Funds, 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. Investors looking for broad market exposure can invest in exchange-traded funds. 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. Skip Navigation Markets Pre-Markets U.S. Moves by execs may be followed by investors who are trying to gain insight on the companies.

Sale

Sale Stock Shares Investment

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

CNBC: Investing

JUNE 23, 2025

The Technology Select Sector SPDR Fund (XLK) rose 9% in May, outpacing broader indices. 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. Skip Navigation Markets Pre-Markets U.S.

S&P

S&P Investment Stock Media

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. Skip Navigation Markets Pre-Markets U.S.

Shares

Shares IT Mergers and Acquisitions Management

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. Skip Navigation Markets Pre-Markets U.S. " he added.

Portfolio

Portfolio Media Investment Stock

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. Skip Navigation Markets Pre-Markets U.S. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

S&P

S&P Stock Investment Media

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

CNBC: Investing

JULY 8, 2025

per diluted share, funded via all stock through a 0.1235 fixed exchange ratio." " 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. Skip Navigation Markets Pre-Markets U.S. " Read more.

Stock

Stock Shares Media Investment

BMO Capital Markets upgrades Oracle to outperform following earnings blowout

CNBC: Investing

JUNE 13, 2025

Skip Navigation Markets Pre-Markets U.S. "We believe that software growth, including database, can improve, which will help mitigate margin/mix impact over time."

Capital Market

Capital Market Capital Media Stock

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. Skip Navigation Markets Pre-Markets U.S. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

S&P

S&P Trading Investment Media

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. Skip Navigation Markets Pre-Markets U.S. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

S&P

S&P Trading Investment Stock

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

CNBC: Investing

JULY 17, 2025

The basic version of a buffer fund looks like this: a fund gains exposure to a broad index, like the S & P 500 , using a combination of long-term options. As the category has grown, the variety of funds has increased dramatically — both in timeline and risk profile. Skip Navigation Markets Pre-Markets U.S.

Investors

Investors Funds S&P Investment

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. Skip Navigation Markets Pre-Markets U.S. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

S&P

S&P Portfolio Insurance 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. Skip Navigation Markets Pre-Markets U.S. "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 instance, the Energy Select Sector SPDR Fund has a 30-day SEC yield of 3.31% and an expense ratio of 0.08%. Skip Navigation Markets Pre-Markets U.S.

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. Skip Navigation Markets Pre-Markets U.S. Asset managers have already started making inroads into the space.

Stock

Stock Asset Management Investment Management

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. Skip Navigation Markets Pre-Markets U.S. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

Stock

Stock Investment Asset Management Media

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. Skip Navigation Markets Pre-Markets U.S. Analyst Andrew Nowinski simultaneously hiked his price target to $385 from $260.

Securities

Securities Stock Media Investment

Goldman profits jump 22% after investment banking gains

Financial Times - Banking

JULY 16, 2025

Investment Banking

Investment Banking Profitability Investment Banking

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

CNBC: Investing

JULY 10, 2025

securities." Skip Navigation Markets Pre-Markets U.S. 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.

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. Skip Navigation Markets Pre-Markets U.S. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

Trading

Trading S&P Valuation Investment

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. Skip Navigation Markets Pre-Markets U.S. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

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. Skip Navigation Markets Pre-Markets U.S.

Stock

Stock S&P Investment Securities

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

Financial Times - Banking

JULY 29, 2025

Accessibility help Skip to navigation Skip to content Skip to footer Sign In Subscribe Open side navigation menu Open search bar Financial Times Subscribe Sign In Home World Sections World Home Middle East war Global Economy UK US China Africa Asia Pacific Emerging Markets Europe War in Ukraine Americas Middle East & North Africa Most Read Powerful (..)

Boutique

Boutique M&A Media Professional Services

Behold the first AI-native investment bank

Financial Times - Banking

JULY 29, 2025

Investment Banking

Investment Banking Investment Banking Bank

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. Skip Navigation Markets Pre-Markets U.S. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

S&P

S&P Investment Media Trading

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

CNBC: Investing

JULY 31, 2025

One way to make a modestly bullish bet in the consumer sector is with a call spread risk reversal in Consumer Discretionary Select SPDR Fund (XLY). 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

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 move could also see a decline in the fund's expense ratio if the proposed changes are approved.

Investment Manager

Investment Manager Funds Investment Management

UBS profits double as strong trading revenue offsets investment banking weakness

Financial Times - Banking

JULY 29, 2025

Accessibility help Skip to navigation Skip to content Skip to footer Sign In Subscribe Open side navigation menu Open search bar Financial Times Subscribe Sign In Home World Sections World Home Middle East war Global Economy UK US China Africa Asia Pacific Emerging Markets Europe War in Ukraine Americas Middle East & North Africa Most Read Powerful (..)

Investment Banking

Investment Banking Profitability Trading Banking

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. Skip Navigation Markets Pre-Markets U.S. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

Trading

Trading S&P Investment Media

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. Skip Navigation Markets Pre-Markets U.S. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

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

Skip Navigation Markets Pre-Markets U.S. 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

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). Skip Navigation Markets Pre-Markets U.S. In fact, support comes into play all the way down to around the $575 level.

S&P

S&P Investment Media Stock

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

Financial Times - Banking

JULY 24, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. © THE FINANCIAL TIMES LTD 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

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

Goldman to forgo second round of job cuts as outlook improves

Financial Times - Banking

JULY 23, 2025

Food

Food Media Professional Services Private Equity

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

Financial Times - Banking

JULY 16, 2025

Banking

Banking Bank Media Food

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. Skip Navigation Markets Pre-Markets U.S. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

Retail

Retail Trading Stock Shares

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. Skip Navigation Markets Pre-Markets U.S.

Stock

Stock Media Investment Finance

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

Financial Times - Banking

JULY 29, 2025

Accessibility help Skip to navigation Skip to content Skip to footer Sign In Subscribe Open side navigation menu Open search bar Financial Times Subscribe Sign In Home World Sections World Home Middle East war Global Economy UK US China Africa Asia Pacific Emerging Markets Europe War in Ukraine Americas Middle East & North Africa Most Read Powerful (..)

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

How investors can use these high-yielding assets to diversify their portfolios

CNBC: Investing

JUNE 6, 2025

trillion has flowed into CLO and bank loan exchange-traded funds since the start of the year, following 2024's record $25.6 While investors fled the funds, along with many others, in April, the ETFs have bounced back. Some $4 billion has moved into the fund so far this year, according to FactSet. It has $20.96 It has $116.39

Portfolio

Portfolio Investors Investment Funds

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

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

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

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

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

BMO Capital Markets upgrades Oracle to outperform following earnings blowout

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

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

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

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

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

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

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

Goldman profits jump 22% after investment banking gains

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

Trading a bullish momentum shift in American Express shares with options

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

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

Behold the first AI-native investment bank

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

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

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

Trading this fintech giant using options ahead of earnings

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

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

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

Investment banking set to extend worst run in over a decade

General Atlantic follows Apollo in halting early recruitment of bankers

Goldman to forgo second round of job cuts as outlook improves

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

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

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?

How investors can use these high-yielding assets to diversify their portfolios

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