High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Investing.com -- Central banks may be encouraging excessive leverage and indirectly lowering government borrowing costs through emergency facilities designed to keep financial markets functioning, the Wall Street Journal reported in an analysis published on Saturday.
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
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.
Analysts have adjusted their price targets for Ultrapar Participações, with fair value in the updated model moving from R$33.21 to R$34.21 per share. These revisions appear alongside a mix of optimistic and cautious research views around the Q2 results, as firms reassess the risk reward profile and refresh their assumptions. As you read on, you will see how these shifting targets fit into the broader Ultrapar Participações narrative and what to watch as the story continues to evolve. Analyst...
Bank of America (NYSE:BAC) agreed to acquire up to a 49.9% stake in Jio Credit Limited for about US$1.9b, expanding into India’s consumer finance market. The bank also introduced a Critical Infrastructure Finance Initiative that commits US$250b to U.S. infrastructure projects over the next 18 months. These capital commitments extend Bank of America’s reach across Indian consumer credit and U.S. energy, transport and digital infrastructure sectors. Readers looking for more ideas connected to...
Walmart (WMT) reports earnings on Aug. 20, and most of the attention will land on one figure: how much its U.S. stores sold compared with a year ago. That number matters. But Bank of America thinks investors who stop there are watching the wrong part of the business. The firm reiterated a Buy ...
Greg Abel's overhaul of Berkshire Hathaway's $358 billion investment portfolio continued in his second quarter at the helm.
Investing.com -- Artificial intelligence is more likely to replace individual tasks than entire occupations, limiting the risk of widespread job destruction, BofA Global Research said in a report examining employment across 206 US industries.
A pullback in the AI trade has created opportunities for bargain-hunting investors, according to analysts at Bank of America.
Investing.com -- Berkshire Hathaway (NYSE:BRKb) aggressively expanded its stake in Alphabet Inc (NASDAQ:GOOGL) during the second quarter, signaling a deepening conviction in the technology giant’s strategic trajectory. According to the Omaha-based conglomerate’s latest 13F filing, the firm added tens of millions of shares across both share classes, lifting its Class C holdings to over 27 million while bolstering its Class A position to nearly 79 million shares. Against that backdrop of tech accu
The earnings outlook improved, but the multiple just fell
Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.
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 ...
C's 51.2% jump reflects a transformation gaining traction. Do its discounted valuation and rising earnings outlook leave room for upside? Let us find out.
Forecasts are rising for how much money Big Tech will throw at the AI data center build-out this year. But money may not get the job done if chips, skilled labor, and power bottlenecks stand in the way.
AMD stock is BofA's top pick in a $210 billion AI chip call, but options positioning and money flow show traders backing Nvidia instead.
Bank of America's Michael Hartnett predicts the debt will reach $50 trillion by July 2029, reinforcing his "Anything But Bonds" strategy
The ban on taking two consecutive remote days includes Friday to Monday and takes effect in mid-September, according to a policy update workers received last week.
Target’s improving sales trends are giving investors more reason to believe the retailer’s turnaround is taking hold, but Bank of America still sees a difficult setup for the stock heading into second-quarter earnings. Target (TGT) is scheduled to report results on Aug. 19, and expectations have ...
For most of his second term, President Donald Trump has been arguing that the “golden age” he promised for America’s economy is already here. There’s hardly been much evidence that voters agreed.
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.
Speculative investors are increasingly betting the Reserve Bank of Australia will raise interest rates again in November as inflation remains above the central bank’s target.
Rocket Lab’s second-quarter results gave Bank of America another reason to stay bullish on the space company, even as one part of the business came in lighter than Wall Street expected. Bank of America reiterated its Buy rating and $115 price objective on Rocket Lab (RKLB) after earnings, analyst ...
BofA sees server CPUs topping $210 billion by 2030.
Intel Gets AI Boost as Bank of America Sees Massive CPU Market Growth
Boeing’s decision to unload three aerospace businesses initially left Bank of America questioning the logic, but the bank now sees the deal as a way for the plane maker to sharpen its focus without abandoning the technologies it helped develop. Boeing (BA) agreed on Aug. 10 to sell Wisk Aero, ...
Arm stock could be the biggest beneficiary of a shift to CPU sales for AI.
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