Investors and Stock - Investment Banking Today

The Power of Preferred Stock: A Primer for VC, PE, and Founders

JD Supra: Mergers

OCTOBER 10, 2024

Preferred stock is a key financing instrument in the world of private equity (PE) and venture capital (VC), frequently used to balance the interests of investors and founders. By: DarrowEverett LLP

Stock

Stock Private Equity Finance Finance

Stock Slide as Investors Wrestle With Shifting Bets on Rate Cuts

The New York Times: Banking

SEPTEMBER 6, 2024

The stock market “can’t win” at the moment, said Andrew Brenner, head of international fixed income at National Alliance Securities. Heads I lose, tails I lose.”

Stock

Stock Investors Securities Financial Institution

UK investors’ stocks sell-off accelerates, ESG ‘boom ends’ – Calastone

Global Banking & Finance

SEPTEMBER 5, 2023

UK investors’ stocks sell-off accelerates, ESG ‘boom ends’ – Calastone LONDON (Reuters) – Investors in Britain dumped both stocks and bonds in August as they continued to opt for the safety of cash and money-market funds, according to data from fund network Calastone published on Tuesday.

Investors

Investors Stock Funds Government

FTC Imposes Nearly $1 Million Fine in HSR Enforcement Action Against Activist Investor

JD Supra: Mergers

SEPTEMBER 24, 2024

On Wednesday, September 18, the Federal Trade Commission (FTC) announced a settlement agreement with prominent activist investor and GameStop CEO Ryan Cohen. By: Bass, Berry & Sims PLC

Investors

Investors Stock Trading Shares

Investors can't get enough of tech stocks even as they dominate the S&P 500

CNBC: Investing

FEBRUARY 7, 2024

Investors are putting more cash into tech funds even as tech stocks come to dominate the S&P 500.

S&P

S&P Investors Stock Funds

Hedge fund billionaire Bill Ackman to launch a NYSE-listed fund for regular investors

CNBC: Investing

FEBRUARY 7, 2024

Pershing Square's Ackman will offer a new investment vehicle listed on the New York Stock Exchange, aiming to leverage his following among retail investors.

Investors

Investors Funds Retail Stock

China Stocks Surge After Government Measures to Boost Economy

The New York Times: Banking

OCTOBER 7, 2024

The government has fired up investors by encouraging banks to lend more to buyers of stock and real estate, but economists say more stimulus is needed.

Government

Government Stock Bank Banking

Growing geopolitical conflicts have some investors feeling guilty about buying defense stocks

CNBC: Investing

NOVEMBER 12, 2023

Some retail investors are opting out of defense names despite knowing they typically perform better in war times.

Investors

Investors Retail Stock

Retail investors are buying the most stocks since March 2022. Here's where they are going

CNBC: Investing

DECEMBER 7, 2023

Individual investors mostly bought the dip last week in mega-cap tech stocks after their strong gains in November.

Investors

Investors Stock Retail

International stocks offer a host of opportunities for investors, says Schwab’s Jeffrey Kleintop

CNBC: Investing

SEPTEMBER 11, 2023

Charles Schwab's chief global investment strategist believes low valuations for European stocks has created an attractive entry point for investors.

Investors

Investors Stock Valuation Investment

Stocks Climb to Record, Lifted by Big Tech and Rate Cut Hopes

The New York Times: Banking

JANUARY 19, 2024

Investors have been buying stocks after homing in on signals that the Fed’s campaign of raising interest rates is over. The S&P 500 crossed above its January 2022 peak after weeks of wavering.

S&P

S&P Stock Investors IT

TipRanks, an AI-based stock tip evaluator created after its founder got burned by bad advice, sells for $200M to Prytek

TechCrunch: M&A

AUGUST 15, 2024

Stock

Stock Investors IT Mergers and Acquisitions

These high-quality growth stocks are must-owns for investors, Trivariate Research says

CNBC: Investing

OCTOBER 17, 2024

The Wall Street firm spotlighted a list of high-quality growth stocks that it believes investors should eye, especially if market volatility increases.

