Banks, asset managers, payments networks, insurers, fintech, crypto-linked companies, and the capital markets around them.
A new strategist take from Goldman Sachs points to the likelihood of another strong US earnings season if artificial intelligence related spending and energy-linked profits continue to provide support.
THE APEX TIMES
THE APEX TIMES
A recent analyst write-up emphasizes how Berkshire Hathaway’s diversified businesses, cash hoard, and insurance “float” can support long-term results, even as it argues that valuation keeps the outlook measured.
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In a new note carried by Yahoo Finance, Morgan Stanley pointed to possible momentum for Liftoff Mobile in in-app advertising, even as it characterized the stock’s valuation as broadly fair.
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The Office of the Comptroller of the Currency granted conditional approval for a Morgan Stanley digital-asset trust charter, with specific capital and governance-related conditions tied to continued regulatory oversight.
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Bank of America said Alkermes’ shares (ALKS) face changing sentiment around “orexin” assets after a recent peer transaction, but warned the stock could swing again as the market awaits further updates tied to the same therapy class.
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Speaking on the sidelines of Money20/20 Europe, Visa’s Tim Moncrieff said stablecoins reflect changing consumer expectations about how value moves, and he positioned the trend as something payments networks must understand rather than ignore.
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A wave of quarterly results is gathering pace, and Zacks is putting several widely followed names on the front page of its upcoming earnings look-ahead, citing improving profit expectations and recent estimate changes for multiple sectors.
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The firm pointed to gold’s recent underperformance versus broader assets as reason it may continue rising, setting an eye-catching target level for the precious metal.
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Bankers at JPMorgan and Morgan Stanley are looking for a robust pipeline of initial public offerings and other equity deals through the rest of 2026, after more than $250 billion was raised in IPOs this year, according to data cited by Bloomberg.
