Bank of America
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Fund Managers Hold Highest Equity Allocation Since Nov 2021 Despite Bond Yield Concerns
Bank of America's latest survey shows global fund managers have 56% of their portfolios in equities, the highest proportion since November 2021. This bullishness persists even as the survey identifies
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Bank of America reiterates Buy rating on Cisco (CSCO) with $150 price target, implying 33% upside, after strong Q4 earnings
BofA analyst Tal Liani sees an opportunity in Cisco's stock despite a post-earnings dip, citing broad networking demand and growing AI revenue. Cisco reported record fiscal Q4 revenue of $17.3 billion
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CrowdStrike (CRWD) to Report Earnings on Aug. 26, Options Market Prices in 10% Two-Way Move
The cybersecurity company has a solid recent history of strong performance following its earnings reports. Bank of America recently raised its price targets on cybersecurity stocks.
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Bank of America lowers Intel price target to $145 from $160, citing dilution from recent $20 billion stock sale and lower AI-compute valuation multiples, while maintaining Buy rating.
Bank of America analyst Vivek Arya maintained a Buy rating on Intel but lowered his price target to $145 from $160. This adjustment accounts for the estimated 4% to 5% earnings-per-share dilution resu
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Bank of America survey shows Indian equities replace Indonesia as Asia's least favorite, with the worst performance globally this year.
Bank of America survey shows Indian equities replace Indonesia as Asia's least favorite, with the worst performance globally this year.
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Bank of America Says NVIDIA Stock May Be Undervalued by 34%-50%, Maintains "Buy" Rating and $350 Price Target
Bank of America stated that NVIDIA's stock may be undervalued by 34% to 50%, as investors might have exaggerated AI-related risks. The bank believes that NVIDIA's aggressive investments in AI represen
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Bank of America hikes price targets on cybersecurity stocks, citing worsening AI-based threat landscape
The bank raised its price targets for SentinelOne (S), SailPoint (SAIL) and Zscaler (ZS), believing that the rebound in cybersecurity stocks from previous worries about AI model builders becoming comp
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Bank of America and Morgan Stanley both expect Apple to launch a foldable iPhone in September 2026, with prediction markets showing an 81% probability.
Both Bank of America (BofA) and Morgan Stanley have set September 2026 as the target release date for Apple's foldable iPhone, with prediction markets assigning an 81% probability of launch. BofA warn
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Bank of America's August survey shows investor bullishness near extreme levels, with 56% of fund managers overweight equities—the highest since November 2021, and cash allocations at 3.5%.
Bank of America's August survey shows investor bullishness near extreme levels, with 56% of fund managers overweight equities—the highest since November 2021, and cash allocations at 3.5%. The survey
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Bank of America's August fund manager survey finds AI bubble is the biggest tail risk for markets (32% of investors), followed by a disorderly surge in bond yields (27%).
Bank of America's August fund manager survey finds AI bubble is the biggest tail risk for markets (32% of investors), followed by a disorderly surge in bond yields (27%).
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Bank of America's August survey shows fund managers' confidence in U.S. stocks rising, with a net 27% overweight, highest since December 2024.
Bank of America's August survey shows fund managers' confidence in U.S. stocks rising, with a net 27% overweight, highest since December 2024.
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Bank of America's August survey showed that fund managers' bullish sentiment towards gold has increased, with a net 16% believing gold is undervalued, reaching a new high since March 2023.
Bank of America's August survey shows that fund managers' bullish sentiment towards gold has increased, with a net 16% of respondents believing gold is undervalued. This figure is a significant increa
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Bank of America's August survey shows 49% of investors expect global stagflation over next 12 months, up from 47% in July; optimism for stronger global growth fades to 14%
Bank of America's August survey shows 49% of investors expect global stagflation over next 12 months, up from 47% in July; optimism for stronger global growth fades to 14%
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Bank of America's August survey indicates Federal Reserve Chair Kevin Warsh is expected to strike a neutral tone at the Fed’s Jackson Hole meeting later this month.
However, the survey also shows 31% of respondents anticipate a hawkish message, signaling tighter monetary policy, while only 7% expect a dovish stance, pointing to limited expectations for a softer p
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Global investors' equity holdings have risen to a near five-year high, with little pessimism left, according to a Bank of America survey.
Global investors' equity holdings have risen to a near five-year high, with little pessimism left, according to a Bank of America survey.
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Goldman Sachs analyst Ankush Gupta: Gold's "short squeeze" enters its second phase, with macro and technical factors resonating to support upward price movement, $4,500 becoming a key resistance.
