Neocloud stocks like CoreWeave are having a moment — and time’s running out to cash in
The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.
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Morgan Stanley wealth unit pressured staff to approve risky home loans
A Morgan Stanley spokesman said the bank’s mortgage unit “adheres to robust underwriting standards, supported by extensive internal risk management and regulatory oversight,” and that “there is no evidence that any loan was inappropriately extended.” The bank said its portfolio carries default rates well below industry averages and called the suggestion that it had compromised…
Why an Aging Power Grid Is Fueling a New ETF Bet
Recent headlines about slowing AI spending and volatile tech stocks miss a bigger story. The U.S. power grid isn’t ready for what’s coming. That was the message from speakers on a July 27 webinar sponsored by SS&C ALPS Advisors. Key Takeaways: U.S. electricity demand is set to grow faster than at any point in decades….
Aeroplan stake sale hands Air Canada a $10 billion valuation nobody saw coming
Outgoing chief executive Michael Rousseau said the deal would strengthen the balance sheet and support a push toward an investment grade credit rating, Reuters reported. Fitch Ratings revised its outlook on the carrier to positive from stable on Tuesday, citing the Aeroplan transaction, and affirmed its BB issuer default rating. Air Canada posted a net…
Minutes of the UK Money Markets Code Sub-Committee – June 2026
Minutes Item 1. Introduction & Minutes of last meeting The Co-Chair welcomed members of the Committee to this hybrid meeting (the first of 2026) and noted that the minutes of the last UK Money Market Code Sub-Committee (Code Sub-Committee) meeting (held on 3 December 2025) are on the Bank’s website. The Co-Chair also noted that…
Goldman traders are on pace for a record year. A close-up look at how they’re doing it
Goldman Sachs ‘ dealmaking prowess may grab all the glory, but the biggest driver of growth last quarter came from the daily-grind of equities trading. Sure, Goldman and the other top Wall Street banks were able to cash in on all the market volatility lately. Many are even on track for their best year ever…
Could council tax and stamp duty be replaced with new tax?
New prime minister Andy Burnham has distanced himself from rumours that he was actively looking at proposals to replace council tax and stamp duty with alternatives that reflect a property’s current value. It comes after The i Paper reported he was looking at ways to replace the current property taxation system with either a proportional…
