High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) remains well positioned to maintain its dominant share of artificial intelligence infrastructure spending, according to Bank of America, which reiterated its ‘Buy’ rating on the chipmaker and said current valuation levels already reflect an overly cautious...
Shopify Inc (TSX:SH., NYSE:SHOP) has been awarded a ‘Buy’ rating and a $150 price target in reinstated coverage, citing the company’s potential to benefit from the evolution of AI-driven “agentic commerce,” as well as ongoing international expansion and enterprise adoption. The firm’s price...
BofA is turning more cautious on commodities broadly, but uranium is bucking the trend as the firm's top conviction call for 2026. The bank's commodities team cut 32 price objectives across its coverage, including 21 in precious metals, five in base metals and four in steel, and lowered 2026...
NVIDIA Corp. (NASDAQ:NVDA) is a top AI stock on Wall Street’s radar. On July 6, Bank of America touted NVIDIA Corp (NASDAQ:NVDA) as one of the stocks poised for a rally after the recent reset. According to the research firm, the recent pullback aligns perfectly with historically weak seasonal patterns in the sector. Consequently, it […]
US stocks are expected to extend losses on Wednesday after oil prices spiked following an exchange of strikes between the US and Iran that led to President Donald Trump declaring the ceasefire "over". Dow Jones futures were down 1.1%, with S&P 500 futures pointing to a 0.9% drop, while...
It passed a very important examination administered by an industry regulator.
Opinions ranged from “bullish” to “extremely bullish” among the four big banks that led the SpaceX IPO, as each initiated coverage on Tuesday.
Major US banks, including Bank of America (NYSE:BAC), are reported to be exploring the acquisition of Fiserv’s debit payments network. The talks center on gaining more direct control over debit transactions and reducing reliance on third party payment processors. The potential deal is seen as a response to federal limits on interchange fees applied to debit card payments. The move could affect how revenue from debit transactions is shared across banks, card networks, and payment technology...
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 ...
Figma (NYSE:FIG) was reinstated with a ‘Buy’ rating and a $30 price objective by Bank of America, with the firm arguing that artificial intelligence is likely to strengthen the company's competitive position rather than undermine it. Shares of Figma traded higher on the news, adding more than...
SharkNinja Inc (NYSE:SN.) received a higher price target from Bank of America, which raised its price objective to $165 from $145 and reiterated its 'Buy' rating after stronger domestic sales trends lifted its second quarter sell-through estimates. Shares of SharkNinja currently trade at...
iHeartMedia (NASDAQ:IHRT)'s second-quarter results are expected to come in largely in line with company guidance, Bank of America said in a note that highlighted an expanding partnership with Netflix as a bright spot for the audio company. BofA maintained its second-quarter revenue estimate...
Adobe Inc (NASDAQ:ADBE) was reinstated with an 'Underperform' rating and a $190 price objective by Bank of America, whose analysts wrote that generative artificial intelligence is lowering barriers to content creation and increasing competitive pressure on the company's core creative software...
BofA Securities analyst Tal Llani assigned Figma a Buy rating with a $30 price target and gave Adobe an Underperform rating with a $190 target.
Bank stocks have enjoyed a nice run overall, and valuations are now fairly elevated.
BofA Securities analyst Tal Llani assigned Figma a Buy rating with a $30 price target and gave Adobe an Underperform rating with a $190 target.
Analysts at Wells Fargo and Bank of America issued bullish predictions for bank stocks and earnings, which will kick off second-quarter earnings season next week.
Figma Inc. (NYSE:FIG) stock climbed nearly 10% on Tuesday after Bank of America reinstated coverage with a Buy rating and a $30 price forecast, arguing that artificial intelligence is strengthening the company’s competitive position rather than disrupting its business. The brokerage said Figma’s stock has fallen about 85% from its 52-week high as investors worried that generative AI would reduce the need for design software. However, Bank of America believes AI is expanding demand for collaborat
The financing supports AI data center growth across the U.S., Europe, and APAC.
(Bloomberg) -- SK Hynix Inc.’s $28 billion US listing is multiple times oversubscribed ahead of pricing on Thursday, according to people familiar with the matter.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaTwo Millennium Trading Pods Made About $3.7 Billion Last MonthNasdaq 100 Falls 2% in Chip-Led Rout as Oil Climbs: Markets WrapMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulChina Sentences Official to Death Over $325 Million
JPMorgan Chase & Co. (JPM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The firm says AI cloud spending still supports the chip cycle.
Bank sees AI creating long-term competitive challengesBank of America has reinstated coverage of Adobe (NASDAQ:ADBE) with an Underperform rating and a $190 price target, arguing that while the stock appears inexpensive, the company’s competitive position is increasingly under pressure from generative artificial intelligence. Analysts led by Tal Liani based the valuation on seven times Adobe’s projected 2027 enterprise value to free cash flow (EV/FCF), below the approximately 9.
Investing.com -- Bank of America reinstated coverage of Shopify with a Buy rating and a $150 price objective, arguing the company is positioned to benefit from the shift toward AI-driven agentic commerce.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
