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.
Bold Prediction: Bitcoin Will Hit $140,000 This Year, According to This Wall Street Investment Bank
Bitcoin (BTC +1.38%) is currently trading at $73,000. That's 42% off its all-time high of $126,000 from October and well below where anyone thought it would be in 2026. Yet optimism hasn't disappeared. Wall Street investment bank TD Cowen, a unit…
Politics And The Markets 04/18/26
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…
Wall Street bets against AI with financial weapons of mass destruction
The toxic assets that helped crash the economy in 2008 are roaring back, and this time Wall Street is offering them to bet on an AI crash. Giant tech companies are building huge AI data centers across the US as fast as they can, and they've taken…
Market pros share 3 investments to load up on after the Strait of Hormuz reopening
The stock market was in party mode on Friday after Iran announced the Strait of Hormuz was open again. The development came as a massive relief to investors who had been fretting that a prolonged obstruction of energy flows could keep oil prices…
Financials Up on Strong Earnings - Financials Roundup
Shares of banks and other financial institutions rose after a strong earnings season for the sector. Boston custodian bank and asset manager State Street hit all-time highs after it posted first-quarter profit growth as recent market volatility…
Citizens Financial Group, Inc. (CFG) Stock Forecasts
Based in Providence, Rhode Island, Citizens Financial Group Inc. operates as the bank holding company for Citizens Bank, National Association and Citizens Bank of Pennsylvania. As of July 17, 2025, the company had approximately 17,000 employees in…
The CEO of Noc Coffee on his live-slow philosophy for the weekends
Enzo Chang's upbringing was the varied one of a Hong Kong kid who juggled different extracurricular activities. “My mother helped me find my passion, but we weren't able to find one specific thing that I was really good at. That might be why…
This biopharma stock could more than double on oral eczema treatment, Goldman Sachs says
Corvus Pharmaceuticals stock is looking like a steal as the company gets closer to releasing a new oral medication for a common chronic skin condition, according to Goldman Sachs. The investment bank has initiated coverage of Corvus Pharmaceuticals…
Banks weathered the storm of the Iran war. How did they do it and can they keep doing it?
Bank earnings confirmed one thing this week: The Iran war may be a major geopolitical upheaval, but not a financial one. March, the final month of the first quarter, was brutal on Wall Street. The conflict started on Feb. 28, and quickly sent oil…
WaFd targets 8%-12% active loan growth while pursuing 20% noninterest deposits by 2030 (NASDAQ:WAFD)
WaFd, Inc. returned to net loan growth, including inactive segments, with a 12% increase in the active portfolio and improved credit trends marked by a decrease in nonperforming assets from $203 million to $132 million. Management expects the net…
Autoliv reiterates 2026 adjusted operating margin of 10.5% to 11% and $1.2B operating cash flow, while flagging $90M raw material headwind (NYSE:ALV)
Heightened geopolitical uncertainty, higher raw-material costs, timing of tariff recovery, and working-capital volatility pose main risks, with mitigation planned via cost reductions, productivity improvements, and customer compensations.
Simmons signals high end of 9%-11% 2026 NII growth while targeting ~10.5% CET1 (NASDAQ:SFNC)
Earnings Call Insights: Simmons First National Corporation (SFNC) Q1 2026 CEO Jay Brogdon tied the quarter's loan momentum to multi-year internal changes, saying, “we've been focused on quality growth for really a few years now,”…
Independent Bank targets 3.90%-3.95% Q4 2026 NIM while reaffirming 1.40% ROA goal (NASDAQ:INDB)
Management raised its Q4 net interest margin target to 3.90%-3.95% while reaffirming returns of 1.40% ROA and 15% return on average tangible capital. Management highlighted increased nonperforming assets due mainly to office loans, modeled…
Cohen & Steers expects 40% compensation ratio and mid-single-digit G&A growth for 2026 amid ETF expansion (NYSE:CNS)
Management notes a strong $1.7 billion pipeline and continuing new mandates, expressing optimism that inflows will persist, supported by improved institutional advisory channel performance. Active ETF AUM grew from $378 million to $675 million over…
Ally expects 2026 NIM of 3.60%-3.70% while reiterating retail auto NCOs of 1.8%-2.0% (NYSE:ALLY)
Management reported Q1 adjusted EPS of $1.11 (up 90% YoY), a 3.52% NIM affected by lease headwinds, but reiterated full-year NIM guidance of 3.60-3.70%. Retail auto net charge-offs were at 1.8%-2.0% guidance; management noted consumer pressures…
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