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25.03.26 - 21:01
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SpaceX Maybe Largest US IPO, Iran War Reveals Gaps In Defense Spending | Bloomberg Deals 3/25/2026 (Bloomberg)
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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Goldman Sachs Head of Global M&A Stephan Feldgoise, Advent Global Head of Aerospace and Defense Shonnel Malani, Carlyle Global Head of Aerospace Defense and Government Ian Fujiyama, Andreessen Horowitz General Partner Erin Price-Wright, JPMorgan Managing Director Mark Marengo, and Vinson and Elkins Partner Lande Spottswood. (Source: Bloomberg)...
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25.03.26 - 20:48
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Big Pipeline for Defense IPOs: JPMorgan′s Marengo (Bloomberg)
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Mark Marengo, global co-head of diversified industries investment banking at JPMorgan, joins Dani Burger on "Bloomberg Deals." They discuss defense tech investments and potential IPOs as the Iran War reveals gaps in spending. The Pentagon wants to shift roughly $1.5 billion in previously approved funding to buy critical missile interceptors from Lockheed Martin and RTX, according to the acting comptroller — weapons that are in short supply as the war in Iran consumes vast amounts of the munitions. (Source: Bloomberg)...
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25.03.26 - 20:31
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Iran War Reveals Defense Spending Gaps (Bloomberg)
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Erin Price-Wright, general partner at Andreessen Horowitz, Ian Fujiyama, global head of aerospace, defense and government at Carlyle, and Mark Marengo, global co-head of diversified industries investment banking at JPMorgan, join Dani Burger on "Bloomberg Deals." (Source: Bloomberg)...
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25.03.26 - 19:12
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"Buy The Dip" Is Dead: Retail Sells Today′s Market Bounce, 2nd Time This Week; Sells Nvidia (ZeroHedge)
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"Buy The Dip" Is Dead: Retail Sells Today's Market Bounce, 2nd Time This Week; Sells Nvidia
Two weeks ago we warned that the BTFD trade - that staple of every market dip in the past 3 years - appeared to be fading rapidly, as retail investors were demonstrating "persistent signs of weakness" following the start of the Iran conflict with weekly purchases decelerating by ~30% after defying seasonal patterns and making February their 3rd largest month on record; additionally, that Monday marked the largest retail net-selling day in single stocks in a month.
There was a silver lining: according to JPMorgan, despite the pullback, retail stock-picking choices - aside from reduced sizes - remained relatively optimistic: retail investors bought Tech Mega Caps (incl. ORCL pre and post-earnings), while cutting their exposure in energy stocks. Or, as JPM put it, "despite the market turning sour this month, driven by geopolitical developments and existing AI-related concerns spi...
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25.03.26 - 17:36
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As Demand for AWS’ AI Surges, Citi and JPMorgan Raise Amazon Price Targets (24/7 Wall St.)
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Amazon (NASDAQ:AMZN) has pulled back more than 6% this year and is up 2.15% over the past week, sitting around $211.80 but well off its 52-week high of $258.60. The one-year gain stands at a modest 2.96%, with most analysts clustering around the Street consensus target of $280.47. But on March 25, 2026, two of ... As Demand for AWS' AI Surges, Citi and JPMorgan Raise Amazon Price Targets
The post As Demand for AWS' AI Surges, Citi and JPMorgan Raise Amazon Price Targets appeared first on 24/7 Wall St.....
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