Notícias

Don't fret too much about the possibility of another September slump.

Bank of America sees downside risk for a key semiconductor index.

Earlier this week, Bank of America highlighted Amkor Technology as an underappreciated beneficiary of the growing complexity in advanced semiconductor packaging and testing, particularly for AI, high-performance computing, and mobile devices. The commentary underscored how Amkor’s capacity expansions and long-term agreements aimed at AI and HPC workloads could strengthen its role in the semiconductor supply chain. Next, we’ll explore how this focus on advanced AI-oriented packaging could...

BofA Securities initiated Amkor Technology, Inc. (NASDAQ:AMKR) with a Buy rating and a $70 price target on August 27, calling the semiconductor packager an “underappreciated beneficiary” of rising packaging complexity. The stock jumped about 9% after the call. The pitch is interesting because Amkor sits in a part of the AI supply chain that becomes […]

One stubborn forecast is drawing unusual heat across Wall Street.

Bank of America sees a differentiated opportunity in a breakthrough sleep apnea pill.

Recent commentary from Bank of America has put Amkor Technology (AMKR) in focus after the bank described the outsourced chip packager as an underappreciated beneficiary of rising complexity in advanced semiconductor packaging. Against that backdrop, Amkor Technology’s share price has been volatile, with a 1 day decline of 7.46% and a 90 day share price return down 31.17%. However, a 30 day share price return of 12.05% and a 1 year total shareholder return of 99.63% suggest longer term...

Bank of America sees multiple growth levers for Jersey Mike’s as the newly public sandwich chain begins its next phase of expansion.

A major Wall Street firm says a regulatory shift and coming launches could change the setup for one biosimilar developer.

The financial charge is small. The compliance warning attached to disputed customer transactions is not.

Thursday’s options volume rebounded to 60.53 million contracts. Three budget-friendly call options under $100 per contract—Bank of America, Chewy, and Sony—offer asymmetric risk-reward setups to capitalize on unusual options activity without a complicated strategy.

On August 21, 2026, Reuters reported that JPMorgan Chase & Co. (NYSE:JPM) is hiring veteran dealmaker David Fishman away from Bank of America Corporation (NYSE:BAC) to lead North America technology mergers and acquisitions, according to an internal memo. Fishman, who spent nearly 16 years at Bank of America and most recently co-headed its technology, media, […]

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Warren Buffett's successor, Greg Abel, has anointed a new No. 3 holding in Berkshire's $359 billion investment portfolio.

Bank of America (NYSE:BAC) and other major US banks are publicly disputing the Federal Reserve's proposed revision to the GSIB capital surcharge for large institutions. The clash centers on how the updated surcharge would affect required capital buffers for the biggest banks and the rules that govern those calculations. Bank executives are warning that higher required capital could influence lending activity and overall balance sheet use across the largest US lenders. The disagreement has...

Wall Street spots a major obstacle in SpaceX’s next move.

On August 25, BofA Securities analyst Joyce Ju reiterated a Buy rating and $172.00 price target on Alibaba Group Holding Limited (NYSE:BABA). The rating affirmation follows one of the largest capital raises by Alibaba. The tech giant raised HK$80 billion ($10.2 billion) in Hong Kong’s largest follow-on share offering to invest in its AI infrastructure. The […]

Financial stocks were lower in late Thursday afternoon trading, with the NYSE Financial Index sheddi

Financial stocks were lower in Thursday afternoon trading, with the NYSE Financial Index shedding 0.

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.

Financial stocks were lower in Thursday afternoon trading, with the NYSE Financial Index shedding 0.

Bank of America’s analysis had more to do with what the company is hiding in its balance sheet than what it reported for Q2 2027.

JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS) and Morgan Stanley (MS) are clashing

JPM's potential stablecoin could extend its blockchain payments reach, improve settlement efficiency and deepen institutional digital-finance ties.

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

By Pete Schroeder WASHINGTON, Aug 27 (Reuters) - Wall Street's most powerful banks fought side by side for years to relax capital rules, but with victory in sight, that alliance has fractured.

Another earnings beat may not be the biggest catalyst

A key growth engine is facing a tougher 2027

Find insight on European banks, Scotiabank, National Bank of Canada and more in the latest Market Talks covering financial services.