Notícias

(Bloomberg) -- For all the hand-wringing over war-related inflation fears, there are signs that other drivers are having as much a bearing on longer-term borrowing costs. Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Says He’ll Announce Negotiated Deal With Iran ShortlyIran, US Signal Progress in Peace Talks as Issues UnresolvedRubio Sees Good News Coming on Hormuz as Iran Talks ContinueTrump to Force Foreigners Seeking Green Cards to Go Home FirstIn the U

(Bloomberg) -- For all the hand-wringing over war-related inflation fears, there are signs that other drivers are having as much a bearing on longer-term borrowing costs. Most Read from BloombergTrump Says He’ll Announce Negotiated Deal With Iran ShortlyNvidia CEO Urges Super Micro to Tighten Up on ComplianceIran, US Signal Progress in Peace Talks as Issues UnresolvedTrump to Force Foreigners Seeking Green Cards to Go Home FirstRubio Sees Good News Coming on Hormuz as Iran Talks ContinueIn the U

"In our view, unsustainable fiscal dynamics are compounding with a reflation story, turning a short-term problem into a long-end selloff."

(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not

The base case fair value estimate for Advanced Micro Devices has shifted from about US$289.61 to about US$472.17 per share, a material reset in how the stock is being framed in valuation models. This move lines up with Street research splitting into bullish and bearish camps, with one side leaning into AI driven upside and the other stressing valuation risk and execution questions. As you read on, you will see what is feeding into this evolving narrative and how to track it over time. Analyst...

Earlier this week, BofA Securities issued a report suggesting Centene’s earnings per share could be several times higher by 2029, primarily driven by improved Medicaid margins and a rebound in managed care profitability after recent pressure. The report also argues that Centene’s 2026 earnings guidance reflects only a fraction of its perceived potential, implying current expectations may underappreciate the scope for Medicaid margin recovery based on historical patterns. We’ll now examine...

Earlier this month, research firm CFRA downgraded Bank of America to a Hold rating, citing valuation concerns, sensitivity of net interest income to rate moves, and exposure to commercial real estate, while recent bond issuance activity highlighted the bank’s ongoing funding in senior unsecured notes across a range of maturities. An interesting wrinkle is that this more cautious stance from CFRA comes alongside increased insider selling, suggesting a cooler mood among those closest to the...

War in the Middle East, the largest energy shock in history and worries about artificial intelligence have done little to cool their ardor. U.S. corporations are wrapping up a blockbuster earnings season. Institutional investors are holding 50% more in stocks than their benchmarks, the highest figure since January 2022, according to Bank of America’s latest survey of global fund managers.

Paying money to get your own money out of an ATM or even to check your balance can be really frustrating. Bank fees may look small on paper, but they can quickly add up, especially at ATMs. The average total cost of using an out-of-network ATM hit a record $4.86 in 2025, up from $4.77 a year ...

Target gave investors a better profit outlook after its latest quarter, yet Bank of America is still taking a cautious view on the stock as the retailer works through a longer turnaround in a competitive consumer backdrop. BofA reiterated its Underperform rating on Target and kept its $110 price ...

Retirees who admire Warren Buffett face a recurring frustration: Berkshire Hathaway (NYSE:BRK-B) pays no dividend, so owning the stock means watching the compounding happen on paper while no cash hits the brokerage account. The VistaShares Target 15 Berkshire Select Income ETF (NYSEARCA:OMAH) was built to plug that gap. OMAH holds a basket modeled after Berkshire’s ... OMAH Delivers 15% Returns While Berkshire Stock Drops 5%: The Buffett ETF Retirees Overlook

A major bank just lost its Buy rating, and the firm behind the call did not stop at one name. The downgrade came because the people watching the whole sector think the easy money may already be made, not because the bank underperformed. That distinction matters for anyone holding bank stocks right ...

Watch Recap Video Below: CorpGov is pleased to share a recap of the second Princeton CorpGov Forum that took place on May 21, 2026, at The Nassau Inn in Princeton, […]

Bank of America's loan growth, rising IB fees and AI-driven branch strategy support long-term value, but elevated costs remain a key concern.

