Portfolio and Transportation - Investment Banking Today

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

CNBC: Investing

JUNE 6, 2025

securitized products and a portfolio manager at Janus. CLOs in your portfolio While CLOs can be an attractive part of your income portfolio, investors should make sure they are diversified. Skip Navigation Markets Pre-Markets U.S. Some $4 billion has moved into the fund so far this year, according to FactSet.

Portfolio

Portfolio Investors Investment Funds

Re-risking your portfolio: Investor John Davi's picks for the second half of 2025

CNBC: Investing

JULY 4, 2025

" "It's time to re-risk your portfolio," Davi said, at a time when markets are likely to rally further over the coming six months. The fund's last 12 months' distribution yield is 4.17%, its net expense ratio is 0.55% and the average price-to-earnings ratio of its portfolio is 16.2

Portfolio

Portfolio Investors S&P Stock

Qualcomm to acquire semiconductor firm Alphawave Semi for $2.4B

TechCrunch: M&A

JUNE 9, 2025

Qualcomm has sought to diversify its portfolio as it faces headwinds, including a weakening smartphone market — smartphone processors make up a big portion of Qualcomm’s revenue — and potentially tariffs. Qualcomm has agreed to acquire Alphawave Semi, a U.K. The deal is expected to close during the first calendar quarter of 2026.

Mergers and Acquisitions

Mergers and Acquisitions Media Entertainment Acquisitions

Gabelli Funds highlights the AI stocks to buy as craze continues

CNBC: Investing

JUNE 28, 2025

The portfolio manager of the Gabelli Growth Fund has significant exposure to the "Magnificent Seven" companies, with Microsoft, Nvidia and Amazon being its top three holdings. Skip Navigation Markets Pre-Markets U.S.

Funds

Funds Stock Investment Portfolio Management

Goldman's top trades for this upcoming earnings season

CNBC: Investing

JULY 12, 2025

Skip Navigation Markets Pre-Markets U.S.

Trading

Trading S&P Stock Healthcare

Bank of America downgrades hot IPO and Nvidia derivative CoreWeave, citing valuation

CNBC: Investing

JUNE 16, 2025

Skip Navigation Markets Pre-Markets U.S.

IPO

IPO Valuation Bank Banking

Wall Street strategist Tom Lee is aiming to create the MicroStrategy of Ethereum

CNBC: Investing

JUNE 30, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock IPO Media Investment

JPMorgan likes this chipmaker ahead of earnings next week

CNBC: Investing

JUNE 20, 2025

Skip Navigation Markets Pre-Markets U.S.

Media

Media Portfolio Stock Investment

Stay away from these two big U.S. banks as valuations grow stretched, Baird says

CNBC: Investing

JUNE 27, 2025

Skip Navigation Markets Pre-Markets U.S. 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.

Valuation

Valuation Bank Banking S&P

Tom Lee's Granny Shots ETF is crushing the market and raking in cash

CNBC: Investing

JULY 11, 2025

The result is a portfolio of about 35 S&P 500 stocks, rebalanced every three months. Skip Navigation Markets Pre-Markets U.S. to 7.8%, according to FactSet. Top holdings currently include Robinhood , Oracle and Advanced Micro Devices.

Funds

Funds S&P Stock Investment

Bank of America says these five stocks have more room to run

CNBC: Investing

JULY 12, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock Bank Banking Business

Buy Nvidia, Broadcom and these other underappreciated AI plays, Goldman Sachs says

CNBC: Investing

JULY 10, 2025

"We see the stock's premium valuation as justified by the visibility provided by sole-sourcing at silicon accounts and the mission-critical nature of its software portfolio." Skip Navigation Markets Pre-Markets U.S. " Schneider also likes Cadence, which makes software and hardware for chip design.

Stock

Stock Investment Media Portfolio

UBS gives 3 key AI stocks to own from here

CNBC: Investing

JUNE 26, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock Investment Media Finance

S&P 500 guessing game: Who's next to be included, according to Stephens

CNBC: Investing

JULY 10, 2025

Skip Navigation Markets Pre-Markets U.S.

S&P

S&P Stock Asset Management Media

Goldman Sachs says buy these five stocks that are set to rally

CNBC: Investing

JUNE 14, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock Investment Media Shares

Financial advisors are turning to this asset class for diversification and stability as uncertainty rocks markets

CNBC: Investing

JUNE 18, 2025

"This use of alternatives as an asset class is a natural evolution in the process of bringing greater diversification and greater consistency of portfolio performance as a whole," said Paul Brahim, certified financial planner and managing director at Wealth Enhancement Group in Pittsburgh. Skip Navigation Markets Pre-Markets U.S.

S&P

S&P Portfolio Investment Funds

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

CNBC: Investing

JUNE 27, 2025

"For long-term investors, preferreds can provide high-quality, diverse, and durable portfolio income," Sileo wrote. More In Income Investing This Morningstar ‘outstanding’ portfolio manager nominee once served in Iraq. Skip Navigation Markets Pre-Markets U.S.

