TD Securities has turned bullish on Bank of Montreal, upgrading the stock to Buy and raising its price target, citing a more constructive trajectory for the bank's return on equity and its diversified earnings base.
U.S. stocks extended losses into a third session as investors weighed the potential implications of Kevin Warsh's nomination to lead the Federal Reserve, capping a volatile week of trading.
With National Australia Bank shares surging nearly 120% over five years, investors are questioning whether the current price around A$43.37 still offers value. Our analysis reveals a mixed picture: while some metrics suggest the stock is fairly valued, others point to potential upside.
President Trump's nominee for Federal Reserve Chair, Kevin Warsh, has championed a 'regime change' at the central bank, focusing on balance sheet reduction and regulatory rollback. However, analysts question his ability to deliver swift interest rate cuts and warn of potential internal conflict.
While the financial sector remains the economy's cornerstone, policy headwinds have capped its recent performance. We analyze one credit rater and a fintech disruptor that show resilience, alongside a legacy asset manager facing challenges.
In a market fixated on tech giants, savvy investors are looking to regional financial institutions for sustainable growth. We analyze two banks with strong momentum and one where caution may be warranted, against a backdrop of shifting interest rates and economic uncertainty.
In remarks that now appear pointed, Fed Chair Jerome Powell robustly defended the central bank's personnel and economic frameworks just days before former Governor Kevin Warsh, a vocal critic, was nominated to potentially succeed him.
Cullen/Frost Bankers (NYSE: CFR) reported fourth-quarter revenue in line with expectations but delivered a significant earnings beat, driven by its aggressive branch network expansion in Texas and robust commercial lending. Management expressed confidence in sustained loan growth and improving margins for the coming year.
The banking sector has surged 12.5% in six months, outpacing the broader market. Yet, beneath the headline gains, selectivity is key. We analyze one bank with a unique value proposition poised for sustainable growth and flag two others where the risk-reward appears less compelling for investors.
Cullen/Frost Bankers (NYSE: CFR) reported robust fourth-quarter results, beating analyst estimates on earnings and revenue. The Texas-based regional bank also announced a new $300 million share repurchase program and raised its guidance, fueling a debate on whether its current valuation fully reflects its growth trajectory.
Silver prices plunged by a record 30% in a single session after President Trump nominated former Fed Governor Kevin Warsh to lead the central bank, a move seen as tempering expectations for aggressive rate cuts and bolstering the dollar.
Deutsche Bank has upgraded AI infrastructure provider CoreWeave to 'Buy,' significantly raising its price target to $140, citing a strong medium-term outlook and capacity expansion plans backed by a deepened partnership with Nvidia.
A coalition of immigrant advocacy organizations has filed a federal lawsuit challenging a newly revealed ICE policy that permits agents to enter private residences without judicial warrants, arguing it violates constitutional protections against unreasonable searches.
The fourth-quarter earnings season for diversified banks revealed a tale of divergence. While PNC Financial surprised to the upside, industry titan Citigroup fell short of expectations, highlighting the uneven pressures facing the sector.
Gold and silver prices retreated sharply from record highs as President Trump's nomination of Kevin Warsh to lead the Federal Reserve eased concerns over central bank independence, triggering a broad profit-taking sell-off.
Following a robust Q4 earnings beat, IBM's strategic focus on hybrid cloud, AI, and quantum computing earns a price target upgrade from Bank of America, with analysts citing improved growth and free cash flow trajectory.
A growing financial strategy known as 'soft switching'—opening new bank accounts without closing old ones—is gaining traction. Experts say it can unlock higher yields, better features, and greater flexibility, but requires careful management to avoid pitfalls.
Independent Bank Corporation (NASDAQ: IBCP) announces a dividend increase to $0.28 per share, continuing its decade-long track record of shareholder returns. Analysts highlight the payout's sustainability amid solid earnings growth projections.
President Donald Trump's selection of former Fed Governor Kevin Warsh to lead the central bank is being welcomed by analysts as a stabilizing choice, with immediate positive ripples across currency and precious metals markets.
The parent company of the Twin Peaks 'breastaurant' chain has filed for Chapter 11 bankruptcy protection, raising questions about the future of its 16 Florida locations, including a Jacksonville restaurant that opened in 2023. The chain plans to remain operational during restructuring.
