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. Barchart · Mar 25
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. Barchart · Mar 25
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. Fortune · Mar 24
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. Barchart · Mar 18
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. Barchart · Mar 14
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. Fortune · Mar 13
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. Barchart · Mar 12
$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. Fortune · Mar 3
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. Barchart · Feb 27
‘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 · Feb 20
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 · Feb 17
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 · Feb 12
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 · Feb 10
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 · Feb 10
Fortune · Feb 5 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 · Feb 4 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 · Feb 3 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.
Barchart · Jan 12 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 · Jan 6 Next impresses as FTSE 100 rockets to fresh high Next, up 5%, impressed the City with strong Christmas sales.
Barchart · Dec 29, 2025 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.
Fortune · Dec 23, 2025 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 · Dec 19, 2025 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.
Barchart · Dec 19, 2025 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 · Dec 19, 2025 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.