Beyond M&A

JULY 3, 2025

Migration was manageable. 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. Mapping the systems was simple. Not anymore.

IT

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.

Securities

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%

S&P

The TRADE

JANUARY 22, 2025

I spent a lot of time in my sell-side days working as a conduit between capital markets and the origination desk within investment banking as a bridge into the public side, covering hedge funds and multi strategy investment managers for anything equity-linked and credit with a cross-asset mindset. It’s been busy.

Funds

Focus Investment Banking

JULY 17, 2025

Neither case reflected poor manufacturing performance Both customers were respected S&P 500 companies and were financially stable. One of your own top managers leaves and takes the customer with them. Customer concentration is one of the fundamental drivers of business value and it requires significant management attention.

M&A

The TRADE

JULY 28, 2025

He joins from Jefferies where he had most recently spent five years as vice president, focused on outsourced trading and relationship management and prime sales for new launch hedge funds. In his new role he is set to work closely with hedge funds and asset managers. Further new hires are expected to be made to the time imminently.

Sale

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.

S&P

Mergers and Inquisitions

DECEMBER 4, 2024

My high-level summary would be: 1) Focus on Revenue Multiples – Many teams are not run efficiently and have low/negative cash flows and earnings, so revenue multiples are more common than EBITDA , P/E, or other valuation multiples. Also, different multiples may be applied to different revenue streams (see below).

Investment Banking

CNBC: Investing

JULY 24, 2025

These contracts, similar to but separate from the CBOT's bread-and-butter commodity futures products, were called options. When the early 1980's bull market got underway, this "Chicago Board Options Exchange" or CBOE (usually pronounced as C-Bow) grew into a hive of trader activity. The business was a hit.

Stock

CNBC: Investing

JUNE 18, 2025

The results arrive as investors grapple with an S & P 500 that's up just 2% this year, and volatile movements in Treasury yields, as well as escalating conflict between Israel and Iran. Jon Ulin, CFP and managing principal at Ulin & Co. Wealth Management in Boca Raton, Fla.,

S&P

CNBC: Investing

JUNE 11, 2025

In fact, income generation is one of the firm's top five portfolio ideas for the rest of 2025. While the Treasury market has been rocky lately, fixed-income assets are offering a steady stream of cash flow, said Tracie McMillion, head of Wells Fargo's global asset allocation strategy.

Portfolio

CNBC: Investing

JUNE 18, 2025

We are seeing it not only among retail but the most sophisticated institutional investors even if it's just on the margin questioning their geographic allocation," she said. We don't think we are anywhere near that stage in policy management of the issue. Both have outperformed the S & P 500 year to date.

Investors

CNBC: Investing

JULY 4, 2025

The S & P 500 was down 15% year-to-date on April 8, but is now up roughly 6.7% Like many investors, Davi — whose firm manages $2.5 We've got policy uncertainty that's declined. rather than keep buying the 'Mag 7' stocks, there's so many other opportunities out there." less tariffs.

Portfolio

CNBC: Investing

JULY 21, 2025

The second-quarter earnings season seems to be off to a good start, with 12% of the S & P 500 's components already reporting results. Strelzik's new price target of $65 per share, up from $56, represents upside of nearly 21% from Friday's close. The deal is expected to close in 2026.

Stock

CNBC: Investing

JULY 11, 2025

Asset management heavyweight BlackRock is among these names. Moreover, Butters found the estimated year-over-year earnings growth rate for the S & P 500 is 5% for the second quarter. Earnings season for the second quarter could portray a period of slow growth. Their stocks average advances of 1.3%

S&P

CNBC: Investing

JULY 1, 2025

Stocks closed out the first half of the year at record-highs earlier this week, as investor optimism that trade deals are on the horizon helped lift the S & P 500 more than 10% in the second quarter. Wall Street is also watching progress on inflation and Trump's tax and spending bill as it passed the U.S.

Stock

CNBC: Investing

JULY 21, 2025

Pettit said he's seeing broader opportunities in small- and midcap cyclicals due to a valuation discount. bank stocks and the SPDR S & P Regional Banking ETF that holds regional banking stocks are both outperforming the market since the Trump Administration's April 2 tariff announcement. ET each day.)

Stock

CNBC: Investing

JULY 14, 2025

Let's do some high-level stats on the overall list and then we'll dive in. Throughout Q2, EPS estimates for the S & P 500 have declined 4.2% It's fair to assume most of a stock's earnings outcome is priced in, but more often than not, the market will have some type of response to earnings.

Stock

CNBC: Investing

JUNE 23, 2025

The broad market S & P 500 is up just 2% in 2025, which pales in comparison to the double-digit surges the benchmark saw in 2023 and 2024. After the S & P 500's big two-year run, it only makes sense that U.S. Uncertainty over tariff policy, shakiness on the path of interest rates — and now the U.S.

Stock

CNBC: Investing

JUNE 5, 2025

The Russell 2000 was the first to enter bear market territory after President Donald Trump 's sweeping tariff policy was announced in April. The S & P 500 is up more than 1%. It's a name that investor Jenny Harrington, CEO of Gilman Hill Asset Management, picked up after its tariff-induced sell-off.

