
If bankers are ignoring the signs of a crash, should you, too?
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If bankers are ignoring the signs of a crash, should you, too?

A failure in the US Treasury's plan to tame long-term bond yields would pressure the dollar and spur short bets against riskier assets in the lead-up to November midterm elections, according to Bank of America Corp. strategist Michael Hartnett.

HP heads into earnings with its PC business regaining ground, while Bank of America warns that rising costs could leave investors with a tougher outlook.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Bank of America (BAC) has been active in August’s bond market, announcing and completing several senior unsecured note offerings with maturities ranging from 2029 to 2046, featuring fixed and step-up coupons as well as call features. See our latest analysis for Bank of America. Against this busy August funding backdrop, Bank of America’s share price has eased in the very short term, with a 1 day share price return that declined 2.07% and a 7 day share price return that declined 3.48%. This...

Etsy recently appeared at Canaccord Genuity's 46th Annual Growth Conference in Boston and, soon after, received an upgrade from Bank of America Securities, which cited improved execution and conservative growth estimates under CEO Kruti Patel Goyal. Bank of America also pointed to stronger mobile engagement and the potential for more than US$1.00 billion in share buybacks following the Depop sale as reasons for its more positive stance. We’ll now examine how Bank of America’s upgrade, driven...

Home Depot is navigating a difficult housing market, but BofA sees several reasons the retailer could keep gaining ground.
Wall Street sees more durability behind the recent rebound

A bond market selloff has pressured 60/40 investment portfolios, which have returned 8% on average this year compared with 13% for the S&P 500. Investors can look to healthcare stocks for relief.

Consumers are still spending on apparel, but it’s becoming harder for brands to win them over.

Bank of America sees Zoom’s post-pandemic reset nearing an end as new products, stronger retention, and an overlooked asset reshape the bull case.

SNEX's buyout of Advanced Marketing Group expands its feed-ingredients and physical commodities businesses. Can the deal boost growth in North America?

JPM lifts its 2026 NII outlook to $105.5B as loan and deposit growth offset rate pressures, though higher expenses may temper profit gains.
Here’s a roundup of numbers from the last week — including how many consecutive business days Bank of America employees are allowed to work remotely.

If professional investors are worried that the rise in global bond yields will derail a bull market in stocks, you’d never guess it by looking at what they’re doing with the money they manage.

Capital One’s July update showed slower card growth as Bank of America weighed the lender’s credit performance and outlook.

A bond market selloff has pressured 60/40 investment portfolios, which have returned 8% on average this year compared with 13% for the S&P 500. Investors can look to healthcare stocks for relief.

The company is heading toward earnings with one growth engine still running hot, while Bank of America sees another potential catalyst building.

Shares of enterprise software company Workday (NASDAQ:WDAY) jumped 4.5% in the afternoon session after Bank of America significantly raised its price target on the stock, while Barclays reiterated a positive rating, a TipRanks report revealed.

Three big bank names have taken three wildly different paths through 2026, and the gap between the winner and the loser comes down to a business model difference that most investors overlook when picking financial stocks.

Investors have become all too familiar with the fact that the software sector is under pressure as Wall Street worries about the impacts of artificial intelligence. As AI models become more advanced, fears that those models will eventually replace critical software functions escalate. Shares of creative software firm Adobe for example, have dropped 23% this year while shares of enterprise software company ServiceNow have fallen 17%.

HP Inc (NYSE:HPQ) is expected to hold its full-year guidance steady when it reports fiscal third-quarter results on August 26, even as mounting memory chip costs squeeze margins in its Personal Systems business, according to Bank of America. The bank's analysts see Personal Systems revenue...

Bank of America sees a stronger setup for Cisco after earnings, but one issue could determine whether the stock can deliver more upside.

Citigroup's July card delinquencies edged up, but lower charge-offs offer some relief. Can improving credit trends ease asset-quality concerns?

Warren Buffett's successor, Greg Abel, is buying back billions in Berkshire stock, something Buffett himself decided not to do for all of 2025.

For CrowdStrike stock, this options trade centering on selling a put could generate around $235 in option premium.

Bank of America sees Nvidia shares trading at a steep discount to where they should be, but the bold price target rests on assumptions that could unravel fast given the debt piling up across the AI industry.

The fair value estimate for Bain Capital Specialty Finance has shifted lower, moving from US$13.83 to US$12.67 as part of the latest analyst update. This adjustment aligns with Street research that now clusters price targets around US$12 to US$13. It reflects a balance between solid liquidity and concerns around net asset value, credit quality, and refinancing costs. As you read on, you will see how this evolving narrative may shape expectations and what to watch next around Bain Capital...
Bank of America Corp. has hired two more managing directors as it builds out its technology practice, according to an internal memo reviewed by Bloomberg News.
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