Economic resilience is probably something most Americans would welcome. We’re seeing that consumer spending is still growing, wage gains haven’t gone away, and corporate dealmaking is showing fresh momentum. Those trends point to a country that is successfully blowing past the recent ...

Strong services growth may offset weaker product margins

Netflix (NFLX) shares had a rough week, and Wall Street can't agree on what will happen to the stock next. The company's earnings came in close to Wall Street expectations. However, investors sold the stock anyway. Netflix Shares closed at $68.95 on Friday, July 17, down 7.26% on the day after ...

CoreWeave (NASDAQ:CRWV) heads into its 2Q26 earnings report in early August with investors watching execution more than demand. Demand for GPU capacity is still strong and customer commitments keep growing, but the real story now is whether the company can build out and activate power fast...

Apple Inc (NASDAQ:AAPL, XETRA:APC) is expected to beat consensus estimates for its fiscal third quarter, according to Bank of America, even as the bank takes a more conservative view of iPhone seasonality tied to a staggered launch schedule. BofA said investor focus will center on component...

Bank of America strategists recapped the first week of earnings saying that with 50 S&P 500 companies reports in, 88% beat expectations. UBS' CIO office also flagged stronger than historical averages for both beat rates and EPS growth, saying that the stock market has further to run thanks to what's expected to continue to be a strong earnings season. "The wide gaps between individual stock performance and ongoing risks related to geopolitics and inflation, however, mean that investors should ensure diversified exposure," the strategists wrote.

Big banks posted strong Q2 beats and double-digit earnings growth forecasts, prompting a closer look at valuations and momentum across the sector.

Apple Drops Before Earnings Even as Bank of America Backs the Tech Giant

PENN Entertainment (PENN), Churchill Downs (CHDN), and other regional gaming companies are expected

F.N.B. (FNB) faces continued headwinds to net interest income as a mixed second quarter and a weaker

Investing.com -- Bank of America reiterated a Buy rating on Apple with a price target of $380 per share in a note on Monday, expecting the company to beat consensus in its fiscal third-quarter results, which will mark Tim Cook's last earnings call as CEO.

C targets a 14-15% medium-term ROTCE by expanding higher-return businesses, cutting costs and improving capital deployment efficiency.

Brian Moynihan took over Bank of America in 2010 with a burning balance sheet, billions in pending lawsuits, and a penny-a-quarter dividend. Whether the long rebuilding act rewarded patient shareholders or punished them depends entirely on when you started counting.

Bank of America is reshaping its AI leadership

(Bloomberg) -- The popular Magnificent Seven stocks moniker is “no longer relevant” in assessing how to play the US artificial intelligence trade, according to Citigroup Inc. strategists.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17FCC Near Rulings Against Disney Over

Citigroup (C) remains one of the most compelling large-cap financial stocks for investors seeking both value and growth.

Executives at Bank of America, Citigroup and JPMorgan Chase highlighted the scale of ongoing AI adoption efforts and its effects on operations.

(Bloomberg) -- Bond traders and Federal Reserve Chairman Kevin Warsh are in agreement on a crucial point: The central bank’s fight against inflation still seems far from over. Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesTaylor Farms Pulls Mexican Lettuce as Parasite Cases RiseUS-Iran Attacks Escalate as Strikes Kill Two Am

Investing.com -- Sterling’s break higher supports the case for further long-term gains, although the speed of its recent rally leaves limited near-term upside, Bank of America currency strategists said.

Federal Reserve Chairman Kevin Warsh was subjected to intense questioning by Sen. Elizabeth Warren (D-Mass.) regarding potential ethics violations. On Wednesday, his second day of monetary policy testimony on Capitol Hill, Warsh was grilled by Warren about a $100 million...

(Bloomberg) -- The European Central Bank is likely to hold off on a second interest-rate hike in the coming week while keeping that option open for September.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesTaylor Farms Pulls Mexican Lettuce as Parasite Cases RiseChip Stocks Slide Into Bear Market in AI Unwind: Markets WrapSpaceX Slump Wipes Out $1 Trillion in Market Value From PeakGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsAfter raising

Microsoft has been one of the worst-performing large-cap tech stocks of 2026, down about 20% year to date, even as the company keeps expanding its AI business and growing Azure at a pace most cloud companies would envy. A lot of investors have been sitting on their hands, waiting either for a ...

Earnings results showed generally solid credit health among borrowers, strong dealmaking activity, and blowout trading numbers.

Gold’s 2026 story was mostly supposed to be how high the safe-haven trade could potentially run. For context, the shiny yellow metal soared roughly 63% in 2025, according to LBMA benchmark data, the strongest annual gain in more than four decades. Lately, though, the bull case has been ...

Berkshire Hathaway’s biggest stock holdings have added more than $20 billion in value this quarter, but Warren Buffett’s decision to slash the Apple stake continues to weigh on the portfolio’s upside.

