Banking & Finance news

How a U.S. diesel export ban would play out, according to Goldman Sachs

Strategists at Goldman Sachs see potential restrictions on U.S. diesel exports adding $0.30 per gallon to domestic retail gasoline prices

Goldman Warns Diesel Export Ban Would Send Gasoline Prices Higher

If the United States institutes a ban on diesel fuel exports, Goldman Sachs analysts estimate it would initially push prices lower. The effect, however, would only continue until storage space fills up, the bank warned. Amid reports on…

Foreign banks have expressed UBS merger interest, Swiss newspaper reports

What are the bond yield effects on European equities? UBS answers

Bank of America says Nvidia and these other stocks are on sale

Bank of America named several stocks that it said are undervalued.

Berkshire adds to nearly doubled stake in slumping homebuilder

Berkshire Hathaway has increased its bet on a long-term recovery for the struggling U.S. housing market by nearly doubling its stake in Lennar, the nation's second largest homebuilder, since the beginning of July.

Wells Fargo Initiates Coverage of Dover at Overweight

Fintel reports that on September 25, 2026, Wells Fargo initiated coverage of Dover (NYSE:DOV) (BIT:1DOV) with a Overweight recommendation.This action follows a prior action by Wells Fargo on March 17, 2026, when the firm upgraded the…

Wells Fargo Initiates Coverage of Trane Technologies at Overweight

Fintel reports that on September 25, 2026, Wells Fargo initiated coverage of Trane Technologies (NYSE:TT) (BMV:TT N) with a Overweight recommendation. This initiation follows a prior action on January 30, 2026, when Wells Fargo…

Wells Fargo Initiates Coverage of 3M at Equal-Weight

Fintel reports that on September 25, 2026, Wells Fargo initiated coverage of 3M (NYSE:MMM) (XTRA:MMM) with a Equal-Weight recommendation. On September 24, 2026, the day prior to the rating action, the stock closed at $167.52. On the day…

Morgan Stanley public finance co-head Zach Solomon leaves for TD - Bloomberg

Wells Fargo Initiates Coverage of Eaton with Overweight Rating

Fintel reports that on September 25, 2026, Wells Fargo initiated coverage of Eaton (NYSE:ETN) (LSE:0Y3K) with a Overweight recommendation. This initiation follows a prior action on May 6, 2026, when Wells Fargo maintained an…

Best large U.S. bank stocks: BAC leads on valuation and risk/reward

Wells Fargo Initiates Coverage of Parker-Hannifin at Equal-Weight

Fintel reports that on September 25, 2026, Wells Fargo initiated coverage of Parker-Hannifin (NYSE:PH) (XTRA:PAR) with a Equal-Weight recommendation. Previously, on May 26, 2026, Wells Fargo maintained its rating, with a prior same firm…

Wells Fargo Initiates Coverage of Wintrust Financial Corporation - Preferred Stock at Equal-Weight

Fintel reports that on September 24, 2026, Wells Fargo initiated coverage of Wintrust Financial Corporation - Preferred Stock (NASDAQGS:WTFCN) with a Equal-Weight recommendation. On the date of this rating action, the security's latest…

‘We were wrong.’ Why Morgan Stanley changed its tune on the U.S. dollar — and what it expects now.

Rising bond yields and expected Fed rate hikes have wrecked the bank’s forecast for the buck

The stock market could be due for a nasty selloff, judging by these two signals

A jump in bond-market anxiety coupled with a selloff in financial stocks may mean a serious shock to markets, according to Bank of America.

Goldman Sachs Initiates Coverage of United Therapeutics with Sell Rating

Fintel reports that on September 24, 2026, Goldman Sachs initiated coverage of United Therapeutics (NASDAQGS:UTHR) (BMV:UTHR) with a Sell recommendation.United Therapeutics Corporation, based in the United States, operates in the…

Morgan Stanley Initiates Coverage of IMAX at Overweight

Fintel reports that on September 24, 2026, Morgan Stanley initiated coverage of IMAX (NYSE:IMAX) (DB:IMA) with a Overweight recommendation.IMAX Corporation, based in Canada, operates as a leading innovator in entertainment technology,…

S&P Global upgrades AZZ to ’BB’ on rapid debt reduction and improving leverage

S&P Global raises Western Digital outlook to positive on surging AI demand

JP Morgan Upgrades Macerich to Overweight from Neutral

Fintel reports that on September 24, 2026, JP Morgan upgraded their outlook for Macerich (NYSE:MAC) (DB:M6G) from Neutral to Overweight.This rating action follows a prior upgrade by JP Morgan on June 17, 2026, when the firm raised its…

JP Morgan Upgrades Regency Centers Corporation - Preferred Stock to Overweight from Neutral

Fintel reports that on September 24, 2026, JP Morgan upgraded their outlook for Regency Centers Corporation - Preferred Stock (NASDAQGS:REGCP) from Neutral to Overweight. This rating action represents a shift from the firm's prior…

WFC November 6th Options Begin Trading

Investors in Wells Fargo & Co (Symbol: WFC) saw new options become available today, for the November 6th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the WFC options chain for the new November 6th…

Here’s how to position your portfolio for the next AI wave, according to Morgan Stanley

There’s still room for AI hardware stocks to rise, but analysts at Morgan Stanley say it’s time to diversify into a wide variety of industries that are starting to realize AI benefits.