Securities

Securities Investment Stock Portfolio

Goldman's winning options strategy for the upcoming earnings season

CNBC: Investing

JULY 11, 2025

"When applied strategically across a portfolio, we find this overlay can provide a hedge or amplify upside exposure should the market make a correlated up or down move." Skip Navigation Markets Pre-Markets U.S.

Stock

Stock S&P Media Investment

HSBC downgrades JPMorgan Chase, adopts 'a more cautious stance' on bank stocks

CNBC: Investing

JULY 8, 2025

Skip Navigation Markets Pre-Markets U.S.

Bank

Bank Banking Stock Universal Banks

JPMorgan says shares of this little-known online lender can rally more than 50%

CNBC: Investing

JULY 2, 2025

Skip Navigation Markets Pre-Markets U.S.

Shares

Shares Media Stock Investment

Bank of America says buy these five stocks that are set to rally

CNBC: Investing

JUNE 7, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock Bank Banking Media

JPMorgan likes these 3 digital banking pure plays, predicting one will rally nearly 50%

CNBC: Investing

JUNE 18, 2025

Skip Navigation Markets Pre-Markets U.S.

Bank

Bank Banking Stock Media

Guggenheim lifts Oracle price target to highest on the Street

CNBC: Investing

JUNE 18, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock Media Investment Finance

This semiconductor stock could have more room to run after a strong first half, says UBS

CNBC: Investing

JULY 4, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock S&P Media Investment

Forget altcoins. These stocks are the best way to play the crypto space in the second half, Wolfe says

CNBC: Investing

JULY 7, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock S&P Media Investment

Cisco portfolio for transportation: What can we help you solve today?

Cisco: M&A

OCTOBER 4, 2023

At Cisco, we are building the bridge between our customer’s desired business outcomes and our technology that enables them. To help us do this effectively, we have developed an interactive, ind… Read more on Cisco Blogs

Transportation

Transportation Portfolio Business

Stay away from Goldman Sachs after monster rally this year, Citizens says

CNBC: Investing

JULY 14, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock Media Investment Business

These stocks, including Oracle, are among the most overbought on Wall Street

CNBC: Investing

JUNE 14, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock S&P Investment Media

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

CNBC: Investing

JUNE 23, 2025

Skip Navigation Markets Pre-Markets U.S. stock market's rally in recent years, propelled by optimism surrounding artificial intelligence (AI) and semiconductor demand.

S&P

S&P Investment Stock Media

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

CNBC: Investing

JUNE 13, 2025

Skip Navigation Markets Pre-Markets U.S.

Securities

Securities Stock Media Investment

Nvidia shares retake AI leadership role. Wall Street is bullish going forward

CNBC: Investing

JUNE 29, 2025

Skip Navigation Markets Pre-Markets U.S.

Shares

Shares Stock Investors Investment

Analyst Dan Ives rode in a Tesla robotaxi and said it exceeded his expectations

CNBC: Investing

JUNE 23, 2025

Skip Navigation Markets Pre-Markets U.S.

IT

IT Media Stock Investment

Wedbush's Dan Ives raises Palantir target, sees it as top software stock to play AI revolution

CNBC: Investing

JULY 10, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock IT Media Investment

Greening the Bottom Line: M&A Heats the Race for Sustainable Innovation

Sun Acquisitions

DECEMBER 16, 2024

The combined entity would possess the firepower to bring next-generation electric vehicles to market faster and at scale, disrupting the traditional auto industry and pushing the boundaries of clean transportation. Innovation on Fast Forward M&A fosters a unique environment for accelerated innovation.

M&A

M&A Mergers and Acquisitions Collaboration Private Equity

Bitcoin is primed for a surge to fresh all-time highs above $130,000, according to the charts

CNBC: Investing

JUNE 10, 2025

We hold the iShares Bitcoin ETF (IBIT) in two of our growth-focused portfolios at Inside Edge. in our Active Opportunities Portfolio. Skip Navigation Markets Pre-Markets U.S. With such strong fundamental, macro and technical backdrops, I think it's time to increase the position size for our investors.

S&P

S&P Portfolio Investment M&A

Bank of America says buy these five stocks that are set to rally in the second half

CNBC: Investing

JUNE 28, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock Bank Banking Shares

Breakup rumors at Kraft Heinz prompt speculation Berkshire Hathaway may be selling its stake

CNBC: Investing

JULY 14, 2025

Skip Navigation Markets Pre-Markets U.S.

IT

IT Stock Media Investment

Buy the dip on these credit card giants as stablecoin weakness is overblown, says Wells Fargo

CNBC: Investing

JUNE 24, 2025

Skip Navigation Markets Pre-Markets U.S.

Media

Media Stock Accountant Investment

Bank of America analyst really loves this Wall Street stock, sees it rallying to $700

CNBC: Investing

JUNE 12, 2025

Skip Navigation Markets Pre-Markets U.S.

