Notícias

BofA's Aditya Bhave defends the bank's three-hike Fed forecast after July's CPI report, saying tightening remains incomplete.

Aug 12 (Reuters) - Bank of America will acquire up to 49.9% stake in Jio Credit, a unit of Jio Financial Services, for as much as 182.68 billion rupees ($1.92 billion), the companies said on Wednesday

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

SMCI stock surged in pre-market trade to levels not seen since late June.

By Saeed Azhar and Pritam Biswas NEW YORK, Aug 12 (Reuters) - Bank of America said on Wednesday it plans to deploy $250 billion by July 2027 to support U.S. digital and infrastructure projects, a move

Bank of America said on Wednesday it plans to deploy $250 billion through July next year ‌to support U.S. digital and infrastructure projects, an initiative ‌it says will bolster the country's economic growth and help create tens of ​thousands of jobs. The Wall Street bank's "Critical Infrastructure Finance Initiative," launched on the heels of the nation's 250th anniversary celebrations, will include primary market lending, investments, capital markets services, and banking and advisory ‌offerings.

Bank of America has committed $250bn to fund US infrastructure projects in a move that will support Donald Trump’s “America First” agenda after...

The bank is joining rivals that are rolling out pledges to back investments in U.S. critical industries.

The bank is joining rivals that are rolling out pledges to back investments in U.S. critical industries.

Nvidia (NVDA) stock investors have spent months worrying that the relentless AI boom is leaning too heavily on the chipmaker’s own balance sheet. The AI giant sells the GPUs, but it was also investing in clients and supporting financing structures linked to the same ecosystem, scooping up those ...

(Bloomberg) -- Yen traders are ramping up options market activity ahead of key US inflation data, turning to derivatives for flexibility amid a lack of consensus on the currency’s direction.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unleashes $28 Tril

Duolingo's latest quartergave investors fresh evidence that user growth is accelerating, but one Wall Street firm still sees a problem with what the market is paying for the language-learning company. Duolingo (DUOL) reported second-quarter revenueof $298.5 million, up 18% from a year earlier, ...

Bank of America just told investors that one of this year's biggest semiconductor winners is still cheap. On Aug. 7, BofA Securities started covering Tower Semiconductor (TSEM) with a Buy rating and a $367 price target. The call landed days after Tower posted the best quarter in its history. ...

ChatGPT went from generating roughly $10 million a month on Apple's App Store in Jan. 2024 to more than $275 million in July 2026. Apple did not build ChatGPT. It does not train it, run it, or market it. But every time someone subscribes, Apple collects a commission. That dynamic is playing out ...

Gilead Sciences (GILD) closed a strong second quarter, and Wall Street noticed. The drugmaker beat sales expectations across its biggest franchises, raised its full-year outlook, and gave analysts fresh reasons to stay bullish heading into the back half of 2026. Bank of America was one of them. The ...

Western Digital Corp (WDC) turned in one of the strongest quarters in its history on August 5, then watched investors punish the stock for it anyway. Shares fell as much as 16% across two sessions even though revenue and profit beat Wall Street’s targets by wide margins, according to a Reuters ...

Investing.com -- Switch Inc. has filed confidentially for a U.S. initial public offering that could take place as early as November, Bloomberg reported, citing people familiar with the matter.

Memory giant SanDisk’s (SNDK) Aug. 5 earnings report came with a difficult question hanging over the stock. After what’s been a monumental surge in NAND pricing and profitability, how much longer can it keep this up? As it has for the past several quarters, SanDisk blew past top- and bottom-line ...

(Bloomberg) -- Switch Inc. filed confidentially for a US IPO, according to people familiar with the matter, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shipping Reached With OmanWalmart Tests Fulfillment Ca

(Bloomberg) -- Investor bullishness has become so extreme that it’s time to start reducing exposure to risky assets, according to Bank of America Corp. strategists. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltThe bank’s

SpaceX (SPCX) stock investors are still reeling from a post-earnings sell-off, digesting a quarter dominated by soaring CapEx and growing questions over cash generation. Before the report, Wall Street was looking for strong headline numbers but remained mostly skeptical of its ability to expand AI, ...

Twenty years ago, Advanced Micro Devices Inc. (AMD) spent the better part of a decade selling processors into a market Intel dominated, waiting for the moment Intel could not keep pace with demand on its own. That moment eventually arrived, and AMD converted patience into real share of the server ...

Uber Technologies Inc (NYSE:UBER, XETRA:UT8) saw its price target lowered to $101 from $103 by Bank of America, which maintained a ‘Buy’ rating following the company’s second quarter results, with the analysts citing a lower valuation multiple despite raising their earnings estimates. Shares...

(Bloomberg) -- Alphabet Inc. has received about $115 billion of orders for its latest jumbo bond sale, signaling renewed investor appetite for debt tied to the artificial intelligence boom after a recent selloff.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joined Forces Months Ahead of H

(Bloomberg) -- Kevin Warsh’s embrace of financial markets to help the Federal Reserve do its job would mean trading more precise policy tools for a blunt instrument.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksIt can work, but it’s an ineffic

During an interview with CNBC, Moynihan said inflation had been easing before picking up again due to the effects of tariffs and the war on prices, adding that those pressures are now beginning to subside.

Find insight on interest rates, HSBC Holdings, United Overseas Bank and more in the latest Market Talks covering financial services.

Memory stocks have always been among the most volatile in the semiconductor sector. They run hard when the cycle is right, then give back a lot of it when investors start pricing in the next downturn. Micron has been through that cycle more times than most companies, and investors who have watched ...

A positive update on Oklo's reactor progress could reverse the nuclear stock's downward spiral.

Applied Materials (AMAT), Lam Research (LRCX), and KLA (KLAC) sell machines used to manufacture and inspect processors and memory chips. Cloud providers purchase finished processors and memory for artificial intelligence data centers. Chip manufacturers may need more factory equipment when server ...