Sector
Everything our editor has picked under this sector, best first.
187 stories
$FMBL Attended meeting yday. Most notable news was that meeting was adjourned with respect to proposals 4a and 4b (lowering thresholds to 60%) which were apparently within 2.5-3% of passing — mgmt sounded optimistic they’ll get there with some extra time. Meeting will recommence in late August.
JPMorgan’s $5 trillion balance sheet and $63.7 trillion derivatives book make Jamie Dimon’s eventual successor one of banking’s hardest…
Big banks get second-quarter rocket fuel from SpaceX IPO $JPM $GS $BAC https://t.co/9HCoab65LR
First Hawaiian, $FHB to Acquire TriCo Bancshares $TCBK and Provide Preliminary 2026 Second Quarter Results https://t.co/nZns7KFCWt
Citigroup $C ... is it a credit card issuer or an investment bank/broker? I think the market's making the wrong call here, but I could be mistaken. https://t.co/SlQxPnmuGc
Merion Road Capital Management and Blue Hill Advisors urge United Bancorporation of Alabama $UBAB to return excess capit... https://t.co/Ej02jreaap
Regions Financial $RF buys investment bank in latest bolt-on https://t.co/Lb11zJT8vY
A review of 2,144 OTC listings identifies more than 200 profitable companies trading cheaply on earnings or assets, beginning with…
$CBAN to merge w/ $FSRL https://t.co/2hLKYqpeB6
What if after assessing, O’Brien decides it’s best to reset lower and recap $BCBP Cc @thebankzhar https://t.co/VpMUhD9ctQ
Good to see someone paying attention on life insurers from Bloomberg today. Private Credit and certain life insurers are deeply linked - $MET, Lincoln are just the tip of the sphere I would add https://t.co/Vcyt0RFlT1 and certain regional banks like $WAL in that mix too. *and sure 95% of all your pc loans are credit grade MetLife, can I ask how many were rated by Egan Jones?*
@Akston_Capital Putting aside what the shareholders, directors, activist ahareholders @HoldCoAM, his wife and anyone else, what does Chris Gorman, in his heart, want to accomplish at $KEY? Keep going as is? Acquire? Sell?
Little perplexed you get more negative redemption stories around private credit, and the market only sells off the the the pure play PE companies. First derivatives are up? $MFC $FG $MET $WAL all have sizable exposure to the same asset class.....
Apollo’s Marc Rowan argues private-credit risk depends on underwriting, seniority, leverage and diversification, not whether a bank or fund…
$BCOW puts its shareholders out of their misery but only after pillaging from them as much as possible. https://t.co/LG4tR0ZLd3 https://t.co/eHQWjpMA5w
Another Dallas bank not named North Dallas $NODB sold today. @ndbttx MidFirst Bank to Acquire Dallas Capital Bank, Accelerating Growth - https://t.co/Q7pCvEvvUh
Pretty incredible market sells off software again aggressively at the same time ramping up public private credit exposed names like $MFC, $ARES, $FG (CEO left suddenly yesterday) all because they ride alongside the aggressive buying in money center banks in financial etc flows ($JPM up 14% in June). Seems like there needs to be some dispersion in public private credit and software - one side at current prices has to be wrong, guessing private credit lower is how the dispersion resolves itself
Grupo Aval has doubled from entry, with further upside tied to Colombia’s new government.
Isabella Bank Corporation to Acquire Grand River Commerce, Inc. | $ISBA $GNRV #BankMerger https://t.co/aVJaQIimRn
BancFirst $BANF Corporation Announces Acquisition of SpiritBank https://t.co/8jm5DCej1L
@YodeLeaheyWho Sorry yes, I always think of $MS as Musk's banker. $GS will have its hands full
$CZWI 13d -Salute to Andy @Schornack https://t.co/WOcHVKcvh4
Bogota Savings Bank $BSBK and GSL Savings Bank to Merge https://t.co/QlI0EEI1vT
SoFi's DCF values shares at $18, forecasting adjusted net revenue growth from 30% in 2026 to 3.5% by 2035 as it scales its digital bank…
