News

Walmart stock keeps falling Friday but some on Wall Street believe it’s an opportunity to buy shares on the cheap.

A failure in the US Treasury's plan to tame long-term bond yields would pressure the dollar and spur short bets against riskier assets in the lead-up to November midterm elections, according to Bank of America Corp. strategist Michael Hartnett.

HP heads into earnings with its PC business regaining ground, while Bank of America warns that rising costs could leave investors with a tougher outlook.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Home Depot is navigating a difficult housing market, but BofA sees several reasons the retailer could keep gaining ground.

Bank of America sees Zoom’s post-pandemic reset nearing an end as new products, stronger retention, and an overlooked asset reshape the bull case.

If professional investors are worried that the rise in global bond yields will derail a bull market in stocks, you’d never guess it by looking at what they’re doing with the money they manage.

Capital One’s July update showed slower card growth as Bank of America weighed the lender’s credit performance and outlook.

HP Inc (NYSE:HPQ) is expected to hold its full-year guidance steady when it reports fiscal third-quarter results on August 26, even as mounting memory chip costs squeeze margins in its Personal Systems business, according to Bank of America. The bank's analysts see Personal Systems revenue...

Bank of America sees a stronger setup for Cisco after earnings, but one issue could determine whether the stock can deliver more upside.

For CrowdStrike stock, this options trade centering on selling a put could generate around $235 in option premium.

Bank of America Corp. has hired two more managing directors as it builds out its technology practice, according to an internal memo reviewed by Bloomberg News.

A Wall Street banking giant increases XRP holdings.

BofA Sees Nvidia Trading at a Deep FCF Discount Despite Rising AI Risks

Not every company can instill enough confidence in Wall Street's biggest analysts for them to predict near-100% gains in the stock. Csquare (CSQR) just did that in less than a month of going public. The data center operator listed on the New York Stock Exchange on Thursday, July 16, 2026, and a ...

Nvidia Corp. shares could be trading at a discount of as much as 50%, as investors overstate risks related to the leader in artificial intelligence chips, according to Bank of America.

Bank of America hiked its price targets on cybersecurity stocks on views that worsening AI-based threats support higher valuations.

Bank of America’s latest monthly survey of fund managers has found that they remain optimistic about the AI-driven stock rally. Among its findings: The share of fund managers who said they are overweight equities is at its highest level since November 2021.

The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.

Most investors expect the global economy to experience stagflation, or weak growth combined with high inflation, in the next 12 months, Bank of America's global fund manager survey for August shows. The survey also shows a net 14% of investors expect stronger economic growth over the next 12 months, down from 21% last month.

It’s no happenstance that Brian Moynihan regularly jams “gainsay,” “concomitant” and “fantods” into otherwise ordinary sentences in analyst calls.

An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.

Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.

Investing.com -- Artificial intelligence is more likely to replace individual tasks than entire occupations, limiting the risk of widespread job destruction, BofA Global Research said in a report examining employment across 206 US industries.

The earnings outlook improved, but the multiple just fell

Picture three students turning in exams on the same day, covering the same material. Two walk away with high marks. The third has been raising his grades all semester, yet still gets flagged for summer school. That is roughly the dynamic inside the BofA research note on biotech I received on the ...

Target’s improving sales trends are giving investors more reason to believe the retailer’s turnaround is taking hold, but Bank of America still sees a difficult setup for the stock heading into second-quarter earnings. Target (TGT) is scheduled to report results on Aug. 19, and expectations have ...

For most of his second term, President Donald Trump has been arguing that the “golden age” he promised for America’s economy is already here. There’s hardly been much evidence that voters agreed.

Boeing Co.’s efforts to turn around its business are getting a loud cheer from Wall Street, as analysts this week turned the most bullish on the company in nearly four years.

Success in the midterm elections for the Republicans and the Texas gubernatorial contest would set up stocks for a further rally, according to Bank of America Corp. strategists.