Investing.com -- Bank of America reinstated coverage of two leading small modular reactor companies in notes on Friday, initiating a Buy rating on Oklo and a Neutral rating on NuScale Power, drawing a distinction between the two based on commercial traction and business model differentiation.

(Bloomberg) -- Mega IPOs like those eyed by SpaceX and OpenAI threaten to push the weighting of tech in equity benchmarks beyond market-bubble levels of concentration, according to Bank of America Corp. strategist Michael Hartnett.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With Oman Over Permanent Hormuz Toll SystemModi’s To

Bank of America Corporation (NYSE:BAC) is one of the Most Undervalued US Stocks According to Hedge Funds. On May 8, Reuters reported that Bank of America Corporation (NYSE:BAC) has hired Richard Hardegree as Vice Chair of Mergers and Acquisitions. ​Hardegree is a seasoned investment banker at UBS and brings over 30 years of M&A experience […]

(Bloomberg) -- With the highly-anticipated debut of SpaceX on the US stock market around the corner, euphoria for Elon Musk’s rocket venture is drawing comparisons to Tesla Inc.’s effect on electric-vehicle stocks. Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With Oman Over Permanent Hormuz Toll SystemModi’s Toffee Gift to Mel

(Bloomberg) -- Higher prices at the pump are making Avarisse Crawford rethink her spending. The 33-year-old has started scaling back her “fun budget,” meaning fewer steak dinners and happy hours with coworkers — instead she’s seeking out free activities, like going to the park.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With

Investing.com -- Bank of America on Friday downgraded both Rio Tinto and BHP Group to Neutral from Buy, citing stretched valuations, a negative turn in China’s credit impulse, and growing macro risks tied to the Middle East conflict.

ProFrac Holding Corp. (NASDAQ:ACDC) is included among the 10 Most Popular Small Cap Stocks to Buy. ProFrac Holding Corp. (NASDAQ:ACDC) is a technology-focused energy services company operating in the United States. On May 19, BofA bumped up its price target on ProFrac Holding Corp. (NASDAQ:ACDC) from $4 to $4.75, but kept its ‘Underperform’ rating on the […]

Retirement bucket strategies have a way of getting complicated quickly. Don McDonald, co-host of Talking Real Money, prefers a far simpler framework: keep exactly one year of spending in safe money, rebalance once a year, and let the rest of the portfolio do its job. The question came from a listener named Albert, who runs ... “Cash in the Long Haul Is Trash”: Why This Money Expert Rejects Traditional Retirement Buckets

Marvell designs, develops, and sells custom integrated circuits for artificial intelligence and optical-networking products.

(Bloomberg) -- Elon Musk’s reshaping of SpaceX, xAI and X into a tightly-bound conglomerate has already yielded a significant financial windfall: nearly $1 billion in annual interest savings.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Modi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran in Talks With Oman Over Permanent Hormuz Toll SystemStocks and Oil Whipsaw on Mixed US-Iran Si

Record $81.6 billion in revenue for Nvidia—and yet the stock fell. Bank of America called the dip noise and raised its price target.

(Bloomberg) -- Beneath the surface of a stock market sitting at record highs, signs of trepidation are building.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Goldman CEO Slides Into Musk’s DMs During Bid to Lead SpaceX IPOStocks Rise and Oil Falls on US-Iran Deal Hopes: Markets WrapWorries about resilient inflation, bond market volati

(Bloomberg) -- AvalonBay Communities Inc. and Equity Residential agreed to merge in an all-stock transaction that will unite two of the biggest apartment real estate investment trusts with a combined market value of more than $50 billion.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Goldman CEO Slides Into Musk’s DMs During Bid to Lea

Banks discuss $30 billion investment-grade bonds, $12 billion junk bonds and $7.5 billion loans for the acquisition financing.

JPMorgan launches Chase in Germany with a 4% promo savings rate, aiming to add current accounts, investing and lending by 2028.

Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: 70% of Berkshire’s $381 billion portfolio is invested in just ... Berkshire Hathaway Sold 16 Stocks in Q1 but Warren Buffett and Greg Abel Still Have 70% in Just 7 Stocks