Goldman Sachs analyst Ankush Gupta noted that the gold market's "short squeeze" is evolving into a more sustainable upward structure, with macro signals and technical factors resonating in sync, provi
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Bank of America Projects Micron's Earnings to Grow 34% Annually Through Fiscal 2030, Driven by AI Memory Demand
Bank of America Global Research forecasts Micron Technology's earnings per share (EPS) to reach $236 by fiscal 2030, representing a 34% annual growth rate. The bank believes the market is underestimat
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Bank of America Launches Cutting-Edge AI Tracker: Anthropic's Claude Opus 5 Tops Smart Ranking, AI Token Prices Down 9% Monthly Due to OpenAI Price Cuts
Bank of America has released its first Frontier AI Tracker, designed to monitor the intelligence level, usage, token prices, and hardware costs of AI models. Data shows that Anthropic's Claude Opus 5
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Bank of America Raises Nebius (NBIS) Price Target to $310 From $280, Maintains Buy Rating After Q2 Revenue Surges 454%
Bank of America analyst Tal Liani increased the price target for Nebius Group (NBIS) to $310 from $280, while reiterating a Buy rating. This adjustment follows Nebius's strong Q2 earnings report, whic
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Bank of America strategist Hartnett believes that a Republican victory in the Senate elections would drive further stock market gains.
Bank of America strategist Hartnett believes that a Republican victory in the Senate elections would drive further stock market gains.
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Bank of America reiterates "Buy" rating and $140 price target for CoreWeave, raises sales forecast but lowers earnings expectations.
Bank of America (BofA) reiterated its "buy" rating and $140 price target on CoreWeave (CRWV) stock, implying a 30% upside even after the stock's after-hours gain, following the company's strong Q2 202
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Bank of America: AI Boom Is Increasingly Driving Foreign-Exchange Market Through Tech M&A Inflows
Bank of America's global rates and currencies team reported that a rising share of G10 economies' M&A inflows are concentrated in tech, aligning with countries expected to benefit from structural AI t
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BofA Raises 2030 Server CPU Market Forecast to Over $210 Billion from $170 Billion, Driven by AI Agents
Bank of America (BofA) has increased its 2030 server CPU market forecast, now expecting it to exceed $210 billion, up from the previous estimate of $170 billion. This revised projection is nearly five
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According to the latest research by Bank of America analysts, NVIDIA has committed to providing $70 billion in equity investments to ecosystem partners such as OpenAI and Anthropic.
According to the latest research by Bank of America analyst Vivek Arya, NVIDIA has committed $70 billion in equity investments to its ecosystem partners. Recent investments include $30 billion in Open
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Bank of America raises its H2 2026 Brent crude oil price forecast to $95/barrel, citing ongoing Middle East tensions.
Bank of America raised its Brent crude oil price forecast for the second half of 2026 from $83/barrel to $95/barrel, expecting Middle East tensions to persist until year-end. Despite alternative route
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Economists say the US stock market rally is fueling a "retirement wave," with the labor force participation rate for older workers declining since August 2024.
Bank of America economists note that the stock market boom, fueled by the AI craze, has led to a "wealth effect," prompting workers aged 55 and above to exit the labor force at a faster rate. Data fro
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Bank of America: Asian Investors Demand Revenue and Profitability Evidence in AI Sector, Not Just Technology Exposure
Chris Oberoi, Head of Asia Pacific Global Research at Bank of America, stated that as the artificial intelligence industry enters a more mature phase, Asian investors are demanding clearer evidence of
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Fed Chair Warsh's "dose of accommodation" remark sparks Wall Street speculation on further rate hikes
Federal Reserve Chairman Kevin Warsh's description of this week's quarter-point interest rate hike as merely removing "a dose of accommodation" has led Wall Street to question the extent of future rat
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Bank of America strategists warn: Investors should prepare for a Federal Reserve led by Warsh to raise the benchmark interest rate above 5%.
Bank of America strategists warn: Investors should prepare for a Federal Reserve led by Warsh to raise the benchmark interest rate above 5%.
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Wall Street's top executives collectively warned that the trading frenzy that drove record second-quarter profits is cooling, with Bank of America expecting "flat" sales and trading revenue in the third quarter, sending its shares down 5% today.
This week, executives from major U.S. banks successively lowered their forward guidance at an industry conference. Bank of America CEO Brian Moynihan's projection of "flat" sales and trading revenue f
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Macerich CEO: Consumers Are Spending, but Are Selective
Macerich President and CEO Jack Hsieh stated that consumers are spending, but they are selective in their purchases. Hsieh made the remarks shortly after presenting at the Bank of America real estate
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Bank of America economist Punhani: The Bank of England should keep the option of future rate hikes open, even if it maintains current interest rates, to preserve its anti-inflation credibility.
Bank of America economist Sonali Punhani stated that the Bank of England could demonstrate its commitment to fighting inflation by keeping the option of future rate hikes open, even if it maintains in
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Bank of America CFO says credit quality "unchanged in any meaningful way," but company shares still fell 7.28% this month.
