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Bank of America (BofA) raised its revenue estimates for Nebius Group NV (NASDAQ: NBIS), forecasting substantial upside to Wall Street expectations as the artificial intelligence (AI) infrastructure company expands capacity and uses differentiated pricing strategies. The bank increased its...

Bank of America's Sharon Miller says competitors recognize business owners as a fountain of leads for cross-selling opportunities and are chasing that business, too.

A new robotaxi forecast suggests Wall Street may be bracing for the wrong year.

Applied Materials, Lam Research and KLA stand to benefit as BofA lifts chip equipment spending forecasts amid surging AI, memory and packaging demand.

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.

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

Key Stats for Costco StockPrice change for Costco stock in the last 6 months: -10%$COST Stock Price as of Sep. 16: $89452-Week High: $1097$COST Stock Price Target: $1072What Happened?Costco (COST) stock is in focus today after Bank of America kept its Buy rating on the company while trimming its price target to $1,095 from $1,200.

Can C's transformation, cost cuts and capital returns drive further upside despite its 29.3% six-month rally? Let us find out.

The firm sees a steep bill ahead, and still thinks the stock is worth buying.

The precision-engineering group climbed after Bank of America jumped from bearish to bullish, arguing that semiconductor, electronics and aerospace demand is running well ahead of expectations.

Long-duration Treasuries just endured a stretch of losses not seen since before World War II, and the wreckage has left a question hanging over every fixed-income portfolio: does historic pain signal the beginning of a historic opportunity?

Consumers are splurging more via subscription payments, often for fashion and entertainment, a new Bank of America report says.

Bank of America dropped a fresh price target on Affirm just as yields began to ease, and the combination sent buy-now-pay-later stocks racing ahead of a sleepy broad market. Whether the rally holds depends on a credit question Levchin himself flagged on live television.

The S&P 500 has risen about 2.6% since late June despite a global bond market selloff that pushed 10-year Treasury yields to a high of 4.815%.

Bank of America says Affirm’s own guidance is hiding the best parts of its growth.

Bank of America has had an impressive run over the past six months as its shares have beaten the S&P 500 by 12.8%. The stock now trades at $62.31, marking a 25.1% gain. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

JPMorgan's rally reflects strong NII, IB and trading growth, though rising costs and valuation remain key factors to watch. Is the stock worth buying?

Investing.com -- Bank of America told clients in a note Monday that its market signals have shifted from red to yellow, easing back from bear-market warning territory even as it flagged lingering risks around valuation and credit.

Bank of America's AI push and branch expansion are boosting efficiency. However, persistent expense pressure could cloud the case for fresh investment.

Investing.com -- Amkor Technology (NASDAQ: AMKR) popped 9% on Thursday after BofA Securities initiated coverage on the semiconductor packaging giant with a "Buy" rating and a bullish $70 price target—representing a massive 45% upside from its August 26 closing price of $48.40. Driving the upgrade is Amkor’s pivotal positioning in the artificial intelligence supply chain, alongside a broader structural shift toward domestic chip manufacturing. "We see AMKR as an underappreciated beneficiary of ri

Shares of Apnimed rose 8% Tuesday after BofA Securities initiated coverage of the company with a Buy rating and a $41 price target. The rating is based on a risk-adjusted discounted cash flow analysis of Oxnimbi (AD109), Apnimed's sole asset and an oral therapy for obstructive sleep apnea...

Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.

Investor optimism has climbed to its third-highest level since 2022, according to Bank of America’s August Global Fund Manager Survey, with portfolio cash holdings approaching historic lows and allocations to equities reaching their strongest level in nearly five years. Cash declined to 3.

Major Wall Street brokerages are advising investors to capitalize on Walmart’s steepest stock drop in four years, maintaining that the retail giant’s long-term growth story remains intact.

Walmart stock keeps falling Friday but some on Wall Street believe it’s an opportunity to buy shares on the cheap.

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...

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.

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.

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

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.