From a record high to a 10% drop in just two months: Why small-cap stocks have unraveled so fast

Barclays ranked first by deal value among financial services mergers and acquisitions (M&A) advisers in the first half of 2026, while Houlihan Lokey led by number of transactions, according to GlobalData’s latest league table. Using figures from its Financial Deals Database, GlobalData said Barclays advised on deals worth $37.3bn in total. Houlihan Lokey, meanwhile, worked…

September 2026 was the worst month of the year for crypto theft, and it was not close. Immunefi reported that about $742 million was lost across 33 hacked entities, enough for the month alone to account for roughly a third of all money stolen in hacks so far in 2026. About $270 million was later…

Confluence Investment Management offers various asset allocation products, which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the  report every other Monday, along with an accompanying podcast.  After months of rising long-term yields, Treasury Secretary Scott Bessent has intervened in the  bond market to…

Digital investment platform Webull, which counts 28 million global users, is quietly “tied in structural ways” to China’s government, representing a national security threat to U.S. finance, according to a bipartisan congressional panel’s findings shared exclusively with CNBC. The bipartisan House Select Committee on China in its new report being released Wednesday found “a profound…

The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.