The Goldman Sachs Group, Inc. (NYSE:GS) is one of the stocks Jim Cramer offered insights on. Cramer was bullish on the stock during the episode, as he commented: “Take Goldman Sachs. I’ve been shouting from the rooftops that this will be the year of mergers and acquisitions, not to mention gigantic equity offerings. Goldman stock opened almost unchanged. It sells at just 17 times earnings, less than the average S&P 500 stock, even though it’s much better than they are, and it’s a huge player in M&A and is ...

Core Insights - CACI International Inc. is highlighted as a strong defense technology investment, with its shares increasing approximately 50% over the past year, indicating robust performance in the defense and technology sectors [1]. Group 1: Company Performance - CACI International Inc. has been recognized for its impressive growth, particularly in the defense technology space, which has contributed to a significant rise in its stock value [1]. Group 2: Investment Opportunities - The investment group "Value In Corporate Events" focuses on identifying actionable investment opportunities through major corporate events such as IPOs, mergers and acquisitions, and earnings reports, providing coverage of around 10 major events monthly [1].

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 ...

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 ...

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 ...

Market Trends & Economic Outlook - Rising oil prices due to sanctions on Venezuela and potential sanctions on Russia could impact the Fed's easing path, especially if it affects CPI data [1][2][3] - Rotation is expected to continue, with capital moving from high multiple mega-cap winners to small caps, cyclicals, and international markets [4][5] - Easy monetary policy from the Fed, including the end of quantitative tightening and rate cuts, along with fiscal policy, will likely support this trend [5][13] Investment Opportunities & Sector Analysis - Small caps, particularly the S&P 600, are favored due to undervaluation and historical outperformance during rate-cutting cycles [5][7] - Fiscal policy and tax bills are expected to benefit R&D-intensive small caps, but high-quality companies with strong balance sheets and consistent cash flows are preferred [8] - Financials are viewed optimistically, especially regional banks, with strong fundamental backdrop and potential for further growth [9] - Financials are experiencing the second strongest earning season in the S&P 500, with 25% year-over-year earnings growth expected, driven by steepening yield curve and capital markets activity [10] - Banks, insurance, and banks tied to capital markets activity are attractive within the financials sector [11] IPO Market - Increased liquidity and easy monetary policy are creating a positive environment for the IPO market [13] - The upcoming Medline IPO, the largest of the year, and the resolution of the government shutdown are expected to release a bottleneck of IPOs [12] Consumer Spending & Tax Refunds - Anticipated tax refunds in the range of $100 billion to $150 billion next year, or $1,000 to $2,000 per household, are expected to boost consumer-sensitive sectors [14][16] - Consumer discretionary, home builders, and banks are expected to benefit from the influx of tax refunds in early 2026 [15][16]

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]

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 ...

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]

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]