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.

seekingalpha.com - Labutes IR - Lazard: Attractive Yield Is Not Enough To Buy Its Shares (NYSE:LAZ)
Lazard: Attractive Yield Is Not Enough To Buy Its Shares (NYSE:LAZ)
Seeking Alpha

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…

scmp.com - Karen Tian - Wall Street giants lead China-profit surge despite market polarisation
Wall Street giants lead China-profit surge despite market polarisation
South China Morning Post

Overseas-invested securities firms collectively saw income from their China businesses skyrocket in 2025, as combined net profits climbed more than fourfold from a year earlier to 2.65 billion yuan (US$390 million), according to their annual…

seekingalpha.com - Political Comments - Politics And The Markets 05/09/26
Politics And The Markets 05/09/26
Seeking Alpha

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…

seekingalpha.com - SA Transcript Insights Editor - Miller Industries expects $850M-$900M 2026 revenue amid 3% price increase and production pause (NYSE:MLR)
Miller Industries expects $850M-$900M 2026 revenue amid 3% price increase and production pause (NYSE:MLR)
Seeking Alpha

Earnings Call Insights: Miller Industries (MLR) Q1 2026 'We entered the year with strong momentum' and management said actions taken in 2025 to 'reduce field inventory' and 'strengthen our supply chain' helped support 'solid sequential revenue…

marketwatch.com - Mark Hulbert - AI is 'absolutely useless' at forecasting inflation. This proven model is 12 times more accurate.
AI is 'absolutely useless' at forecasting inflation. This proven model is 12 times more accurate.
MarketWatch

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…

marketbeat.com - Baker Boyer National Bank Makes New Investment in Emerson Electric Co. $EMR
Baker Boyer National Bank Makes New Investment in Emerson Electric Co. $EMR
MarketBeat

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…

seekingalpha.com - SA Transcript Insights Editor - RGA outlines $400M 2026 deleveraging plan while targeting 20%-30% capital return (NYSE:RGA)
RGA outlines $400M 2026 deleveraging plan while targeting 20%-30% capital return (NYSE:RGA)
Seeking Alpha

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…

seekingalpha.com - SA Transcript Insights Editor - ISG targets Q2 revenue of $62.5M-$63.5M as AI-related revenue reaches $21M in Q1 (NASDAQ:III)
ISG targets Q2 revenue of $62.5M-$63.5M as AI-related revenue reaches $21M in Q1 (NASDAQ:III)
Seeking Alpha

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…

scmp.com - Ben Jiang - Exclusive | Baidu chip unit eyes US$14.7b valuation in Hong Kong IPO: sources
Exclusive | Baidu chip unit eyes US$14.7b valuation in Hong Kong IPO: sources
South China Morning Post

Kunlunxin, the artificial intelligence chip unit of Chinese tech giant Baidu, is seeking a valuation of at least 100 billion yuan (US$14.69 billion) for its Hong Kong stock exchange listing, according to two people familiar with the matter. The…

seekingalpha.com - SA Transcript Insights Editor - Geospace outlines ~$12M annualized cost savings following ~20% workforce reduction as PRM revenue curve extends into 2027-2028 (NASDAQ:GEOS)
Geospace outlines ~$12M annualized cost savings following ~20% workforce reduction as PRM revenue curve extends into 2027-2028 (NASDAQ:GEOS)
Seeking Alpha

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…

cnbc.com - Liz Napolitano - Coach handbag parent tumbled 12% after earnings. JPMorgan tells clients to buy the dip
Coach handbag parent tumbled 12% after earnings. JPMorgan tells clients to buy the dip
CNBC

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…

seekingalpha.com - SA Transcript Insights Editor - Legacy Housing expects 200 to 300 high-margin workforce units delivered in Q2 2026 as Section 45L credit sunsets June 30 (NASDAQ:LEGH)
Legacy Housing expects 200 to 300 high-margin workforce units delivered in Q2 2026 as Section 45L credit sunsets June 30 (NASDAQ:LEGH)
Seeking Alpha

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…

koreatimes.co.kr - Yonhap - LVMH CEO Arnault to visit Seoul next week: sources
LVMH CEO Arnault to visit Seoul next week: sources
The Korea Times

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…

seekingalpha.com - SA Transcript Insights Editor - Calumet outlines $1-$2 per gallon SAF premium contracts while ramping MaxSAF 150 expansion (NASDAQ:CLMT)
Calumet outlines $1-$2 per gallon SAF premium contracts while ramping MaxSAF 150 expansion (NASDAQ:CLMT)
Seeking Alpha

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…

seekingalpha.com - SA Transcript Insights Editor - Mercer outlines $60M-$80M 2026 CapEx plan as special committee reviews liquidity options (NASDAQ:MERC)
Mercer outlines $60M-$80M 2026 CapEx plan as special committee reviews liquidity options (NASDAQ:MERC)
Seeking Alpha

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…

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