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HISTORICAL FACTS: Bofa | History Defined

Macquarie Is Pounding the Table on CoreWeave Stock with a New ‘Outperform’ Rating. Should You Buy Here?

Macquarie upgraded CoreWeave, citing its new deals, including an agreement with Anthropic.

On Semiconductor Pops on Analyst Upgrade. Should You Buy ON Stock Here?

On Semiconductor Pops on Analyst Upgrade. Should You Buy ON Stock Here?

On Semiconductor stock gains on a bullish BofA research note. Here’s why analyst Vivek Arya recommends buying ON shares at current levels.

Bank of America Says Marvell and AMD Are 2 Top ‘AI Compute’ Stocks to Buy Now

Bank of America Says Marvell and AMD Are 2 Top ‘AI Compute’ Stocks to Buy Now

BofA sees Marvell and AMD well positioned as AI demand drives the next wave of chip growth.

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Bank of America Wants You to Buy the Dip in These 2 Picks-and-Shovels AI Stocks

Bank of America just upgraded its semiconductor outlook and flagged Cadence and Synopsys as top AI "picks-and-shovels" buys. Here's what investors need to know.

Robotaxis Are Expensive, and Investors Are Now Punishing Pony AI Stock. Have They Gone Too Far?

Pony stock sinks as Q4 revenue comes in down 18% on a year-over-year basis. BofA analyst explains why PONY shares are still worth buying on the post-earnings dip.

Bank of America Says Oracle Stock Can Gain More Than 30% from Here. Why?

Bank of America reinstated coverage of ORCL with a $200 price target.

Bank of America Is Betting That Nebius Stock Still Has 30% Upside Potential. Should You Buy It Here?

Nebius stock has surged nearly 300% in a year as investors bet on explosive AI-cloud growth and major contracts with Meta and Microsoft.

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Gen Z finally had room to breathe. Now Trump's 26% gas price hike has them suffocating

Gen Z finally had room to breathe. Now Trump's 26% gas price hike has them suffocating

Gen Z and millennials had finally caught up—and passed—boomers in spending growth in 2025. Then came war in Iran.

Bank of America Still Loves Nvidia Stock After GTC 2026. Should You?

Bank of America Still Loves Nvidia Stock After GTC 2026. Should You?

Nvidia stock closed in the red today despite bullish updates at its annual GTC conference. Bank of America recommends buying NVDA shares on the dip.

3 Key Things Analysts Are Watching for Nvidia Stock Before GTC 2026

3 Key Things Analysts Are Watching for Nvidia Stock Before GTC 2026

Bank of America maintains its bullish view on NVDA ahead of GTC next week. Here's what to watch.

More people will own a humanoid robot than a car by 2060, BofA predicts

More people will own a humanoid robot than a car by 2060, BofA predicts

An aging workforce, a labor shortage, and a capital surge are quietly building the foundation for the biggest consumer technology wave since the smartphone.

Bumble Just Shot Above Its Key Moving Averages. Is There More Room for BMBL Stock to Run?

Bumble Just Shot Above Its Key Moving Averages. Is There More Room for BMBL Stock to Run?

Bumble stock is soaring on a Q4 revenue beat and slightly better-than-expected sales guidance. Bank of America still trimmed its price target on BMBL shares today.

$15 billion of the insurance industry is at risk from AI, BofA says

$15 billion of the insurance industry is at risk from AI, BofA says

BofA accused the insurance industry of clogging its ranks with tons of unnecessary salespeople, with a “snowball effect” about to start happening.

Is eBay Stock a Buy, Sell, or Hold Amid Layoffs?

Is eBay Stock a Buy, Sell, or Hold Amid Layoffs?

EBay shares inch higher as the e-commerce giant announces a strong Q4 and layoffs. BofA recommends buying EBAY stock at current levels.

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‘Doubts around the AI revolution are emerging,’ BofA says, as the market sees a ‘double-edged sword’ that could ‘cannibalize’ profits

Instead of boosting corporate revenues, AI might actually destroy them, as AI infrastructure projects look dangerously stretched.

Why your boss loves AI and you hate it: Corporate profits are capturing your extra productivity, and your salary isn’t

As happened with the first factories of the Industrial Revolution, today’s AI boom is boosting output, but most of the gains are flowing to capital, not workers.

Welcome to the ‘E-shaped’ economy: Wealth gap is no longer between just higher and lower earners, the middle class is also struggling

A look at BofA’s data shows the shape of the consumer economy is no longer a “K.” If we’re sticking with the alphabet theme, one might suggest an “E” is emerging.

Meat snacks have emerged as the clear winner in America’s seismic GLP-1 consumption shift, while popcorn is down

“GLP-1s are not a fad,” said Wells Fargo’s Michael Swanson. “The push for proteins, that’s a very huge thing that’s popped up in the last few years.”

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As Hims & Hers Gets Hit With Major Wegovy Loss, Should You Buy the Dip in Deeply Oversold HIMS Stock?

Hims & Hers shares crater as Novo Nordisk files a lawsuit against the telehealth firm. BofA analysts see significant further downside in HIMS stock.

Trump is giving the U.S. economy a $65 billion tax-refund shot in the arm, mostly for higher-income people, BofA says

“The consumer divide is about to get deeper,” BofA senior U.S. economist Aditya Bhave wrote on Wednesday.

Palantir CEO Alex Karp says Trump has a point about the AI race: ‘There’s a real hesitance to adopt these kind of products in the West’

Alex Karp said he sees a real “lack of adoption in Canada, Northern Europe, and in Europe in general.” It’s terrible news for politics, he added.

Oracle defused ‘the key risk going into 2026,’ BofA argues, but the market isn’t buying it

Oracle’s statement “chips away at hyperscaler supply risks,” Bank of America said. So why did the stock start trading down on Monday? OpenAI played a part.

Evening Standard

Mining companies hold FTSE back in quiet end to the week

Down 45% From Its Highs, This Analyst Thinks You Should Buy the Dip in Coinbase Stock

Coinbase is catching BofA’s attention as easing crypto pressures and expanding products fuel a renewed buy-the-dip case.

Evening Standard

Next impresses as FTSE 100 rockets to fresh high

Next, up 5%, impressed the City with strong Christmas sales.

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