Banking & Finance news

Morning Minute: Tokenized Stock Venues Are Launching Without Big Tech’s Approval

Plus, a second Jensen Huang affair is rocking markets while MSCI’s MSTR removal decision sends crypto lower.

Google parent draws $5 billion in orders for AI debt sale

The Google parent is tapping Asian debt markets through seven bond tranches, with HSBC and JPMorgan coordinating the offerings.

JPMorgan Global Select Equity (JGLO) Adds Broadcom and AMD on Nov. 10

The fund bought $22.6 million of Broadcom and $22.0 million of AMD while selling $58.8 million of Nvidia.

Nomura weighs Laser Digital sale as European losses hit four straight quarters

The Japanese brokerage has held talks with potential buyers, including Marex, as its European business posts more losses.

CRWV Stock Eyes Best Week Since Nvidia’s Stake Reveal — Is Debt Scare Hiding A Bargain? Morningstar Thinks So

Morningstar sees a buying opportunity, calling debt-yield concerns overblown with over $20 billion available for deployment.

MSCI is dropping Strategy from its index, and the exclusion could hit its bitcoin-buying machine

MSCI’s decision to exclude Strategy from its equity indexes could hamper the company’s ability to buy more bitcoin, according to some analysts.

Schwab's Dividend ETF Pays About 3%. Here's What $5,000 in It Could Be Worth by 2030.

A 3% yield gives it a head start on an S&P 500 fund. Is that enough to stay ahead through 2030?

The world's super-rich are piling into alternative investments. Here's why

Alternative investments now account for 60% of single-family office portfolios, surpassing traditional assets for the first time, according to BNY Wealth.

Why is Nomura stock rallying today?

Stick with high-quality AI bonds as debt worries persist, says Morgan Stanley

Morgan Stanley sees a more attractive entry point in high-quality hyperscaler bonds as investors remain wary of the debt funding the AI build-out.

Nvidia Stock Just Had Its Price Target Slashed 60%. Others Still Say Buy. Who's Right?

Baird downgraded Nvidia on Wednesday and cut its price target to $200. Morgan Stanley still sees the stock reaching $300, and others also remain bullish. Here's what each side is betting on and what investors should watch next week.

EasyJet shareholders approve £5.7 billion Apollo takeover

AI Selloff Sends Berkshire to Its Biggest S&P 500 Lead Since 2010: Can It Last?

Berkshire Hathaway beat the S&P 500 by 19.2 points as investors fled AI stocks. Here is what the rally rests on.

AMD Stocks Rise as $2.5 Billion Anthropic Stake Meets Goldman Top-Pick Call

AMD will buy about 33.8 million Anthropic shares at the IPO price, while Goldman Sachs names it a top chip idea.

Wells Fargo Names Top Pick in Biotechnology Sector

Wall Street is cooling on Jensen Huang's Nvidia — but history says don't give up on the stock just yet

Morgan Stanley and Bank of America pulled Nvidia from their best-ideas lists, but nearly all analysts still rate the stock a Buy.

JPMorgan upgrades this aerospace stock after earnings beat

The bank upgraded the aerospace and defense company to overweight from neutral.

Neo Appoints Anton Mayr as Chief Operating Officer

Former Morgan Stanley technology banker returns to operations to help scale Neo amid growing enterprise demand to secure AIBOSTON, Nov. 11, 2026 (GLOBE NEWSWIRE) -- Neo, the AI security control platform, today announced that Anton Mayr…

Rattled Market Has S&P 500 Stock Assessing Risk — And Opportunity

As the S&P 500 index tries to rebound, risk assessment giant Moody's stock monitors a recent breakout attempt.

Server CPU strength persists as AMD and Arm gain share: UBS

RWE and KKR Seal $16 Billion UK Offshore Wind Mega-Deal

German energy company RWE and global investment firm KKR will invest $16 billion (£12 billion) in offshore wind projects in the UK in what is likely the biggest renewable energy investment in Britain ever. RWE and KKR expect to deliver…

Spdr Dow Jones Industrial Average ETF (DIA) Buys $40.3 Million More GS on Nov. 9

The fund added $392.3 million across all 30 of its positions, with Goldman Sachs its largest buy at $40.3 million.

