Notícias

Can Citigroup sustain its strong rally as transformation gains, AI investments and buybacks offset rising credit risks? Let us find out.

A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026.

A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026.

McKesson’s fair value estimate has been trimmed from US$990.87 to US$951.73, a reduction of about 4% in the latest model update. That shift lines up with a Street backdrop where some analysts are cutting price targets while others still point to upside from newer business lines. This leaves you with a more mixed signal on the stock’s risk and reward profile. Read on to see how these revised targets fit into the broader narrative and how you can keep track as views continue to evolve. Stay...

Nvidia Surges in Focus After BofA Lifts Forecast, Flags Massive AI Growth Runway

Watch Video Highlights from 1st Princeton CorpGov Forum Below, or Click HERE: CorpGov is pleased to announce the agenda for the second Princeton CorpGov Forum to be held Thursday, May 21, 2026 at The Nassau Inn in Princeton, New Jersey. Our roster of speakers features industry leaders and alumni spanning five decades at Princeton, with […]

Affirm Holdings, Inc. (NASDAQ:AFRM) shares are trading lower on Wednesday. Bank of America Securities (BofA) hosted the company's Investor Day in New York, where management outlined long-term growth opportunities tied to new products, international expansion, and broader adoption of its consumer finance platform. GMV Growth Targets And Revenue Outlook Affirm reiterated its target of reaching $100 billion in annual gross merchandise volume, or GMV, over the medium term, which BofA models around f

Akamai Technologies Inc (NASDAQ:AKAM, XETRA:AK3) was upgraded to 'Buy' from 'Neutral' by Bank of America analysts, who said the company is increasingly being viewed as an artificial intelligence infrastructure play rather than a legacy content delivery network provider. The firm also raised...

The technology company's stock got a nudge from a big-name analyst. The fact that a major player in the technology space just became a shareholder, however, is an even-bigger deal.

Akamai Technologies stock rises Wednesday after Bank of America upgraded the stock following last week’s $1.8 billion AI deal.

Investing.com -- Bank of America upgraded Akamai Technologies to Buy, arguing the company’s transition from a legacy content-delivery network provider into an AI infrastructure platform is beginning to gain traction with investors and enterprise customers alike.

Bank of America just nudged its target on Coherent (NYSE:COHR) stock higher, lifting the price target to $400 from $365 while maintaining a Neutral rating. The catalyst: Bank of America raised its calendar 2030 AI data center systems total addressable market to roughly $1.7 trillion from $1.4 trillion, a thematic shift that also drove same-day ... BofA Hikes Coherent Price Target to $400 on $1.7 Trillion AI Data Center Forecast

The Wall Street debate over Advanced Micro Devices (NASDAQ:AMD) crystallized on May 13, 2026, when two major firms reached opposite conclusions on the same stock. Bank of America‘s (NYSE:BAC) Vivek Arya raised his price target to $500 from $450 while reiterating a Buy rating, while Daiwa downgraded AMD stock to Outperform from Buy, even as ... Wall Street Splits on AMD: BofA Hikes Price Target to $500, Daiwa Downgrades on Valuation

Hims & Hers Health (NYSE:HIMS) absorbed another analyst downgrade. Bank of America cut its price objective on Hims & Hers stock to $30 from $32, while keeping a Neutral rating. The firm called the recent results “a mixed quarter” and argued that the bar needs to come down before HIMS stock can work again. The ... BofA Cuts Hims & Hers Price Target as Mixed Quarter Resets Street Expectations

A major analyst just made a bold bull case for memory. Micron Technology (NASDAQ:MU) stock picked up one of the most dramatic price target hikes a large-cap semiconductor has seen this cycle, as Bank of America raised its target to $950 from $500, while maintaining a Buy rating. The catalyst: an updated calendar 2030 AI ... BofA Just Nearly Doubled Micron Price Target to $950: Memory Supercycle Just Got Bigger

BAC is expanding branches and AI tools, betting that its hybrid model will win customers, deepen relationships and drive deposit growth.

JPM's quiet Q1 2026 winner Asset & Wealth Management's revenues jump 11% as AUM climb to $4.8T on net inflows and stronger management fees.

