"But as I said, this one has more legs in the sense that there are more things that are happening that throw doubt on how fast or how profitable all the AI buildout is going to be." ...

It wasn't the case on Friday, but silver's surge has come at oil's expense. This chart from Bank of America notes that oil is ...

Fundamentals are also on their side. Earnings growth for the S&P 493 is projected to accelerate to 9% in 2026 from 7% this ...

Hartnett and his team also note that the US administration is likely to intervene to stop inflation from running hot and the ...

The Trump administration’s “run it hot” economic policy combining political populism and inflationary growth will see commodities boom and outpace bonds next year, according to Bank of America chief ...

“Some stocks like it hot, some don’t,” the bank’s strategist Michael Hartnett said in a note, arguing that credit markets are ...

With the Fed set to cut rates this week, Donald Trump can throw fuel on the fire by attacking inflation and stimulating ...

Intervention in the economy by President Donald Trump could benefit currently cheap midcap stocks, according to BofA ...

US equities fluctuated on Friday as megacap technology shares slumped while investors gravitated towards other corners of the ...

Retail investors are so enthusiastic for risk assets that some people on Wall Street are starting to worry about it.

The market expects a quarter-point rate cut, but lots of dissents. Two big AI names report earnings: Oracle and Broadcom.

Huge falls in crypto assets suggest a breakdown in trading sentiment that only a Fed rate cut might reverse, says Bank of America's Michael Hartnett Despite major inflows in 2025, bitcoin has failed ...