Goldman Sachs becomes second Wall Street bank to raise its S&P 500 target this week
CNBC: Investing
JULY 8, 2025
The strategist's updated forecast puts Goldman among the three most bullish Wall Street firms.
S&P 500 guessing game: Who's next to be included, according to Stephens
CNBC: Investing
JULY 10, 2025
The S & P 500 rebalance, which typically comes on the third Friday of the last month in a quarter, is usually an event that sparks billions of dollars of trading and spurs passive investment funds to snap up shares of the new companies being added to the index.
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Goldman's top trades for this upcoming earnings season
CNBC: Investing
JULY 12, 2025
To be exact, 35 S & P 500 companies and six in the Dow Jones Industrial Average are set to report next week, including two of the largest banks in the country, JPMorgan and Citigroup , both of which report before the market opens on Tuesday. PR 3M mountain Permian Resources over three months.
Why Back Office IT Is Becoming a Deal-Time Headache
Beyond M&A
JULY 3, 2025
It’s unpicking a complex, interdependent machine. Why This Matters to Buyers Strategic buyers are drawn to these firms because of strong growth, smart products, and solid P&Ls. It’s no longer an afterthought or IT clean-up job. Moving them into a corporate environment isn’t just a lift-and-shift.
Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough
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Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.
Analysts stay upbeat on Costco after solid quarter, but say it's richly valued
CNBC: Investing
MAY 31, 2025
Shares have climbed more than 14% so far in 2025 compared with a small decline for the S&P 500.
Stay away from these two big U.S. banks as valuations grow stretched, Baird says
CNBC: Investing
JUNE 27, 2025
His $235 12-month price target for JPMorgan implies more than 18% downside from Thursday's close, while the $52 target on Bank of America results in more than 9% potential upside. banks have outperformed the S & P 500 in 2025. and Bank of America's to 13.1, " Both U.S. according to FactSet.
Goldman's winning options strategy for the upcoming earnings season
CNBC: Investing
JULY 11, 2025
Marshall's team identified several stocks with earnings dates this month where the implied move in the options market is low relative to history. Two other companies on Goldman's list set to report next week are Fastenal on July 14 and 3M on July 18. Those stocks are both up about 21% year to date.
Wall Street loves this recent IPO with one analyst calling it the ‘social network trading platform’
CNBC: Investing
JUNE 9, 2025
The overwhelming positive sentiment from Wall Street has rewarded the company's decision to go public after a lengthy dry spell for IPOs. Here's what analysts at some of the biggest shops on Wall Street had to say on the IPO. The stock opened that day at $69.69, or 34% above its IPO, and closed up nearly 29% at $67 per share.
Analysts are getting more bullish on these names with strong earnings growth
CNBC: Investing
JULY 16, 2025
Financial results will be pouring in this week, with 35 stocks in the S & P 500 — or about 7% of the benchmark — on the schedule to report their latest earnings. In a Monday note, Wolfe Research shared a list of S & P 500 stocks with strong potential earnings growth. Equitrans is EQT's former pipeline unit.
Exit Planning Through an Investment Banker’s Lens
Focus Investment Banking
MARCH 10, 2025
Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction).
JPMorgan Chase has more room for growth after latest earnings, says analyst Mike Mayo
CNBC: Investing
JULY 16, 2025
The increase implies more than 13% upside from Tuesday's close. Mayo's target change comes after the big U.S. Mayo's target change comes after the big U.S. Analyst Mike Mayo, who has an overweight rating on the "best-in-class" bank, raised his price target to $325 from $320.
Investor Dan Niles' favorite picks for the rest of earnings season
CNBC: Investing
JULY 25, 2025
This first of these two names was Microsoft , which reports its fiscal fourth-quarter earnings after next Wednesday's closing bell. " Azure, Microsoft's cloud computing platform, was "a disappointment" for the company three quarters in a row, he said. Shares have surged about 22% this year.
