment firm maintained its buy rating on the e-commerce retailer, but lifted its price target to $60 per share from $55. This updated forecast is roughly 11% above Etsy's Monday closing price of $53.89.

Retail

Retail Investors Investment Media

This investment manager can soar on proposed change to popular QQQ fund, says TD Cowen

CNBC: Investing

JULY 21, 2025

Securities and Exchange Commission filing, which showed the company sought approval to restructure certain aspects of its Invesco QQQ Trust (QQQ) to reflect an open-ended fund as opposed to a unit investment trust, or UIT. The firm's forecast implies about 26% upside from Friday's close.

Investment Manager

Investment Manager Funds Investment Management

UBS profits double as strong trading revenue offsets investment banking weakness

Financial Times - Banking

JULY 29, 2025

Investment Banking

Investment Banking Profitability Trading Banking

Carter Worth highlights level of support for S&P 500 ETF as market sells off

CNBC: Investing

AUGUST 1, 2025

Support begins at the $631 level, and as is so often the case when a stock, index, currency or commodity sells off to support, said securities will sink into support before finding support (will sink into the mattress further). Importantly, support is not a plywood board or a concrete floor, but rather is a mattress top.

S&P

S&P Investment Media Stock

Buyers of this retail stock look exhausted. How to trade a downturn in the shares

CNBC: Investing

JUNE 11, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Retail

Retail Trading Stock Shares

Wall Street banks strike capital deals to lend into hedge fund boom

Financial Times - Banking

JULY 24, 2025

Capital

Capital Funds Banking Bank

Investment banking set to extend worst run in over a decade

Financial Times - Banking

JULY 13, 2025

Investment Banking

Investment Banking Banking Bank Investment

Goldman to forgo second round of job cuts as outlook improves

Financial Times - Banking

JULY 23, 2025

Food

Food Media Professional Services Private Equity

General Atlantic follows Apollo in halting early recruitment of bankers

Financial Times - Banking

JUNE 12, 2025

Tech Sections Tech Home Artificial intelligence Semiconductors Cyber Security Social Media Most Read The problem of AI chatbots telling people what they want to hear Are machines smarter than venture capitalists? © THE FINANCIAL TIMES LTD 2025.

Recruitment

Recruitment Media Professional Services Management

Citi’s new banking chief steps up poaching of JPMorgan dealmakers

Financial Times - Banking

JULY 16, 2025

Banking

Banking Bank Media Food

JPMorgan believes this chip stock is 'firing on all cylinders' after meeting with CEO

CNBC: Investing

JULY 9, 2025

"Broadcom is a technology infrastructure powerhouse with unmatched scale and technology capabilities in the industry, securing its leadership positions in a diverse set of end markets," the analyst said.

Stock

Stock Media Investment Finance

Robey Warshaw’s greatest dealmaking coup: selling itself for $200mn

Financial Times - Banking

JULY 29, 2025

Media

Media Professional Services Boutique Business

China’s price wars hit investment banking as underwriters charge $100 fees

Financial Times - Banking

JULY 23, 2025

Underwriting

Underwriting Investment Banking Investment Banking

Is investment banking still a jewel in Wall Street’s crown?

Financial Times - Banking

JULY 18, 2025

Investment Banking

Investment Banking Investment Banking Bank

Using options to buy the dip on this credit card name while hedging risk

CNBC: Investing

JUNE 24, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Trading

Trading Book-building Stock Investment

Yields on these income-producing assets can top 6%. Here are UBS' top picks in preferred securities

Josh Brown talks two big bank stocks after earnings reports

Trending Sources

Insider report: The stocks with the biggest recent sales by executives include QuantumScape, BlackRock and Goldman

Using options to hedge against a tech decline as sector becomes overbought

An options strategy that gives traders Nvidia upside while generating income as they wait

BMO Capital Markets upgrades Oracle to outperform following earnings blowout

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

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

Elliott has built a stake in Global Payments. How the activist can help the company lift its share price

An options strategy to buy the dip on this volatile chipmaker that recently pulled back

A technical look at Wall Street's 'fear gauge' and how to hedge against potential volatility

How to trade the S&P 500's march to record highs using options as volatility remains elevated

One Wall Street stock bucking the weak trend, according to the charts

Buffer ETFs keep booming, and Wall Street is now betting investors want more options

Wells Fargo upgrades this cloud security giant, sees upside of 28% ahead

Finding opportunities in alternative asset managers and a bearish call on the U.S. dollar

A bearish options trade on Apple as the tech giant struggles

JPMorgan upgrades Newell Brands to overweight thanks to tariff-hedging abilities

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

These stocks could benefit if Trump expands private markets access in 401(k) plans, analysts say

Goldman profits jump 22% after investment banking gains

An options trade that bets on consumer stocks rebounding — while hedging risk

Trading this fintech giant using options ahead of earnings

Trading a bullish momentum shift in American Express shares with options

Fundstrat's Tom Lee: Probabilities favor stocks rising following the Fed decision

Behold the first AI-native investment bank

Evercore buys London’s elite M&A boutique Robey Warshaw for $196mn

Mike Khouw on a hedging strategy with the market at record highs and some threats emerging

Options traders are expecting a huge move on earnings from DoorDash. How to trade it

Truist says this internet retailer's revenue is tracking above expectations so investors should buy the dip

This investment manager can soar on proposed change to popular QQQ fund, says TD Cowen

UBS profits double as strong trading revenue offsets investment banking weakness

Carter Worth highlights level of support for S&P 500 ETF as market sells off

Buyers of this retail stock look exhausted. How to trade a downturn in the shares

Wall Street banks strike capital deals to lend into hedge fund boom

Investment banking set to extend worst run in over a decade

Goldman to forgo second round of job cuts as outlook improves

General Atlantic follows Apollo in halting early recruitment of bankers

Citi’s new banking chief steps up poaching of JPMorgan dealmakers

JPMorgan believes this chip stock is 'firing on all cylinders' after meeting with CEO

Robey Warshaw’s greatest dealmaking coup: selling itself for $200mn

China’s price wars hit investment banking as underwriters charge $100 fees

Is investment banking still a jewel in Wall Street’s crown?

Using options to buy the dip on this credit card name while hedging risk

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