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.
Bulge Bracket Billions
Bespoke Investment Group 48.92K Followers Industry-wide revenues (using these five large names as a proxy) dropped 15%, or $9.1bn, though they were still up over 15% YoY. Secondary market revenues (sales & trading) are by far the largest source of…
JPMorgan Chase: Leverage A Concern To Future Earnings (Downgrade To Hold) (NYSE:JPM)
JPMorgan Chase & Co. missed Q3 earnings and revenue expectations, prompting a downgrade to hold for the next quarter. Robust loan growth of 2.8% in Q3 and 10.6% YoY supported net interest income, while deposit growth remained strong at over 9% YoY.
Politics And The Markets 10/16/26
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…
Truist Shifts Investment Toward Deposits and Digital Banking
An earnings call Friday (Oct. 16) indicated that the new Truist CEO, Mike Lyons, wants a larger share of customers' primary banking relationships. Average deposits rose 3.6% from a year earlier and 1.4% from the second quarter, driven mainly by…
Anthropic and General Catalyst: the market is mispricing resilience
In 2001, Amazon's stock had fallen roughly 95% from its peak and many of its dotcom peers were in liquidation. But Amazon had spent 1999 building fulfillment capacity far ahead of demand, expanding from 300,000 square feet to more than five…
The IPO drought is driving private equity-owned companies to the debt market to pay investors
Private equity firms are using more dividend recaps as IPOs and company sales remain subdued. Moody's says EMEA PE-backed companies have about 41 billion euros ($46 billion) of additional debt capacity. More debt can return cash to investors but…
Loop outlines 45,000-tonne India plant, targets construction start in Q1 2027 and completion by end of 2028 (NASDAQ:LOOP)
Earnings Call Insights: Loop Industries (LOOP) Q2 2027 “Our Indian joint venture with Ester Industries has made the decision to reduce the capacity of the first facility in India from 70,000 kilotonnes (sic) [ tonnes ] to 45,000 kilotonnes…
Travelers expects more than $3.6B fixed income net investment income in 2027, while raising cyber quota share cession (NYSE:TRV)
Earnings Call Insights: The Travelers Companies, Inc. (TRV) Q3 2026 'We're pleased to report excellent third quarter results' with 'very strong underwriting performance across all 3 segments' and 'a record result from our investment portfolio,' and…
Rocket Lab extends losing streak with another 8% retreat (RKLB:NASDAQ)
SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. Rocket Lab Corporation (RKLB) dropped almost 8% on Friday, closing at $50.84 and falling $4.41 on the day. The…
Okta slumps 10% as recent profit-taking continues (OKTA:NASDAQ)
SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. Shares of Okta (OKTA), a cloud-based identity security company, dropped just over 10% on Friday. The stock…
Twilio falls 11% on sector-wide selling (TWLO:NYSE)
SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. Twilio (TWLO) shares tumbled almost 11% on Friday, ending at $244.37 and shedding $29.03 from the previous…
History Says a Stock Market Sell-Off Is Coming Eventually. Here's the Smartest ETF to Buy Right Now.
It's been a very good time to invest in the stock market. The current bull market run is well underway, with the S&P 500 (^GSPC +0.33%) up 78%, the Nasdaq Composite (^IXIC +0.08%) surging 99%, and the Dow Jones Industrial Average (^DJI +1.08%)…
Palantir Technologies declines 7% amid broader tech selloff (PLTR:NASDAQ)
SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. Palantir Technologies (PLTR) sank more than 7% on Friday, closing at $186.03 following a decline of $14.47.
Prediction: A $10,000 Investment in This Artificial Intelligence (AI) Hardware Stock Will At Least Double by 2030 (Hint: It's Not Nvidia or Micron)
Nvidia and Micron Technology have made investors significantly richer over the past five years, and there is a solid chance that both artificial intelligence (AI) hardware specialists will surge higher by the end of the decade amid strong demand…
Regions expects Q4 2026 net interest income up 1%-2% as deposit platform conversion targets mid-2027 (NYSE:RF)
Earnings Call Insights: Regions Financial Corporation (RF) Q3 2026 “Earlier this morning, we reported earnings of $611 million, resulting in earnings per share of $0.71. On an adjusted basis, earnings were $622 million or $0.73 per…
Receive a Daily briefing on Investment Banking Industry News
Get Started