Notícias

(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not

Agentic CPUs Expected to Drive Explosive Industry GrowthCitigroup expects the global server CPU market to grow to roughly $132 billion by 2030, compared with an estimated $29. 3 billion in 2025, with much of the expansion expected to come from emerging agentic CPU demand.

Frontier Group Holdings, Inc. (NASDAQ:ULCC) is one of the best airline stocks to buy according to Reddit. Citi lifted the price target on Frontier Group Holdings, Inc. (NASDAQ:ULCC) to $5 from $4.90 on May 14, maintaining a Neutral rating on the shares. The firm updated the company’s model after the release of its fiscal Q1 […]

The consensus fair value estimate for MarineMax has shifted from US$31.86 to US$35.29, reflecting a higher modeled target level for the stock. Recent analyst updates link this change to a series of successive upward target moves that cluster around a shared view of MarineMax’s prospects. Read on to see how these shifting targets fit into the broader narrative and how you can track the next round of revisions. Analyst Price Targets don't always capture the full story. Head over to our Company...

The base case fair value estimate for Advanced Micro Devices has shifted from about US$289.61 to about US$472.17 per share, a material reset in how the stock is being framed in valuation models. This move lines up with Street research splitting into bullish and bearish camps, with one side leaning into AI driven upside and the other stressing valuation risk and execution questions. As you read on, you will see what is feeding into this evolving narrative and how to track it over time. Analyst...

On May 18, Micron's stock fell nearly 6%. On the same morning, three major Wall Street firms turned more bullish on the stock simultaneously. That kind of split between the tape and the research desk does not happen often. Understanding why Citi nearly doubled its price target on a stock that just ...

Investing.com -- Strong U.S. macroeconomic performance continues to outpace other developed economies, powered by real GDP growth tracking at a 2% to 3% pace in recent quarters, according to institutional research released by Citi this week.

Financial stocks rose in late Friday afternoon trading, with the NYSE Financial Index increasing 0.3

CNH Industrial’s fair value estimate has been trimmed from US$13.88 to US$13.36, a cut of about US$0.52 per share that lines up with a broader pattern of mixed price target moves on the stock. This adjustment comes as some analysts adopt a more cautious stance, while others still see room for value creation if the company executes well. As you read on, you will see how to interpret these shifting targets and keep track of the evolving story around CNH Industrial. Stay updated as the Fair...

Citi says another rally in Sandisk stock is imminent.

A major bank just lost its Buy rating, and the firm behind the call did not stop at one name. The downgrade came because the people watching the whole sector think the easy money may already be made, not because the bank underperformed. That distinction matters for anyone holding bank stocks right ...

Financial stocks were advancing in Friday afternoon trading, with the NYSE Financial Index increasin

McKesson has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

In an interview with Reuters, Sieg said the bank’s newly announced hiring drive would be “anchored” in Asia, alongside other regions.

Citigroup Inc. (NYSE:C) is one of the Most Undervalued US Stocks According to Hedge Funds. On March 18, Citigroup Inc. (NYSE:C) announced forming a 15 billion euros, roughly $17.48 billion private credit partnership with BlackRock’s HPS Investment Partners to support direct lending across Europe, the UK, and eventually the Middle East. ​The report noted that, […]

Shares of global financial services giant Citigroup (NYSE:C) jumped 3.9% in the afternoon session after easing oil prices reduced inflation and recession risk, with the Russell 2000 heavy in regional banks surging on the session.

Uniti Group’s fair value estimate has been updated from US$8.50 to US$10.25, giving you a fresh reference point for how analysts are framing the stock today. That revision sits alongside a cluster of higher targets, including one major bank lifting its figure to US$11.75 while still calling the stock Neutral. This helps you see how potential upside is being weighed against execution risks. Read on to see what is driving these changes and how you can track the evolving story around Uniti...

(Bloomberg) -- Australian burrito chain Guzman y Gomez Ltd. said it’s closing its Chicago restaurants and exiting the US after failing to generate adequate sales. The company’s shares soared.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Modi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran in Talks With Oman Over Permanent Hormuz Toll SystemDow Average Climbs to Record on US-Iran De

(Bloomberg) -- Elon Musk’s reshaping of SpaceX, xAI and X into a tightly-bound conglomerate has already yielded a significant financial windfall: nearly $1 billion in annual interest savings.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Modi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran in Talks With Oman Over Permanent Hormuz Toll SystemStocks and Oil Whipsaw on Mixed US-Iran Si

The details that Elon Musk’s SpaceX outlined about its initial public offering this week showcase the rocket company’s ties across Wall Street, and its own ambitions in the financial sector. SpaceX owns xAI, Musk’s artificial-intelligence start-up, which in turn owns X, formerly known as Twitter. It may expand into other financial offerings, SpaceX wrote in the filing.

Banks discuss $30 billion investment-grade bonds, $12 billion junk bonds and $7.5 billion loans for the acquisition financing.

Exports tied to the AI boom continued supporting growth while investment, consumption and factory activity slowed sharply in April.

Wells Fargo's cost-cutting efforts and improving efficiency metrics could support its push toward a 17-18% ROTCE target.

JPMorgan launches Chase in Germany with a 4% promo savings rate, aiming to add current accounts, investing and lending by 2028.

(Bloomberg) -- Junk debt is beating just about everything else in fixed-income markets after surging yields wiped out gains on most other bonds. Yet with high-yield credit spreads near two-decade lows, investor unease is building.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainstr

(Updates with the offering's underwriters in the sixth paragraph) Space Exploration Technologies

There are a whopping 23 banks named on the cover of the SpaceX prospectus, with Goldman Sachs holding the lead-left spot.

SpaceX’s IPO filing has turned its bitcoin (CRYPTO: $BTC) holdings into a public-market disclosure, revealing...

We recently compiled a list of the 8 Best Small Cap Pharma Stocks to Buy Right Now. Phibro Animal Health Corporation (NASDAQ:PAHC) is among the best small cap stocks to invest in. TheFly reported on May 13 that PAHC had its price objective reduced to $44 from $62 by Citi in a sector research update, with […]

Support for Citi's annual say-on-pay resolution fell steeply, with about 60% of shareholders voting in favor of the bank's 2025 executive-compensation program. The decline is likely related to a one-time equity award to CEO Jane Fraser and concerns about how the bank determines incentive pay.