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U.S. stocks caught a break this week—and found a window in which to exploit it over the next two weeks—as inflation data suggest a taming of Federal Reserve rate-hike bets and the outlook from a key player in the market for artificial intelligence outpaced Wall Street’s forecasts. Tuesday’s inflation data got the ball rolling, with the softest monthly print since the Covid-19 pandemic and annual gains that fell shy of Wall Street estimates cratering bets on a July Fed rate hike.

Nvidia (NVDA) stock investors have been fed a familiar playbook. More robust accelerators, higher rack prices, and another wave of hyperscaler spending were expected to propel Nvidia stock's valuation to even more stratospheric levels. Bank of America's latest semiconductor outlook, shared with me, ...

Many of the same factors have propelled big banks’ strong performance: a solid economic backdrop with low unemployment, corporate clients’ appetite for executing big deals, and lots of trading activity.

Second-quarter earnings and June consumer inflation data offset continuing uncertainty about the Strait of Hormuz.

(Updates with market moves at the end of the day.) US stocks advanced Tuesday as investors cheere

(Bloomberg) -- Bank of America Corp. — whose consumer division is its biggest profit engine — said consumers are keeping up with their bills and continuing to spend on discretionary items such as travel and entertainment, despite fears that price pressures would weigh on US households. Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Shelves 20% Fee for Hormuz Cargo After Gulf PressureUS CPI Falls for the First Time Since 2020, Core Gauge FlatA Cocain

US benchmark equity indexes were mostly higher intraday as traders assessed the latest inflation dat

Mike Santomassimo, the bank’s CFO, attributed the positive credit trends to the U.S. economy and consumers remaining resilient even in the face of stickier-than-expected inflation. Santomassimo attributed that sturdiness to a relatively stable jobs environment. “We are not seeing cracks,” Santomassimo said on a call with reporters.

All three major US stock indexes were up in late-morning trading, as the big banks kicked off earnin

CPI fell More Than Expected

(Bloomberg) -- As artificial intelligence, war and the specter of inflation drive investors’ exuberance and worries, Wall Street’s traders have cracked the code to come out on top every single time.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkUS CPI Falls for the First Time Since 2020, Core Gauge FlatA Cocaine Bust in Spain Leads All

US equity futures were mixed before the open Tuesday as traders await a key inflation report and qua

MILAN, July 14 () - Global investor sentiment has climbed to its strongest level since February, with fund managers growing more ‌optimistic on the economic outlook, artificial intelligence-linked spending and the ‌prospect of a dovish Federal Reserve, Bank of America's latest Global Fund Manager Survey ​showed. Cash allocations fell to an "uber-low" of 3.

A big week for incoming earnings, inflation and interest rate data and commentary begins with another sell-off in South Korea and a refreshed energy shock.

Bank earnings set to reflect Wall Street’s boom, SK Hynix stock tumbles, tariff inflation is waning, and more news to start your day.

US equity investors will focus on Q2 earnings this week, with big money-centre banks kicking off the

Big banks kick off earnings season this week, which will also bring reports from GE Aerospace, Netflix, and Taiwan Semi. In economic news, we’ll get the consumer and producer price indexes, and retail sales data.

Markets face one of the year's most important weeks as Federal Reserve Chair Kevin Warsh delivers his inaugural semi-annual monetary policy testimony before Congress on July 14 and 15.

U. S. stock futures traded little changed on Friday as investors paused after Thursday’s technology-led rally, shifting their attention toward next week’s corporate earnings reports and key inflation releases.

Investors expected a much simpler economy by now. Inflation was expected to keep easing, consumers were expected to bend under higher prices, and the next big Fed debate was supposed to be about when rate cuts could begin. However, Bank of America isn’t telling that story. The bank sees an economy ...

(Bloomberg) -- Global traders have turned the most positive on the outlook for the dollar since 2015 as bets that borrowing costs will remain elevated for longer have fueled a monthlong rally in the US currency.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsSaudis Sl

Couples are spending significantly more to get married in 2026 as tariffs and inflation push up the cost of everything from flowers to catering, according to a new report released this week by Bank of America Institute. Wedding-related spending rose...

Electricity demand is now expected to grow significantly faster than global GDP for the next two-and-a-half years, according to Bank of America.

For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID, and the 2022 rate hikes. On June 30, 2026, he flipped. Kotowski cut Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Bank of America, and ... The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

Sticky inflation just showed up in a place we’d rather not put in a spreadsheet. That inflation setup fits Bank of America’s latest report shared with me, which shows the pressure building in categories couples actually buy into. The note shows consumers are still spending a ton on ...

(Bloomberg) -- It’s only been a few weeks since Kevin Warsh took the helm of the Federal Reserve, but analysts are already concerned that one of his key promises — a quieter central bank — will lead to more volatility in the market.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerSpaceX IPO Left Mirae With No Shares on MisunderstandingTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsDemocratic Socialist Ousts 15-Term House Incumbent in ColoradoUS Deci

The Senate Banking Committee’s top Democrat wants the Fed’s inspector general to examine whether a top Fed regulator broke protocol by participating in the closed-door client event.

Bank of America CEO Brian Moynihan says a recession is not coming despite his firm predicting three Federal Reserve rate hikes and inflation through 2028.

Bank of America analysts on Tuesday left their S&P 500 year-end target unchanged at 7100, 5% below the index's close on Monday, citing Big Tech's dwindling cash flows and the possibility of rate hikes.

(Bloomberg) -- Wall Street banks are capitulating on bets for a stronger euro, as markets see the US outpacing Europe on interest-rate hikes for the rest of this year.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseUS Launches Fresh Strikes on Iran Targets After Drone HitsAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeTh