Finance Updates – Page 27 – Finance Updates

Treasury Yields Surge as Fed Independence Under Threat from Political Pressure

Americas Markets Monetary Authorities-Central Bank

A DOJ probe tied to Fed Chair Jerome Powell’s...

Markets are responding by pushing long-term T...

Bond investors are favoring short maturities ...

Higher long-end yields threaten housing affor...

Goldman Sachs Posts Record Equity Trading & Strong Fees in Q4 2025

Americas Firms Securities and Commodity Contracts Intermediation and Brokerage

Goldman Sachs posted a Wall Street record $4....

Full-year equities revenue hit a record ~$16....

Q4 investment-banking fees climbed ~25% to $2...

Q4 net income rose 12% to $4.62 billion (EPS ...

Tech Stocks Stumble, Silver Soars as US-China Policy & IEEPA Tariffs Roil Markets

Global FYI Finance and Insurance

U.S. stocks fell Jan. 14, with the S&P 500 do...

Tech and banks led declines as investors weig...

China ordered domestic firms to replace U.S. ...

Silver jumped to a record near $92/oz as geop...

Morningstar Spots 5-Star Value Plays: 25-60% Off in Small-Value, Real Estate & Communications

Global FYI Finance and Insurance

Morningstar flags 33 U.S. stocks trading belo...

Discounts are concentrated in small-value plu...

Ten five-star picks—BBWI, UA, CPB, KHC, CMCSA...

The thesis favors diversified, wide-moat valu...

Treasury Yields Surge Amid Fed Turmoil; Chipmakers Outperform, Software Slumps

Global FYI Finance and Insurance

Major U.S. indexes logged small daily and wee...

Markets priced rising political risk after Je...

Fed-succession speculation intensified as Tru...

Sector leadership split, with chipmakers outp...

TSMC’s Surge Fuels AI Demand Amid Inflation, Rate Risks & Market Correction

Global FYI Finance and Insurance

Stocks ended a volatile week slightly lower, ...

TSMC beat on Q4 revenue (US$33.73B, +25.5% Yo...

TSMC also guided 2026 capex of US$52–56B, und...

Sticky inflation (headline ~2.7%, core ~2.6%)...

Global M&A Set to Shatter Records in 2026: $3.6-$3.9T Driven by AI & Semis

Global FYI Finance and Insurance

Goldman Sachs sees global M&A rebounding to $...

Deal activity is expected to concentrate in t...

Other forecasters project modest U.S. volume ...

Downside risks include tariffs, weakening lab...

CCMP Growth Closes $500M+ Fund for Upper-Middle Market Buyouts in Consumer & Industrial Sectors

Global FYI Finance and Insurance

CCMP Growth Advisors closed CCMP Capital Inve...

The fund targets founder- and family-owned bu...

Early activity includes four platform deals a...

Alignment is reinforced by insiders providing...

Netflix-Warner Bros Acquisition: KeyBanc Cuts Target Amid Margin & Regulatory Risks

Global FYI Finance and Insurance

KeyBanc cut its Netflix price target to $110 ...

The firm expects 2026 revenue growth near 13%...

The roughly $82–83B WBD deal (including assum...

Street views diverge sharply, with some targe...

KeyBanc Boosts Targets for AMAT, MKSI & AEIS on AI Growth, Notes China & Regulation Risks

Americas Markets Semiconductor and Other Electronic Component Manufacturing

KeyBanc lifted Applied Materials (AMAT) to $3...

KeyBanc raised MKS Instruments (MKSI) to $180...

KeyBanc boosted Advanced Energy Industries (A...

Overall, KeyBanc sees a multi-year AI and nod...