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The Latest Breaking News from BofA

‘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.

Fortune

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.

Fortune

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.

Fortune

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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.”

Fortune

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.

Barchart

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.

Fortune

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.

Fortune

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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.

Fortune

Mining companies hold FTSE back in quiet end to the week

Evening Standard

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.

Barchart

Next impresses as FTSE 100 rockets to fresh high

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

Evening Standard

Palantir Stock Is Up 145% in 2025. What The Data Tells Us to Expect for the New Year.

Palantir shares had a blockbuster 2025 on the back of rapid commercial growth and continued strength in its government business. Here’s what could drive PLTR stock up further next year.

Barchart

A huge chunk of U.S. GDP growth is being kept alive by AI spending 'with no guaranteed return,' Deutsche Bank says

“Investment in AI-related sectors is critical to GDP growth [and the] US would be close to recession this year if it weren’t for tech-related spending,

Fortune

AI hyperscalers have room for 'elevated debt issuance' — even after their recent bond binge, BofA says

Hyperscalers' overall debt burden is actually getting lighter as the debt-to-cash ratio should dip to 0.75 in 2025 from 0.94 in 2023.

Fortune

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Barchart

This 1 Lesser-Known Stock Is Set to Dominate with Nvidia and Broadcom in 2026

AI-driven semiconductor growth is accelerating, with Lam Research strategically positioned to capitalize alongside leading industry players.

Fortune

The bulls are too bullish: Bank of America warns 200-plus fund managers just triggered a contrarian ‘sell’ signal

The logic of the Bull & Bear Indicator is that when everyone in the market is bullish, it’s time to leave.

Fortune

Tariffs take a bite out of mom-and-pop stores as small business profit growth turns negative for first time in 18 months, BofA says

The NFIB survey never saw such a big jump in small businesses raising prices as it did between October and November.

Barchart

Here Is Where Option Traders Expect Carvana Stock to Be When It Joins the S&P 500 Index

Carvana stock rallied as investors cheer its upcoming inclusion in the benchmark S&P 500 Index. A BofA analyst explains why index inclusion could push CVNA shares higher in 2026.

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Fortune

Netflix's 'throne is secured,' BofA said just before Paramount mounted one last streaming war, hoping to keep Superman off the super app

Warner Bros.' "crown-jewel IP portfolio" is suddenly everything that everyone in Hollywood wants—except Comcast.

Fortune

Jerome Powell faces a credibility issue as he tries to satisfy hawks and doves at the most divided Fed in recent memory

“It will be difficult for Powell to send a credibly hawkish signal at the press conference,” analysts at Bank of America said in a note.

Fortune

For Wall Street, pandemic-level bad news for jobs is good news for stocks—it pushes the Fed further into cutting territory

Fed rate-cut odds surge toward 90% as weak labor data, ADP losses, and Challenger layoffs fuel Wall Street hopes for a December move despite a divided FOMC.

Benzinga

10 Bold Market Calls For 2026 From Bank Of America: AI Boom, Strong GDP, Lower Yields

Bank of America Global Research expects the global economy to enter 2026 with more momentum than investors anticipate, calling for stronger U.S. and China growth, continued AI-driven investment, and a shift in market leadership.

Fortune

Bank of America predicts an ‘air pocket,’ not an AI bubble, fueled by mountains of debt piling up from the data center rush

“Is this 2000? Are we in a bubble? No,” BofA’s strategy chief Savita Subramanian said. “Will AI continue in unfettered leadership? No.”

Fortune

Netflix would be ‘killing three birds with one stone’ by buying Warner Bros. Discovery, BofA says

The global media industry is standing at the edge of a “historic transformation,” with Warner Bros. Discovery at the “epicenter,” Bank of America said.

Barchart

Nvidia Stock Breaks 100-Day Moving Average on Q3 Earnings Selloff. Should You Buy the NVDA Dip?

Nvidia shares continue to sink despite strong earnings amid a broader tech stocks rout. Analysts explain why NVDA stock is worth owning on the pullback.

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