Why Goldman Sachs is now changing its Federal Reserve interest-rate forecast

Following Tuesday’s hot CPI data , Goldman Sachs is now pencilling in additional Fed tightening.

Nomura considers rebuilding Hong Kong equity capital markets unit- Reuters

Meta Platforms (META) Wins JPMorgan Backing, Is It Still 37% Below Fair Value?

JPMorgan’s endorsement of Meta Platforms (META) as its preferred internet stock, driven by AI-powered advertising performance and expected Family of Apps ad revenue relative to Google Search, has sharpened investor focus on Meta’s…

Bedrock Data Extends Data Control to Agents as OpenShell Moves to the CNCF

SAN MATEO, Calif., November 10, 2026--Bedrock Data, the platform provider for data security and AI governance, today announced it is expanding its role in the OpenShell ecosystem as the open source agent runtime moves to the Cloud…

Nvidia faces new overhang as governance concerns cloud AI outlook, warns Bank of America

Bank of America has warned that Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), faces a new investment overhang from reported foreign-intelligence concerns, although it sees no evidence of proven business damage. The bank said the US chipmaker's…

Goldman Sachs, Citi among banks said to commit $270 million to stablecoin venture

The venture, known as Project Faro, plans to issue a dollar-denominated stablecoin and is expected to be incorporated in the U.S.

Bill Ackman’s Best Buy Is Already Up 27%. Is It Too Late to Follow Him?

Key TakeawaysFour of the five stocks Bill Ackman’s Pershing Square bought or added to in the second quarter are up since June 30: Mastercard, Visa, S&P Global and Meta Platforms. Netflix is down 11%.

Meta Platforms, Inc. (META) Grew Revenue 28% as AI Usage Surged: Is More Upside Ahead?

Liontrust Investment Partners recently released its “GF Global Dividend Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -0.6% in the third quarter of 2026, underperforming the MSCI AC World…

Apple Inc. (AAPL) Rallied 15% as Investors Reassessed Its Growth: What’s Next for the Stock?

Liontrust Investment Partners recently released its “GF Global Dividend Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -0.6% in the third quarter of 2026, underperforming the MSCI AC World…

Andrew Sheets Says Stocks Rose After 11 Straight Midterms. Will 2026 Make It 12?

Democrats won the outcome investors feared most, yet bond traders barely flinched. Morgan Stanley's Andrew Sheets points to a market pattern he admits could be coincidence, and to two forces that could matter far more to your portfolio…

Will stablecoins survive once the banks catch up?

As crypto firms and banks converge, it is fair to ask what lasting advantage stablecoins have, argues Alessandro Hatami, founder of Pacemakers and former COO of Digital Banking at Lloyds Banking Group.

Google Stock Is Now Cheaper Than What Berkshire Hathaway Paid. Is It Time to Buy?

Key TakeawaysAlphabet’s Class A shares fell 12. 6% on Oct.

What could NVIDIA’s latest risks mean for the AI chip ecosystem?

Investing.com -- Analysts at Bank of America, Mizuho and Raymond James said in research notes that while governance concerns surrounding Nvidia (NASDAQ:NVDA) add near-term uncertainty, they are sticking with bullish ratings because the…

UBS keeps S&P 500 end-2027 target at 8,900, says derating sets up strong returns

Blackstone to buy about 16% stake in India’s IIFL Finance for $535 million

What Goldman Sachs Nasdaq-100 Premium Income (GPIQ) Bought: Honeywell Leads on Nov. 6

The fund traded $236.7 million in all, adding $30.7 million net across 47 increases and 28 decreases.

Goldman Sachs names top China internet stocks heading into Q3 earnings

CRWV Rallies Ahead Of Quarterly Report: Wells Fargo Calls CoreWeave ‘Highest Quality’ Firm Among Neocloud Peers, Sees Upside

CoreWeave’s report, followed by Nebius’s, will give investors a clearer view of the neocloud sector amid a difficult stretch.

Goldman CEO Solomon Defends US Data Center Buildout After Democratic Midterm Wins

Goldman Sachs CEO David Solomon warns that blocking the US data center buildout would push AI capacity overseas.

