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Charles Schwab led a wide swath of brokerage, bank and other financial stocks lower on Tuesday as AI-fueled competition heats up. Schwab's partnership news with Anthropic last week was meant to address just this kind of disruption, but may have fallen short. Markets didn't react much on Sept. 1, when Altruist announced its new AI-powered all-in-one financial planning agent, encompassing retirement planning, investment optimization, cash flow analysis, estate planning, tax strategy, and insurance and risk.

Dutch Bros Inc (NYSE:BROS) shares have fallen 37% since the coffee chain's second-quarter results, but Bank of America (BofA) says the stock's valuation remains attractive and has reiterated its 'buy' rating. The analyst says concerns over near-term same-store sales and longer-term...

JPMorgan Chase just landed a $20 billion sovereign wealth partnership, yet its stock is leading the big banks lower today. Something bigger than a press release is moving the tape, and it starts with where Treasury yields are sitting right now.

Banks want disclosure and interoperability before agentic commerce scales fraud and dispute costs.

JPM could see a modest NII rise from the Fed's 25-basis-point rate hike, though deposit costs, loan demand and credit quality remain key variables.

Fed's latest rate hike could support WFC's NII expansion, but rising deposit costs and may limit the upside to some extent.

The bank raised its year-end Brent crude forecast from $83 to $95 a barrel, citing damaged infrastructure and rising geopolitical tensions

Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 5.7% in the afternoon session after the company launched its Mach-N2 FPGA line and Prompt AI development tool for data center security and efficiency, alongside a newly disclosed $94.74 million stake by Bank of America.

The bank’s new coverage of Natural Grocers (NGVC) points to a growth path many investors have overlooked.

Bank of America (BAC) has been active on multiple fronts in September, from preferred dividend declarations to a series of new fixed income offerings and a senior advisory hire in its Australian investment banking arm. Recent moves in Bank of America’s funding and capital structure have come against a softer tape, with a 30 day share price return of down 6.05% and a 7 day share price return of down 2.54%. At the same time, a 1 year total shareholder return of 14.01% and a very large 3 year...

Bank of America (BofA) has maintained its 'buy' rating and $101 price target on Uber Technologies Inc (NYSE:UBER, XETRA:UT8), saying autonomous vehicle (AV) competition will remain the main theme for the ridesharing sector. The broker expects Uber to retain about 73% of the US mobility market...

Bank of America (BofA) has reiterated its 'Neutral' rating on United Parcel Service Inc (NYSE:UPS) and cut its price target to $108 from $115, citing weaker domestic package volumes and lower earnings expectations. The broker lowered its 2026 revenue estimate to $91.3 billion from $92.5...

Bank of America is scaling AI across its workforce, targeting productivity gains, lower servicing costs and new infrastructure-driven revenue opportunities.

The bank raised its 2026 year-end target to 7,400 and set a 12-month goal of 7,800, closing out a losing bet against Alphabet and Meta in the process.

Nearly 35% of investors who responded to Bank of America's September credit investor survey expect little meaningful regulation in the artificial intelligence industry in the near term. Another 22% of respondents said regulation could have an insignificant impact on AI capital expenditure.

JPM's selective M&A approach is likely to add payments, data and technology capabilities while keeping organic growth at the center of its expansion strategy.

Key TakeawaysGuidance Shock: Bank of America stock fell 7. 91% for the week ended September 18, dropping from $63 to $58 after CEO Brian Moynihan guided Q3 investment banking fees down more than 10% year over year to $1.

Andrew Obin’s team came back from a key Washington conference with a new risk investors need to watch.

BofA raises risk scenarios if Fed rate hikes miss inflation 2% target.

Bank of America (BofA) has introduced a 12-month target of 7,800 for the S&P 500, implying approximately 2% upside from current levels, while raising its year-end forecast and identifying several risks to US equities. In a note published this week, strategist Savita Subramanian increased the bank’s year-end target to 7,400 from 7,100.

Higher yields deepen accounting losses today while improving returns as maturing securities are reinvested.

Investing.com -- A mixed week saw crypto-linked names rally despite a legislative setback, while profit warnings and a cautious outlook from one of the largest U.S. banks weighed elsewhere.

Sodexo’s fair value estimate has shifted from €52.66 to €54.63, a change of about 3.7% that fine tunes where analysts see the stock’s long term potential. This sits alongside a series of upward price target moves from more positive houses, even as others keep Neutral or Underweight ratings and cluster in the €50 to €60 range. As you read on, you will see how to track these changing targets and what they might mean for your own view on Sodexo. Analyst Price Targets don't always capture the...

Here’s what could happen to Costco stock next.

It’s time for investors to prepare for the risk that the Federal Reserve raises its benchmark rate above 5%, according to Bank of America Corp. strategists.

The stock market rebounded from solid losses weekly to turn mixed, with the Nasdaq leading a bullish move in a day two reaction to a hawkish Fed.

BofA expects the global semiconductor market to nearly double by 2030. Here are a few semiconductor ETFs to consider.

Jefferies Financial (JEF) is poised to benefit from increased investment banking momentum in the thi

The sharp selloff came despite strong loan growth and net interest income, while several Wall Street analysts maintained bullish price targets.

The paper losses on a large Bank of America bond portfolio could have widened by more than $10 billion to over $90 billion in the current quarter, thanks to the fixed-income market’s blistering selloff. Bank of America $506 billion portfolio of low-rate bonds, mostly U.S. agency mortgage securities, has been a sore spot for shareholders. Bank of America declined to comment Thursday.