Stock

Stock Bank Banking IT

Noted JPMorgan analyst sees shares of Coach retailer jumping more than 30%

CNBC: Investing

JUNE 16, 2025

Skip Navigation Markets Pre-Markets U.S.

Retail

Retail Shares Stock Media

Play this natural gas stock for a big breakout, says Carter Worth

CNBC: Investing

JUNE 27, 2025

Skip Navigation Markets Pre-Markets U.S. A breakout here not only would represent a breakout to a new 52-week high; it would also be a move above the stock's former highs of a decade ago.

Stock

Stock Investment Media Transportation

How to play the outperforming financials sector as the second half of 2025 kicks off

CNBC: Investing

JUNE 30, 2025

Skip Navigation Markets Pre-Markets U.S.

S&P

S&P Stock Media Investment

Qualcomm acquires Autotalks to boost Snapdragon’s automotive safety technology, reportedly for $350-400M

TechCrunch: M&A

MAY 8, 2023

Qualcomm said the plan will be to integrate Autotalks’ V2X (vehicle-to-everything) communication tech into its mobility-focused Snapdragon Digital Chassis portfolio. It has been our mission to revolutionize safety for the transportation and automotive industry through our V2X solutions,” added Hagai Zyss, CEO of Autotalks. “We

Transportation

Transportation Architecture IT Investment

PCE Welcomes Bradley Scharfenberg as Vice President, M&A

PCE

JUNE 9, 2025

Contact Careers Client Login WHO WE ARE Show submenu for WHO WE ARE LEADERS TEAM CAREERS TRANSACTIONS FINANCIAL SOLUTIONS Show submenu for FINANCIAL SOLUTIONS MERGERS & ACQUISITIONS Show submenu for MERGERS & ACQUISITIONS Sell-side Buy-side Capital Raise Fairness Opinions EMPLOYEE OWNERSHIP Show submenu for EMPLOYEE OWNERSHIP ESOP Feasibility (..)

M&A

M&A Mergers and Acquisitions Valuation Capital Raising

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

Re-risking your portfolio: Investor John Davi's picks for the second half of 2025

Trending Sources

Qualcomm to acquire semiconductor firm Alphawave Semi for $2.4B

Gabelli Funds highlights the AI stocks to buy as craze continues

Goldman's top trades for this upcoming earnings season

Bank of America downgrades hot IPO and Nvidia derivative CoreWeave, citing valuation

Wall Street strategist Tom Lee is aiming to create the MicroStrategy of Ethereum

JPMorgan likes this chipmaker ahead of earnings next week

Stay away from these two big U.S. banks as valuations grow stretched, Baird says

Tom Lee's Granny Shots ETF is crushing the market and raking in cash

Bank of America says these five stocks have more room to run

Buy Nvidia, Broadcom and these other underappreciated AI plays, Goldman Sachs says

UBS gives 3 key AI stocks to own from here

S&P 500 guessing game: Who's next to be included, according to Stephens

Goldman Sachs says buy these five stocks that are set to rally

Financial advisors are turning to this asset class for diversification and stability as uncertainty rocks markets

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

Goldman's winning options strategy for the upcoming earnings season

HSBC downgrades JPMorgan Chase, adopts 'a more cautious stance' on bank stocks

JPMorgan says shares of this little-known online lender can rally more than 50%

Bank of America says buy these five stocks that are set to rally

JPMorgan likes these 3 digital banking pure plays, predicting one will rally nearly 50%

Guggenheim lifts Oracle price target to highest on the Street

This semiconductor stock could have more room to run after a strong first half, says UBS

Forget altcoins. These stocks are the best way to play the crypto space in the second half, Wolfe says

Cisco portfolio for transportation: What can we help you solve today?

Stay away from Goldman Sachs after monster rally this year, Citizens says

These stocks, including Oracle, are among the most overbought on Wall Street

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

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

Nvidia shares retake AI leadership role. Wall Street is bullish going forward

Analyst Dan Ives rode in a Tesla robotaxi and said it exceeded his expectations

Wedbush's Dan Ives raises Palantir target, sees it as top software stock to play AI revolution

Greening the Bottom Line: M&A Heats the Race for Sustainable Innovation

Bitcoin is primed for a surge to fresh all-time highs above $130,000, according to the charts

Bank of America says buy these five stocks that are set to rally in the second half

Breakup rumors at Kraft Heinz prompt speculation Berkshire Hathaway may be selling its stake

Buy the dip on these credit card giants as stablecoin weakness is overblown, says Wells Fargo

Bank of America analyst really loves this Wall Street stock, sees it rallying to $700

Noted JPMorgan analyst sees shares of Coach retailer jumping more than 30%

Play this natural gas stock for a big breakout, says Carter Worth

How to play the outperforming financials sector as the second half of 2025 kicks off

Qualcomm acquires Autotalks to boost Snapdragon’s automotive safety technology, reportedly for $350-400M

PCE Welcomes Bradley Scharfenberg as Vice President, M&A

Stay Connected