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Final Agenda and Registration – 2nd Princeton CorpGov Forum: Endowments, Activism and Entertainment
CorpGov.com92d agoneutral
Final Agenda and Registration – 2nd Princeton CorpGov Forum: Endowments, Activism and Entertainment

Watch Video Highlights from 1st Princeton CorpGov Forum Below, or Click HERE: CorpGov is pleased to announce the agenda for the second Princeton CorpGov Forum to be held Thursday, May 21, 2026 at The Nassau Inn in Princeton, New Jersey. Our roster of speakers features industry leaders and alumni spanning five decades at Princeton, with […] The post Final Agenda and Registration – 2nd Princeton CorpGov Forum: Endowments, Activism and Entertainment appeared first on CorpGov.

Bank of America sends clear message on Palantir stock after earnings
TheStreet92d agoneutral
Bank of America sends clear message on Palantir stock after earnings

Bank of America wasted little time in making its view on Palantir (PLTR) clear after another Q1 earnings stunner. The bank maintained its bullish stance on the stock, arguing that Palantir’s AI endeavors are showing up in its sales, margins, contracts, and forward guidance. Palantir has been ...

Nvidia Is Facing More Competition and It’s Spooking Investors
Bloomberg92d agobearish
Nvidia Is Facing More Competition and It’s Spooking Investors

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

How The Williams Companies (WMB) Story Is Shifting With Higher Targets And Growth Assumptions
Simply Wall St.92d agoneutral
How The Williams Companies (WMB) Story Is Shifting With Higher Targets And Growth Assumptions

The latest update lifts Williams Companies' fair value estimate from $78.79 to $80.07, a small but clear step up in the analyst price target. Much of this shift is tied to refreshed research that incorporates updated earnings models and capital spending plans, alongside a mix of bullish upgrades and more cautious, neutral stances. As you read on, you will see how these moving targets shape the evolving analyst narrative and what to watch next in the story. Analyst Price Targets don't always...

Strategy Survives Another Bitcoin Crash With More Alchemy
Bloomberg93d agobearish
Strategy Survives Another Bitcoin Crash With More Alchemy

(Bloomberg) -- Michael Saylor’s Bitcoin accumulation firm Strategy Inc. has survived yet another crypto market meltdown with some fresh financial engineering. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysAnthropic Unveils AI Agents to Field Financial Services TasksWhite House Weighs AI Working Group, Model Testing, NYT ReportsChina’s Rare Sanctions Pushback Leaves Banks Caught in CrossfireUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceThe outloo

Bank Of America Taps Community Ties And Merrill Rankings For Growth
Simply Wall St.93d agoneutral
Bank Of America Taps Community Ties And Merrill Rankings For Growth

Bank of America has partnered with the Portland Thorns as the club's Official Wealth Management Partner, supporting efforts to expand youth access to soccer in the Portland area. Merrill Wealth Management, a Bank of America business, recently had more advisors than any other firm included in Forbes' Best-in-State Wealth Advisors and America's Top Wealth Advisors rankings. For investors tracking NYSE:BAC, these updates sit alongside a recent share price of $53.12 and a value score of 4. Over...

Review & Preview: Earnings in Focus
Barrons.com93d agoneutral
Review & Preview: Earnings in Focus

With the Iran cease-fire still seemingly intact, oil prices retreated today, giving the market some room to run. The tech-heavy Nasdaq Composite rose 1%, while the The S&P 500 gained 0.8%. While there has been no real uptick in traffic through the Strait of Hormuz, the fact that the cease-fire remains in effect was enough to temper oil prices on Tuesday.

Ulta Beauty shares gain on Bank of America upgrade
Proactive93d agobullish
Ulta Beauty shares gain on Bank of America upgrade

Ulta Beauty Inc (NASDAQ:ULTA) shares added about 3% after the beauty retailer was upgraded by Bank of America analysts to a ‘Buy’ rating from ‘Neutral.’ The firm maintained its price objective of $685, implying upside from the stock’s current price of $532. Bank of America sees a more...

Bank of America Corporation (BAC) Falls as Rate Uncertainty Weighs on Financials
Insider Monkey93d agobearish
Bank of America Corporation (BAC) Falls as Rate Uncertainty Weighs on Financials

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

Lowe’s Just Got Yanked From the BofA Buy List: Is the Home Improvement Trade Stalling?
24/7 Wall St.93d agobullish
Lowe’s Just Got Yanked From the BofA Buy List: Is the Home Improvement Trade Stalling?

Bank of America just reset its view on the home improvement sector, and Lowe’s (NYSE:LOW) drew the short straw. On May 5, 2026, the firm reinstated coverage of Lowe’s stock at Neutral with a $260 price target, stepping down from its prior Buy rating. The call functions as a de facto analyst downgrade. The investor ... Lowe’s Just Got Yanked From the BofA Buy List: Is the Home Improvement Trade Stalling?

