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Bloomberg9d agoneutral
Alphabet’s Jumbo Bond Sale Draws $115 Billion of Investor Demand

(Bloomberg) -- Alphabet Inc. has received about $115 billion of orders for its latest jumbo bond sale, signaling renewed investor appetite for debt tied to the artificial intelligence boom after a recent selloff.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joined Forces Months Ahead of H

Bloomberg9d agoneutral
Warsh’s Faith in Markets Sidelines More Nuanced Fed Policy Tools

(Bloomberg) -- Kevin Warsh’s embrace of financial markets to help the Federal Reserve do its job would mean trading more precise policy tools for a blunt instrument.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksIt can work, but it’s an ineffic

Financial Services Roundup: Market Talk
The Wall Street Journal10d agoneutral
Financial Services Roundup: Market Talk

Find insight on interest rates, HSBC Holdings, United Overseas Bank and more in the latest Market Talks covering financial services.

Bank of America doubles down on Micron stock price for 2026
TheStreet10d agoneutral
Bank of America doubles down on Micron stock price for 2026

Memory stocks have always been among the most volatile in the semiconductor sector. They run hard when the cycle is right, then give back a lot of it when investors start pricing in the next downturn. Micron has been through that cycle more times than most companies, and investors who have watched ...

BofA’s $1.18T cloud forecast puts 3 chip stocks in focus
TheStreet11d agoneutral
BofA’s $1.18T cloud forecast puts 3 chip stocks in focus

Applied Materials (AMAT), Lam Research (LRCX), and KLA (KLAC) sell machines used to manufacture and inspect processors and memory chips. Cloud providers purchase finished processors and memory for artificial intelligence data centers. Chip manufacturers may need more factory equipment when server ...

Bloomberg11d agoneutral
After Historic Intervention, 155 Emerges as Yen’s Next Big Test

(Bloomberg) -- Japan’s historic joint intervention with the US is shifting market focus to whether the yen can strengthen beyond 155 per dollar, a threshold strategists view as the key test for the rally’s staying power.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevS&P 500 Closes Near Record High on US-Iran Hopes: Markets WrapAlibaba Adds to China AI Breakthroughs With New Qwen Model Iran Says Hormuz Talks Ongoing After Trump Calls Off StrikesTrump Says US to H

BofA crowns monitoring platform top software pick before earnings
TheStreet12d agoneutral
BofA crowns monitoring platform top software pick before earnings

Bank of America (BAC) just told clients which software stock it wants to own going into earnings season. The pick is Datadog (DDOG), the cloud monitoring company that reports second-quarter results on August 6. BofA named Datadog its top software pick and kept its Buy rating. That call matters ...

Bloomberg12d agoneutral
Bessent Seen Rebuffing Wall Street on Guidance for US Debt Sales

(Bloomberg) -- Treasury Secretary Scott Bessent’s debt-management team has rebuffed Wall Street suggestions to tweak its guidance for future sales of US Treasuries for so long now that many dealers have abandoned predicting a change anytime soon.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping A

Investing.com13d agoneutral
Street Calls of the Week

Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Monday - Huntington Bancshares Incorporated (NASDAQ:HBAN) What’s the full story? Bank of America cuts Huntington Bancshares to Neutral from Buy, trimming its price target to $18.50. The post-merger dust from the Cadence conversion has cleared, but the valuation re-rating story just hit a wall.

Bank of America sends strong verdict to Meta stock investor
TheStreet14d agoneutral
Bank of America sends strong verdict to Meta stock investor

For five consecutive quarters, Meta Platforms did something that very few companies at its scale manage to pull off. It beat earnings expectations every single time, while simultaneously ramping one of the most aggressive AI spending programs in corporate history. The market rewarded both things. ...

Week’s Best: Wells Fargo’s Recruiting Comeback
Barrons.com15d agoneutral
Week’s Best: Wells Fargo’s Recruiting Comeback

In their wake, the bank’s wealth management unit suffered an exodus of financial advisors. Wedding-related spending has increased 8.5% year over year so far in 2026, according to Bank of America payments data. Inflation is playing a role, but so is social media: A majority of respondents to a BofA survey said the era of digital connections and scrolling has introduced additional expenses, such as hiring content creators to capture and share the special day.

