BofA hikes 2026 chips forecast to $1.3 trillion, names Nvidia, Broadcom, Marvell, AMD as top drivers
By Francisco Velasquez Publication Date: 2026-04-08 16:48:00 The AI gold rush is accelerating so quickly that even bullish analysts are…
Tag: BofA
Broadcom rises on AI deals; BofA says visibility improves with Google pact
By Proactive Publication Date: 2026-04-07 18:10:00 Broadcom rises on AI deals; BofA says visibility improves with Google pact Proactive uses…
BofA Sends Alarming Message on Microsoft, Oracle and CoreWeave
By TradingView Publication Date: 2026-04-01 13:24:00 Bank of America said investors are sharpening their focus on how artificial intelligence is…
BofA highlights investor feedback on Microsoft, Coreweave on market share, valuation
By Ravikash Bakolia Publication Date: 2026-03-31 13:24:00 BofA highlighted investor feedback on Microsoft (MSFT), Oracle (ORCL), Coreweave (CRWV), and Nebius…
Oracle Stock Falls on Amazon’s Looming AI Threat: Why BofA Sees Long-Term Upside – Oracle (NYSE:ORCL)
By Benzinga Publication Date: 2026-03-24 14:05:00 Oracle Corp (NYSE:ORCL) Stocks are trading lower on Tuesday after reports suggest Amazon is…
BofA Securities restores Oracle stock coverage with a Buy rating
By Investing.com Publication Date: 2026-03-24 11:01:00 BofA Securities restores Oracle stock coverage with a Buy rating
BofA Reaffirms Buy on IBM Stock Amid Agentic AI Expansion
By Sheryar Siddiq Publication Date: 2026-03-24 11:27:00 International Business Machines Corporation (NYSE:IBM) ranks among the best most active stocks to…
BofA reiterates Buy on IBM stock, cites agentic AI positioning
By Investing.com Publication Date: 2026-03-10 14:32:00 BofA reiterates Buy on IBM stock, cites agentic AI positioning
Nvidia in focus as BofA reiterates Buy ahead of GTC
By Chris Ciaccia Publication Date: 2026-03-10 12:39:00 Bank of America reiterates a Buy on Nvidia (NVDA) ahead of GTC, citing…
‘This Could Change the AWS Story,’ Says BofA about Amazon Stock
Amazon ($AMZN) could benefit from rapid growth at artificial-intelligence startup Anthropic, according to top BofA Securities analyst Justin Post, who…