Investment Banking Industry News
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Politics And The Markets 09/30/26
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Future Fund sells down stake in some semiconductor and chip companies, but still making money
How much has Australia's Future Fund profited from investing in weapons manufacturers in the last six months? How many SpaceX shares has it bought? How many Tesla shares has it sold? Australia's sovereign wealth fund published its latest…
Investors should stop panicking about the latest rise in bond yields. Here's why.
Try not to lose any more sleep over the latest bond market freakout. While, there's growing anxiety in markets that rising yields are about to cause something to break, some forecasters are urging calm, telling investors that the economy can handle…
Big Super fires up bid for Rio Tinto's power infrastructure
The world's second-largest miner, Rio Tinto, is selling $7 billion worth of infrastructure underpinning its mines in Western Australia and Canada. And Australia's $4.5 trillion superannuation system has got its emissaries lining up for a look. IFM…
Concentrix expects new business revenues to exceed $6b in 2027 while targeting 2.2x net leverage in 2027 (NASDAQ:CNXC)
Earnings Call Insights: Concentrix (CNXC) Q3 2026 'This quarter, we crossed the mark that 50% of our revenue now comes from businesses that we generated in the last 3 years that is very different than our traditional business.' (President, CEO &…
Uranium Energy outlines NNSA demand of 4 million pounds per year starting 2030 while advancing UR&C class 4 cost estimate by mid-2027 (NYSE:UEC)
Earnings Call Insights: Uranium Energy Corp. (UEC) Q4 fiscal 2026 “12 months ago, we produced uranium from only 1 mine in 1 state. Today, we produce from 2 mines in 2 states and are well underway in building a third at Seeking Alpha's…
PE heavy hitters Chris Hadley and Clark Perkins make joint bet on Lyka
Mixing business with friendship is often not advised, but high-profile private equity dealmakers Chris Hadley and Clark Perkins have set aside those worries, emerging as big backers of buzzy dog food brand Lyka. Hadley and Perkins, who founded…
Carnival expects $2.24 FY 2026 EPS as 2027 capacity rises 0.5% and customer deposits reach $7.6B (NYSE:CCL)
Earnings Call Insights: Carnival Corporation (CCL) Q3 2026 CEO Josh Weinstein said the company delivered “another excellent quarter with revenues, yields and reported net income all reaching new highs,” adding that “strong…
CarMax signals resumption of share repurchases while targeting $200M FY27 exit-rate savings (NYSE:KMX)
Earnings Call Insights: CarMax (KMX) Q2 fiscal 2027 'Used unit comps grew 13%, driven largely by improved price competitiveness' and 'earnings per share grew 81% year-over-year to $1.16' (CEO, President & Director Keith Barr). 'We scaled AI voice…
Hong Kong and China ready to back AIIB on climate and digital infrastructure: Paul Chan
Financial Secretary Paul Chan Mo-po stressed the urgent need for economies to strengthen climate resilience and digital infrastructure at the Asian Infrastructure Investment Bank (AIIB) annual meeting in Doha, Qatar, yesterday, with Hong Kong and…
Exclusive | Piper Sandler Holds Talks to Buy Perella Weinberg
Investment bank has been in talks to combine with advisory firm, according to people familiar with the matter, in a deal that would join two Wall Street firms known for their dealmaking. Piper Sandler, which has a market value of around $5 billion…
AAR targets 19% to 20% adjusted EBITDA margins in 3 to 4 years as it plans to close MRO Holdings deal in fiscal Q3 2027 (NYSE:AIR)
Management expects the acquisition to deliver higher margins and more consistent cash flow, supported by network effects, cross-selling opportunities, and SG&A savings, targeting adjusted EBITDA margins of 19%-20% over the next 3-4 years. AAR…
Jefferies' banking record overshadowed by asset management
Jefferies Financial Group's asset-management unit revenue slumped more than 50% in the fiscal third quarter, overshadowing a record quarter for the firm's investment bankers and equities traders. Net revenue in that business totalled US$85.6…
Firmus delays IPO bookbuild by two days after Meta deal boosts EBIT
Sarah Thompson has co-edited Street Talk since 2009, specialising in private equity, investment banking, M&A and equity capital markets stories. Prior to that, she spent 10 years in London as a markets and M&A reporter at Bloomberg and Dow Jones.
Hemnet Group AB (publ) (HMNTY) Discusses Strategic Plan Including Free Listing Format, Paid Package Changes, and Operational Restructuring Transcript
Hemnet Group AB (publ) (HMNTY) Discusses Strategic Plan Including Free Listing Format, Paid Package Changes, and Operational Restructuring September 29, 2026 9:00 AM EDT Jonas Gustafsson - Chief Executive Officer Peter Messner - Chief Financial…
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