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.
A lesser known area of the AI market is set for its biggest boom since 2022. Buy this stock to play the trend, Morgan Stanley says
Dynatrace is likely to surge as observability, a subset of the artificial intelligence market, is poised for its biggest boom in roughly four years, according to Morgan Stanley. The investment bank upgraded software cybersecurity name to overweight…
Iconic Bitcoin mine pivots to AI as industry turns back on crypto
Joe Tidy Cyber correspondent, BBC World Service Companies that once filled warehouses with computers to earn Bitcoin - a process known as mining - are now using that computing power for AI. Bitcoin mining companies invested large sums on giant…
Iconic Bitcoin mine pivots to AI as industry turns back on crypto
Companies that once filled warehouses with computers to earn Bitcoin - a process known as mining - are now using that computing power for AI. Bitcoin mining companies invested large sums on giant banks of powerful computers as the price of Bitcoin…
Dycom Industries extends retreat with another 7% drop; earnings on tap (DY:NYSE)
Shares of Dycom Industries (DY), a specialty contractor serving digital infrastructure, telecommunications, and utility customers, tumbled more than 7% on Tuesday. This extended a recent losing streak, with the stock in danger of closing lower in…
Citi Trends raises FY2026 outlook to 9%-11% comps and $38M-$42M adjusted EBITDA while targeting ~20 new stores (NASDAQ:CTRN)
Earnings Call Insights: Citi Trends (CTRN) Q2 2026 CEO Kenneth Seipel said Q2 was “defined by consistency,” adding that “consistency has continued into the back-to-school season” and that Q3-to-date performance implies…
Politics And The Markets 08/25/26
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 Memory Stock Will Soar 165% in 3 Years (Hint: It's not Micron or Sandisk)
Artificial intelligence (AI) data centers require substantial storage capacity, which isn't surprising, as they must train large language models (LLMs) with billions or trillions of parameters using enormous amounts of data. Also, running inference…
Inside The Private-Market Divide: EquityZen's Phil Haslett On AI, SaaS And Secondaries
As startups stay private longer, the market for buying and selling shares in venture-backed companies before they go public has become increasingly active — and heated. EquityZen has been operating in that market since 2013. The New…
Futu Holdings: Raising Valuation Estimates As Overseas Expansion And ECM Power Growth
Futu Holdings is raised to an $184–$245/share target, with a midpoint of $192, implying 56% upside. Q2 results exceeded expectations, with 35.6% y/y revenue growth driven by robust trading volume, margin financing, and strong ECM and…
UK firm plans major £55m Africa expansion to create 'energy grid of the future'
A British green technology company is seeking to help create Africa 's 'energy grid of the future' to reduce reliance on fossil fuels after signing an agreement to invest up to $75 million (£55m) in Nigeria by 2030. The company, MOPO –…
NCino forecasts fiscal 2027 revenue of $644M-$647M while trimming U.S. mortgage outlook (NASDAQ:NCNO)
Earnings Call Insights: nCino (NCNO) Q2 fiscal 2027 'We continue to deliver on our commitments, once again outperforming all financial guidance metrics and find ourselves very well positioned for the second half of this fiscal year and beyond.'…
Deutsche Bank AG Invests $13.33 Million in StoneX Group Inc. $SNEX
Deutsche Bank AG bought a new position in shares of StoneX Group Inc. (NASDAQ:SNEX - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought…
QumulusAI outlines 18 MW HPC capacity plan by year-end 2026 as signed contract value reaches $282.5M (NASDAQ:QMLS)
Earnings Call Insights: QumulusAI, Inc. (QMLS) Q2 2026 “This is our first call as a public company,” Michael Maniscalco (Chairman & CEO) said, framing Q2 as a proof point for QumulusAI's “hyper speed rather than…
HK luxury home rents to rise 5pc in 2026 as expat influx surging: JLL
Hong Kong's luxury home rents are projected to rise by about 5 percent in 2026 as expat relocation demand continues to strengthen, with further increases expected into 2027. SCROLL TO CONTINUE WITH CONTENT According to JLL's latest Hong Kong…
Semtech projects $410M Q3 FY2027 revenue with 45% sequential data center growth as cellular module divestiture advances (NASDAQ:SMTC)
Earnings Call Insights: Semtech (SMTC) Q2 FY2027 'The Semtech team executed exceptionally well this quarter, delivering record revenue across our key focus areas' (President, CEO & Director Hong Hou). 'Revenue was $342 million' and 'earnings per…
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