High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Investing.com -- Major Wall Street banks are competing to manage the wealth of Anthropic PBC employees following the artificial intelligence company's planned initial public offering, Bloomberg reported Friday.
Friday’s hotter-than-expected core inflation report has put a Federal Reserve rate hike firmly in play, leaving investors with a more useful question: which stocks could benefit if Chair Kevin Warsh delivers next week? And which might suffer? Polymarket traders put...
Three separate Wall Street risk models just converged on one signal
Sebastian Raedler, head of European equity strategy at Bank of America, says the key question facing investors is the sustainability of the artificial intelligence capex boom which is driving the "strongest earnings upgrades in the US that you've seen in 40 years." Speaking on Bloomberg Television, Raedler adds: "This is a very high-stakes game right now. You have to be in that trade. But a lot of people know that every single one of these investment booms in the past have ended in a crash, and people are nervous."
A $240 price target implies nearly 65% upside, but debt rating agencies warn a $42 billion cash drain looms ahead.
Bank of America flagged September 11 CPI as the more decisive signal for the Fed rate path, Bitunix analysts said.
A powerful cloud trend is reshaping Microsoft’s investment case.
The Federal Reserve is increasingly expected to raise interest rates in September, but signs of labor-market softness are putting new focus on Friday’s jobs report.
The Federal Reserve is increasingly expected to raise interest rates in September, but signs of labor-market softness are putting new focus on Friday’s jobs report.
The bank sees up to 71% upside as both expand across launch, defense, and lunar markets.
One stubborn forecast is drawing unusual heat across Wall Street.
Bank of America sees a differentiated opportunity in a breakthrough sleep apnea pill.
A major Wall Street firm says a regulatory shift and coming launches could change the setup for one biosimilar developer.
Wall Street spots a major obstacle in SpaceX’s next move.
SEC subpoenas Goldman Sachs, JPMorgan, Citigroup and Bank of America over margin lending to hedge fund Situational Awareness, which suffered a 67% drawdown amid an AI stock sell-off.
Bank of America’s analysis had more to do with what the company is hiding in its balance sheet than what it reported for Q2 2027.
JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS) and Morgan Stanley (MS) are clashing
By Pete Schroeder WASHINGTON, Aug 27 (Reuters) - Wall Street's most powerful banks fought side by side for years to relax capital rules, but with victory in sight, that alliance has fractured.
Another earnings beat may not be the biggest catalyst
Find insight on European banks, Scotiabank, National Bank of Canada and more in the latest Market Talks covering financial services.
In an interview with CNBC, BofA analyst Vivek Arya said investors are likely to pay closer attention to how Nvidia deploys the enormous cash it generates than to the earnings themselves.
Banks large and small have started to warm up to the idea of their own stablecoins, despite early doubts from some executives that there will be much demand for them. Instead, banks banded together to launch a tokenized deposit system as an answer to the rapid changes in the world of payments. Stablecoins are digital tokens pegged to the U.S. dollar or other currencies, while tokenized deposits are just traditional money represented as digital tokens.
Cramer reached a conclusion about Meta that Bank of America is backing with a specific number.
Bank of America stock works as a covered strangle, a strategy for investors who already own shares and want to add more.
Improving economic conditions are driving renewed activity in Africa's capital markets according to Yvonne Ike at Bank of America. She spoke to Chief Africa correspondent Jennifer Zabasajja on Bloomberg's Next Africa program.
The relentless buildout of artificial intelligence infrastructure is drawing bipartisan backlash, which could introduce political risk to the market’s beloved trade ahead of the US midterm election.
BofA says investors continue to overlook value stocks, which work particularly well in a new era of higher interest rates and inflation.
Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.
The U.S. Securities and Exchange Commission on Friday charged a former senior Bank of America investment banker with insider trading, alleging he tipped a longtime friend and former colleague about a pending merger, allowing the friend to make $18.5 million of illegal profit. Jason Satsky, who was Bank of America’s co-head of Americas power and renewable energy banking, allegedly tipped Gavin Wolfe in late 2021 about the potential acquisition of South Jersey Industries, an energy holding company that the bank was advising. The SEC said Wolfe, who runs the firm Evergreen Capital and has been Satsky's friend for more than 20 years, bought more than 2.2 million shares of the South Jersey Gas parent worth about $53 million, and realized a 36% gain after the company announced an $8.1 billion buyout on February 24, 2022.
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.