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The Latest Breaking News from Savita Subramanian

There Is Talk In The Markets About An 'Earnings Bubble.' Goldman Sachs Strategists Say Worries Are Overblown.

Analysts led by Ben Snider said they expect growth to slow, but not to collapse.

International Business Times · Sep 18

Top Wall Street Analyst Trims S&P 500 Target For 2026 Just a Month After Raising It, Warns Of Possible Downturn

Ed Yardeni expects the S&P 500 to finish the year at 7,900 from 8,400.

International Business Times · Sep 16

Bank of America Says the Market Is Due for a Drop. Half of Bear-Market Warning Signs Are Flashing.

The major U.S. averages are coming off a losing week and have declined so far in September.

International Business Times · Sep 15

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S&P 500 Earnings Are Surging More Than 50%. AI Is Making the Numbers Look Even Bigger.

Companies on the S&P 500 are closing out one of their strongest earnings seasons in years, with part of the extraordinary growth coming from soaring valuations of artificial intelligence companies.

International Business Times · Aug 21

Bank of America Warns That 'Too Many Red Flags' in Stock Markets Could Precede The End Of The Rally

Bank of America's head of U.S. equity and quantitative strategy, Savita Subramanian, delivered an unusually direct message to investors, saying that there are "Too many red flags. Take profits."

International Business Times · Jun 9

No § 230 Immunity for Meta's AI-Generated Ads

From Tuesday's decision by Chief Judge Richard Seeborg (N.D. Cal.) in Bouck v. Meta Platforms, Inc.: This case is the… The post No § 230 Immunity for Meta's AI-Generated Ads appeared first on Reason.com.

Reason · Mar 27

We're Still Bullish on Stocks

We're still bullish on stocks for 2026, but now is the time for investors to pull in their horns and dial down risk.

Kiplinger · Dec 29, 2025

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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 · Dec 3, 2025

16 Stocks To Buy If You Want To Escape The AI Hype

If you've been investing lately, it probably feels like every stock on Wall Street has something to do with artificial intelligence. From semiconductors and software to power grids and data centers, investors can't get enough of AI-related plays.

Benzinga · Nov 11, 2025

Risk Is On Again, Dow Jumps 381 Points: Stock Market Today

The stock market started the week strong on signs the government shutdown could soon be over.

Kiplinger · Nov 10, 2025

The S&P 500 is close to market peak based on how many 'bear market signposts' it's hitting, BofA says: a whopping 60%

The index is "statistically expensive on everything" and is trading above Tech Bubble levels on nine different metrics, according to Bank of America.

Fortune · Oct 22, 2025

Jerome Powell just rattled markets by calling stocks ‘highly valued.’ BofA finds 19 of 20 key metrics in the S&P 500 are ‘statistically expensive’

And four of these key metrics hit record highs. “Buying stocks at these multiples feels bad,” Savita Subramanian says.

Fortune · Sep 25, 2025

‘It’s almost tragic’: Bubble or not, the AI backlash is validating one critic’s warnings

Gary Marcus told Fortune that AI valuations remind him of Wile E. Coyote. “We are off the cliff.”

Fortune · Aug 24, 2025

BofA sees the replacement of people with process solving the 'productivity paradox,' because 'A process is almost free and it's replicable for eternity'

"I think people love this AI technology because it feels like sorcery," BofA's Savita Subramanian said. "The truth is it hasn't really changed the world that much yet, but I don't think it's something to be dismissed."

Fortune · Aug 23, 2025

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Fortune · Aug 19, 2025

The last time the Fed cut rates against rising inflation was right before the Great Financial Crisis. BofA warns of the 'Ghosts of 2007'

Conditions are like they were in 2007, or in the late 1990s, depending on how you look at the Fed raising rates during rising inflation, and the top 50 stocks dominating.

Benzinga · Dec 2, 2024

S&P 500 At 6,666 In 2025? Bank Of America Predicts 'Another Good Year For Equities'

Bank of America analysts are optimistic about stocks in 2025, expecting a 10% increase in S&P 500 index to 6,666, driven by earnings growth and sector rotation.

International Business Times UK · Aug 2, 2024

Dividend Stocks to Climb as Investors Could Start Deploying $6 Trillion Parked in Money-Market Funds, Says BofA

Analysts see factors like potential rate cuts, ample cash reserves, and dividend payouts from mega-cap tech companies lifting dividend stock prices in the remainder of 2024.

Fortune · Jul 26, 2024

Why this 'old school' strategy may be a better opportunity than flashier AI stocks, according to Bank of America

Growth for the Magnificent Seven may already be largely priced in. But that's not true for this corner of the market.

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Fortune · Jun 17, 2024

The raging bull market hasn’t peaked just yet, BofA says

Bank of America’s head of U.S. equity and quantitative strategy notes that only four out of 10 bull market peak indicators are flashing warning signs.

Kiplinger · Apr 26, 2024

Your High-Yield Savings Account Is About to Look Less Appealing

High-yield savings accounts are about to pull less of a punch. Here's a look at what to do with your savings once interest rates drop.

Kiplinger · Mar 22, 2024

How to Spot a Bubble in Stocks

These signs and signals can help investors spot a bubble in stocks.

Kiplinger · Aug 17, 2023

Best Strong Buy Stocks for a Stock Picker's Market

Current market conditions have folks seeking out sturdy investment opportunities. These Strong Buy stocks are a good place to start.

Fortune · Aug 7, 2023

S&P 500 companies are beating analysts’ earnings estimates—but wealth managers argue investors should ‘avoid chasing this recent market rally’

Wall Street feared S&P 500 earnings per share would drop as much as 7% year over year in the second quarter. The reality has been better than expected. But will it last?

WEKU · Jul 1, 2023

What recession? Why stocks are surging despite warnings of doom and gloom

Halfway through the year, hopes about AI and a sturdier-than-expected economy are leading to a big rally in stock markets — but a lot of uncertainty still lies ahead.

Fortune · Apr 24, 2023

A veteran chief investment officer says we’re in the ‘last phase of the bear market’ and encourages investors to start shopping

Main Street Research’s CIO believes stocks are in “the last phase of the bear market” and investors should buy companies with Warren Buffett–style “moats.”

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