BofA Just Deemed Ulta Beauty a High-Quality Compounder. Time to Buy the 26% Pullback?
24/7 Wall St.93d agobullish
BofA Just Deemed Ulta Beauty a High-Quality Compounder. Time to Buy the 26% Pullback?

An analyst firm just put its stamp of approval on a battered consumer name. Bank of America (NYSE:BAC) analyst Lorraine Hutchinson upgraded Ulta Beauty (NASDAQ:ULTA) stock to Buy from Neutral with a $685 price target on May 5, arguing that conservative fiscal 2026 guidance has reset expectations and created a more attractive entry into a ... BofA Just Deemed Ulta Beauty a High-Quality Compounder. Time to Buy the 26% Pullback?

BofA Just Named Home Depot the Top Pick in Home Improvement: Price Target Set at $374
24/7 Wall St.93d agoneutral
BofA Just Named Home Depot the Top Pick in Home Improvement: Price Target Set at $374

Bank of America reinstated coverage of Home Depot (NYSE:HD) stock with a Buy rating and a $374 price target on May 5, naming the home improvement giant its preferred stock in the sector. The firm expects Home Depot’s comparable sales growth to outperform the company’s peers, driven by higher Pro customer penetration and traffic trends ... BofA Just Named Home Depot the Top Pick in Home Improvement: Price Target Set at $374

Investing.com93d agobullish
Bank of America lifts ‘high-quality compounder’ Ulta Beauty to Buy

Investing.com -- Bank of America upgraded Ulta Beauty to Buy from Neutral in a note on Tuesday, arguing that a recent share price pullback has created an attractive entry point into what the bank describes as a high-quality compounder trading at a discount to peers.

We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash
24/7 Wall St.93d agoneutral
We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash

Berkshire Hathaway’s (NYSE: BRK-B) cash position has become one of the defining financial stories of recent years, swelling to truly historic proportions. The company ended 2025 with $373.3 billion in cash and cash equivalents, representing the largest corporate cash hoard in American business history. The initial peak occurred in the third quarter of 2025, when ... We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash

How The Banco Santander-Chile (SNSE:BSANTANDER) Investment Story Is Shifting As Analyst Views Split
Simply Wall St.93d agoneutral
How The Banco Santander-Chile (SNSE:BSANTANDER) Investment Story Is Shifting As Analyst Views Split

Banco Santander Chile’s fair value price target sits at CLP 76.3, with no change in this latest update. This shifts the focus to what is happening inside the underlying assumptions rather than the headline number. Analysts are split, with bullish views pointing to a more balanced risk reward profile at current levels and cautious voices highlighting that slightly higher assumed risk and more moderate revenue expectations could still limit upside. As you read on, you will see how to track...

Bloomberg94d agoneutral
Blackstone Data Center REIT Seeks to Raise $1.75 Billion in IPO

(Bloomberg) -- Blackstone Digital Infrastructure Trust Inc. is seeking to raise as much as $1.75 billion in a US initial public offering, offering investors the chance to capitalize on a surge in building artificial intelligence infrastructure.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysWorld’s Largest Container Carrier Plans Route Avoiding Ho

Bank of America drops stunning take on the economy
TheStreet95d agobearish
Bank of America drops stunning take on the economy

The U.S. economy might be stronger than it feels at this point. According to Seeking Alpha reporting, Bank of America strategist Michael Hartnett argues that the country is caught in a nominal “boom loop.” At the same time, he predicts U.S. GDP will climb nearly 75% from the pandemic low by 2027. ...

Traders Grapple With Two-Sided Tail Risk as Stocks Regain Highs
Bloomberg95d agoneutral
Traders Grapple With Two-Sided Tail Risk as Stocks Regain Highs

(Bloomberg) -- With equities back to their highs after a V-shaped recovery from the Iran oil shock, investors are increasingly caught between left and right tail risks: The tireless AI and semiconductor rally on one side and the gradual drag from higher energy prices on the other.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 T

BofA Sees Efficiency Gains Driving Progressive Corp (PGR) Upside Potential
Insider Monkey95d agoneutral
BofA Sees Efficiency Gains Driving Progressive Corp (PGR) Upside Potential

The Progressive Corporation (NYSE:PGR) ranks among the best low-risk investments in May 2026. On April 15, BofA Securities boosted The Progressive Corporation (NYSE:PGR)’s price target to $312 from $298, while keeping a Buy rating on the company’s stock. The firm’s March quarter earnings were $1.55 per share, lower than BofA’s prediction of $1.62 but consistent […]