Bank of America (NYSE:BAC) CFO stated in an interview today that credit quality trends show "no real change" and business activity remains strong. However, the company's stock price has fallen 7.28% i
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Prediction: Warren Buffett's Successor, Greg Abel, Will Dispose of One of Berkshire Hathaway's Largest Holdings
The Motley Fool analysts predict that Greg Abel, who took over as CEO of Berkshire Hathaway from Warren Buffett on December 31, will dispose of Bank of America, one of the company's largest holdings.
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Software, Platform Stocks Top Asian AI Picks, BofA Survey Shows
Asian software and platform stocks have quickly gained favor with investors, emerging as the region’s most attractive AI trade after ranking near the bottom just a month ago, according to a Bank of Am
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Investors remain bullish on equities and AI spending despite soaring Treasury yields and oil prices breaking above $100.
The U.S. 10-year government bond yield surpassed the 5% mark on Tuesday, and Brent crude oil prices remained above $100 per barrel. However, Bank of America's latest Global Fund Manager Survey indicat
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BofA analyst expects semiconductor market to reach $3.2 trillion by 2030, shrugging off AI slowdown fears
Bank of America analyst Vivek Arya anticipates the total addressable market for the semiconductor industry will grow to $3.2 trillion by 2030, driven by increased demand for memory chips and data cent
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Wall Street Banks Overwhelmingly Expect Fed September Hike; Most Forecast 50bps Total Tightening in 2026, While BofA, Deutsche Bank and RBC See 75bps
According to a WSJ survey, nearly every major Wall Street bank now expects the Federal Reserve to raise rates in September. Most forecast 50 basis points of total tightening in 2026, while Bank of Ame
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BofA Survey: "Long Global Semiconductors" remains the most crowded trade among fund managers, followed by "Short US Treasuries."
Bank of America's September Global Fund Manager Survey shows that "long global semiconductors" remains the most crowded trade for the second consecutive time at 53%, followed by "short US Treasuries"
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BofA Survey: Fund Managers' Cash Holdings Rise to 3.9%, Bull & Bear Indicator Hits 9.5, Both Signal "Sell"
Bank of America's September Global Fund Manager Survey shows cash allocation rising from 3.5% to 3.9%, and the Bull & Bear Indicator reaching 9.5, both signaling a "sell" zone. Concurrently, BofA's FM
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Bank of America: Google's August Search Traffic Stable Amid AI Competition, But Monetization Concerns Rise as Zero-Click Searches Increase
Bank of America analyst Justin Post noted that Google's global search traffic remained resilient in August, with average daily web visits rising 3% year over year to 2.8 billion. This stability comes
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Bank of America CEO Moynihan says it's 'encouraging' to hear AI firms taking risk seriously
Bank of America chairman and CEO Brian Moynihan said it is 'encouraging' to hear that AI firms are taking the responsibility of AI safety seriously, as leaders raise the alarm about the pace of innova
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Bank of America CEO Brian Moynihan stated that Q3 trading revenue is expected to be flat and investment banking revenue will fall short of expectations, causing the bank's stock price to plummet nearly 6% during intraday trading.
Bank of America CEO Brian Moynihan said on Monday that third-quarter trading revenue would be "relatively flat" compared to the same period last year, and that investment banking fees are expected to
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Bank of America estimates that if the Federal Reserve cumulatively raises interest rates by 75 basis points this year, annual interest expenses on short-term U.S. Treasury bills will increase by approximately an additional $50 billion.
Bank of America Chief Economist Aditya Bhave noted in his latest report that if the Federal Reserve raises interest rates by a cumulative 75 basis points this year as the market expects, annual intere
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Bank of America Raises S&P 500 Year-End Target to 7,400 From 7,100, Introduces 12-Month Target of 7,800
Bank of America raised its S&P 500 year-end target to 7,400 from 7,100, signaling increased confidence in the equity rally. BofA also introduced a 12-month target of 7,800, pointing to further upside
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Bank of America Analysis: CME Sues CFTC Over Perpetual Futures Products, Crypto Perpetual Contract Trading Volume Expected to Reach $93 Trillion by 2025
Bank of America noted that CME Group is suing its regulator, the Commodity Futures Trading Commission (CFTC), over perpetual futures products, but this dispute could bring unexpected benefits to the d
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Bank of America's Q2 2026 multifamily loan delinquency rate fell to 1.41%, but long-term delinquencies and credit losses rose.
CRED iQ analysis shows that the delinquency rate for multifamily housing loans held by U.S. banks decreased to 1.41% in Q2 2026 from 1.47% in Q1. However, the delinquency rate for loans over 90 days p
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Several Wall Street banks have raised their forecasts for US August Core PCE, with Goldman Sachs, Bank of America, and others expecting it to reach 0.26% or higher.
Wall Street economists have raised their forecasts for the US August Core PCE after the latest CPI data release. Currently, predictions are generally above 0.20%, with Goldman Sachs expecting 0.26%, B
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Bank of America
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