Warren Buffett's Successor, Greg Abel, Just Added Another Tech Stock to Berkshire's Portfolio. Here's What He Sees.

Berkshire Hathaway added $330 million to its Bending Spoons stake. Here's why it fits the portfolio and the risks involved.

Jim Cramer Questions Berkshire’s “Ill-Advised Position” in Alphabet as Its Cash Flow Turns Negative

Key TakeawaysJim Cramer questioned Berkshire Hathaway’s $10 billion stake in Alphabet on the day Berkshire reported its third-quarter results. Alphabet’s free cash flow was negative $9.

Robinhood backs tokenization of its stock on OKX–ICE platform even as most companies opt out

The brokerage firm said it would rather help build tokenized markets than sit on the sidelines, following a wave of early corporate pushback to the Intercontinental Exchange and OKX joint venture.

Citigroup sends major warning after $3 trillion stock wipeout

The bank lowered its outlook on U.S. equities and global technology stocks following a sharp market selloff.

ING Is Getting Cold Feet on the AI Boom

ING is shopping $500 million in loans tied to US data center projects, including one connected to OpenAI-backed Stargate. The sale isn’t a distress signal, but it raises questions about who will finance AI’s increasingly expensive buildout.

UBS says tech sell-off is a positioning reset, not the start of an AI downturn

PDD drops as Morgan Stanley cuts to Equalweight on capital return risks

Meta Soars 5% as JPMorgan Picks It Over Alphabet for Its Analyst Focus List

Key TakeawaysMeta jumped 5% today after JPMorgan swapped it in for Alphabet on its Analyst Focus List, with a $940 price target. JPMorgan’s case is Meta’s AI-driven ad growth, which added roughly twice Google Search’s new dollars last…

Moody’s and S&P downgrade Akamai on debt-fueled AI infrastructure buildout

Citigroup’s Jane Fraser Says Hedge Funds Drove the Sell-Off. Here’s Why She Doesn’t Expect It to Get Worse

The VIX nearly doubled in a day, yet one of Wall Street's biggest bankers says the real culprit sits inside hedge fund risk models. What does she see in her client flows that makes her call the panic a forced reset?

Wells Fargo Initiates Coverage of Winnebago Industries at Underweight

Fintel reports that on November 9, 2026, Wells Fargo initiated coverage of Winnebago Industries (NYSE:WGO) (DB:WI1) with a Underweight recommendation.

As AI trade falters, Goldman Sachs says this lagging region is now positioned to outperform

Precisely because it has long been hamstrung by rigid labor markets and overregulation, European stocks may paradoxically be bigger beneficiaries of the AI revolution in terms of enhanced productivity and cost-cutting than its U.S.…

Is Oracle (ORCL) Losing Ground In AI Infrastructure Demand?

Oracle (NYSE: ORCL) is losing a cloud AI rental arrangement as Microsoft winds down use of Oracle infrastructure tied to older Nvidia chips. ING plans to sell a large portfolio of data center loans that includes a major Oracle related…

Wall Street strategists say S&P 500 correction is likely nearing an end

Investing.com -- Strategists at RBC Capital Markets, JPMorgan and Morgan Stanley have told clients in notes that the recent stock market sell-off may be close to running its course, though they warned that fundamentals still matter…

The biggest takeaway from Berkshire Hathaway’s latest quarter isn’t the $357 billion cash or its stock buybacks

The dismal performance of Geico is the biggest takeaway from Berkshire Hathaway’s third-quarter results.

Goldman Sachs reports China to US shipping data for November

The market’s correction is entering its final phase — but wait before buying the dip, says Morgan Stanley chief strategist

The S&P 500 could decline to the investment bank’s lower end of its downside target in the coming weeks, which would provide a good opportunity to add risk.

SAP gains after JPMorgan upgrades stock as ’AI moves from pilot to production’

Applied Materials, Cisco, Berkshire Hathaway, Nvidia, Micron and Alphabet are part of Zacks Earnings Preview

Zacks' Earnings Preview highlights AMAT, CSCO, BRK.B, NVDA, MU and GOOGL as key companies amid broad-based Q3 earnings growth and evolving estimate revisions.