Investors

Investors Stock IT

China’s Investors Are Losing Faith in Its Markets and Economy

The New York Times: Banking

FEBRUARY 14, 2024

As their losses pile up, Chinese investors are losing confidence not only in the stock market but in the government’s ability to turn the economy around.

Investors

Investors IT Stock Financial Institution

HSR Considerations for Secondary Sales of Private Company Stock

JD Supra: Mergers

AUGUST 26, 2024

While investors generally are aware that mergers and acquisitions can require antitrust filings in the United States under the Hart-Scott-Rodino Antitrust Improvements Act (HSR Act), they are sometimes surprised to learn that secondary sales also can trigger HSR Act filing obligations. By: Cooley LLP

Sale

Sale Stock Mergers and Acquisitions Mergers

These are the stocks that investors are betting against the most with market on edge

CNBC: Investing

APRIL 12, 2024

CNBC screened for stocks that investors are betting against as markets stall, looking at the number of shares sold short as a percentage of the "float."

Investors

Investors Stock Shares

These stocks are a way for regular investors to buy the private credit boom, Morgan Stanley says

CNBC: Investing

FEBRUARY 20, 2024

Many everyday investors can't buy into big private credit funds, but they can get exposure to the space through the stocks of some of biggest private lenders.

Investors

Investors Stock Funds

Buy the dip in tech stocks including Nvidia amid market uncertainty, Bank of America says

CNBC: Investing

AUGUST 10, 2024

The Wall Street investment bank said investors should buy these top tech stocks right now.

Bank

Bank Banking Stock Investment Banking

Inside the Courts – An Update From Skadden Securities Litigators - October 2024

JD Supra: Mergers

OCTOBER 2, 2024

Ninth Circuit Affirms Dismissal of Insider Trading Claims Against Satellite Operator Investors Based on Stock Sales After FCC Chairman Vote - In re Silver Lake Grp., By: Skadden, Arps, Slate, Meagher & Flom LLP

Securities

Securities Investors Stock Trading

Eligibility for Significant Savings From the Sale of Qualified Small Business Stock Under Internal Revenue Code Section 1202

JD Supra: Mergers

OCTOBER 14, 2024

Owners or investors of certain C corporations (C corps) may be eligible to exclude up to 100 percent of gains from a sale of qualifying stock held for five years. If you own a small business, you may qualify for significant tax savings under section 1202 of the Internal Revenue Code of 1986, as amended (Section 1202).

Sale

Sale Stock Business Corporation

GameStop's potential new strategy: Let Ryan Cohen buy other stocks with company cash

CNBC: Investing

DECEMBER 7, 2023

The Chewy co-founder and investor is gaining even more power at GameStop, which was at the center of the meme stock craze of 2021.

Stock

Stock Investors

These big, well-known stocks are forming the dreaded death cross chart pattern

CNBC: Investing

MAY 3, 2024

A death cross forms when a stock's 50-day moving average slips below its 200-day moving average, lending a signal that investors are bearish on a stock.

Stock

Stock Investors IT

Here are the stocks — led by Microsoft — that matter most to hedge fund managers

CNBC: Investing

NOVEMBER 22, 2023

For investors seeking to follow the smart money, here are the stocks that mattered the most to these hedge fund managers.

Funds

Funds Management Stock Investors

Value investor Bill Nygren looking outside of crowded megacap tech, adds cheap financial stock

CNBC: Investing

SEPTEMBER 23, 2024

Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said he is picking cheap stocks outside the dominant tech sector.

Portfolio Management

Portfolio Management Stock Investors Portfolio

Big Tech stocks got clobbered on Monday. What investors are looking for before they buy more

CNBC: Investing

AUGUST 6, 2024

A sharp sell-off in 2024's winning names has left investors wondering whether it is safe to scoop up technology shares.

Investors

Investors Shares Stock IT

The 'weight-loss trade' has stalled. What it will take to revive investor interest

CNBC: Investing

DECEMBER 23, 2024

The initial euphoria over the GLP-1 drugs like Ozempic has mellowed, but catalysts expected in 2025 could energize investor interest in the stocks.

