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Bank of America projects the semiconductor total addressable market will hit $3.2 trillion by 2030. The bank highlights Nvidia as a primary beneficiary positioned early in the AI infrastructure boom,…
Bank of America expects Q3 investment banking fees to decline at least 10% year over year, indicating an industry-wide capital markets cooldown. CEO Brian Moynihan noted the entire market is down sim…
Apple shares rose as Bank of America reported shorter shipping times for the iPhone 18 Pro lineup. Despite mixed demand implications from faster deliveries, BofA reiterated its Buy rating with a $370…
Bank of America reiterated a Buy rating and $380 price target on Apple ahead of its upcoming product launch. Analysts expect a new foldable iPhone and Pro-line price hikes, though historical patterns…
Bank of America raised Microsoft's price target to $600 from $500, reiterating a Buy rating. BofA cited accelerating Azure growth, rapid Copilot monetization exceeding 30 million paid seats, and effi…
Bank of America raised Microsoft's price target to $600 from $500, emphasizing that markets underestimate MSFT's enterprise AI orchestration and cost-management advantage.
Berkshire Hathaway reduced its holdings in key bank stocks, trimming Bank of America by $1.7 billion, Capital One by 58%, and Ally Bank by 7%, signaling potential caution over consumer credit deterio…
BofA Securities reiterated a Buy rating on Apple with a $380 price target, highlighting nearly 20% upside. The firm projects incoming CEO John Ternus will sustain device dominance by driving on-devic…
Bank of America faces headwinds despite recent stock gains. Analysts cite lagging net interest income growth, compressed net interest margins around 2%, and lackluster projected tangible book value g…
Bank of America analyst Vivek Arya strongly backed Nvidia ahead of earnings, highlighting exceptional cash flow potential and over 100% AI infrastructure utilization. Dismissing circular financing co…
Bank of America raised price targets across cybersecurity stocks, citing a worsening AI-driven threat environment that supports higher valuations. Analyst concerns over AI model builders competing di…
Bank of America reiterated a Buy rating on Nvidia with a $350 price target following management meetings. Analyst Vivek Arya highlighted Nvidia's aggressive strategy to secure AI ecosystem dominance …
Bank of America reiterated a Buy rating on Micron, boosting its target to $1,550. Analysts highlight a structural shift toward less cyclical, durable growth driven by strong AI-related memory demand,…
Bank of America unveils $250B infrastructure financing initiative through 2027, targeting data centers, energy, and pipelines. Strong Q2 earnings support bullish outlook, though profits from this pro…
Bank of America launched a $250B infrastructure finance initiative targeting digital, energy, and core infrastructure through 2027, potentially boosting demand for chips, data centers, and telecom eq…
Bank of America raised its 2030 server CPU market forecast to $210B+, naming AMD its top CPU pick as agentic AI could push CPU-to-GPU ratios toward 1:1, boosting CPU demand.
Bank of America unveils $250B infrastructure financing initiative through 2027, targeting AI data centers, energy and transportation projects, following similar moves by Morgan Stanley and JPMorgan.
Bank of America to acquire up to 49.9% stake in Jio Credit, Jio Financial Services' lending arm, expanding its footprint in India's fast-growing financial services market.
Jefferies recommends 5 defensive U.S. dividend stocks (AHR, BAC, CAT, MLM, TMO) as value plays against an overbought S&P 500, citing trends like senior housing demand, durable bank earnings, and AI/i…
Bank of America reiterates Buy on Microsoft with $500 target ahead of Q4 earnings, citing Azure growth potential, Copilot adoption, and attractive valuation despite AI capex pressuring free cash flow.