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(Bloomberg) -- The leverage that helped fuel the US stock rally is now becoming an increasing source of unease.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueUS Launches Fresh Strikes on Iran Targets After Drone HitsAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeOman Tells Allies Ships Going Through Hormuz May Have to PayThe surge in market leverage, stemming in part fro

JPMorgan, Goldman Sachs and Bank of America see stronger dollar prospects amid resilient US growth and AI-driven capital inflows.

Investing.com -- Bank of America has shifted its preference within small and mid-cap equities for the second half of 2026, moving to favor mid-caps over small-caps after the Russell 2000 surged 21% in the first half, the best performance of any size index.

Worries about inflation and Fed rate hikes are hurting gold. It’s no longer a haven. There could be more downside ahead.

June 23 (Reuters) - A majority of U.S. consumers now say they would prefer to buy a home rather than rent or move in with family, the first time since 2023 that sentiment has favored homeownership,

Victoria's Secret & Co. (NYSE:VSCO) could continue delivering strong earnings growth as sustained sales momentum supports margin expansion, according to Bank of America, which maintained its ‘Buy’ rating on the retailer. Bank of America analysts wrote that recent sales trends have eased...

(Bloomberg) -- The boom in artificial-intelligence stocks looks set to run further, according to a Bank of America Corp. survey, which found the majority of investors believe that the fear of missing out is continuing to drive the trade.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at

(Bloomberg) -- STMicroelectronics NV is looking to raise $1.5 billion from selling debt that can be exchanged into equity after the chipmaker’s shares tripled in value so far this year. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It Is to Reopen Horm

(Bloomberg) -- Global banks are curbing hedge funds’ leveraged bets on Asia’s top chipmakers including SK Hynix Inc. and Samsung Electronics Co. after a blistering rally this year raised concerns of a potential pullback, according to people familiar with the matter.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Thre

Investing.com -- Intel shares climbed about 5% in premarket trading after Bank of America double-upgraded the stock from Underperform to Buy and raised its price target to $135 from $96, driven by growing confidence in the company’s server CPU opportunity and its external foundry business.

SanDisk (NASDAQ:SNDK) has won a higher price target from Bank of America, with the bank lifting its objective to $2,100 from $1,550 on the back of robust NAND demand, favourable pricing trends, and a new wave of long-term supply agreements. At BofA's 2026 Global Technology Conference in San...

Canada's labour market surged in May, with the economy adding 87,800 jobs and the unemployment rate falling to 6.6%, well above analyst expectations and marking the strongest monthly performance since late 2024, according to Bank of America's reading of Statistics Canada's latest Labour Force...

FedEx Freight (NYSE:FDXF) shares traded around $152 on Tuesday afternoon after Bank of America initiated coverage of the newly independent less-than-truckload (LTL) carrier with a ‘Buy’ rating and a $185 price target. The initiation comes one day after FedEx Freight was spun off from FedEx...

(Bloomberg) -- US stocks may be vaulting from one record to the next, but Wall Street analysts covering them are in no rush to keep up. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingAndrew Left Found Guilty in Case That Spooked Short SellersUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedResearchers who follow individual comp

(Bloomberg) -- There’s so much cash going to emerging markets that a pair of hedge funds that specialize in hard-to-reach debt are starting to turn away investors.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceShiprock

Seventeen straight quarters. That is the streak Bank of America is chasing. CEO Brian Moynihan told attendees at the Bernstein Strategic Decisions Conference on May 27 that the firm expects second-quarter trading revenue to grow 15% year over year (YOY), which would mark the 17th consecutive ...

Investing.com -- Bank of America upgraded Agilent Technologies to “Buy” from “Neutral,” citing strong execution, market share gains, and resilience across key end markets despite broader concerns in the life sciences tools sector.

(Bloomberg) -- Space and satellite-related stocks soared Tuesday as investor enthusiasm around the industry intensified after Elon Musk’s SpaceX filed for a public offering last week.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Uranium, S

A major bank just lost its Buy rating, and the firm behind the call did not stop at one name. The downgrade came because the people watching the whole sector think the easy money may already be made, not because the bank underperformed. That distinction matters for anyone holding bank stocks right ...

(Bloomberg) -- With the highly-anticipated debut of SpaceX on the US stock market around the corner, euphoria for Elon Musk’s rocket venture is drawing comparisons to Tesla Inc.’s effect on electric-vehicle stocks. Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With Oman Over Permanent Hormuz Toll SystemModi’s Toffee Gift to Mel

(Bloomberg) -- Junk debt is beating just about everything else in fixed-income markets after surging yields wiped out gains on most other bonds. Yet with high-yield credit spreads near two-decade lows, investor unease is building.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainstr

On May 12, I wrote about Micron's relative strength index, or RSI, hitting 85. That was one of the most extreme overbought readings on the daily chart, before the stock pulled back over 7% during the session to breathe. The technical signal was real. So was the concern about chasing a stock up 700% ...

(Bloomberg) -- In some circles on Wall Street, the hottest debate isn’t about a tech-stock bubble or $100 oil as the new norm. It’s whether 30-year Treasury yields will mount a sustained push over 5%.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Opened a Passage Through Hormuz, Central Command SaysSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian

(Bloomberg) -- In some circles on Wall Street, the hottest debate isn't about a tech-stock bubble or $100 oil as the new norm. It's whether 30-year Treasury yields will mount a sustained push over 5%.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Opened a Passage Through Hormuz, Central Command SaysSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogChina Asks Banks to

The financial sector has been weak while the rest of the market rallies — something that happened before the last big bear markets.

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus

(Bloomberg) -- In some circles on Wall Street, the hottest debate isn’t about a tech-stock bubble or $100 oil as the new norm. It’s whether 30-year Treasury yields will mount a sustained push over 5%.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS, Iran Weigh Potential Deal as T

(Bloomberg) -- First-quarter earnings season is delivering Wall Street better-than-expected results, propelling US equities’ run from one record to the next.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Resist US BlockadeAs earnings wind dow