Bloomberg15d agoneutral
Costs to Hedge Against a Deeper Selloff in US Bonds Are Soaring

(Bloomberg) -- Bond traders are paying the highest premiums since March to protect against a further climb in longer-dated yields, as the fallout from this week’s Federal Reserve policy meeting continues to ripple through the rates market. Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance Since April 2025

Bloomberg15d agoneutral
US Treasury Weighs Repo Entry That Could Reshape Funding Markets

(Bloomberg) -- The US Treasury is exploring bringing some of its cash pile into the roughly $13 trillion market for repurchase agreements, reviving a two-decade old idea and sparking a debate around its potential to reshape a key part of the financial system’s plumbing. Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post B

Bloomberg15d agoneutral
The 24-Hour Race to Salvage Situational Awareness’ Souring Bets

(Bloomberg) -- He was hailed as the “Nostradamus” of AI — a young oracle with bold prophecy for the future.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Post Biggest Advance Since April 2025: Markets WrapBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMeta Falls After Defending AI Bets to Skeptical Investors“Before long, the world will wake up,” Leopold Aschenbrenner, tech-s

Bloomberg16d agoneutral
‘Talk Is Cheap’: Wall Street Delivers Harsh Verdict on Warsh Fed

(Bloomberg) -- It had been just six weeks since Federal Reserve Chairman Kevin Warsh vowed to reestablish the central bank’s reputation as an inflation fighter. But as he took to the podium to explain why the Fed again sat on the fence Wednesday — and held interest rates steady even as consumer prices keep rising far faster than its target, month after month — Wall Street analysts found the message far from reassuring.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middl

Bank Stocks Drop From Record Highs Ahead of Fed Meeting
Barrons.com17d agoneutral
Bank Stocks Drop From Record Highs Ahead of Fed Meeting

Goldman’s stock, which fell 4.6%, was on track for its worst performance in two months. Morgan Stanley, JPMorgan, and Bank of America—all of which hit records this month, too—dropped 3.4%, 2.3%, and 1.2%, respectively on Wednesday. Citi was down 3.3%, and Wells Fargo dropped 2%.

Bloomberg18d agoneutral
Citadel Securities’ Fed Rate Hike Call Adds to Market Angst

(Bloomberg) -- On the eve of the Federal Reserve’s policy decision, bond traders are on edge. While most expect policymakers to leave interest rates unchanged, prominent voices across Wall Street are putting their weight behind a hike in just the second meeting run by new Chairman Kevin Warsh. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeAppl

Bloomberg18d agoneutral
Wall Street Banks Eyed as Overlooked Beneficiaries of AI Trade

(Bloomberg) -- One of this year’s hottest themes in the stock market has been the crowds of traders chasing the recipients of all the planned spending on new artificial-intelligence data centers. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline

Coca-Cola Earnings Will Test Whether Beverage Demand Still Has Fizz
Barrons.com19d agoneutral
Coca-Cola Earnings Will Test Whether Beverage Demand Still Has Fizz

Coca-Cola is scheduled to report second-quarter earnings before the market opens on Tuesday, kicking off another closely-watched quarter for the global beverage giant. For the quarter ended in June, Wall Street analysts polled by Factset expect Coca-Cola to report adjusted earnings of 93 cents a share on revenue of $13.2 billion, representing 6.9% and 4.4% growth, respectively, from a year earlier. In the first quarter, Coca-Cola’s adjusted earnings rose 18% from a year ago to 86 cents a share, while revenue climbed 12% to $12.5 billion, both topping expectations.

Bank of America sends sharp August stock market warning
TheStreet19d agoneutral
Bank of America sends sharp August stock market warning

Investors were counting on the summer rally to carry into August, buoyed by resilient earnings, cooling inflation, and hope of a turnaround in tech stocks. Bank of America is warning that the calendar might be turning against them. The bank’s latest seasonality analysis, shared with me, points to a ...

What Is the Federal Funds Rate?
Kiplinger19d agoneutral
What Is the Federal Funds Rate?

The federal funds rate can impact a host of borrowing costs, and thus the entire U.S. economy. Here's how it works.