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Balance Sheets Starting to Fray, Says JP Morgan’s Aliaga
Bloomberg Technology· 2025-12-19 20:26
We end the week on a high. But wow, if we've been riddled with doubts, where is your mind been at. Yeah, it has been a really interesting tape in recent weeks and months.I mean, the debate around I, the return on investment around I, around the quality of the balance sheets, the war on the model front, right between activity and Google's Gemini. And I think moving forward, markets are realising this is going to be less of a competition on just the innovation, although the innovation is really important, but ...
AI is a bubble, and figuring out exactly when it’s going to burst is really hard: GMO’s Ben Inker
CNBC Television· 2025-12-19 17:05
Our next guest does believe that there is in fact some good signs for 26. Joining us here at Post 9 today is GMO's co-head of asset allocation, Ben Ink. Ben, welcome.It's good to have you. >> Thanks very much for having me. >> What What do you think at least the first half looks like >> of 2026.Uh, you know, we're nervous because the US market is very expensive and very reliant on the AI trade. Uh, I'm actually more worried about what happens after the the giant IPOs that people are talking about come to ma ...
X @The Block
The Block· 2025-12-17 17:00
9/ 2025 marked a decisive regulatory reset in the United States and a turning point in crypto’s relationship with public markets. The roster of high-profile IPOs signaled that equity markets were once again enthusiastic about exposure to digital assets. https://t.co/eRgW5bcFJp ...
Akoner: The rotation from mega-cap tech into small caps and cyclicals is underway
CNBC Television· 2025-12-17 12:20
All right, I want to start off with some of the news of this morning. We're seeing oil prices move higher on sanctions on Venezuela and also potential sanctions on Russia. Uh, does this idea of the potential for oil to move higher, at least we're seeing that move this morning, does it change your view of any sectors or the markets in general.>> Sure. Look, I mean, oil prices has so far not contributed to the inflation pressures in the US, which obviously helped the Fed cut rates. This is a key indicator tha ...
The North West Company: Multi-Billion Dollar Tailwind Ahead
Seeking Alpha· 2025-12-15 16:30
Group 1 - The article discusses the expertise of a research firm focused on the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The firm employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly in micro and small-cap companies [1] - The research has been featured on multiple financial platforms, indicating a broad recognition of the firm's insights and analysis [1] Group 2 - The analyst has a strong academic background with an MBA in Controllership and Accounting Forensics, and a Bachelor's in Business Administration, enhancing the credibility of the research [1] - Specialized training in valuation, financial modeling, and restaurant operations contributes to the depth of analysis provided by the firm [1] - The analyst's previous experience as a franchise partner for a regional ice cream shop adds practical industry knowledge to the research efforts [1]
Software is showing why it'll be ultimate beneficiary of AI, says Vista Equity's Ashley MacNeill
CNBC Television· 2025-12-09 21:19
Vista Equity Partners, head of equity capital markets. Back with me at Post9. It's been a minute. It's nice to see you again. >> Yeah, great to see you too.>> So, if software is like everything when it comes to this whole AI story, why the lagging of the market this year. What's going on. >> Look, I think 2025 was definitely the year of predictable volatility we talked about and we wanted to see proof points of software really taking on AI and becoming that AI adopter that we've talked about.And the reality ...
X @Bloomberg
Bloomberg· 2025-12-09 11:50
Market Trends - The number of public companies in Canada fell for the fourth consecutive year [1] - Delistings and take-private deals outpaced IPOs in Canada [1]
X @Bloomberg
Bloomberg· 2025-12-08 22:04
Market Trends - The number of public companies in Canada fell for the fourth straight year [1] - Delistings and take-private deals outpace IPOs in Canada [1]
Morgan Stanley exec expects broad surge in M&A
Reuters· 2025-12-03 21:29
Morgan Stanley is seeing a strong deal pipeline next year for mergers, acquisitions and IPOs, its co-head of investment banking, Mo Assomull, said on Wednesday. ...
X @U.S. Securities and Exchange Commission
RT Paul Atkins (@SECPaulSAtkins)Great discussion at @NASDAQ with President and CEO @denatfriedman and @KristinaParts on revitalizing America’s markets and Making IPOs Great Again.In this new day at the SEC, we're restoring the core principles that make America’s markets the envy of the world. https://t.co/NlkcHLXhFx ...