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.

Securities

CNBC: Investing

JUNE 14, 2025

The Wall Street firm says these companies are resilient and that investors should quickly buy them. CNBC Pro combed through Goldman Sachs research to find five buy-rated stocks that it says have more upside. They include: Apple, MasTec, BJ's, Valvoline and Kontoor Brands.

Stock

Beyond M&A

AUGUST 8, 2025

Examples of Hidden Value We’ve Uncovered Here are a few recent moments where a little sculpting revealed a lot: 💰 £200k/year in Tech Infrastructure Savings One portfolio firm had grown fast, but its cloud footprint hadn’t kept up with financial scrutiny. Instead, we coached them through delivery clarity and investor-facing narrative work.

Investment

CNBC: Investing

AUGUST 9, 2025

Fischer says FMC has been unfairly punished by investors as price headwinds persist amid high expectations. Still, Fischer warned that investors will need to see sequential improvements in future quarters in order for the stock to work. " Woodward "Continued momentum in multi-pronged growth story.

Stock

CNBC: Investing

JUNE 6, 2025

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. Goldman identified more than a dozen companies with investor days this month as potential call option candidates.

Stock

CNBC: Investing

JUNE 6, 2025

While investors fled the funds, along with many others, in April, the ETFs have bounced back. So this has been a really good diversifier for investors," she said. securitized products and a portfolio manager at Janus. "There's more trading and that's what you want as an end investor."

Portfolio

CNBC: Investing

JULY 28, 2025

Moves by execs may be followed by investors who are trying to gain insight on the companies. Moves by executives or officers of companies may be followed by investors who are trying to gain insight on what may be happening within the businesses. Securities and Exchange Commission last week.

Sale

CNBC: Investing

JULY 19, 2025

Through its Issuer Solutions segment, it provides financial institutions and retailers technologies to manage their card portfolios. It offers an array of business management software solutions that streamline business operations to customers in numerous vertical markets. Stock Market Value : $19.98B ($81.93 times EBITDA versus the 6.5-times

Shares

CNBC: Investing

JUNE 27, 2025

banks as valuations grow stretched, Baird says Published Fri, Jun 27 2025 8:48 AM EDT Updated Fri, Jun 27 2025 12:08 PM EDT Sean Conlon @SeanAustin96 WATCH LIVE The recent rally in shares of JPMorgan and Bank of America may soon reverse, according to Baird. Both banks are falling less than 1% premarket Friday.

Valuation

CNBC: Investing

JUNE 23, 2025

Traders and investors utilize Bollinger Bands in conjunction with other indicators, such as the Relative Strength Index (RSI) or Moving Average Convergence/Divergence (MACD), to confirm signals and minimize false positives. You can examine Bollinger Bands yourself by selecting them from the Studies drop-down menu on the CNBC website.

S&P

Solganick & Co.

DECEMBER 25, 2024

The rise of generative AI in particular has put digital transformation at the forefront for many executives and investors, driving deals to acquire cutting-edge AI capabilities. This acquisition enhances Honeywell’s cybersecurity portfolio, particularly in industrial settings.

M&A

Private Equity Info

JULY 25, 2025

According to our data, t he median holding period for PE-backed portfolio companies is 5.8 years, and more than 6,000 portfolio companies that have been held between 5 to 7 years. Private Equity Info subscribers can sort a chronological list of recent portfolio company exits, one of the dozens of new features launched in 2025.

M&A

CNBC: Investing

JULY 15, 2025

"Now, you're starting to get credit for it as an investor." C 1D mountain Citi, 1-day "If you know the history, Citi is not a company that has had any right, historically, to give guidance at the high end," Brown said. "I like that confidence." "It's a forever position for me," Brown said.

Stock

CNBC: Investing

JUNE 28, 2025

Tech companies are set to invest roughly $1 trillion in capital expenditures into AI infrastructure over the coming years, causing some investors to worry the businesses may be spending too much for not enough payoff. " "The largest investors in AI infrastructure are generating the most attractive returns today," he said.

Funds

CNBC: Investing

JUNE 24, 2025

" Shares of Visa and Mastercard both came under pressure amid growing fears among investors that stablecoins – or cryptocurrencies whose values are pegged to those of other assets, like the U.S. dollar – would pose a threat to traditional payment networks.

Media

The TRADE

JANUARY 13, 2025

Enfusions front-office capabilities include: IBOR, portfolio and order management, all set to be incorporated into Clearwaters middle and back-office solutions. Through the acquisition this is set to change, thanks to Enfusions next-generation platform which has been built for asset managers with a focus on the front-office.

Business

Mergers and Inquisitions

JANUARY 8, 2025

Allocations: If youre young, you should invest mostly in equities, but I believe gold and silver are often good replacements for fixed income in the traditional 80 / 20 or 60 / 40 portfolios. Investing Principles: Why a High Income Trumps Everything Else Between 2009 and 2014, I did not have a traditional portfolio via a brokerage firm.

Investment

CNBC: Investing

JUNE 9, 2025

It has a set of viral features like social trading (use of influences), copy trading (mimics successful investor portfolios), and AI-driven smart portfolios offering retail investors thematic/strategy-based trading." ETOR enjoys several key competitive advantages.

