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US Funding Markets Are Flooded With Cash That’s Here to Stay
Bloomberg80d agoneutral
US Funding Markets Are Flooded With Cash That’s Here to Stay

(Bloomberg) -- An abundance of cash in US funding markets appears to be driven by deeper structural shifts that are unlocking billions of dollars in balance-sheet capacity at the biggest banks, Wall Street strategists say. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsEx-President Biden Sues to Stop DOJ Sharing Interview TapesSony Takes Final

BofA Lifts PT on Darling Ingredients (DAR), Remains Bullish
Insider Monkey80d agoneutral
BofA Lifts PT on Darling Ingredients (DAR), Remains Bullish

Darling Ingredients Inc. (NYSE:DAR) is one of the best momentum stocks to buy according to analysts. BofA lifted the price target on Darling Ingredients Inc. (NYSE:DAR) to $85 from $80 on May 12, maintaining a Buy rating on the shares. The rating update came after the company’s “multifaceted update on capital allocation and the balance sheet” […]

Intuit seen benefitting from AI tailwinds, says Bank of America
Proactive81d agoneutral
Intuit seen benefitting from AI tailwinds, says Bank of America

Intuit Inc (NASDAQ:INTU, XETRA:ITU) was reinstated with a ‘Buy’ rating and a $400 price target by Bank of America, which said the financial software company’s current valuation does not fully reflect the strength of its business, growth profile, and profitability. The bank said it values...

Salesforce Earnings Can Put AI Fears to Bed, Give Stock a Lift
Bloomberg81d agoneutral
Salesforce Earnings Can Put AI Fears to Bed, Give Stock a Lift

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I

Seagate CEO drops eye-opening message on exploding AI data demand
TheStreet81d agobearish
Seagate CEO drops eye-opening message on exploding AI data demand

Most people think of Artificial Intelligence (AI) as a computing story. Chips, GPUs, data centers. The hardware that processes the intelligence. Seagate CEO Dave Mosley wants investors to think about what comes after the processing. All that AI activity — every model trained, every inference ...

BofA gives Spotify stock price a target many will love
TheStreet81d agoneutral
BofA gives Spotify stock price a target many will love

Spotify Technology has spent years proving it can build one of the largest music-streaming audiences in the world. Bank of America now thinks the company is entering a more important phase, where the business can turn that scale into higher revenue, stronger margins, and more ways to charge its ...

Bank of America makes bold call on Walmart stock
TheStreet81d agoneutral
Bank of America makes bold call on Walmart stock

Walmart shares have pulled back, but Bank of America is telling investors the move may have created a fresh opportunity in one of retail’s biggest names. In a Bank of America note given to TheStreet, analyst Christopher Nardone reiterated a Buy rating on Walmart (WMT) while lowering the firm’s ...

How The DexCom (DXCM) Investment Story Is Shifting With New Guidance And Valuation Resets
Simply Wall St.81d agoneutral
How The DexCom (DXCM) Investment Story Is Shifting With New Guidance And Valuation Resets

DexCom’s latest valuation work now centers on a fair value anchor of US$81.64, slightly below the prior US$83.54 level and closer to the current range of Street targets. Many firms have trimmed price targets after recent Analyst/Investor Day updates, reflecting a balance between confidence in execution and a more cautious stance on longer term growth and valuation assumptions. As you read on, you will see how these shifting targets, together with fresh guidance and product news, shape the...