Carter Worth highlights level of support for S&P 500 ETF as market sells off
CNBC: Investing
AUGUST 1, 2025
Here's a brief examination of key downside levels for the SPDR S & P 500 ETF (SPY). In the context of the current sell-off in the market (the SPY at its low today is -3.16% from Thursday's all-time high of $639.85). decline from Thursday's all-time high. 19 at roughly the $631 level.
Trader of the Year Hedge Fund: Conversant Capital’s David Alfred
The TRADE
JANUARY 22, 2025
When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity. There’s been a reopening in capital markets. It’s been busy. There’s a very healthy dialogue at all times at both the portfolio-level and the position-level.
Using options to hedge against a tech decline as sector becomes overbought
CNBC: Investing
JUNE 23, 2025
stock market's rally in recent years, propelled by optimism surrounding artificial intelligence (AI) and semiconductor demand. stock market's rally in recent years, propelled by optimism surrounding artificial intelligence (AI) and semiconductor demand. Is it time once again to initiate some hedging strategies?
HSBC downgrades JPMorgan Chase, adopts 'a more cautious stance' on bank stocks
CNBC: Investing
JULY 8, 2025
Its new price target of $259 implies more than 11% downside for the stock from Monday's close. "To us, upside to JPMorgan's share price from current levels over a multi-year period would seem to require a paradigm shift on how banks are valued," he added. The firm downgraded JPMorgan to reduce from hold.
The rebundling conundrum
The TRADE
JULY 24, 2025
That’s absolutely critical,” explains Andrew Quick, global head of execution services at Redburn Atlantic, who highlights that this should be seen as an opportunity for those teams to return to the investment team process. Joint payments is about working together to help those who are helping performance.” And so, it began.
Sica | Fletcher Holds the Top Spot in Q2 on the 2025 S&P Global League Tables
Sica Fletcher
JULY 28, 2025
Sica | Fletcher remains the top-ranked advisor in insurance M&A for 2025, closing 37 deals—7 more than the second-ranked firm.Sica | Fletcher continues its market dominance, holding the #1 spot in the latest S&P Global Market Intelligence 2025 League Tables.
Yields on these income-producing assets can top 6%. Here are UBS' top picks in preferred securities
CNBC: Investing
JUNE 27, 2025
Banks account for an estimated two-thirds to three-quarters of total preferred issuance , according to S & P Global. Here are some of Sileo's top picks in preferred securities in different strategies: conservative, moderate and aggressive.
A technical look at Wall Street's 'fear gauge' and how to hedge against potential volatility
CNBC: Investing
AUGUST 5, 2025
There are plenty of overhanging uncertainties that could derail this rally that I'll discuss below, but first let's talk about technical condition of this rally. There are plenty of overhanging uncertainties that could derail this rally that I'll discuss below, but first let's talk about technical condition of this rally.
An options strategy that gives traders Nvidia upside while generating income as they wait
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? Earnings risk : NVDA's next earnings are due late August. calls, 8.5% calls, 8.5%
Investing Principles: Lessons Learned from 20 Years of Wins, Losses, and Strikeouts
Mergers and Inquisitions
JANUARY 8, 2025
Being in your country’s top ~5% of earners will make a FAR bigger difference than fancy strategies, day trading, or finding the occasional meme coin that goes up by 100x. Ive said before that nothing on this site is meant to be investment advice. If youre reading this right now, youre probably much younger than me.
How to play the outperforming financials sector as the second half of 2025 kicks off
CNBC: Investing
JUNE 30, 2025
Investors heading into Monday's session were looking at financials as the sector outperforms. JPMorgan 2025 year-end outlook; how to play defense sector Joyce Chang of JPMorgan has a S & P 500 forecast of 6,000 implying a 4% pullback from current levels. Worldwide Exchange airs at 5 a.m. ET each day.)
