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업데이트: 2026. 4. 14. 오후 10:06:53
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BofA hikes 2026 chips forecast to $1.3 trillion, names Nvidia, Broadcom, Marvell, AMD as top drivers
The AI gold rush is accelerating so quickly that even bullish analysts are struggling to keep up with their forecasts. In a new note to clients, Bank of America analyst Vivek Arya issued a massive upgrade to the firm's global semiconductor outlook. He hiked its 2026 revenue target to $1.3 trillion —
Yahoo Finance
BofA Remains a Buy on Caterpillar Inc. (CAT)
Caterpillar Inc. (NYSE:CAT) is one of the Good Stocks to Buy Now. On March 10, Caterpillar Inc. (NYSE:CAT) was reiterated with a Buy rating from Bank of America Securities and a price target of $825. The analyst noted that he co-hosted a call with Williams Companies CEO Chad Zamarin. The discussion
Insider Monkey
Tripadvisor upgraded by Bank of America amid rising activist engagement
Tripadvisor upgraded by Bank of America amid rising activist engagement Proactive uses images sourced from Shutterstock Bank of America has upgraded its rating on Tripadvisor Inc (NASDAQ:TRIP) to ‘Buy’ from ‘Neutral,’ citing accelerating activist involvement and increasing strategic optionality acro
Proactive
Nike gaining traction in North America ahead of Q3 earnings, Bank of America says
Nike gaining traction in North America ahead of Q3 earnings, Bank of America says Proactive uses images sourced from Shutterstock Nike Inc (NYSE:NKE, XETRA:NKE) has earned a repeat ‘Buy’ rating from Bank of America analysts ahead of its third quarter earnings report, with the firm expecting the comp
Proactive
Bank of America Issues Pessimistic Forecast for Super Micro Computer (NASDAQ:SMCI) Stock Price - MarketBeat
<a href="https://news.google.com/rss/articles/CBMi3gFBVV95cUxQdVgwM3RGc18ydm51aUZzeVhYMXU2cnpFNVFqRHZaSUstZ0hxWGRlOC0xc0ZGZUFaekZGUXJTNEVHNUJ1eXJDNnp1dTZ1bHlxUlp3ZjEyU0ZzX1JTYTI4S0RjclVOYkpwU0psRDBMTmVIM1FFU0kxbXBwWGFZblo0cU5FdEt3aWRJMGxpWWtHUktJV3FrTGNscmIxbGl0bDhyblFNTG9NamhaZ3FhTG02NWNUbnhwLXZfZDJlZGVTMWttYTFHaUR2TTBRSDg4S1JydTZDQ2swQlZTUTVhY3c?oc=5" target="_blank">Bank of America Issues Pessimistic Forecast for Super Micro Computer (NASDAQ:SMCI) Stock Price</a>&nbsp;&nbsp;<font color="#6f6f6f">MarketBeat</font>
MarketBeat
Bank of America Forecasts Strong Price Appreciation for Insmed (NASDAQ:INSM) Stock - MarketBeat
<a href="https://news.google.com/rss/articles/CBMizgFBVV95cUxOWFFMaXZIQXA1MDQ5OER5eDkyc3JtSmxvZXRvWFZwakRib3l2U0trMUJYZVlJRmx0Q2ROTGNEZ0J5SjBoWGNsT0MyUFRYLWlBRm1aaDRyaUlNMGVxaUx0c2lzalk4dVRoYW83MVJONzJGUVR2aW5pYVc5R05Wb01qaW9vLVI0N3g2dk5EcVpSNTR5R2JTZVQ2UHM1OE9pY1hwWjZOZ0I1Wm9KOHJyT0paYWc5OU4tMEc2VnAyNjkteTNkNm92clNUdUpaWHpRdw?oc=5" target="_blank">Bank of America Forecasts Strong Price Appreciation for Insmed (NASDAQ:INSM) Stock</a>&nbsp;&nbsp;<font color="#6f6f6f">MarketBeat</font>
MarketBeat
Here's What Oklo's Acquisition of Atomic Alchemy Could Mean for Oklo's Fuel Recycling and Nuclear Energy Businesses
Analysts from Bank of America believe we're in the midst of a new nuclear renaissance. "[N]uclear energy has, in many ways, been recently 'rediscovered' amid surging electricity demand," the bank concludes. This renaissance, Bank of America believes, could create a $10 trillion opportunity for nucle
Motley Fool
The Boeing Company (BA) Eyes Strong Recovery as Backlog Surges and Margins Stabilize
The Boeing Company (NYSE:BA) is one of the best forever stocks to buy now. On March 17 at the Bank of America Global Industrials Conference 2026, CFO Jay Malave reiterated The Boeing Company (NYSE:BA) recovery is progressing nicely. The Boeing Company (BA) Eyes Strong Recovery as Backlog Surges and
Insider Monkey
Mosaic (MOS) Drops 9.96% as BofA Turns ‘Neutral’
The Mosaic Company (NYSE:MOS) is one of the 10 Stock Market Casualties You Can’t Ignore Today. The Mosaic Company fell for a third day on Friday, slashing 9.96 percent to close at $23.59 apiece, as investors took path from Bank of America’s (BofA) downgraded rating for its stock amid the impact of t
Insider Monkey
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