Are you prepared to maximize your savings this tax season? Discover key strategies for effective tax planning now. #ThePowerofOppenheimerThinking #TaxSeason bit.ly/3Sehett

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.

𝗜𝗻𝘀𝗶𝗱𝗲 𝗢𝘂𝘁: Apple earnings takeaways 🍎 📱 iPhone sales numbers 🇨🇳 Impact of China restrictions 📈 Top line growth outcomes Oppenheimer & Co. Inc.'s Martin Yang goes into detail on Apple's Q1 report, and Tom White trades $AAPL two different ways:

"The broadening of the market really, to us, we've been accumulators of industrials stock for quite a while," says Oppenheimer & Co. Inc.'s John Stoltzfus to Frank Holland

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:

𝟯𝟲𝟬 𝗥𝗼𝘂𝗻𝗱: $COIN 🪙 👥 Morningstar, Inc.'s Michael Miller & Oppenheimer & Co. Inc.'s Owen Lau share their reaction to Coinbase 4Q earnings with Nicole Petallides: x.com/i/broadcasts/1…

“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 & Co. Inc.'s Jason Helfstein evaluates the outlook for $ROKU as shares of the streaming platform plummet after earnings:

"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 & Co. Inc.'s Brian Nagel to Frank Holland

Why Oppenheimer & Co. Inc. Raised Its S&P 500 Target to 5,500 John Stoltzfus joins tom keene and Paul Sweeney on Bloomberg Surveillance. Get more on the Bloomberg Surveillance Podcast: Apple: trib.al/SkrKHrO Spotify: trib.al/vlMrk7g Anywhere: trib.al/LpRE7K3

“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 & Co. Inc. analyst Colin Rusch. “Folks that had been buying EVs specifically around climate are backing away from buying $TSLA.”

We are pleased to have acted as Financial Advisor to AlTi Global, Inc. on its acquisition of East End Advisors, LLC bit.ly/3TZd4bg

We are pleased to have acted as Placement Agent on Q32 Bio’s $42MM Private Placement Financing bit.ly/4aEucbH

"If you use context, we found that we can right-size our expectations [around the markets] and actually be pleasantly surprised," says Oppenheimer & Co. Inc.'s John Stoltzfus to Frank Holland

"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 Ari Wald, CFA, CMT.

We are pleased to have acted as Financial Advisor to American Travel Solutions, LLC on its Acquisition by TravelPerk, Inc. bit.ly/3VOQ5R1

We are pleased to have acted as Sole Bookrunner on Vaxart’s $40MM Registered Direct Offering bit.ly/3LltlSK

After yesterday’s Glowtime event, what’s going to drive customers to buy the new iPhone? Apple Intelligence is the biggest differentiator, says Oppenheimer & Co. Inc.’s Martin Yang, as he details the emerging personalized tech in $AAPL:

"Be careful what you wish for," Oppenheimer head of technical analysis Ari Wald, CFA, CMT 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."

We are pleased to have acted as Sole Bookrunner for Capital Southwest Corporation (NASDAQ: CSWC) on its $230,000,000 Convertible Notes Offering bit.ly/4g9XToc

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 – lnkd.in/gbC6d8q3 M&A and Strategic Collaborations – lnkd.in/gKXr8KvM