Notícias

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 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...

Carnival Corp (NYSE:CCL) shares have fallen 27% since August as surging oil prices raise concerns about fuel costs, prompting Bank of America to cut its price target on the cruise operator to $38 from $42 while maintaining a ‘buy’ rating. The broker said Carnival, as the only unhedged major...

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...

Analysts are reassessing MGM’s standalone outlook after People Inc. withdrew its takeover proposal, with BofA flagging near-term operating pressure and Mizuho pointing to longer-term project value.

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.

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.

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.

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

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.

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

Charles Schwab stock recovered only modestly on Wednesday morning, a day after leading a wide swath of brokerage, bank and other financial stocks lower as AI-fueled competition heats up. Rapid adoption of Meta Platforms' Muse personal AI agent and a growing threat from Altruist, an AI platform for financial advisors that was recently acquired by Vanguard, have highlighted two very different type of risks to Schwab's business.

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.