High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Carnival Corp (NYSE:CCL) shares have fallen 27% since August as surging oil prices raise concerns about fuel costs, prompting Bank of America to cut its price target on the cruise operator to $38 from $42 while maintaining a ‘buy’ rating. The broker said Carnival, as the only unhedged major...
Analysts are reassessing MGM’s standalone outlook after People Inc. withdrew its takeover proposal, with BofA flagging near-term operating pressure and Mizuho pointing to longer-term project value.
Bank of America just cut UPS to sell, and the catalyst has nothing to do with shipping demand or Amazon competition. The real threat is a regulatory change that turns UPS's fastest, highest-volume lanes into a compliance liability that surcharges alone may not fix.
Charles Schwab stock recovered only modestly on Wednesday morning, a day after leading a wide swath of brokerage, bank and other financial stocks lower as AI-fueled competition heats up. Rapid adoption of Meta Platforms' Muse personal AI agent and a growing threat from Altruist, an AI platform for financial advisors that was recently acquired by Vanguard, have highlighted two very different type of risks to Schwab's business.
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.
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...
BofA raises risk scenarios if Fed rate hikes miss inflation 2% target.
The sharp selloff came despite strong loan growth and net interest income, while several Wall Street analysts maintained bullish price targets.
A healthy deal pipeline has not prevented management from forecasting weaker third-quarter investment-banking revenue.
Costco Wholesale Corporation (NASDAQ:COST, XETRA:CTO) retained Bank of America Corp (NYSE:BAC)'s Buy rating despite a price target cut, as rising supply chain costs prompted a more cautious margin outlook. In September 16 trading, shares fell to $900.49, while the broker maintained its "buy"...
A stock market correction of up to 20% may arrive sooner than most investors expect, but five Berkshire Hathaway holdings are already positioned to weather the storm while paying investors to wait.
Monday's 5% collapse has stopped accelerating, but management's guidance still reverses the previous quarter's dealmaking surge.
Bank of America Corporation (NYSE:BAC) expects third-quarter investment banking fees to fall by at least 10% year over year, which highlights a broader normalization across capital markets after an unusually strong first half of 2026. BofA expects investment banking fees of roughly $1.6 billion to $1.8 billion in the third quarter, compared with $2 billion […]
Brian Moynihan projected $1.6 billion to $1.8 billion in investment banking fees for the quarter, while trading revenue is expected to be flat year over year
Bank of America CEO Brian Moynihan said at a conference on Monday that sales and trading revenue for the fiscal third quarter will be flat.
Sebastian Raedler, head of European equity strategy at Bank of America, says the key question facing investors is the sustainability of the artificial intelligence capex boom which is driving the "strongest earnings upgrades in the US that you've seen in 40 years." Speaking on Bloomberg Television, Raedler adds: "This is a very high-stakes game right now. You have to be in that trade. But a lot of people know that every single one of these investment booms in the past have ended in a crash, and people are nervous."
Bank of America flagged September 11 CPI as the more decisive signal for the Fed rate path, Bitunix analysts said.
Institutional distribution solves stablecoin access, but it cannot guarantee that customers will abandon the incumbent.
A beaten-down stock may be seeing an important shift
Investing.com -- Bank of America downgraded PG&E Corp. to Neutral from Buy on Tuesday, saying California's latest wildfire legislation failed to provide the durable liability and financing framework needed to support the utility's ambitious investment plans.
Don't fret too much about the possibility of another September slump.
SEC subpoenas Goldman Sachs, JPMorgan, Citigroup and Bank of America over margin lending to hedge fund Situational Awareness, which suffered a 67% drawdown amid an AI stock sell-off.
If bankers are ignoring the signs of a crash, should you, too?
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...
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