Investment Banking Industry News
A collection of Investment Banking latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Politics And The Markets 02/05/26
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor…
Financial Services Roundup: Market Talk
The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0838 GMT – UBS Group beat fourth-quarter earnings expectations thanks in part to the results of its investment bank…
Vishay projects quarterly revenue growth in 2026 as AI, automotive and industrial demand accelerate (NYSE:VSH)
Earnings Call Insights: Vishay Intertechnology (VSH) Q4 2025 Joel Smejkal, President, CEO & Director, reported fourth quarter revenue of $801 million, which was “slightly above the midpoint of our guidance of $790 million and 1.3% higher…
Natural Health Trends outlines $1.5M cost savings for 2026 as restructuring nears completion (NASDAQ:NHTC)
Earnings Call Insights: Natural Health Trends Corp. (NHTC) Q4 2025 Chris Sharng, President, stated that 'in the fourth quarter, we delivered a 3% sequential increase in revenue over the preceding third quarter,' highlighting a 'more balanced' full…
What this fundie is buying to offset a rout in US tech
Ben Arnold is an investment director on the Schroder Global Value Team based in Sydney. The global firm oversees more than $1.6 trillion in assets. What are you looking for from the US earnings season? Joanne Tran is The Australian Financial…
Connection targets 200 basis point market outperformance in 2026 with expanded AI-enabled solutions (NASDAQ:CNXN)
Earnings Call Insights: PC Connection, Inc. (CNXN) Q4 2025 Timothy McGrath, President & CEO, shared that 'in the fourth quarter, we delivered record gross profit in our Business Solutions and Enterprise Solutions segments as they each performed…
CDW targets mid-single-digit EPS growth in 2026 as AI momentum builds across markets (NASDAQ:CDW)
Earnings Call Insights: CDW Corporation (CDW) Q4 2025 Christine Leahy, Chair of the Board, President & CEO, opened by stating, 'The team delivered a strong finish to a complex year, and fourth quarter results exceeded our expectations, results that…
Oaktree signals stable earnings and $314M new investment deployment while navigating AI, credit market shifts (NASDAQ:OCSL)
Earnings Call Insights: Oaktree Specialty Lending Corporation (OCSL) Q1 2026 Mathew Pendo, President, stated, 'This year is off to a good start, and we delivered solid results for the first fiscal quarter of 2026. Adjusted net investment income for…
Houlihan Lokey: Other Mid-Market Players Getting More IB Growth (NYSE:HLI)
Houlihan Lokey's restructuring revenues have been subject to timing effects, which will penalise their performance relative to peers in Q4. In general, we've seen better Investment Banking performances from some other mid-market picks. Large-ticket…
I spent the day with Wall Street elites as AI fears swept the stock market. Here's how they responded in real time.
Most people flock to Palm Beach for sunshine and an escape. But on Tuesday, Wall Street's elite got 40-degree weather and nonstop talk about one company: Anthropic. As the morning session of The Wall Street Journal's Invest Live event kicked off…
Horace Mann outlines 10% core EPS growth target for 2026, backed by record 2025 results and expanded educator market reach (NYSE:HMN)
Earnings Call Insights: Horace Mann Educators Corporation (HMN) Q4 2025 Marita Zuraitis, President and CEO, stated that Horace Mann reported record 2025 full year core earnings per share of $4.71 and a shareholder return on equity of 12.4%.
Scott Galloway predicts OpenAI could pull its IPO amid AI 'vibe shift' as investors 'gag' on Trump proximity, questionable revenue
Despite industry forecasts for a blockbuster resurgence in initial public offerings in the coming year, NYU Stern marketing professor and tech analyst Scott Galloway has issued a contrarian warning about the crown jewel of the AI boom. Speaking on…
Flex outlines $350M revenue guidance increase amid robust data center and AI growth (NASDAQ:FLEX)
Earnings Call Insights: Flex Ltd. (FLEX) Q3 2026 CEO Revathi Advaithi highlighted another exceptional quarter, reporting 'revenue came in at $7.1 billion, up 8% versus last year, and adjusting operating margin was 6.5%... adjusted EPS of $0.87 up…
Silver gives back two days of gains amid a broader market rotation
Silver prices slumped as precious metals came under renewed pressure amid a broader market pullback. The spot silver price was 9.2% lower around $80.05 per troy ounce at 2:27 a.m. ET on Thursday. Prices had dropped as much as 17% earlier in the…
Korea's 2026 growth outlook average among global IBs raised to 2.1%
Major global investment banks (IBs) have upgraded their forecasts for Korea's economic growth this year, citing an upcycle of the global semiconductor industry, a report by a financial organization said Thursday. The average forecast for economic…
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