Investors

Investors Trading IT Stock

Cheap stocks to buy in the fourth quarter, according to HSBC

CNBC: Investing

OCTOBER 5, 2024

The Wall Street firm is highlighting some stocks that have "less demanding" valuations that investors should consider buying moving into the fourth quarter.

Stock

Stock Valuation Investors

10 growth stocks to buy from an investor who caught the big rallies in Nvidia and Microsoft

CNBC: Investing

MARCH 20, 2024

The Harbor Capital Appreciation fund holds stocks with traits of "self reinforcing" growth.

Stock

Stock Investors Funds Capital

Deutsche Bank downgrades three solar stocks as industry demand weakens in the U.S. and Europe

CNBC: Investing

OCTOBER 20, 2023

Softening demand means that investors should consider pivoting away from solar stocks, according to Deutsche Bank.

Bank

Bank Banking Stock Investors

Top Wall Street analysts suggest these dividend stocks for income investors

CNBC: Investing

MAY 5, 2024

TipRanks' analyst ranking service highlights Wall Street's best-performing stocks, including Coca-Cola and Energy Transfer

Stock

Stock Investors

Ron Baron says he's ‘amazingly bullish’ on stocks despite geopolitical turmoil around the world

CNBC: Investing

NOVEMBER 10, 2023

Billionaire investor Ron Baron remains confident in the outlook for stocks despite the wars in the Middle East and Ukraine.

Stock

Stock Investors

FanDuel parent Flutter joining the big leagues. Moving primary listing to U.S. from U.K. may spur investor interest

CNBC: Investing

MAY 10, 2024

Flutter could benefit from a change in investor attention once it finalizes a switch to the New York Stock Exchange, according to UBS.

Investors

Investors Stock IT

Soaring U.S. stocks make China’s market look worse than it is. Names to watch

CNBC: Investing

JULY 7, 2024

Mainland China investors these days are often focused on scorching U.S. stocks — and bemoaning cool performance at home.

Stock

Stock IT Investors

This veteran investor is buying 'old economy' stocks that are embracing AI

CNBC: Investing

MARCH 9, 2024

Nancy Tengler holds stock in several industrial and consumer discretionary companies that have raised productivity and margins by embracing robotics and AI.

Stock

Stock Investors

Citi revamped its list of highest conviction stocks going into 2025. These names made the grade

CNBC: Investing

DECEMBER 27, 2024

As the new year approaches, investors should keep an eye on some stocks that could outperform over the next 12 months, according to Citi.

Stock

Stock IT Investors

Hedge funds are betting big against these stocks, doubting their comeback is for real

CNBC: Investing

DECEMBER 13, 2023

As stocks embarked on a rally six weeks ago, investors hiked their short bets on a handful of stocks in late November.

Stock

Stock Funds Investors

Morgan Stanley says investors are overlooking a $4 trillion opportunity in AI. These are the top stocks to play it

CNBC: Investing

OCTOBER 2, 2023

These stocks look poised to benefit from a multitrillion-dollar opportunity emerging in artificial intelligence.

Stock

Stock Investors IT

Top performing investor doubts Nvidia is really worth this much, buying 2 unusual stock plays instead

CNBC: Investing

APRIL 3, 2024

Nvidia may be the hottest tech crown jewel for Wall Street at the moment, but at least one investor's not buying into it.

Investors

Investors Stock IT

These stocks, including Nvidia, are still cheap and compelling, Bank of America says

CNBC: Investing

MAY 18, 2024

Bank of America said this week there's a slew of cheap stocks for investors to buy right now.

Bank

Bank Banking Stock Investors

Goldman recommends these energy stocks to play the slump in crude oil

CNBC: Investing

SEPTEMBER 12, 2024

The selloff represents an opportunity for investors to gain exposure to some high-quality stocks, according to the investment bank.

Stock

Stock Investment Banking Investors Bank

Here are some really cheap stocks heading into 2025, according to Trivariate Research

CNBC: Investing

DECEMBER 24, 2024

After a record trading year for stocks, investors may find opportunity with some companies that have traded at significant discounts in recent history.

