When loyalty is rewarded: Top earners who stay in their jobs get much larger pay increases than those who switch The benefits of job hopping may be slowing down, but it still can pay off for younger workers. Fortune · May 30
Blockbuster Earnings Just Sent DELL Stock Soaring. What Comes Next. Dell stock soars on blockbuster Q1 earnings and impressive future guidance. BofA raises price target on DELL shares to $500. Barchart · May 29
Listed new-age internet firms brace for a costly ride as war clouds math The March quarter was largely stable for companies, with most firms reporting revenue growth in line with expectations and improving operating metrics. However, food delivery, quick commerce, ecommerce, beauty, eyewear, furniture and logistics firms are preparing for higher costs in the upcoming quarters even as consumer sentiment remains uneven. The Economic Times · May 29
Oklo Stock Gets a New ‘Buy’ Rating from Bank of America: It’s an ‘Early Leader’ Oklo gained fresh momentum after Bank of America backed its growing nuclear energy footprint amid AI-driven demand. Barchart · May 26
BofA says you'll be 10x more productive with AI. Ignore the 0.1% result so far The bank sees a productivity boom and an implementation gap. Here's the argument for why it will close — and why the bubble may pop before that. Fortune · May 24
U.S. debt is the 'elephant in the room' amid bond market rout as Fed-fueled interest costs could drive even larger deficits, analysts warn "In our view, unsustainable fiscal dynamics are compounding with a reflation story, turning a short-term problem into a long-end selloff." Fortune · May 23
This Analyst Just Upped the Price Target on Snowflake Stock. Here's Why. Snowflake stock rallied on a bullish note from Bank of America Securities. Here’s why analyst Koji Ikeda sees significant further upside in SNOW shares in 2026. Barchart · May 20
Dear Google Stock Fans, Mark Your Calendars for May 19 Alphabet’s Google I/O event is expected to showcase major Gemini AI upgrades and deeper agentic AI integration. Barchart · May 19
Erasca Touts 'Eye-Popping' ERAS-0015 Lung Cancer Data, FDA Path at BofA Conference Erasca (NASDAQ:ERAS) executives said the company sees multiple potential development paths for its RAS-targeting portfolio, highlighting early clinical activity for ERAS-0015 in lung, pancreatic and colorectal cancers during a Bank of America biotech conference session. Jonathan Lim, Erasca’s chair MarketBeat · May 16
Robust Earnings Growth and Innovation Will Help the Marvell Stock Uptrend Keep Going AMD has disclosed a stake in Marvell Technologies Barchart · May 15
This Analyst Just Upgraded Akamai Technologies. Here's Why. Akamai stock rallies as Bank of America raises its price target to $175. Here’s why BofA is constructive on AKAM shares for the remainder of 2026. Barchart · May 14
Arrowhead Pharmaceuticals Eyes $4B REDEMPLO Opportunity as RNAi Pipeline Readouts Near Arrowhead Pharmaceuticals (NASDAQ:ARWR) is moving into a more commercial phase while continuing to expand its RNA interference pipeline, Chief Executive Officer Chris Anzalone said during a presentation with BofA pharma and biotech analyst Jason Gerberry at the BofA Annual Healthcare Conference. An MarketBeat · May 14
Amylyx Pharmaceuticals Eyes Phase 3 AVEXITIDE Readout as 2027 Launch Comes Into Focus Amylyx Pharmaceuticals (NASDAQ:AMLX) is preparing for a pivotal Phase 3 readout for AVEXITIDE, its lead asset for post-bariatric hypoglycemia, or PBH, with data from the LUCIDITY trial expected in the third quarter, Co-Chief Executive Officer Joshua Cohen said at the BofA Annual Healthcare Conferenc MarketBeat · May 14
BridgeBio Pharma Touts Attruby Blockbuster Path, 3 Potential Pipeline Launches BridgeBio Pharma (NASDAQ:BBIO) executives used a BofA healthcare conference appearance in Las Vegas to reiterate confidence in the commercial trajectory of Attruby and outline expectations for three potential near-term product launches from the company’s late-stage pipeline. Tom Trimarchi, BridgeBi MarketBeat · May 13
Fortune · May 12 The Fed is “meaningfully deviating” from one of the most basic rules for fighting inflation, BofA warns Everything you need to know before you reach the office this morning.
The Economic Times · May 12 US Stock Market: BofA, Goldman push back Fed easing forecasts amid inflation risks Major Wall Street brokerages have delayed their expectations for U.S. Federal Reserve rate cuts as high energy prices and a strong labour market keep inflation concerns elevated. BofA now expects no rate cuts in 2026, forecasting easing only in mid-2027, while Goldman Sachs has pushed its expected start of rate…
Fortune · May 7 Two Americas, one drive-thru: Welcome to fast food's contradictory, split-screen economy From McDonald's to Papa John's to Wingstop, Q1 earnings are painting a portrait of a nation sorting itself into winners and losers at the drive-thru window.
Fortune · May 4 BofA throws cold water on AI apocalypse panic: 60% of today's jobs didn't exist in 1940 AI will reshape 840 million jobs, BofA says. That’s not the same as destroying them.
Barchart · Apr 30 Should You Buy the Dip in Nvidia Stock Today? Nvidia stock is sinking as Google and Amazon tout in-house chips on thier Q1 earnings calls. BofA still recommends buying the dip in NVDA shares today.
Fortune · Apr 16 Bank of America's 18,000 financial advisors just got a new AI tool as the company posts a record quarter A new AI tool for financial advisors is one sign of how Bank of America is weaving artificial intelligence into its business model.
Barchart · Apr 15 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.
Barchart · Apr 13 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.
Barchart · Apr 10 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.
Barchart · Apr 10 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.
Barchart · Mar 26 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.