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.
This hyperscaler made Goldman Sachs' list of top picks for October
Goldman Sachs refreshed its list of top stock picks for October, adding five buy-rated names to its roster. The five new additions to the firm's so-called 'U.S. Conviction List — Director's Cut' are Amazon, Burlington Stores, Huntington…
The next weak link in Europe's bond market? UBS has a new short position
Global bond markets are in turmoil, with U.S., U.K., French and German government debt all coming under heavy selling pressure in recent days — and now UBS Investment Bank sees a new pressure point in Europe's sovereign debt space. Reinout…
Politics And The Markets 10/02/26
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…
Prediction: This Artificial Intelligence (AI) Chip Stock Will Make a Big Move in October (Hint: It's Not Micron)
Micron Technology delivered impressive results for the fourth quarter of fiscal 2026 on Sept. 30, indicating that the artificial intelligence (AI) infrastructure boom is alive and well. Micron makes memory and storage chips that play a critical…
How Healthcare CFOs Can Prepare For The Future Of Care
Healthcare is changing as more patients receive preventive, outpatient and home-based care. For CFOs, this shift raises an important question: Are they putting money into the places and services where patients will actually receive care in the…
Bank of America Corp DE Makes New Investment in National Presto Industries, Inc. $NPK
Bank of America Corp DE acquired a new stake in shares of National Presto Industries, Inc. (NYSE:NPK - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired…
Rogers Communications: MLSE Ownership Clears Deleveraging Runway, But Neutral On Leverage
Rogers Communications has acquired 100% of Maple Leaf Sports and Entertainment for C$4.35bn, unlocking strategic control and potential for Rogers Sports monetization. RCI's leverage rises to 4.2x net debt/EBITDA post-transaction, raising market…
View: Saudi market reforms could stall IPO recovery
Saudi Arabia's recently appointed stock market regulator has had a whirlwind few weeks. Mazen Al-Sudairi is leading an overhaul of the Capital Market Authority's rules, one of the kingdom's biggest revamps since it opened its stocks to foreign…
Nike: China Reset Overshadows North American Resilience; Reiterate Neutral (NYSE:NKE)
Nike faces significant headwinds, notably a 26% revenue decline in China, driving a neutral stance on the stock. FY2027 guidance points to high single-digit revenue decline and deleveraging, with cost discipline and resilient gross margins…
SpaceX climbs 7% amid launch milestones (SPCX:NASDAQ)
Analysts cited Starship, Starlink V3, mobile connectivity, AI infrastructure, launch services, and Grok Bot as key company growth drivers. Key concerns include capital intensity, ongoing cash losses outside Starlink, potential equity dilution…
Hewlett Packard Enterprise climbs 7% to new 52-week high (HPE:NYSE)
Recent stock gains were driven by a $1.2B AMD Helios AI order from Vultr, improved networking and Juniper-related synergy outlooks, and continued bullish sentiment around AI infrastructure demand. Risks cited include margin normalization as the…
Stocks making the biggest moves midday: Tesla, Broadcom, Nike, ON Semiconductor & more
Check out some of the companies making the biggest moves midday: Tesla — Elon Musk 's electric vehicle maker rose 5% after reporting third-quarter deliveries above Street expectations. Tesla delivered 486,532 vehicles in the latest…
WEG S.A. (WEGZY) Analyst/Investor Day Transcript
WEG S.A. (WEGZY) Analyst/Investor Day October 2, 2026 7:30 AM EDT André Salgueiro - Finance Director & Investor Relations Officer & Member of Executive Board Alberto Kuba - CEO & Member of Executive Board André Rodrigues - CFO…
GM's Mary Barra says 'I'm done making predictions'-but sees fully autonomous driving in 2028
GM's Mary Barra: “ I'm done making predictions.” Markets: Sweet relief. How GPTZero became a $30 million AI-detection business. Bank of America's ‘sell' warning. The unstoppable American consumer is running through their…
British American Tobacco p.l.c. (BTI) Analyst/Investor Day Transcript
British American Tobacco p.l.c. (BTI) Analyst/Investor Day September 29, 2026 8:00 AM EDT Victoria Buxton - Head of Investor Relations David Waterfield - Member of Management Board Tadeu Marroco - CEO, Member of Management Board & Executive…
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