News

Tesla, Bank of America and Coca-Cola headline today's research, with growth drivers, investment plans and key risks in focus.

Bank of America (BofA) raised its price target on Okta Inc (NASDAQ:OKTA) to $220 from $200 after the company unveiled new AI-agent security and identity capabilities at its Oktane 2026 conference. The bank said Okta’s ambition to become the identity control plane for AI agents was reinforced...

The bank already hires more than 800 apprentices annually; the new commitment expands that into consumer banking, technology, and operations

Deutsche Bank shares lost 4.5% as Q3'26 IB revenue is expected to be flat to slightly lower, while 2026 NII guidance is raised above prior-stated guidance.

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.

Financial stocks were edging higher pre-bell Thursday, with the State Street Financial Select Sector

JPM is exploring a private-credit "second-look" model that could widen card approvals while limiting exposure to higher-risk borrowers.

BAC's revenue outlook is supported by broadening loan growth, 7-8% NII growth and continued repricing of fixed-rate assets.

Citigroup wants clients to park more of their cash and investments with the bank. It’s offering incentives to make it happen.

Many young employees are more financially literate than their parents’ generation, experts say.

Bank of America is adding 1,000 apprentices and committing $150 million to workforce development in a push to expand career pathways beyond traditional college degrees.

Applied Materials, Lam Research and KLA stand to benefit as AI infrastructure spending boosts semiconductor equipment demand.

Darden Restaurants Inc (NYSE:DRI) saw stronger aggregate sales momentum through August, prompting Bank of America (BofA) to raise its LongHorn forecast while cutting its Olive Garden estimate. The bank raised its estimate for LongHorn’s first-quarter fiscal 2027 same-store sales growth to...

Merck & Co Inc (NYSE:MRK, XETRA:6MK) could see its shares re-rated as a series of clinical catalysts across its oncology and broader pipeline approach over the next 12 to 18 months, Bank of America (BofA) said while maintaining its 'buy' rating. The bank hosted investor meetings with...

The Federal Reserve just handed Bank of America a mechanical earnings tailwind, yet investors sold the stock hard. One of these sides is badly wrong, and the answer lives inside a balance sheet most analysts are reading incorrectly.

Bank of America (BofA) and UBS retained their 'buy' ratings on Micron Technology Inc (NASDAQ:MU), with both firms pointing to sustained memory demand, improving pricing and potential shareholder returns as key drivers for the semiconductor company. BofA said the key issue ahead of Micron’s...

The bank’s co-president Wednesday pointed to “clearly identifiable” gains from AI, as questions swirl around how soon returns on investment will be seen.

Key Stats for UPS StockCurrent Price: $94. 75Target Price (Mid): ~$142Street Target: ~$116Potential Total Return: ~50%Annualized IRR: ~10% / yearWhat Happened?United Parcel Service (UPS) closed at $94.

Jim DeMare, co-president of Bank of America (NYSE:BAC), said the bank continues to see signs of resilience in the U.S. economy, while identifying relationship expansion, international operations, wealth management and technology as major growth priorities. Speaking at a conference in London, DeMare

Warren Buffett built Berkshire Hathaway into a dividend-collecting machine even though the company refuses to pay one itself, and five of his biggest holdings are quietly handing shareholders more cash every single year.

China's AI development is moving from policy ambition to commercial reality, BofA Securities said in a research note. "Domestic capabilities and adoption are advancing despite gaps in leading-edge hardware, while improvements in model efficiency and system optimization could support commercial viability before full technological self-sufficiency," the bank said.

Muse is changing how Wall Street sees Meta’s AI bet

The rapid adoption of the new artificial-intelligence agent threatens to disrupt wealth managers, brokerages and insurers.

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...

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

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...