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Bank of America's trading, investment banking and digital expansion drive growth, but rising costs and market volatility pose key challenges.

Most reporting banks in the US have beaten earnings forecasts for the second quarter, driven by favo

Investors were counting on the summer rally to carry into August, buoyed by resilient earnings, cooling inflation, and hope of a turnaround in tech stocks. Bank of America is warning that the calendar might be turning against them. The bank’s latest seasonality analysis, shared with me, points to a ...

ITG (NASDAQ:ITG) has received ‘Buy’ ratings from both Bank of America and UBS on Monday, with the firms citing the communications infrastructure services provider's growth prospects, recurring revenue base and acquisition opportunities. Bank of America began coverage with a $16 price target,...

The XLF ETF lets investors tap into the power of giants like JPMorgan, BofA and Berkshire with a single trade and less risk.

The federal funds rate can impact a host of borrowing costs, and thus the entire U.S. economy. Here's how it works.

BAC posts 34.4% EPS growth in 2Q26 as record NII, strong trading and investment banking results highlight the strength of its diversified business model.

C's record Q2 results, transformation plan and shareholder returns fuel optimism, but does its valuation still leave room for more upside? Let us find out.

Stablecoin issuer Circle Internet Group (NYSE: $CRCL) has purchased nearly 1,000 blockchain patents from technology...

Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.

A pivot to the kind of business bolstering Wall Street titans can help regional players weather rising yields.

(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re

If big bank earnings are any indication, consumers are doing fine despite the headwinds.

Investing.com -- Bank of America raised its price objectives for Cloudflare, Palo Alto Networks, SentinelOne and CrowdStrike, citing expanding cybersecurity valuations, accelerating artificial intelligence adoption and a stronger long-term growth outlook.

RxSight’s latest valuation work has taken the modelled fair value from US$9.93 to US$8.43, which points to a refreshed view of what the stock may be worth under updated assumptions. Analysts are linking this reset to softer recent Q2 trends, revised guidance, and the timing of potential contributions from the new Alcon collaboration. As you read on, you will see how these moving parts are shaping the evolving RxSight story and what to watch next in the analyst narrative. Stay updated as the...

Investing.com - Persistent oil price volatility caused by global shipping disruptions and geopolitical friction is threatening to entrench core inflation, creating a tough dilemma for major central banks, according to a report by Bank of America (BofA) Global Research. The Wall Street bank warned that standard monetary policy, which typically "looks through" short-term supply-side commodity shocks, may be inadequate after five years of above-target inflation. Downward-rigid prices in broader goo

For years, the AI chip conversation has had one dominant name and a long list of challengers trying to close the gap. Most of them haven't. One of them is starting to look different, and Bank of America just made that case in writing. Bank of America analyst Vivek Arya, who covers semiconductors ...

It's the last of the Big Four banks to declare a dividend raise this earnings season.

Long-term Treasury bonds have delivered one of their worst stretches in modern history, with prices falling steadily since 2021 as inflation remained above the Federal Reserve’s target. Investors who owned 10-year and 30-year government debt watched the value of those holdings erode quarter ...

Bank of America Corporation has already declared a regular quarterly cash dividend of US$0.32 per common share, a 14% increase from the prior quarter, alongside continued preferred dividends and recent senior note issuances and redemptions across various maturities and coupons. These capital actions, coming on the heels of higher net interest income and net income in the second quarter of 2026, highlight how Bank of America is balancing shareholder returns with active management of its...

Volatility continued Friday as a new round of tariffs amplified inflation fears and Intel's earnings couldn't overcome a risk-off stance toward chip stocks.

Bank of America says open-source AI models could expand memory demand, reinforcing its bullish outlook on Micron despite MU stock's massive rally.

(Bloomberg) -- The selloff in SpaceX shares has driven the stock near a level that would imply investors are assigning no value to its artificial intelligence business, according to analysts at Morgan Stanley. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon C

Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.

Rising oil prices and shifting rate expectations pressure global bonds ahead of key central bank meetings.

Intel Corp (NASDAQ:INTC, XETRA:INL) shares reversed sharply on Friday, falling more than 4% after an initial surge after Thursday’s bell as investors weighed a mixed picture from Wall Street analysts following the chipmaker's second-quarter results. Intel beat expectations with $0.42 in...

Bank of America reiterated its Buy rating and $130 price target on ServiceNow (NOW) after the software company reported stronger-than-expected second-quarter contract growth. The target represents about a 36% upside from the $95.46 share price listed in BofA’s July 23 report. According to the ...

Trump built his brand on loving debt and claimed he could negotiate his way out of any financial hole, but a new Bank of America chart built on federal data reveals just how far the government's books have drifted from that premise.

BAC's AI-powered virtual assistant, Erica, is driving higher digital engagement, supporting sales growth.

A big jump in the number of Gen Z weddings drove an 8.5% year-over-year increase in total wedding-related spending so far this year, a new Bank of America report shows.