Invesco KBW Bank

Citigroup's Price-to-Book Ratio Reaches 1 for the First Time Since 2018, Reflecting Transformation Progress

Morgan Stanley Amends China A-Shares Fund Repurchase Policy

Citibank predicts Mexican peso to USD exchange rate at 19.20 in 2026

JPMorgan Chase's Stake in Alphawave IP Group PLC Exceeds 5%

Goldman Sachs Acquires Innovator Capital for $2 Billion to Expand Asset Management Business

Goldman Sachs Downgrades JPMorgan Chase Target Price

Morgan Stanley Europe Securities Redeems Certain Bonds Early

West Family Investments Inc. Increased JPMorgan Stake in Q2

SCS Capital Management LLC Increases Morgan Stanley Holdings

Bank of America CEO Discusses US Economic Status and Geopolitical Impact

JPMorgan Discloses 1.02% Stake in Bakkavor Group

JPMorgan Cuts Long Position in Ganfeng Lithium H Shares

JPMorgan Cuts Stake in Ascena

JPMorgan Increases Stake in Arhaus Inc.

First Trust Advisors LP Boosts Stake in U.S. Bank, Reports Exceeding Q3 Earnings

Citi Downgrades 2026 European Retail Sector Outlook to Neutral

Citi Upgrades 2026 European Industrial Sector Outlook to Overweight

Citi upgrades European automotive sector rating to neutral

Citibank Downgrades European Tech Sector Outlook to Neutral for 2026

Morgan Stanley Fined 101 Million Euros for Dividend Tax Evasion Scheme in the Netherlands

Treasure Gbl

SMX Security Matters

Wheeler Real Estate

DigitalBridge

Toro

Dreamland

Lichen

Springview

Alumis

Top Kingwin

HOOD

Officer Jeffrey Pinner of Robinhood Markets Inc filed a Form 144 with the SEC on December 5, 2025, to sell 23,457 shares through Morgan Stanley Smith Barney LLC. This sale is executed under a prearranged trading plan (10b5-1). Filing Form 144 is required before selling restricted stock, allowing the sale within 90 days of filing.

Reuters

Robinhood

Morgan Stanley

Officer Pinner Files To Sell 23,457 Of Robinhood Markets Inc [HOOD]

Morgan Stanley China A Share Fund's Board approved a change to its tender offer policy, shortening the performance measurement period from five to three years. A conditional tender offer for up to 25% of shares will occur if the Fund's performance is below the MSCI China A Onshore Index during this period. The offer will be at 98.5% of NAV, starting July 1, 2025, with potential execution by September 30, 2028.

Morgan Stanley China A Share Fund Board Approves 2026 Tender Offer and Shortens Performance Measurement Period for Conditional Tender Offers

JPMorgan Chase predicts a rally for the S&P 500 into 2026, driven by sectors like financials and blue-chip tech. Andrew Tyler, the bank's global head of market intelligence, highlights mega cap tech, AI, banks, materials, financials, and energy as sectors expected to perform well.

The Daily Hodl

JPMorgan Chase

JPMorgan Chase Calls for S&P 500 Rally Into 2026, Unveils Highest-Conviction Sectors

The U.S. dollar slipped as traders anticipate a Federal Reserve rate cut next week, with a 90% chance priced in. The dollar index fell 0.1%, while the yen edged up amid expectations of a BOJ rate hike. Morgan Stanley now expects a December rate cut, aligning with JPMorgan and BofA. U.S. consumer sentiment improved, but the dollar remains overvalued. Bitcoin fell for the second day, dropping 3%.

FOREX-Dollar slips as traders eye next week's Fed meeting

Georgia Higher Education Facilities Authority plans to issue $229.6 million in revenue bonds for student housing improvements at University System of Georgia schools. The sale includes $190.5 million taxable Series 2026A bonds and $39.1 million tax-exempt Series 2026B bonds, with pricing on Dec. 16 and closing on Jan. 6. Bonds mature from 2027 to 2046, callable at par from Jan. 1, 2036. RBC Capital Markets and Wells Fargo Securities are underwriters, with an AA- rating from S&P Global Ratings.

MorningStar

Wells Fargo

Georgia Higher Education Facilities Authority Plans $229.6 Million Bond

Down 40% in the Past Month, Morgan Stanley Says This 1 Stock Is Key to the Future of AI

Barchart Option

C3.AI

Down 40% in the Past Month, Morgan Stanley Says This 1 Stock Is Key to the Future of AI

NFLX

Wells Fargo is providing $30 billion to finance Netflix's acquisition of Warner Bros Discovery's studios and HBO Max, a deal valued at $83 billion. This marks one of the largest single-lender IOUs, showcasing rising risk appetite and CEO Charles Scharf's ambition. Moelis is the lead financial advisor to Netflix, with Wells Fargo as an additional advisor.