An options strategy to buy the dip on this volatile chipmaker that recently pulled back
CNBC: Investing
JULY 30, 2025
Coupled with Micron's strategic focus on high-bandwidth memory, or HBM, chips, it creates an ideal entry point with a favorable risk-to-reward profile to capitalize on the growth of GPU chips for artificial intelligence processors. Forward PE ratio: 9.2x vs. industry average 26.9x Expected earnings per share growth: 105.9%
JPMorgan upgraded by KBW one day after downgrade at other firm knocked stock
CNBC: Investing
JULY 9, 2025
On Wednesday, KBW, a firm that has long specialized in covering financials, upgraded JPMorgan and Morgan Stanley to outperform from market perform, setting its price target for JPMorgan at $327, up from $253 and implying more than 27% upside from Tuesday's close. The moves came after huge rallies in the second quarter.
Bank of America says these five stocks have room to run following earnings
CNBC: Investing
AUGUST 2, 2025
Other buy-rated names include Delta Air Lines, Domino's Pizza, Procter & Gamble and Levi Strauss. He said he's standing by the stock following the company's latest earnings report. "In 2Q25, DAL's business and premium cabin revenues grew +4.7% compared to a -5.5% The stock is up 11% this year.
A bearish options trade on Apple as the tech giant struggles
CNBC: Investing
JUNE 18, 2025
This has been coupled with poor relative strength to the S & P 500, suggesting a higher likelihood of a breakdown below $195, with a downside target near $170. Additionally, the lack of developer support for VisionPro further weakening AAPL's growth narrative. This entails: Buying the July 18 $195 put @ $5.70
Mergers and Acquisitions Volumes Down 60%
Street of Walls
SEPTEMBER 10, 2012
Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.
Mergers and Acquisitions Volumes Down 60%
Street of Walls
SEPTEMBER 10, 2012
Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.
Mergers and Acquisitions Volumes Down 60%
Street of Walls
SEPTEMBER 10, 2012
Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.
Mergers and Acquisitions Volumes Down 60%
Street of Walls
SEPTEMBER 10, 2012
Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.
Mergers and Acquisitions Volumes Down 60%
Street of Walls
SEPTEMBER 10, 2012
Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.
Mergers and Acquisitions Volumes Down 60%
Street of Walls
SEPTEMBER 10, 2012
Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.
Mergers and Acquisitions Volumes Down 60%
Street of Walls
SEPTEMBER 10, 2012
Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.
Mergers and Acquisitions Volumes Down 60%
Street of Walls
SEPTEMBER 10, 2012
Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.
Mergers and Acquisitions Volumes Down 60%
Street of Walls
SEPTEMBER 10, 2012
Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.
Options traders are expecting a huge move on earnings from DoorDash. How to trade it
CNBC: Investing
JULY 28, 2025
To put that in perspective, 2024 was the company's first profitable fiscal year, reporting $0.79 The trade Currently, the options market is estimating a post-earnings move of approximately 8.5%, which is above the average during the company's history since the IPO and substantially higher than the average move of 5.2%
Here are Goldman’s best-of-the-best stock picks heading into August
CNBC: Investing
AUGUST 1, 2025
Friday's slump notwithstanding, stocks enter August near all-time highs after staging a dramatic recovery from their lows of the year in April, following President Donald Trump's unveiling of new global tariff policies. Some stocks from Goldman's list are included in the table below. stock ideas.
JPMorgan's top biotech and pharma picks for the second half
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. Eli Lilly stock is among JPMorgan's top picks among the group.
The Perils of Customer Concentration in M&A
Focus Investment Banking
JULY 17, 2025
Neither case reflected poor manufacturing performance Both customers were respected S&P 500 companies and were financially stable. The Boeing supply chain has 1000’s of suppliers across multiple tiers, but all serving a concentrated set of platforms. It is a risk we see often in the M&A world.
Finding opportunities in alternative asset managers and a bearish call on the U.S. dollar
CNBC: Investing
JULY 10, 2025
dollar Published Thu, Jul 10 2025 8:25 AM EDT Frank Holland @in/frank-holland @FrankCNBC WATCH LIVE (This is a wrap-up of the key money moving discussions on CNBC's "Worldwide Exchange" exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. ET each day.) One also issued a bearish call on the U.S. securities."
Mergers and Acquisitions Volumes Down 60%
Street of Walls
SEPTEMBER 10, 2012
Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.
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