Any good financial advisor knows that clients are best served with a diversified portfolio tailored to their goals. For this week’s Barron’s Advisor Big Q, we asked four wealth managers to name their favorite speculative investments for current market conditions. The landmark 2025 tax-and-spending bill, which President Donald Trump signed into law just over a year ago, is a sprawling piece of domestic legislation that affected bread-and-butter tax issues such as brackets and the standard deduction, as well as more niche areas such as levies on tips and overtime income.

When gas prices go up, consumers generally shift their spending away from other areas because, in many cases, driving isn't optional. "Faced with higher gasoline bills, some households may be inclined to trim their spending on other things. In the April Consumer Checkpoint, we discussed how some ...

Bank of America has announced senior appointments to ‌drive AI adoption and implementation across its ‌global markets group, according to an internal memo seen ​by Reuters on Friday. The bank named Kevin Milsom as head of platforms AI transformation, according to the memo by Ashok Krishnan, head of ‌platforms within ⁠the global markets group. Krishnan leads efforts to modernize technology and increase automation, ⁠including the rollout of generative AI tools and other new technologies.

F.N.B. Corp posts record Q2 revenues. Earnings meet estimates, fueled by higher net interest income, stronger fee income and lower credit loss provisions.

CBSH tops Q2 earnings and revenue estimates as higher net interest and fee income offset pressure from rising expenses and credit loss provisions.

(Bloomberg) -- The cost of hedging against swings in the dollar has fallen to its lowest level this year, signaling that traders see little chance of a major catalyst disrupting the world’s reserve currency despite an uncertain Federal Reserve outlook and resurgent conflict in the Middle East.Most Read from BloombergChip Stocks Poised for Bear Market in AI Unwind: Markets WrapGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsFCC Near Rulings Against Disney Over ‘The View,’ TV Lic

Bank of America watches about 38.7 million checking accounts. That's not a marketing number. It's the size of the window the bank has into how ordinary Americans are actually spending their money, week by week. When Brian Moynihan speaks about the consumer, that's the data he's pulling from, and ...

Data centers are fueling a nuclear energy renaissance.

Bank of America analysts project data center demand will outpace planned utility capacity additions by more than 100 GW through 2030, increasing reliance on on-site gas generation and battery storage.

Hasbro’s fair value estimate has been trimmed from US$113.07 to US$109.93, signaling a more cautious stance on where analysts see the stock settling in their models. That shift aligns with research that balances optimism around core brands and earnings power with more restrained valuation assumptions and a choppier near term setup. As you read on, you will see how this evolving price target story fits into the wider Hasbro narrative and what to watch as new information comes through. Analyst...

Bank of America’s 2026 Private Bank Study reports a sharp rise in US businesses passing to heirs rather than new buyers. The findings highlight a structural shift tied to the Great Wealth Transfer as ownership of private companies moves across generations. The study focuses on how this transfer of control could affect wealth concentration, private markets and estate planning practices. Bank of America, traded as NYSE:BAC, is positioned at the center of US wealth management through its...

The too big to fail banks crushed earnings. Is it time to move past the 2008 financial crisis?

Morgan Stanley reported a record $148 billion in net new assets, a 150% increase from the same period a year ago.

Cintas Corporation (NASDAQ:CTAS) was upgraded to ‘Buy’ from Neutral by Bank of America, which also raised its price objective to $230 from $200 after the company's better-than-expected fourth-quarter fiscal 2026 results and fiscal 2027 guidance came in above Wall Street expectations. The...

Bank of America just flagged a hidden revenue engine inside Nvidia that the market is still ignoring, and the numbers suggest Wall Street has been pricing the wrong business this entire time.

The banking giant just showed off its profit engine, but now it has to prove this new power is permanent.

Netflix Inc (NASDAQ:NFLX, XETRA:NFC) reports second quarter earnings tonight, and two major brokerages are sticking with their bullish calls even as the stock has struggled this year. Shares were little changed Thursday at $73.50, but that stability masks a rough 2026 for Netflix investors:...

STT posts Q2 earnings beat as record revenues, AUC/A and AUM, higher NII and fee income, and no credit-loss provision lift results.

Alphabet (GOOG/GOOGL) is expected to post robust Q2 results with healthy ad growth and cloud upside

SoFi has quietly assembled every feature a major financial player would want to acquire, but owning a chartered bank changes the calculus for every name on the shortlist. Some of the biggest players in finance may find the prize just out of regulatory reach.

Warren Buffett stepped back into the spotlight on CNBC just as Berkshire Hathaway's shares stumbled, raising a pointed question about who is really running the show under new CEO Greg Abel.

Bank of America Chair and CEO Brian Moynihan discusses the continued strength of the US consumer and breaks down the firm's second-quarter earnings. Moynihan also talks about lending and mortgages, inflation, and the role of data and AI within the company on "Bloomberg Surveillance."

Q2 earnings season kicked off with the big banks swinging for the fences, and Jefferies sees four dividend-paying giants still leaving serious upside on the table despite the rate uncertainty clouding the second half of 2026.