Lmst

#Jefferies

Jefferies recommends buying Meta Platforms as shares dip 2% in January, citing an attractive risk-reward profile and a $910 price target amid AI and capex concerns.
#YonhapInfomax #MetaPlatforms #Jefferies #PriceTarget #ArtificialIntelligence #CapitalExpenditures #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=101721

US airlines are projected to save nearly $1 billion annually in fuel costs as weight-loss drugs like Ozempic reduce average passenger weight, with Jefferies estimating a 1.5% cut in total fuel expenses and a potential 4% EPS boost for major carriers.
#YonhapInfomax #Ozempic #Jefferies #FuelCosts #USAirlines #GLP1Drugs #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=101328

Jefferies has removed Bitcoin from its model portfolio, citing quantum computing risks, and increased its gold allocation as geopolitical tensions drive demand for safe-haven assets.
#YonhapInfomax #Jefferies #Bitcoin #Gold #QuantumComputing #PortfolioAllocation #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=100426

#Schumer and #Jefferies need to stop being useless sacks of limp dicks

https://www.youtube.com/watch?v=j2LhwLMZRy8

Jefferies upgraded GE Vernova to 'Buy' and raised its target price, citing strong pricing power and improved outlook for its power segment, sending shares up 4%.
#YonhapInfomax #GEVernova #Jefferies #BuyRating #TargetPrice #SharePriceRise #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=96323

Jefferies projects that undervalued mid- and small-cap stocks, such as Lattice Semiconductor and Entergy, could see substantial gains in 2025 as market breadth expands and earnings growth accelerates, driven by trends in AI, edge computing, and data center demand.
#YonhapInfomax #Jefferies #MidCapStocks #LatticeSemiconductor #Entergy #EarningsGrowth #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=93193

The US SEC has launched an investigation into Jefferies over its disclosure of exposure to bankrupt auto parts maker First Brands, focusing on internal controls and potential conflicts of interest.
#YonhapInfomax #SEC #Jefferies #FirstBrands #Bankruptcy #InvestorDisclosure #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=92980

Jefferies forecasts that the recent stock sell-off is likely to reverse into a new rally, citing elevated put-to-call ratios and oversold conditions in key sectors as signals of excessive bearish sentiment and a potential market bottom.
#YonhapInfomax #Jefferies #SP500 #PutToCallRatio #BearishSentiment #OversoldStocks #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=91730

Democrat Who Caved on Shutdown Says Chuck Schumer Knew All Along

Senator Jeanne Shaheen just threw the minority leader under the bus

Senator Jeanne Shaheen revealed that Senate Minority Leader Chuck Schumer knew the entire time about the plan for a few Democrats to capitulate to #Republicans on the government #shutdown

I've been saying this for months and months: #Schumer needs to go. So does #Jefferies and #Pelosi - we need people willing to fight

https://newrepublic.com/post/202942/democrat-caved-shutdown-chuck-schumer-knew-shaheen

Jefferies faces heightened scrutiny as aggressive investments in riskier assets and exposure to regional bank-style risks spark market concerns over its stability.
#YonhapInfomax #Jefferies #RegionalBanks #Level3Assets #SMBC #BadLoans #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=87351

Jefferies has upgraded Shake Shack to 'Hold' from 'Underperform', citing long-term growth potential from menu innovation, but warns that rising beef prices may pressure margins; shares closed up 5.35% at $91.40.
#YonhapInfomax #Jefferies #ShakeShack #InvestmentRating #BeefPrices #ProfitMargins #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=85357

it's looking increasingly possible that the implosion of a random auto parts company could lead to a full blown financial crisis.

billions of dollars is apparently just straight up missing. multiple companies that are getting hit in the fallout are crypto players, including #HowardLutnick's #CantorFitzgerald and #crypto bank #WesternAllianceBank (#WAL) which is part of #TassatPay.

* https://x.com/junkbondanalyst/status/1976104317783589268
* https://x.com/junkbondanalyst/status/1976258844956426635

cc @GhostOnTheHalfShell

#firstbrands #firstbrandsgroup #bankruptcy #jefferies #economics #uspol #uspolitics #autoparts #cryptocurrency #banking #bank #investmentbanking #investmentbank

*FIRST BRANDS CREDITOR SAYS UP TO $2.3 BILLION 'SIMPLY VANISHED', SEEKS INVESTIGATION

Raistone, a provider of short-term financing that worked on deals for First Brands, is demanding an independent examiner be appointed in the Chapter 11 bankruptcy proceedings after alleging that as much as $2.3bn has "simply vanished."

On October 2, a bankruptcy lawyer for First Brands told Raistone that advisors don't know if First Brands has received an estimated $1.9bn. This followed the "first day hearing" where First Brands won access to a $1bn+ DIP financing to prevent the business from collapsing.

In one of the most bizarre email exchanges, Raistone's lawyer asked two simple questions: "First, do we know whether First Brands actually received $1.9bn (no matter what happened to it), and second, would you tell us how much is in the segregated accounts in respect of the factored receivables as of today?"

The response from Sunny Singh of Weil Gotshal:
"#1 - We don't know. #2 - $0."

Ripple effects from the First Brands implosion are hitting everywhere:
1) Cantor Fitzgerald's purchase of UBS O'Connor ($117mm+ loss, looking to change terms)
2) Millennium ($100mm+ loss)
3) Raistone ($2.3bn has "simply vanished")
4) Blackrock pulling capital from Jefferies funds
5) Western Alliance Bank (undisclosed loss)

#first_Brands_Group #Jefferies Οι κίνδυνοι από την κατάρρευση της «First Brands Group» https://www.zougla.gr/money/busines-stories/oi-kindynoi-apo-tin-katarrefsi-tis-first-brands-group/?utm_source=dlvr.it&utm_medium=mastodon

Jefferies downgraded Apple to 'Underperform', forecasting a 20% drop in share price as analyst Edison Lee warns that foldable iPhone demand may fall short of Wall Street's high expectations.
#YonhapInfomax #AppleInc #Jefferies #Underperform #FoldableiPhone #SharePriceDrop #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=84685

Sharp drop in Disney’s brand favorability shocks fans across the political spectrum. Alex Harring reveals how controversies around Jimmy Kimmel's suspension and a Disney+ price hike sparked this backlash. While Disney+ sentiment dipped slightly, the Disney brand suffered deeply, risking subscriber losses. Analyst James Heaney stays bullish, citing recovery potential. Read more: https://www.cnbc.com/2025/10/02/disney-brand-kimmel-kirk.html #Disney #DisneyPlus #BrandSentiment #JimmyKimmel #CharlieKirk #Jefferies #PublicRelations #Streaming #PriceIncrease #MediaControversy — Great insights from Alex Harring.