Ellison Privately Vows to Keep Enlarged Paramount’s Debt in Line
Bloomberg81d agoneutral
Ellison Privately Vows to Keep Enlarged Paramount’s Debt in Line

(Bloomberg) -- It began as a concession in private conversations to assuage wary credit analysts looking at Paramount Skydance Corp.’s blockbuster takeover of Warner Bros. Discovery Inc.: a verbal pledge by the Ellison family to do whatever it takes to slash debt at the combined company.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia

Bloomberg81d agoneutral
Warner Bros. Tightens $15 Billion Loan Price in Hot Debt Market

(Bloomberg) -- Warner Bros. Discovery Inc. tightened pricing on its loan offering on Wednesday, a day after upsizing the deal to around $15 billion, as investor appetite for corporate credit allows borrowers to set favorable terms.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Diplomats and Citizens From Kyiv

Freedom Broker Raises Target on Bank of America (BAC) After Strong Q1 Results
Insider Monkey81d agoneutral
Freedom Broker Raises Target on Bank of America (BAC) After Strong Q1 Results

Bank of America Corporation (NYSE:BAC) ranks among the best stocks for a couch potato portfolio. On April 23, Freedom Broker boosted Bank of America’s (NYSE:BAC) price target to $65 from $61, maintaining a Buy rating on the company’s shares. The firm emphasized the bank’s solid first-quarter 2026 performance, which beat market forecasts in earnings per […]

Why The Narrative Around PennyMac Mortgage Investment Trust (PMT) Is Shifting As Analysts Recalibrate Expectations
Simply Wall St.82d agoneutral
Why The Narrative Around PennyMac Mortgage Investment Trust (PMT) Is Shifting As Analysts Recalibrate Expectations

PennyMac Mortgage Investment Trust has seen its fair value price target adjusted from $13.14 to $12.61, a trim that narrows the implied upside versus earlier assumptions. This move fits with recent analyst commentary that appears more balanced, with several firms refining their valuation work and taking a more selective stance on the stock. As you read on, you will see how these shifting targets fit into the broader story and what to watch as the narrative continues to evolve. Stay updated as...

Bank of America resets Apple stock price target on AI update
TheStreet82d agoneutral
Bank of America resets Apple stock price target on AI update

Apple has spent much of 2026 defending itself. Tariff concerns. Questions about AI pace. A market that has rewarded louder AI stories more generously. The stock has still gained over 50% in the past 12 months, but the narrative has been harder to hold. On May 26, Bank of America analyst Wamsi Mohan ...

BofA makes blunt call on HOKA-parent Deckers stock price after earnings
TheStreet82d agoneutral
BofA makes blunt call on HOKA-parent Deckers stock price after earnings

Deckers Outdoor (DECK) walked into its earnings night with everything a footwear company could want. Record fiscal 2026 revenue, record EPS, a blockbuster $3.5 billion buyback authorization, and a fiscal 2027 outlook that came in above Wall Street's consensus. Then, Bank of America trimmed its ...

SpaceX & Beyond – Public & Private Capital Markets Assessment: 2nd Princeton CorpGov Forum
CorpGov.com82d agoneutral
SpaceX & Beyond – Public & Private Capital Markets Assessment: 2nd Princeton CorpGov Forum

Watch Video of the Panel Below, or Click HERE: CorpGov hosted the second Princeton CorpGov Forum on May 21, 2026, at The Nassau Inn in Princeton, New Jersey. Speakers featured industry leaders and alumni spanning five decades at Princeton, and topics comprised university endowments, shareholder activism, private equity, venture capital, private and public capital markets, […] The post SpaceX & Beyond – Public & Private Capital Markets Assessment: 2nd Princeton CorpGov Forum appeared first on Cor

Rocket, Satellite Stocks Surge as SpaceX IPO Fuels Euphoria
Bloomberg82d agobullish
Rocket, Satellite Stocks Surge as SpaceX IPO Fuels Euphoria

(Bloomberg) -- Space and satellite-related stocks soared Tuesday as investor enthusiasm around the industry intensified after Elon Musk’s SpaceX filed for a public offering last week.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Uranium, S

Investing.com82d agoneutral
BofA flags 3 chip stocks tied to AI power, 800V and analog demand

Investing.com -- Bank of America highlighted 3 names as its top picks in the analog semiconductor space on Friday, raising price targets on two of the three and arguing that the market continues to underappreciate the content gains tied to the shift to 800-volt data center architecture.