IPO

The TRADE

JULY 4, 2025

. “When it comes to that trying to do more with less, it’s not just the trading desk, it’s the whole firm,” asserted Mohammad Sohail, head of trading at Sarasin & Partners, highlighting that opportunities can be closer than one might think.

Trading

The TRADE

AUGUST 5, 2025

“Partnering with Kepler Cheuvreux underscores our mission to democratise access to institutional-grade protective investments,” added Matt Radgowski, chief executive of Halo. “The Middle East is a dynamic and fast-growing market, and we’re excited to deliver scalable, tech-forward solutions that help investors build resilient, risk-aware portfolios (..)

Investment

Solganick & Co.

DECEMBER 23, 2024

The rise of generative AI in particular has put digital transformation at the forefront for many executives and investors, driving deals to acquire cutting-edge AI capabilities. This acquisition enhances Honeywell’s cybersecurity portfolio, particularly in industrial settings.

M&A

CNBC: Investing

JUNE 26, 2025

When contemplating the sale of covered calls, an investor must answer two key questions: Is one's thesis regarding the anticipated price behavior neutral to mildly bullish, which is generally the ideal setup for covered call selling?

S&P

CNBC: Investing

JUNE 30, 2025

Investors heading into Monday's session were looking at financials as the sector outperforms. " Kevin Carter of EMQQ Global said investors should also pay attention to Baidu's developments in the autonomous driving space with its "Apollo Go" robotaxi service. Worldwide Exchange airs at 5 a.m. ET each day.)

S&P

CNBC: Investing

JULY 4, 2025

for the year as investors have regained confidence in the outlook for the economy , strong corporate profits and AI technology. for the year as investors have regained confidence in the outlook for the economy , strong corporate profits and AI technology. Like many investors, Davi — whose firm manages $2.5

Portfolio

CNBC: Investing

JUNE 21, 2025

"We continue to see very disciplined behavior from corporates that leaves us wanting to build our portfolios for carry." " "We like new issue CLO, where you get a such a long reinvestment period and an opportunity to create a portfolio of new vintage loans that's been underwritten to the current environment."

Portfolio

CNBC: Investing

JULY 12, 2025

Activist Commentary: Starboard is a very successful activist investor and has extensive experience helping companies focus on operational efficiency and margin improvement. A sale of the company is not Starboard's agenda here, but the firm is an economic animal with a fiduciary duty to its investors.

Media

CNBC: Investing

AUGUST 5, 2025

To avoid the concern that we need to be able to predict the future to successfully invest in the markets, we recently deployed a VIX hedge to our Active Opps portfolio at Inside Edge Capital with a favorable risk-reward ratio. Plus you'll notice that I've outlined a divergence between late 2024 and now.

S&P

CNBC: Investing

JULY 8, 2025

"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." " Raymond James upgrades PNC to outperform from market perform Raymond James says the regional bank is well positioned.

Stock

The TRADE

JUNE 17, 2025

Julian Butterworth Nasdaq custom basket futures allow investors to create a custom-made equity basket, specified by return type, currency, and chosen from a pool of equities. The post University of Cambridge Investment Management makes first trade in Nasdaq custom basket futures appeared first on The TRADE.

Investment Manager

Beyond M&A

JULY 30, 2025

The SaaS Stack Tells the Trut This one rarely gets airtime in early investor chats, but always shows up late. So if you’re an investor or founder heading into diligence, ask yourself: Will your numbers still land when someone stops nodding and starts asking? But management doesn’t hire itself. Not because it catches people out.

Financial Models

CNBC: Investing

JUNE 6, 2025

Analyst Chris Schott said in the firm's June outlook for biopharma that the sector's poor performance can be traced back to concerns over President Donald Trump's tariffs and his " most favored nation " executive order.

S&P

CNBC: Investing

AUGUST 2, 2025

The analyst said investors should accumulate shares now. " Procter & Gamble "P & G is an industry bellwether in the consumer staples industry, owing to a diversified product portfolio of multibillion brands with leading global share positions.

Stock

Software Equity Group

JULY 9, 2025

SaaS companies, in particular, are attractive because they offer: This model aligns with investor mandates focused on risk-adjusted returns. That is why, when they exit their own portfolio companies, they retain M&A advisors to run competitive processes, manage timing, and drive maximum valuation.

Private Equity

Private Equity Info

AUGUST 12, 2025

Subscribe to our Monthly Trends newsletter Founded in 2005, Private Equity Info (Privateequityinfo.com) has become the trusted source for M&A Research through its ability to perform rich, targeted searches of private equity firms, their investment interests, portfolio companies, professional bios, and more.

Private Equity

The TRADE

JULY 11, 2025

You’re now seeing the emergence of larger block trading activity going through the platform and a larger number of portfolio trades – both things are hugely dependent on the quality of the data behind them. Chowdhury: I always say there’s no Asia.

Trading

CNBC: Investing

JUNE 17, 2025

This spread costs an investor $5.65 Defining risk is critical after the bounce markets have seen since early April. The trade: Buying a call spread Bought the July 18 $605 SPY call for $8.30 Sold the July 18 $620 SPY call for $2.65

S&P

Lake Country Advisors

JUNE 11, 2025

If the buyer is an institutional investor or private equity firm: These groups often have a set framework for how they buy businesses. They may prefer asset sales to protect their portfolios and manage risk exposure more precisely. Asset deals are often viewed as safer and more customizable from the buyer’s standpoint.

Sale