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.
Lazard: Attractive Yield Is Not Enough To Buy Its Shares (NYSE:LAZ)
Lazard lacks a durable competitive moat in investment banking or asset management, raising doubts about its ambitious growth targets. LAZ's business is highly cyclical, with recent revenue declines and volatile profitability tied to capital market…
Politics And The Markets 05/09/26
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…
Mexico: The Manufacturing Hub Of North America
A beneficiary of nearshoring, Mexico is a real economy market with indirect exposure to the AI infrastructure build-out. Recent relative outperformance driven by industrials and materials, with supportive valuations and a rate-cutting cycle. The…
AI is 'absolutely useless' at forecasting inflation. This proven model is 12 times more accurate.
A new study provides yet more evidence that investors exaggerate the forecasting ability of artificial intelligence. The study's authors found that ChatGPT doesn't even come close to matching the predictive accuracy of a low-tech model that has…
Baker Boyer National Bank Makes New Investment in Emerson Electric Co. $EMR
Baker Boyer National Bank acquired a new stake in Emerson Electric Co. (NYSE:EMR - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 7,950…
RGA outlines $400M 2026 deleveraging plan while targeting 20%-30% capital return (NYSE:RGA)
Management indicated recent favorable claims experience should not be overly emphasized, and much of the current benefit is deferred to future periods; there are no significant mortality trends to call out. The company assumes a 7% variable…
ISG targets Q2 revenue of $62.5M-$63.5M as AI-related revenue reaches $21M in Q1 (NASDAQ:III)
AI accounts for about a third of firm-wide revenue, with $21 million in Q1 and management emphasizing strong ongoing AI-related demand and future opportunity, particularly around governance and risk mitigation. The contract, valued up to $17…
Bank of America says stocks like Apple have plenty of upside following earnings
Bank of America named a slew of stocks that have more room to run following quarterly earnings. The firm said companies like Apple are firing on all cylinders heading into the remainder of 2026. Other stocks Bank of America rated buy and…
Geospace outlines ~$12M annualized cost savings following ~20% workforce reduction as PRM revenue curve extends into 2027-2028 (NASDAQ:GEOS)
Key drivers include progress on the PRM contract, diversification into Smart Water and industrial markets, and anticipated order conversion in ocean bottom seismic activity. Risks include customer inventory overhang affecting Smart Water…
Coach handbag parent tumbled 12% after earnings. JPMorgan tells clients to buy the dip
Tapestry is trading at an attractive level after its fiscal third-quarter earnings report added to investor concerns around demand for affordable luxury fashion, making now a good time to buy shares of the Coach owner, according to JPMorgan. The…
Legacy Housing expects 200 to 300 high-margin workforce units delivered in Q2 2026 as Section 45L credit sunsets June 30 (NASDAQ:LEGH)
Earnings growth resulted from reduced SG&A costs, slightly higher gross margins, and a temporarily lower effective tax rate, even as revenue fell slightly. Deposit-backed workforce housing orders, primarily in Texas, are expected to drive most…
LVMH CEO Arnault to visit Seoul next week: sources
LVMH Chairman and CEO Bernard Arnault is expected to visit Korea next week for the first time in three years, industry sources said Saturday. The chief of the world's largest luxury house is expected to visit local retail giant Shinsegae Inc.'s…
Mercer outlines $60M-$80M 2026 CapEx plan as special committee reviews liquidity options (NASDAQ:MERC)
Elevated fiber costs in Germany and Canada and weak demand/pricing for pulp and lumber are continuing to pressure Mercer's profitability, leading to negative net income and flat pulp sales volumes. Mercer missed a leverage covenant and secured a…
Main Street anticipates Q2 2026 DNII before taxes of at least $1.00 per share amid average pipelines (NYSE:MAIN)
Management implemented a $0.30 supplemental dividend, raised the regular dividend, and hinted at further supplements, acknowledging reduced nonrecurring income due to portfolio exits and emphasizing future proposals depend on ongoing investment…
Calumet outlines $1-$2 per gallon SAF premium contracts while ramping MaxSAF 150 expansion (NASDAQ:CLMT)
Calumet is strategically poised to capitalize on renewable fuels market tailwinds, with the Montana Renewables expansion completed on time and budget, aiming to increase SAF production and accelerate deleveraging. The organic chloride incident at…
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