BofA highlights Microsoft, Meta's contribution to Arista's 2025 revenue
By Ravikash Bakolia Publication Date: 2026-02-18 18:38:00 BofA said Arista’s filing indicated that Microsoft (MSFT) accounted for 26% of the…
Tag: BofA
Oracle has mitigated ‘biggest risk to 2026,’ argues BofA, but market isn’t buying it | Assets
By Nick Lichtenberg,Eva Roytburg Publication Date: 2026-02-03 20:49:00 “Every morning on the opening screen of my Bloomberg you can see…
Amazon stock price target lowered to $286 by BofA on AWS outlook By Investing.com
Amazon stock price target lowered to $286 by BofA on AWS outlook https://www.investing.com/news/analyst-ratings/amazon-stock-price-target-lowered-to-286-by-bofa-on-aws-outlook-93CH-4466651
BofA says the chip reshuffle makes Nvidia a ‘compelling’ value play
By Francisco Velasquez Publication Date: 2026-01-26 20:34:00 The semiconductor sector is bracing for a game of musical chairs, and the…
BofA lifts IBM target, sees strong cash flow despite near-term margin pressure
By Ghazal Ahmed Publication Date: 2026-01-18 21:54:00 International Business Machines Corporation (NYSE:IBM) is one of the Trending AI Stocks on…
These are the top 6 chipmaker stocks to buy in 2026, according to BofA
By Samuel O’Brient Publication Date: 2025-12-29 17:27:00 What AI bubble? New research from Bank of America has thrown cold water…
BofA Says Nvidia (NVDA) GPUs Remain a Full Generation Ahead of Rivals
By Ghazal Ahmed Publication Date: 2025-12-14 18:51:00 NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks in the Spotlight for…
BofA Securities Cuts Price Target on Oracle Stock Due to AI Expansion Costs From Investing.com
By Investing.com Publication Date: 2025-12-11 05:47:00 BofA Securities lowers price target for Oracle stock due to AI expansion costs
Broadcom stock outlook: BofA sees supply constraints on path to $100bn By Investing.com
By Investing.com Publication Date: 2025-12-08 11:59:00 Broadcom stock outlook: BofA sees supply constraints on path to $100bn
‘This Isn’t What You Think,’ Says Top BofA Analyst About Nvidia Stock
By Shalu Saraf Publication Date: 2025-12-05 05:49:00 Nvidia ($NVDA) has recently faced several questions about demand, supply limits, and even…