News

The AI boom is creating a less obvious market vulnerability

Taiwan Semiconductor Stock Gets a Major Boost: BofA Sees U.S. Fab Expansion Gaining Momentum

A Wall Street banking giant increases XRP holdings.

Wall Street sees more upside after the latest rally.

Bank of America strategist Michael Hartnett warns against investing in bonds as the U.S. continues to run large deficits.

BofA Sees Nvidia Trading at a Deep FCF Discount Despite Rising AI Risks

These four low-cost Vanguard dividend and income funds have all earned high praise from Morningstar, and they offer attractive yields.

Can PNC sustain its rally after hitting a 52-week high as solid NII, loan growth and earnings accretion from the FirstBank buyout support growth? Let's discuss.

Not every company can instill enough confidence in Wall Street's biggest analysts for them to predict near-100% gains in the stock. Csquare (CSQR) just did that in less than a month of going public. The data center operator listed on the New York Stock Exchange on Thursday, July 16, 2026, and a ...

Nvidia Corp. shares could be trading at a discount of as much as 50%, as investors overstate risks related to the leader in artificial intelligence chips, according to Bank of America.

Bank of America hiked its price targets on cybersecurity stocks on views that worsening AI-based threats support higher valuations.

Bank of America’s latest monthly survey of fund managers has found that they remain optimistic about the AI-driven stock rally. Among its findings: The share of fund managers who said they are overweight equities is at its highest level since November 2021.

Berkshire's latest portfolio moves signal a bigger bet on Alphabet and housing stocks. Here are the ETFs that offer exposure to its top buys.

Berkshire Hathaway's new CEO just made the firm's biggest single-quarter bet in years, and the stock he chose reveals exactly how he plans to run the empire differently than Buffett did.

The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.

Bank of America’s Fund Manager Survey for August shows big stock allocations and creeping bond market concerns.

Joo will join from Bank of America, while Khan oversees Barclays’ global markets business and is co-head of investment bank.

Most investors expect the global economy to experience stagflation, or weak growth combined with high inflation, in the next 12 months, Bank of America's global fund manager survey for August shows. The survey also shows a net 14% of investors expect stronger economic growth over the next 12 months, down from 21% last month.

Banks bring stability, fintech brings potential upside.

The bank sees structurally higher earnings ahead.

AMD Stock Slides After Chipmaker Sets Terms for Massive $4.75 Billion Debt Sale

BAC invests $1.9 billion for up to a 49.9% stake in Jio Credit, expanding its India presence and exposure to the growing financial-services market.

TTM Technologies (TTMI) has agreed to acquire Epiq Design Solutions in a $1.1 billion all-cash deal

Warren Buffett's Berkshire and Dan Loeb's Third Point studied the same consumer lender last quarter and walked away with completely opposite convictions. One of them is making a very expensive mistake.

Bank of America, Mettler-Toledo and VSE post strong gains as Zacks' Focus List, ECAP and Top 10 picks outperform.

Alphabet becomes Berkshire's third-largest holding

BofA reiterated its ‘Buy’ rating on Micron and a $1,550 price target, implying an upside potential of about 59% from current levels.

Investing.com -- Bank of America strategist Michael Hartnett told investors in a note on Monday that gold remains his preferred hedge against a weakening dollar, pointing to the biggest inflows into the metal since January.

It’s no happenstance that Brian Moynihan regularly jams “gainsay,” “concomitant” and “fantods” into otherwise ordinary sentences in analyst calls.

An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.