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13.01.26 - 21:36
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Super Micro Computer: Absturz des KI-Highflyers – Goldman teilt aus (Der Aktionaer)
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Bis Anfang 2024 war Super Micro Computer der Inbegriff des KI-Highflyers. Doch Vorwürfe der Bilanzmanipulation und ein deutlich schwächer als erhofftes Wachstum haben bei der Aktie für einen drastischen Absturz gesorgt. Zuletzt hat sich die Lage zwar beruhigt, Goldman Sachs sieht aber weiter Risiken und bleibt vorsichtig....
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13.01.26 - 16:06
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Übernahme von Apple Card zehrt an Gewinn von JPMorgan (Cash)
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- Die Übernahme der Apple -Kreditkarten von Goldman Sachs hat der grössten US-Bank JPMorgan Chase im Schlussquartal 2025 einen Gewinnrückgang eingebrockt. Während die Erträge insgesamt stärker sprudelten als von Analysten erwartet, sank der Quartalsgewinn im Jahresvergleich um rund eine Milliarde auf gut 13 Milliarden US-Dollar. Denn JPMorgan legte im Zuge der Übernahme 2,2 Milliarden Dollar für drohende Kreditausfälle zurück....
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13.01.26 - 15:36
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JPM Kicks Off Q4 Earnings Season With Rare Miss Driven By Weakness In Debt Underwriting (ZeroHedge)
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JPM Kicks Off Q4 Earnings Season With Rare Miss Driven By Weakness In Debt Underwriting
Ahead of the official start of earnings season this morning when JPM reported Q4 results, Goldman's head of Delta One Rich Privorotsky wrote that "attention now turns to JPM to set tone for earnings seasons. Prices/multiples are elevated across the sector so hard to argue expectations are low. Focus on NII/NIM durability as deposit costs and loan pricing adjust… trading and IB momentum… expense discipline against the now well-telegraphed ~$105bn 2026 expense guide (~10% increase) … and any change in credit quality (likely still benign near-term)."
With that in mind, moments ago JPM reported Q1 earnings that while beating on sales and trading, unexpectedly missed on revenue and earnings, with traders pointing to a rare miss in investment-banking fees which fell in Q4, missing the firm's own guidance from just last month. The biggest US bank generated $2.35 billion from the business in...
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13.01.26 - 14:51
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Rithm Capital Corp. Launches Public Offering of Preferred Stock (Business Wire)
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NEW YORK--(BUSINESS WIRE)--Rithm Capital Corp. (NYSE: RITM; “Rithm” or the “Company”) announces that it has launched an underwritten public offering of Series F Fixed-Rate Reset Cumulative Redeemable Preferred Stock (the “Preferred Stock”), subject to market conditions. The terms of the Preferred Stock are to be determined by negotiations between the Company and the underwriters. The Company intends to apply to list the Preferred Stock on the New York Stock Exchange under the symbol “RITM PR F.” The Company expects to grant to the underwriters a 30-day option to purchase up to an additional 15% of the shares of the Preferred Stock being offered to cover over-allotments, if any.
The Company intends to use the net proceeds from this offering for investments and general corporate purposes.
Morgan Stanley & Co. LLC, Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, RBC Capital Markets, LLC, UBS Investment Bank, Wells Fargo Securities, LLC, Citigroup Global Markets Inc., Keefe, Bruyette & Wo...
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13.01.26 - 13:06
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GHK Announces Promotions (Business Wire)
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GREENWICH, Conn.--(BUSINESS WIRE)--GHK Capital Partners LP (“GHK”), a leading middle-market private equity firm, is pleased to announce the promotion of five investment professionals, reflecting GHK's continued commitment to developing and recognizing exceptional talent within its team.
John A. Luke and Lucas M. Viola have been promoted to Principal. Mr. Luke and Mr. Viola joined GHK in 2020 and 2019, respectively, and both previously worked in the Principal Investment Area of Goldman Sachs with Gilbert H. Klemann, Founder and Managing Partner of GHK.
Taylor A. Peck has been promoted to Senior Vice President. Mr. Peck joined GHK in 2021 after two years at Freeman Spogli, a middle-market private equity firm, and four years at Citi as an investment banker.
Joseph P. Brogan and Luke D. Morrison have been promoted to Vice President. Mr. Brogan and Mr. Luke joined GHK in 2021 and 2023, respectively, both after working for several years as investment bankers.
Mr. Klemann stated, “At GHK, our success inve...
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13.01.26 - 12:24
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Guinness and Johnnie Walker owner Diageo ′could sell Chinese assets′ (The Guardian)
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Reported move would be part of new CEO Dave Lewis's streamlining of world's largest spirits makerBusiness live – latest updatesDiageo's new boss, Dave Lewis, has barely started in the role, and the maker of Guinness and Johnnie Walker is already reportedly considering selling off its Chinese assets to trim down its portfolio.The world's largest spirits maker, whose other brands include Smirnoff vodka, Captain Morgan rum and Don Julio tequila, is working with Goldman Sachs and UBS to review its operations in China, where sales have been falling, according to Bloomberg News. Continue reading......
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13.01.26 - 10:54
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Johnnie Walker maker Diageo weighs options for China assets including sale, sources say (SCMP)
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Diageo is considering options for its Chinese assets, including potential divestments, people familiar with the matter said, as the maker of Guinness and Johnnie Walker seeks to streamline its portfolio.
Diageo is working with Goldman Sachs and UBS Group to review its operations, which include a more than 63 per cent stake in Shanghai-listed Sichuan Swellfun, the people said, asking not to be identified because the information was not public. The advisers have been sounding out initial interest......
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