Finance Updates – Page 31 – Finance Updates

Goldman Sachs Smashes Q4 Equity Trading Record, Net Income Up 12% YoY

Goldman Sachs set a Wall Street record in Q4 ...

Stronger trading and a ~25% rise in investmen...

For 2025, revenue totaled ~US$58.3B (second-h...

Management is refocusing on core markets and ...

TSMC’s Big Bet & Banking Surge: AI Chips, Equity Trading, and Macro Risks for 2026

Global FYI Finance and Insurance

Stocks jumped as TSMCs blowout quarter and up...

TSMC said 2026 capex will surge to $526B, mos...

Bank stocks rallied after Goldman posted reco...

AI optimism lifted the chip supply chain, wit...

Wall Street Banks Rebound in 2026: M&A & IPO Surge Powers Select Winners

Global FYI Finance and Insurance

Global investment-banking revenue topped $100...

Goldman Sachs and Morgan Stanley led the surg...

Bank of America was mostly flat and JPMorgan ...

Bankers are now leaning on a strong 2026 pipe...

U.S. M&A Slumps in November 2025: Big Deals Lift Value While Volumes Fall

Global FYI Finance and Insurance

U.S. M&A slowed sharply in November 2025, wit...

Year over year, deal volume fell in most sect...

Despite fewer deals, total deal value jumped ...

AI, scale, and select sector consolidation ar...

U.S. Bancorp’s $1B BTIG Deal Boosts Equity Capital Markets & M&A Game

Americas M&A Securities and Commodity Contracts Intermediation and Brokerage

U.S. Bancorp will buy investment firm BTIG fo...

Signed Jan. 12, 2026, the deal is expected to...

The acquisition brings U.S. Bank in-house equ...

U.S. Bank expects minimal 2026 EPS impact and...

Trilantic Europe’s Fundraising Breakdown: €925M Fund VI, €375M ETI Fund & the €700M Target Question

Europe Firms Other Investment Pools and Funds

No public disclosure confirms that Trilantic ...

Its latest confirmed flagship close, Trilanti...

The dedicated Energy Transition (ETI) fund cl...

Trilantic reports roughly €2.4–€2.9 billion i...

CCMP Growth Closes $500M+ Fund IV Targeting Consumer & Industrial Buyouts

Americas Firms Other Investment Pools and Funds

CCMP Growth Advisors closed its fourth fund, ...

Under new leadership, the firm is emphasizing...

The fund has made four platform investments a...

Insiders contributed over 10% of commitments,...

Oracle Valuation Hinges on AI & Cloud Growth Amid Debt and Margin Headwinds

Global FYI Finance and Insurance

KeyBanc reiterates Overweight on Oracle and a...

Its model values the core applications/databa...

Execution risk is rising as cloud/AI capex is...

Despite strong net margins, operating margin ...

ATI Soars with A&D Momentum: KeyBanc Targets $132 on Margin Gains & Material Tailwinds

Global FYI Finance and Insurance

KeyBanc raised ATI’s price target to $132 fro...

A&D now represents about 70% of sales, helpin...

Growth in jet engines, defense, and airframes...

Key risks include raw material volatility, de...

KeyBanc Downgrades CrowdStrike: Investing in AI/Data Leaders Like Snowflake & Okta

Global FYI Finance and Insurance

KeyBanc downgraded CrowdStrike to Sector Weig...

The firm still likes CrowdStrike long term fo...

KeyBanc prefers Snowflake, Datadog, Dynatrace...

Survey checks suggest 2026 security budgets g...