The Latest Breaking News from Bank of America

Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations.

All five companies generate more than enough cash to cover their operations, but the arrival of debt vehicles to fund AI has complicated the investment case for tech stocks.

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.

Some of the biggest banks, most notably Bank of America, charge a laundry list of fees -- but the good news is that customers can avoid many of them.

Global fund managers are holding the lowest cash levels in nearly two decades while crowding into stocks and commodities, a positioning shift that Bank of America says could leave markets dangerously exposed if the Federal Reserve does not cut rates in December.

Berkshire Hathaway sold billions of dollars' worth of Apple and Bank of America stocks in Q3, while significantly increasing its investment in Alphabet amid AI growth and market concerns.

If consumer prices drop to 2% next year, President Donald Trump could be headed for a political and market win, according to Bank of America strategist Michael Hartnett—who says a little-followed bond trade could thrive in the process.

The burgeoning artificial intelligence revolution, while promising unprecedented advancements, is on a collision course with global infrastructure limitations, according to Haim Israel, Managing Director and Head of Global Thematic Research at Bank of America.

Home Depot Inc. (NYSE:HD) reports its third-quarter earnings on November 18 and is expected to follow with an update on its strategic priorities and long-term base-case outlook at its December Analyst Conference.

A K-shaped U.S. economy—where wealth continues to concentrate at the top while the bottom half struggles—is leaving its mark on American businesses, with luxury and high-end discretionary spending rebounding even as mass-market consumption weakens and consumer sentiment plummets to recessionary levels.

While headlines are dominated by AI megatrends and tech megacaps, not all market opportunities in the current environment are pegged to artificial intelligence. Analysts at Bank of America recently highlighted a set of overlooked companies, from premium travel experiences to discount-focused retail and resilient food producers, that together paint a…