Stock

Stock Trading Investors

JPMorgan says the peak in yields is near, but it won't be good for stocks

CNBC: Investing

OCTOBER 9, 2023

The Wall Street bank said equity investors should remain wary as company earnings and a weakening macroeconomic picture may continue to pressure stocks.

Stock

Stock IT Equities Investors

10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. The shares of the company are bought out and delisted from the public stock exchange that the company trades on.

Investors

Investors Private Equity Equities Investment

Bernstein says investors should take profits in pricey tech stocks such as Nvidia and these others

CNBC: Investing

SEPTEMBER 25, 2023

Megacap technology stocks have led most of the 2023 market rally, and it might be time to take some chips off the table, according to Toni Sacconaghi.

Stock

Stock Profitability Investors IT

The Power of Preferred Stock: A Primer for VC, PE, and Founders

Stock Slide as Investors Wrestle With Shifting Bets on Rate Cuts

Trending Sources

UK investors’ stocks sell-off accelerates, ESG ‘boom ends’ – Calastone

FTC Imposes Nearly $1 Million Fine in HSR Enforcement Action Against Activist Investor

Investors can't get enough of tech stocks even as they dominate the S&P 500

Hedge fund billionaire Bill Ackman to launch a NYSE-listed fund for regular investors

China Stocks Surge After Government Measures to Boost Economy

Growing geopolitical conflicts have some investors feeling guilty about buying defense stocks

Retail investors are buying the most stocks since March 2022. Here's where they are going

International stocks offer a host of opportunities for investors, says Schwab’s Jeffrey Kleintop

Stocks Climb to Record, Lifted by Big Tech and Rate Cut Hopes

TipRanks, an AI-based stock tip evaluator created after its founder got burned by bad advice, sells for $200M to Prytek

These high-quality growth stocks are must-owns for investors, Trivariate Research says

China’s Investors Are Losing Faith in Its Markets and Economy

HSR Considerations for Secondary Sales of Private Company Stock

These are the stocks that investors are betting against the most with market on edge

These stocks are a way for regular investors to buy the private credit boom, Morgan Stanley says

Buy the dip in tech stocks including Nvidia amid market uncertainty, Bank of America says

Inside the Courts – An Update From Skadden Securities Litigators - October 2024

Eligibility for Significant Savings From the Sale of Qualified Small Business Stock Under Internal Revenue Code Section 1202

GameStop's potential new strategy: Let Ryan Cohen buy other stocks with company cash

These big, well-known stocks are forming the dreaded death cross chart pattern

Here are the stocks — led by Microsoft — that matter most to hedge fund managers

Value investor Bill Nygren looking outside of crowded megacap tech, adds cheap financial stock

Big Tech stocks got clobbered on Monday. What investors are looking for before they buy more

The 'weight-loss trade' has stalled. What it will take to revive investor interest

Cheap stocks to buy in the fourth quarter, according to HSBC

10 growth stocks to buy from an investor who caught the big rallies in Nvidia and Microsoft

Deutsche Bank downgrades three solar stocks as industry demand weakens in the U.S. and Europe

Top Wall Street analysts suggest these dividend stocks for income investors

Ron Baron says he's ‘amazingly bullish’ on stocks despite geopolitical turmoil around the world

FanDuel parent Flutter joining the big leagues. Moving primary listing to U.S. from U.K. may spur investor interest

Soaring U.S. stocks make China’s market look worse than it is. Names to watch

This veteran investor is buying 'old economy' stocks that are embracing AI

Citi revamped its list of highest conviction stocks going into 2025. These names made the grade

Hedge funds are betting big against these stocks, doubting their comeback is for real

Morgan Stanley says investors are overlooking a $4 trillion opportunity in AI. These are the top stocks to play it

Top performing investor doubts Nvidia is really worth this much, buying 2 unusual stock plays instead

These stocks, including Nvidia, are still cheap and compelling, Bank of America says

Goldman recommends these energy stocks to play the slump in crude oil

Here are some really cheap stocks heading into 2025, according to Trivariate Research

JPMorgan says the peak in yields is near, but it won't be good for stocks

10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors

Bernstein says investors should take profits in pricey tech stocks such as Nvidia and these others

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