The bank raised its Micron target to $950 as demand for AI memory chips continues to outpace supply.

(Bloomberg) -- The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysShares of memory makers Micron Technology Inc. and S

Bank of America (NYSE:BAC) has joined LTX as a fully integrated liquidity provider on its AI powered corporate bond e trading platform. The move adds Bank of America to a group of leading banks active on LTX, an electronic venue focused on corporate bond trading. For investors watching how fixed income markets are changing, this step puts NYSE:BAC closer to the center of electronic corporate bond trading. The bank is adding its liquidity to an AI driven venue that is designed to address...

Block investors have been looking for signs that the company’s reset is doing more than lowering costs, and Bank of America says the first quarter gave them a stronger case to consider. In a Bank of America note provided to TheStreet, analyst Matthew C. O’Neill maintained a Buy rating on Block and ...

With an annual dividend yield of 2.12%, Lowe’s Companies, Inc. (NYSE:LOW) is included among the 12 Best Blue Chip Dividend Stocks to Buy Now. Lowe’s Companies, Inc. (NYSE:LOW) is a home improvement company serving approximately 20 million customers a week in the United States On May 5, BofA reinstated Lowe’s Companies, Inc. (NYSE:LOW) at ‘Neutral’, while assigning […]

​The Kroger Co. (NYSE:KR) is one of the Best Undervalued Stocks to Buy Under $100. The company is set to release its fiscal Q1 2026 results next month on June 2. The Street expects the company to post revenue of around $45.35 billion, up significantly from the previous quarter’s revenue of $34.73 billion. The GAAP […]

Nebius has had one of the more remarkable runs of any stock in the AI infrastructure space. Up more than 110% year to date and roughly 600% over the past year, the company is heading into its Q1 2026 earnings report on May 13 with enormous expectations built in. Bank of America just made those ...

The country’s largest banks, flush with record earnings and capital, executed their largest quarterly stock repurchases ever in the first three months of the year. The 21 large banks covered by Barclays analyst Jason Goldberg bought back $40 billion in the first quarter, up from $34 billion in the fourth quarter of 2025 and from the prior record of $38 billion in the 2019 fourth quarter, just before the Covid crisis. The industry leaders, based on the biggest percentage reductions in share counts in the first quarter, were M&T Bank (3.9% reduction), First Citizens Bancshares (3.8%), Citi group (3.1%),  Bank of America (1.9%), and Goldman Sachs Group (1.8%).

Affirm has been one of the more closely watched names in financial technology as investors weigh whether the buy now, pay later company can turn rapid growth into a more durable profit story. Bank of America came away from the company’s latest quarter with more confidence, raising its price target ...

Investing.com -- Bank of America reinstated coverage of Autodesk with a Buy rating and a $300 price objective on Tuesday, arguing the design software company is well-positioned to weather AI disruption and could see its stock rise roughly 27% from current levels.

The fair value estimate for PennyMac Mortgage Investment Trust has been trimmed from US$13.43 to US$13.14 per share, a modest cut that reflects recent tweaks to analysts’ models rather than a sweeping overhaul. Several firms are pairing these reductions of roughly US$0.30 to US$1.00 per share with more neutral ratings as they reassess how much optimism to keep around earnings power and what investors may be willing to pay. Read on to see how these shifting targets fit into the broader story...

(Bloomberg) -- JPMorgan Chase & Co. spent hundreds of millions of dollars over the course of more than a decade developing systems using blockchain, a novel technology that was supposed to radically upend financial markets, but has yet to become a game-changer.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Says It’s Deployed Mini Subs in Contest to Control HormuzEpstein's Black Card: How He

The latest update trims Blackstone Mortgage Trust’s fair value estimate to US$21.00 from US$21.29, while recent price targets from the Street are clustering around US$20. These adjustments align with mixed analyst commentary, where some firms highlight improving earnings visibility and upgrades, and others point to tighter upside and a more balanced risk and reward profile. Read on to see what is driving these views and how you can track the narrative as it evolves. Analyst Price Targets...