Stock

CNBC: Investing

JUNE 22, 2025

Equities have been volatile for much of the first half of 2025, as President Donald Trump's tariffs simultaneously sparked investor concern over a potential U.S. Worries over the size of the federal deficit and increasing debt arose from the president's tax bill working its way through Congress.

Stock

CNBC: Investing

JUNE 16, 2025

On Monday, the Dow Jones Industrial Average , S & P 500 and Nasdaq Composite all moved higher , after selling off on Friday amid concerns over Israel's airstrikes on Iran. "We think companies with consistent dividend growth are likely to provide strong defense if there's a growth scare," Parker wrote.

Stock

CNBC: Investing

JUNE 28, 2025

The S & P 500 reached an all-time high and closed at a record Friday, marking an incredible turnaround after investors' more intense tariff and trade concerns have dissipated. have been terminated, traders managed to look past that development and all three of the major averages ended the week on a strong note.

Stock

CNBC: Investing

JULY 1, 2025

It's not concentrated to any one or two sectors, it's all over the map. This is what you want to see in a bull market, of course, because it indicates a bull that's being driven by multiple forces and not a singular theme, like rates falling or AI spending.

Stock

CNBC: Investing

JULY 22, 2025

These periods of consolidation can drag on for weeks or even months, testing a trader's patience. Once price finally escapes this squeeze zone, it can trigger sharp, explosive moves — and that's where the real opportunity lies. That's your early heads-up that volatility is starting to return.

Trading

CNBC: Investing

JULY 19, 2025

Earnings season ramps up next week, as 98 companies in the S & P 500 — or around 20% of the benchmark — are slated to share their most recent quarterly earnings. Telecom and defense names are set to report, while the week's headliners will include big names like Tesla , Alphabet and General Motors.

S&P

CNBC: Investing

JUNE 27, 2025

It also raised its price target on the name by $20 to $80, which implies about 28% upside from Thursday's close. While the company said President Donald Trump's tariffs are anticipated to cost it $1 billion prior to price hikes, it also said it expects to see profits and sales declines moderating in the future.

Shares

CNBC: Investing

JULY 15, 2025

Overall, the law makes stocks look more attractive on the whole, the investor said on CNBC's " Squawk on the Street " Tuesday morning. Gabelli shared two specific names he's bullish on: Textron and National Fuel Gas. Rhode Island-based Textron have added more than 11% this year, outperforming the S & P 500.

Investors

CNBC: Investing

JULY 28, 2025

Josh — It's quite possible that 2025 will be remembered as the year where defensive utilities became growth stocks. As Sean explains below, this sector is the second best performing group of stocks in the entire S & P 500 this year. DTE's presence in Detroit is notable in the age of the electric vehicle.

Utilities

CNBC: Investing

JULY 1, 2025

" Deutsche Bank reiterates Robinhood as buy The firm raised its price target to $96 per share from $85 following Robinhood's crypto event in France on Tuesday. " JPMorgan reiterates Tesla as underweight JPMorgan says it's sticking with its underweight rating ahead of Tesla's delivery numbers on Wednesday.

S&P

CNBC: Investing

JULY 11, 2025

Tom Lee, managing partner and head of research at Fundstrat Global Advisors, speaking on CNBC's "The Exchange" on Oct. Adam Jeffery | CNBC Tom Lee's Fundstrat Capital rose to prominence with timely macroeconomic calls on the market, and now his new ETF is flexing the firm's stock picking prowess.

Funds

CNBC: Investing

JULY 16, 2025

stocks with high international sales are beating domestic-focused names Published Wed, Jul 16 2025 4:44 PM EDT Updated Wed, Jul 16 2025 4:49 PM EDT Sarah Min @_sarahmin WATCH LIVE Even with President Donald Trump's tariffs, the U.S. "That's where the real push comes from," said Art Hogan, chief market strategist at B.

Sale

CNBC: Investing

JUNE 22, 2025

To find stocks that may be poised to outperform in the second half, CNBC Pro screened for those in the ProShares S & P 500 Dividend Aristocrats ETF that are rated buy by at least 51% of the analysts covering the stock, and that have at least 10% upside to the average price target, according to FactSet. dividend yield.

Stock

CNBC: Investing

JUNE 21, 2025

The first half of the year was characterized by high volatility, as President Donald Trump's escalating trade war cast a shadow over the market. In the same time period, the S & P 500 has gained 1.5%, while the Nasdaq Composite has inched up 0.7%. Hatfield's final pick was Cheniere Energy. natural gas.

Investors

Growth Business

JUNE 10, 2025

The term Customer Relationship Management (CRM) was coined in 1995, keeping customer databases on different computers and by the late 1990s CRM began moving into the cloud. At its core, a Customer Relationship Management system helps you build lasting relationships with your customers.

Business

CNBC: Investing

JULY 1, 2025

"It's really tied to the energy efficiency trade," said Mehrotra "Fifty-percent of it's business is commercial HVAC. Mehrotra's other top industrials picks for the second half of 2025 are 3M and Honeywell. Worldwide Exchange airs at 5 a.m. ET each day.)

S&P

CNBC: Investing

JULY 15, 2025

upside from Monday's close. Year to date, the stock has soared more than 38%, outperforming the S & P 500's gain of more than 6% in the same period. Akamine's rating on National Fuel Gas Company is just one of two strong buy or buy ratings on Wall Street, per LSEG data.

Stock