As we gear up for #JPM2025, Oppenheimer Healthcare Investment Banking is pleased to share their latest insights into #pharma and #biotech trends.
Private Placement Activity – https://t.co/mvyJZ5Z03y
M&A and Strategic Collaborations – https://t.co/f22CKQ2ZyL
We are pleased to have acted as Sole Bookrunner for Capital Southwest Corporation (NASDAQ: CSWC) on its $230,000,000 Convertible Notes Offering
https://t.co/YlsmHebyZh
"Be careful what you wish for," Oppenheimer head of technical analysis @AriWald says. "I don't think lower rates is necessarily a good thing for the market, but by the time you get it, it's the market signaling more imminent recessionary risk."
After yesterday’s Glowtime event, what’s going to drive customers to buy the new iPhone?
Apple Intelligence is the biggest differentiator, says @Oppenheimer’s Martin Yang, as he details the emerging personalized tech in $AAPL:
"The second year of this bull market cycle is intact. Investors should be looking to buy pullbacks in anticipation for higher market highs over the coming months," says Oppenheimer's @AriWald.
"If you use context, we found that we can right-size our expectations [around the markets] and actually be pleasantly surprised," says @Oppenheimer's John Stoltzfus to @FrankCNBC
“The issue around Twitter and Elon’s personal views on politics and other things in the world have really turned off a lot of potential buyers,” says @Oppenheimer analyst Colin Rusch. “Folks that had been buying EVs specifically around climate are backing away from buying $TSLA.”
Why @Oppenheimer Raised Its S&P 500 Target to 5,500
John Stoltzfus joins @tomkeene and @ptsweeney on Bloomberg Surveillance.
Get more on the Bloomberg Surveillance Podcast:
Apple: https://t.co/aJxpUL5eAn
Spotify: https://t.co/1GorGgBDsk
Anywhere: https://t.co/Whc07yEkux
"As I look at consumer spending here, whether the aggregate data or what my companies are reporting, it's okay but not great," says @Oppenheimer's Brian Nagel to @FrankCNBC
𝟯𝟲𝟬 𝗥𝗼𝘂𝗻𝗱: $COIN 🪙
👥 @MorningstarInc's Michael Miller & @Oppenheimer's Owen Lau share their reaction to Coinbase 4Q earnings with @NPetallides: https://t.co/zt5Tdyczpv
“If you have the eyeballs, you will eventually have a place, it’s just, right now, they’re considered a second-tier location to go to get viewers.”
▶️ @Oppenheimer's Jason Helfstein evaluates the outlook for $ROKU as shares of the streaming platform plummet after earnings:
Retail sales coming in worse than expected in January, falling 0.8% from December. @oppenheimer's Brian Nagel weighs in on what it means for the consumer:
"The broadening of the market really, to us, we've been accumulators of industrials stock for quite a while," says @Oppenheimer's John Stoltzfus to @FrankCNBC
𝗜𝗻𝘀𝗶𝗱𝗲 𝗢𝘂𝘁: Apple earnings takeaways 🍎
📱 iPhone sales numbers
🇨🇳 Impact of China restrictions
📈 Top line growth outcomes
@Oppenheimer's Martin Yang goes into detail on Apple's Q1 report, and @TomWhite_S trades $AAPL two different ways:
At Oppenheimer, we proudly commemorate #BlackHistoryMonth , recognizing the rich tapestry of heritage and resilience woven by generations past. This month, and always, we honor the diverse narratives and profound contributions that shape our collective journey forward.