Bank of America

• Bank of America spots major Nvidia-linked stock market setup - Bank of America just identified an Nvidia-linked market setup that’s hiding in plain sight, beneath all the noise investors continue chasing. Analyst Andrew Obin argues the shift is being driven by Nvidia's(NVDA) effectively resetting the t
• BofA pours cold water on what's next for rates under Powell - If you were betting on the Federal Reserve to keep the rate-cut party going, I have some bad news: Bank of America has just poured cold water on that forecast. In a new research note shared with me, analysts revealed an uncomfortable truth:
• Big banks kick off fourth quarter earnings season, inflation data on deck: What to watch this week - Investors will be watching for consumer and producer price data alongside bank earnings in the week ahead.
• Best cash-out refinance mortgage lenders of January 2026 - The best cash-out refinance lenders have strong online tools, fee discounts, and more. Find the best cash-out refi lender for your type of mortgage loan.
• Semiconductor Spending Is Set to Hit $1 Trillion in 2026: 2 Top Stocks to Buy Before That Happens, According to a Wall Street Analyst - Investors looking to buy top semiconductor stocks for 2026 should take a closer look at these names before they fly higher.
• Bank of America CEO Warns Against Trump Politicizing the Fed: ‘The Market Will Punish’ Us - “The market will punish people if we don't have an independent Fed, and everybody knows that,” Moynihan replied bluntly.
• 6 under-the-radar stocks to play the AI boom in 2026: BofA - While Nvidia and Broadcom dominate, Bank of America's Vivek Arya says some specialized small- and mid-caps are essential for the next $1 trillion chip surge
• These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says - Bank of America's Vivek Arya sees a 30% surge in chip sales and a $900 billion accelerator market just over the horizon.
• Consumer spending powers the US economy. A K-shaped economy will further test this dynamic in 2026. - Tariffs, a cooling labor market, and more contributed to consumers' laser focus on value in 2025.
• Bank of America resets Nvidia stock forecast after key meeting - Many investors fear that artificial intelligence is a bubble, and these fears aren’t waning, despite reassuring statements from analysts. Oracle stock closed the Thursday trading session 10.84% lower at $198.84, following the release of the