🔥 BULLISH: Swiss investment bank UBS says overseas Chinese family offices are allocating around 5% of their portfolios into crypto. https://t.co/cecYNwivs5 ...

Barrenjoey’s profit surged as bond market volatility and its new Abu Dhabi office boosted performance at the Australian investment bank https://t.co/cJbJDEwwK6 ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Core Viewpoint - Morgan Stanley's recent earnings report shows strong performance in trading and wealth management, despite subdued investment banking results, leading to a positive outlook for the company moving forward [2][3][5]. Financial Performance - Q2 2025 earnings per share were $2.13, exceeding the Zacks Consensus Estimate of $1.93, and reflecting a 17% increase year-over-year [2]. - Total net revenues reached $16.79 billion, up 12% from the prior year, surpassing the Zacks Consensus Estimate of $15.92 billion [6]. - Net interest income (NII) was $2.34 billion, a 14% increase, also above the projected $2.27 billion [6]. - Total non-interest revenues rose to $14.45 billion, a 12% increase, exceeding the estimate of $13.63 billion [6]. Segment Performance - Institutional Securities reported pre-tax income of $2.11 billion, a 3% increase year-over-year, with net revenues of $7.64 billion, up 9% [8]. - Wealth Management saw pre-tax income jump 21% to $2.2 billion, with net revenues rising 14% to $7.76 billion [9]. - Investment Management's pre-tax income climbed 45% to $323 million, with net revenues increasing 12% to $1.55 billion [10]. Capital Position - As of June 30, 2025, book value per share increased to $61.59 from $56.80 a year ago, and tangible book value per share rose to $47.25 from $42.30 [12]. - The Tier 1 capital ratio improved to 17.6% from 17.3% year-over-year [12]. Share Repurchase and Outlook - The company repurchased 8 million shares for $1 billion and reauthorized a multi-year share repurchase program of up to $20 billion [13]. - Management anticipates stable NII in the third quarter of 2025 and expects M&A and underwriting activities to strengthen in the second half of the year [14]. Market Reaction - Following the earnings release, there has been an upward trend in estimates revision for Morgan Stanley [15]. - The stock currently holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [17].

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

Erich Bluhm, Goldman Sachs's Americas head of financial institutions coverage in equity capital markets, is retiring from the investment bank, according to sources https://t.co/Dq0Na6OT47 ...

Citigroup made two key hires in Asia to boost coverage of financial sponsors and its debt capital markets business, adding to a string of recent senior appointments within the investment bank. https://t.co/vjVQfCuxjs ...

All right, Orio, I thought a great place to start the conversation is you guys are trying to build the world's first AI investment bank. What the heck does that mean. Right.People hear AI, they hear investment bank, but describe exactly what you guys are trying to do here. Yeah, I think the easiest way to think about it is if you yourself were starting a financial institution today in 2025, you would probably do it very differently compared to how Goldman was started in 1865 or whatever, right. You you woul ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Core Viewpoint - Tradeweb Markets (TW) is well-positioned to continue its earnings-beat streak in the upcoming report, supported by a history of exceeding earnings estimates and a positive earnings outlook [1][5]. Earnings Performance - In the last reported quarter, Tradeweb achieved earnings of $0.86 per share, surpassing the Zacks Consensus Estimate of $0.85 per share, resulting in a surprise of 1.18% [2]. - In the previous quarter, the company was expected to report earnings of $0.74 per share but delivered $0.76 per share, yielding a surprise of 2.70% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Tradeweb, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - The current Earnings ESP for Tradeweb is +0.24%, reflecting increased analyst optimism regarding its near-term earnings potential [8]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high probability of a positive surprise, with historical data indicating that nearly 70% of stocks with this combination beat consensus estimates [6][8].