Right now, Super Micro’s gross margin currently stands at 11.3% for FY25, but BofA expects that to drop to 9.4% by FY27. That ...

Traders have repeatedly shrugged off President Trump’s disruptive tariff wars and fiscal policy, pushing U.S. stock prices ...

The U.S. stock market is approaching a potential turning point, warns Bank of America’s Michael Hartnett, who sees the S&P ...

A Bank of America analyst sees a stock bubble forming in the second half of 2025, fueled by the prospect of lower interest rates and tax cuts.

A Bank of America analyst sees a stock bubble forming in the second half of 2025, fueled by the prospect of lower interest ...

A “pivot from tariffs to tax cuts/rate cut” could lead to a high risk of a bubble in the second half of the year, and a further weakening of the dollar, Hartnett’s team at BofA wrote in a note.

The risk of a speculative stock-market bubble is increasing as expectations of US interest-rate cuts draw massive investment flows into equities, according to Bank of America Corp.’s Michael ...