- Netflix has agreed to acquire Warner Bros Discovery’s studios and HBO Max for $83 billion, with a significant $30 billion loan from Wells Fargo.  
- This financing marks one of the largest single-lender loans in history, reflecting increased risk appetite in the market.  
- The deal is supported by a $59 billion bridge loan, with multiple financial advisors involved in the transaction.  

Netflix

Warner Bros. Discovery

BREAKINGVIEWS-Wells Fargo puts on a costly show for Netflix

Morgan Stanley has increased its voting rights in Kontron AG from 5.13% to 7.83%, marking a 2.7 percentage point rise.

Kontron AG

Morgan Stanley raises total voting rights in Kontron AG to 7.83%

With 18 more closing bells to go in 2025, top Goldman Sachs trader, John Flood, takes a moment to look back at what mattered this year... and how that may drive what happens next year.What Mattered...The market’s positive momentum from 2024 promptly carried into January as investors remained optimistic on everything AI and a probusiness administration squarely focused on deregulation.

ZeroHedge

Goldman Sachs

With 18 More Closing Bells Left In 2025, Top Goldman Trader Reviews What Mattered... And What's Next

Morgan Stanley analyst Bart Gysens maintains a Hold rating for Hammerson plc R.E.I.T. with a price target of p350.00. Despite Gysens' average return of -5.2% and a 42.11% success rate, the analyst consensus suggests a Moderate Buy rating with a p330.88 average price target.

Tip Ranks

Morgan Stanley Sticks to Its Hold Rating for Hammerson plc R.E.I.T. (HMSO)

Goldman Sachs research highlights differing investor concerns over AI-linked debt in investment grade versus high yield bonds. Investment grade worries are issuer-specific, while high yield concerns are sector-wide. Despite a surge in AI-related debt issuance, these bonds underperform the broader market. The Bank of England warns of potential financial stability risks. Investors like Neuberger and Mirabaud express caution, citing execution risks and the need for careful security selection.

AI credit concerns playing out differently in investment grade and high yield, Goldman says

Bank of America predicts a stock rally into 2026 as markets anticipate a January interest rate cut by the U.S. Federal Reserve. Analyst Aditya Bhave suggests market expectations for a rate cut may increase despite cautious central bank signals. Currently, futures traders see an 87% chance of a December rate cut, but only 27% for January. Bhave doubts Fed Chair Powell can convincingly counter market expectations. Bank of America's stock holds a Strong Buy rating, with an average price target implying an 8.89% upside.

- Bank of America remains optimistic about stocks, predicting a rally into 2026 as markets anticipate a January interest rate cut from the U.S. Federal Reserve.  
- Analyst Aditya Bhave notes that futures traders currently see an 87% chance of a 25 basis point cut at the December 10 meeting, with a 27% chance for January.  
- Despite a cautious tone from the Fed, Bhave believes it will be challenging for Chair Jerome Powell to dissuade market expectations for further cuts, as significant economic data will be released before the January meeting.

Bank of America

Bank of America (BAC) Says Stocks to Rally as Markets Price in a January Interest Rate Cut

JPMorgan Chase & Co has crossed a threshold in its holdings in Alphawave IP Group PLC, with a total of 5.233% voting rights as of December 3, 2025. The notification details the acquisition or disposal of voting rights, including direct and indirect voting rights, and financial instruments. The holdings are managed through J.P. Morgan Securities plc and J.P. Morgan SE, with a chain of controlled undertakings under JPMorgan Chase & Co.

London Stock Exchange

REG - Alphawave IP Group JPMorgan Chase & Co - Holding(s) in Company

Got commodities?"Trump runs it hot, oil bounces post Russia-Ukraine fix, China keeps yuan cheap, soon all the commodity charts will look like gold..." (BofA)

Commodities Are on Fire - Breakouts Everywhere, Oil/Energy Up Next?

Bank of America's chief investment strategist, Michael Hartnett, is bullish on commodities, predicting they will outperform bonds due to the "run it hot" economic policy of the Trump administration. He sees oil and energy stocks as the best contrarian bet for 2026, with metals and natural-resource stocks already breaking out. Hartnett attributes current bullish sentiment to market-supporting factors from the Fed, the White House, and Generation Z investors. He notes that commodities' 10-year rolling returns are the highest versus bonds since 2008.

- Bank of America's chief investment strategist, Michael Hartnett, predicts that oil and energy stocks will be the best contrarian investment for 2026 due to a "run it hot" economic policy.  
- He notes that commodities are set to outperform bonds, driven by bullish sentiment and a shift from fiscal austerity to fiscal excess post-pandemic.  
- Hartnett highlights that energy stocks are gaining traction amid rising demand, particularly from data centers, while bond yields are expected to rise due to changing central bank policies.  