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Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.
Picture three students turning in exams on the same day, covering the same material. Two walk away with high marks. The third has been raising his grades all semester, yet still gets flagged for summer school. That is roughly the dynamic inside the BofA research note on biotech I received on the ...
Success in the midterm elections for the Republicans and the Texas gubernatorial contest would set up stocks for a further rally, according to Bank of America Corp. strategists.
Oil snapped its run of recent gains, as limited progress over a deal to end the Iran war left traders parsing how much oil is crossing the Strait of Hormuz. Francisco Blanch, Head: Commodities & Derivatives Research at Bank of America, discusses the global energy crunch and commodity outlook.
There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”
(Bloomberg) -- Nasdaq Inc. agreed to buy off-exchange stock-trading venue LeveL Markets to expand its role in the equity market, according to people familiar with the matter.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets
(Bloomberg) -- US stocks may be sitting at a record, but anxiety about everything from geopolitics to inflation and a divided Federal Reserve is keeping animal spirits at bay. And that may be just what the rally needs to continue. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimSto
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is set to report second-quarter earnings after the market closes on August 26 and Bank of America thinks the chipmaker is about to do what it usually does: beat expectations and raise its outlook, only this time with an extra catalyst behind it. In a note...
Roughly 80% of S&P 500 companies that have reported earnings showed positive year-on-year EPS growth.
Post-earnings momentum accelerated today as analyst enthusiasm fueled a 10% rally, signaling investor confidence in commercial AI demand, today, Aug. 7, 2026.
Three bank stocks, Bank of America, U.S. Bancorp and PNC Financial are hitting new highs while they also hover near buy points.
Financial stocks like XLF, JPMorgan, and Bank of America hit new highs on strong Q2 earnings as investors rotate out of technology, though bank shares pulled back ahead of the Fed meeting.
JPMorgan and Barclays raised their Amazon targets to $365 after AWS delivered its fastest growth in 18 quarters.
(Bloomberg) -- Apnimed Inc., a late-stage drug developer focused on sleep apnea rose 6.3% on Friday after raising $192 million in an upsized US initial public offering.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: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle Ea
Bank of America said on Thursday it plans to acquire information security firm MDSec Consulting Ltd, as it bolsters its capabilities against cyber attacks. The deal is expected to be completed during the fourth quarter of 2026 following regulatory approval, the second-biggest U.S. lender said in a statement. Companies worldwide are grappling with a surge in AI-driven cyberattacks and ransomware that steal sensitive data and disrupt operations.
Chevron is benefiting from higher oil prices while pursuing new growth opportunities in Iraq, Venezuela, Argentina, and power generation for AI data centers.
Investing.com -- Shares of L’Oréal SA jumped over 4% on Thursday, a day after the world’s largest beauty group reported second-quarter organic sales growth that beat both consensus and BofA Securities’ estimates, alongside a record first-half operating margin.
(Bloomberg) -- Two months after Ford Motor Co. became the latest old-economy manufacturer to be swept up in the artificial-intelligence rally, investors are looking for proof the enthusiasm was justified. 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 Oi
Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.
(Bloomberg) -- Global bonds are being pummeled by the latest resurgence in energy prices, delivering losses to investors who bet the worst of this year’s rout was over and teeing up credibility tests for central bankers.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls a
(Bloomberg) -- Investors who spent weeks watching US stocks go nowhere are pinning their hopes for a breakout on a key pillar of the four-year bull run: corporate earnings. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftTreasury Flags Concern Over ‘Potenti
Cintas Corporation (NASDAQ:CTAS) was upgraded to ‘Buy’ from Neutral by Bank of America, which also raised its price objective to $230 from $200 after the company's better-than-expected fourth-quarter fiscal 2026 results and fiscal 2027 guidance came in above Wall Street expectations. The...
Bank of America comfortably beat Wall Street's expectations. But does that make the stock a buy?
BAC stock hit a record high over $61 after its second-quarter revenue and earnings beat Wall Street estimates.
Bank of America and Wells Fargo both cited the strength of the U.S. economy as a key driver of their second-quarter results.
The bank's equities trading revenue jumped 70% to $3.6 billion, a record, while investment banking fees climbed 50% from a year earlier
Investing.com -- Bank of America Corp (NYSE:BAC) shares are trading higher premarket on Tuesday after the company reported second-quarter earnings that exceeded analyst expectations.
(Bloomberg) -- Bank of America Corp.’s stock traders notched a record during the second quarter, benefiting from market volatility, while its investment bankers capitalized on a dealmaking resurgence. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleDisney Exiting Streamin
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