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Jed Finn to Speak at the UBS Financial Services Conference
Businesswire· 2026-01-27 21:30
Jed Finn to Speak at the UBS Financial Services Conference-# Jed Finn to Speak at the UBS Financial Services ConferenceShare---NEW YORK--([BUSINESS WIRE])--Jed Finn, Head of Wealth Management at Morgan Stanley, will speak at the UBS Financial Services Conference on February 10, 2026, at 3:30 p.m. (ET).Both live and on-demand versions of the webcast will be available on [www.morganstanley.com] in the Investor Relations section.Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a ...
Google, Amazon, Microsoft, and Meta earnings set the stage for Nvidia
Yahoo Finance· 2026-01-27 14:17
Core Viewpoint - Wall Street is focused on understanding the current expansion of AI infrastructure and the associated costs, with major companies like Microsoft, Meta, Amazon, and Alphabet set to provide insights that will influence investor sentiment and expectations for AI-related capital expenditures [1][4][22] Group 1: Company Insights - Microsoft will discuss Azure and enterprise demand, with expectations for strong AI revenue growth, while also needing to reassure investors about the sustainability of its spending [5][7][13] - Meta's simpler business model relies on advertising revenue, and analysts expect it to deliver modest results while assessing the impact of AI spending on its ad performance [8][10] - Amazon is expected to frame its AI investments as a response to growing demand, with AWS positioned as a key growth engine, while also managing operational efficiency [14] - Alphabet's strategy involves leveraging its comprehensive AI tech stack, but it faces scrutiny regarding the speed of monetization from its AI investments [15][16] Group 2: Market Dynamics - The upcoming earnings calls will serve as a stress test for the AI supply chain, with the language used by these companies indicating their confidence in ongoing AI demand and spending [4][12][22] - Investors are keen to see whether companies will maintain a bullish outlook on AI infrastructure or shift towards more cautious language regarding spending and capacity [19][21] - The narrative built from these earnings reports will significantly influence Nvidia's market position, as it is closely tied to the demand signals from these major players [18][22]
StepStone Real Estate Adds Veteran Investor Jennifer Jones as Partner; Announces Launch of S-Core to Expand its Core/Core+ Real Estate Investment Offerings
Globenewswire· 2026-01-27 13:05
NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- StepStone Real Estate (SRE) announced today that it has added Jennifer Jones to its team as a Partner to help launch S-Core, a platform that will increase SRE’s Core/Core+ real estate activities. Jones will be based in San Francisco and will oversee a global investment mandate. Prior to joining StepStone, Ms. Jones spent nearly two decades at UBS where she led over $20 billion in transactions and most recently was the Senior Portfolio Manager for its Global Core P ...
Intercontinental Exchange CFO Warren Gardiner to Present at the UBS Financial Services Conference on February 9
Businesswire· 2026-01-26 21:30
Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange. Information regarding additional trademarks and intellectual property rights of Intercontinental Exchange, Inc. and/or its affiliates is located here. Key Information Documents for certain products covered by the EU Packaged Retail and Insurance-based Investment Products Regulation can be accessed on the relevant exchange website under the heading "Key Information Documents (KI ...
Mixed Analyst Sentiment on Vistra (VST) Amid Increasing Regulatory Risk and Long-Term Contract Wins
Yahoo Finance· 2026-01-26 16:42
Vistra Corp. (NYSE:VST) is included in our list of the best AI energy stocks to buy now. Mixed Analyst Sentiment on Vistra (VST) Amid Increasing Regulatory Risk and Long-Term Contract Wins On January 15, 2026, Jefferies stated that it is seeing heightened regulatory risk for established power producers. The cautious sentiment builds following reports of potential PJM market intervention aimed at electricity affordability and reliability. As a result of this development, Vistra Corp. (NYSE:VST)’s shares e ...
Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research
Businesswire· 2026-01-26 14:45
PHILADELPHIA--(BUSINESS WIRE)--UBS today announced that four financial advisor teams in the firm's Southeast region have been ranked #1 in their respective cities on the Forbes Best-in-State Wealth Management Teams list of 2026. The Southeast Region is led by Regional Director Julie Fox. "These advisors are some of the best in the business. On behalf of myself and the UBS leadership team, we congratulate each of them on this impressive industry acknowledgement,†Fox said. "We look forward to continuing to su ...
Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 4.243 Million Tokens, and Total Crypto and Total Cash Holdings of $12.8 Billion
Prnewswire· 2026-01-26 13:30
Bitmine staked ETH stands at 2,009,267 and MAVAN staking solution on track to launch Q1 2026 Bitmine now owns 3.52% of the ETH token supply, nearly 70% of the way to the 'Alchemy of 5%' in just 6 months Bitmine recently closed on initial $200 million investment into Beast Industries Bitmine Crypto + Total Cash Holdings + "Moonshots" total $12.8 billion, including 4.243 million ETH tokens, total cash of $682 million, and other crypto holdings Bitmine leads crypto treasury peers by both the velocity of raisin ...
Berenberg Bank Remains a Buy on Sanofi (SNY)
Yahoo Finance· 2026-01-26 11:09
Group 1 - Sanofi is considered one of the most undervalued foreign stocks to buy, with a Buy rating and a price target of $62 from Berenberg Bank [1] - UBS downgraded Sanofi from Buy to Neutral, lowering the price target from €105 to €88 due to recent clinical trial failures and a weak pipeline [2][3] - The failure of Tolebrutinib in treating progressive multiple sclerosis and the FDA's delay in approval due to liver injury risks have raised concerns about Sanofi's future [3] Group 2 - Sanofi is a global healthcare company involved in the research, development, manufacture, and marketing of therapeutic solutions across pharmaceuticals, vaccines, and consumer healthcare [4]
Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Undergoes UBS Downgrade and Faces Acquisition Investigation
Financial Modeling Prep· 2026-01-26 11:05
UBS downgrades NYSE:CWAN to Neutral with a stock price of $24.18 at the time of downgrade.Kahn Swick & Foti, LLC investigates the proposed sale of Clearwater Analytics to Permira and Warburg Pincus for $24.55 per share.CWAN's stock price shows a slight decrease of 0.43%, with a year's fluctuation between $32 and $15.73.Clearwater Analytics Holdings, Inc. (NYSE:CWAN) is a prominent player in the investment accounting and analytics software sector, catering to a diverse clientele that includes insurance compa ...
UBS Reaffirms Its ‘Neutral’ Rating with a $280 Price Target on Apple (AAPL)
Yahoo Finance· 2026-01-24 14:29
Core Viewpoint - Apple Inc. (NASDAQ:AAPL) is viewed positively by analysts, with varying price targets reflecting strong demand for the iPhone 17 series and growth potential in the coming years [2][3]. Group 1: Analyst Ratings and Price Targets - UBS maintains a 'Neutral' rating on Apple with a price target of $280, citing strong early demand for the iPhone 17 series and a modest pull-forward in unit sales due to rising memory costs [2]. - Goldman Sachs reiterates a 'Buy' rating with a price target of $320, attributing the recent 4% pullback in stock price to short-term concerns rather than long-term fundamentals [3]. Group 2: Sales Projections and Growth Drivers - UBS has increased its iPhone unit sales forecast by approximately 12%-13% to 84.5-85.0 million units, indicating a positive outlook for the December quarter [2]. - Goldman Sachs projects a 9% growth in iPhone revenue for fiscal years 2026 and 2027, with a notable 26% expected surge in shipments to China [3]. - The anticipated launch of the iPhone Fold and software-driven upgrade cycles are identified as key growth catalysts for Apple in the long term [3].