William Blair
Coverage of William Blair in the Nexus archive.
- Microsoft’s stock has biggest one-day gain since 2008, adding $480 billion in market value as cloud business booms
Microsoft’s stock surged 17%, its largest one-day gain since 2008, adding $483 billion in market value as strong cloud business performance and Azure’s $100 billion revenue milestone exceeded expectations. OpenAI contributed $24.1 billion in fiscal 2026 revenue, highlighting Microsoft’s AI-driven growth.
- Why Analysts Aren’t Worried About Coinbase’s 30% Drop
William Blair reduced Coinbase's earnings estimates by 34% but maintained its Outperform rating. Analysts suggest Bitcoin's chart may address concerns about the company's performance.
- William Blair cuts Coinbase forecasts but says crypto downturn nearing a bottom
William Blair has revised its earnings forecasts for Coinbase downward, anticipating that the company's earnings will reach their lowest point in the second half of 2026 before recovering in 2027. The firm believes the current downturn in the cryptocurrency market is approaching a bottom.
- Sports-Related Deals on the Rise, Says William Blair’s IB Head
William Blair’s investment banking head reports an increase in sports-related deals. The article references a Bundesliga match between Bayer Leverkusen and VfL Wolfsburg in 2017.
- SpaceX lowballed its bankers on fees. Goldman Sachs has another way to win big
SpaceX is offering its underwriters a record-low 0.75% gross spread for its historic IPO, but Wall Street banks, led by Goldman Sachs, will still earn the largest dollar fees ever due to the massive $86 billion deal. This mirrors Goldman's 2010 strategy to win the GM IPO by matching a low fee, and the underwriters will split approximately $646 million in fees.
- The U.S. inflation problem is getting worse
The US inflation problem is worsening, with the Producer Price Index rising 1.4% in April and 6% over the last 12 months, making a Federal Reserve interest rate cut less likely. The inflationary impulse is evident across a range of goods and services, driven by energy prices and broader increases in core components. This trend may lead to a rate increase instead.