Apollo Global Management options see record put volume with 94:1 put/call ratio

Wells Fargo Initiates Coverage of Old National Bancorp - Preferred Stock at Overweight

Fintel reports that on September 24, 2026, Wells Fargo initiated coverage of Old National Bancorp - Preferred Stock (NASDAQGS:ONBPP) with a Overweight recommendation. Old National Bancorp, based in the United States, operates primarily…

UBS Initiates Coverage of Core Scientific, Inc. - Equity Right at Buy

Fintel reports that on September 23, 2026, UBS initiated coverage of Core Scientific, Inc. - Equity Right (OTCPK:CORZR) with a Buy recommendation.This coverage initiation by UBS on September 23, 2026, is part of a series of recent…

UBS Initiates Coverage of TeraWulf with Buy

Fintel reports that on September 23, 2026, UBS initiated coverage of TeraWulf (NASDAQCM:WULF) (BMV:WULF) with a Buy recommendation.Prior to this rating action, the stock recorded a latest close of $17.33 on September 22, 2026. This…

Micron’s stock has become a ‘battleground’ as the AI narrative shifts

Investors have become more focused on the durability of memory-chip demand, but there are reasons to be optimistic on that front, a UBS analyst said.

These stocks have thrived during past rate-hiking cycles. Bank of America says buy them now

The bank said quality stocks should "continue to lead given the likelihood of more Fed hikes," while value stocks have a chance to accelerate as profits grow.

S&P Global upgrades HealthEquity rating on strong performance

Market sees next Fed hike in October, following Barr comments and hot inflation reading

S&P Global said its overall inflation measure hit its highest level since October 2022.

Notable Wednesday Option Activity: FICO, JPM, ABNB

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Fair Isaac Corp (Symbol: FICO), where a total of 1,946 contracts have traded so far, representing approximately 194,600 underlying…

Goldman Sachs finds AI driving measurable profits at tech firms

UBS Initiates Coverage of Core Scientific with Buy

Fintel reports that on September 23, 2026, UBS initiated coverage of Core Scientific (NASDAQGS:CORZ) (BIT:1CORZ) with a Buy recommendation.This initiation follows other recent analyst actions for the company. On September 21, 2026,…

Goldman Sachs' interest rate prediction hinges on oil prices

Apollo private credit fund redemption requests ease in third quarter

Apollo limits redemptions as withdrawal requests hit 14.7% - Bloomberg

Fitch upgrades ONEOK rating to BBB+ on Apollo investment

JPM options flow signals divided market sentiment amid sharp session decline

Why is JPMorgan Chase stock sliding today?

Bank of America says Brent crude oil could top $150 a barrel if Iran war disruptions persist

Analysts at the Bank of America have raised their outlook if Iran war continues to escalate

Notable Tuesday Option Activity: NRG, WFC, BAC

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in NRG Energy Inc (Symbol: NRG), where a total of 27,727 contracts have traded so far, representing approximately 2.8 million…

Beijing Tightens Rare Earth Flow Ahead Of Washington Summit With Trump

Chinese President Xi Jinping and President Donald Trump are scheduled to meet in Washington on Thursday. UBS analysts quoted chief China economist Yu Song as saying the meeting between the leaders of the two global superpowers is…

Berkshire Hathaway Raises Stake In This Ramshackle Homebuilder

Morgan Stanley Names Top Energy Services Stock Pick

Sullivan: Wall Street admits it doesn't know where oil is headed. There's one stock they do agree on

JPMorgan’s commodity team admitted what many are thinking on the Iran situation and oil: We just don't know.

Meta's quick success with Muse puts consumers back in the driver's seat of the AI trade

Consumer agentic "may power the next phase of the AI trade," analysts at UBS said.

What Makes Berkshire Hathaway (BRK-B) a Strong Investment?

JPMorgan plans to double India finance hub business - Bloomberg

Notable ETF Outflow Detected - IYF, BLK, SPGI, CB

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares U.S. Financials ETF (Symbol: IYF) where we have detected an approximate $165.4 million dollar…

America’s power grid is running out of juice — and these stocks stand to gain

SpaceX is one of a host of potential beneficiaries identified by Morgan Stanley as ways to play the intensifying AI power shortage.

Buy these high-quality dividend stocks with plenty of free cash flow, Bank of America says

The firm identified quality stocks it rates a buy, and some of the names have attractive dividend yields.

Morgan Stanley's top picks list trounced the S&P 500 the last 12 months. Here are the new members

The firm refreshed its annual list of top stock ideas after last year’s picks beat the broad market.

Qatar’s wealth fund and JP Morgan Asset Management to launch $20 billion partnership

Bank of America says buy tumbling shares of aviation giant

Morgan Stanley Sees Marathon Petroleum (MPC) Breaking into New Highs

Morgan Stanley Sees More Fuel for Valero’s (VLO) Rally

Morgan Stanley Sees Shell (SHEL) Hitting New Highs

UBS Sees Phillips 66 (PSX) Blazing Past its Record High