What is the biggest driver. Because that need to consolidate has been around. Is it just that the regulation is letting the banks do this now.>> Well, scale has never been more important. And to put things in context, the bank that just sold, it takes them, it would have taken them a decade and a half of spending to equal what JP Morgan's going to be spending just on technology this year. So, it's never been more competitive.But also, the regulatory environment, it suppressed the level of bank mergers. I th ...

I do think it's a reflection of the strong year 2025 M&A is returning. Not only is it returning, but there are signs that it's going to continue into the year ahead. So that's an important kind of factor when banks are thinking about both how to reward their people, but also how to keep expenses in check.It's a fine line that they're walking. And when they're talking to their investors, at the end of the day, they want to keep their best talent, but they also can't overpay and then worry about down the line ...

智通财经APP获悉，美国银行策略师团队表示，随着美国中期选举临近，科技龙头吸引力消退，美国中 小盘股成为当前最佳投资选择。 由Michael Hartnett领衔的团队指出，美国总统特朗普为压低能源、医疗、信贷、住房及电力价格实施 的"激进干预"政策，正对能源巨头、制药企业、银行及大型科技等板块构成压力。这使得中小盘股成为 美国中期选举预热阶段"行情爆发"的主要受益者。 本周纳斯达克100指数录得自4月以来最大三日跌幅，下跌4.6%。此外，今年年初至今，标普500指数表 现落后于其等权重指数4.2个百分点。 美银表示，企业商业模式正从"轻资产"向"重资产"转型，这一转变对所谓"七巨头"科技股的市场主导地 位构成"重大威胁"。 该团队指出，今年大型科技股的AI资本支出预计约为6700亿美元，占其现金流的96%，而2023年这一比 例仅为40%。他们称："这些企业的资产负债表优势不再，大规模股票回购时代也已落幕。" 值得一提的是，Hartnett自2024年末起便看好国际股票，这一判断已被验证极具前瞻性——此后美股表 现持续落后于全球其他市场。 他们在报告中写道："在特朗普支持率因政策转向民生保障问题而回升前，我 ...

thCHARLOTTE, N.C., Feb. 5, 2026 /PRNewswire/ -- Bank of America Corporation announced today that it will redeem all outstanding shares of its Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series DD (CUSIP No. 060505EV2), liquidation preference $25,000 per share (the "Preferred Stock"), and the corresponding depositary shares each representing a 1/25 interest in a share of the Preferred Stock (CUSIP No. 060505EU4) (the "Depositary Shares").  The Depositary Shares will be redeemed simultaneously wit ...

Core Insights - Warren Buffett has stepped down as CEO of Berkshire Hathaway after over 65 years, transforming the company from a failing textile business into a diversified conglomerate with a wide range of subsidiaries and investments in publicly traded companies [1] Investment Strategy - Despite Buffett's famous quote about a "forever" holding period, he has been actively buying and selling stocks based on market valuations, being a net seller of stocks in every quarter leading up to his retirement at the end of 2025 [2] - In the most recent quarter, Berkshire Hathaway sold $12.5 billion worth of stocks, with specific details revealed in the SEC's form 13F filing [3] Stock Sales - Buffett has been reducing Berkshire's stakes in Apple and Bank of America due to their high valuations, with Apple trading at a P/E ratio comparable to faster-growing tech companies despite slow revenue growth [4] - Bank of America's share price has significantly increased since Buffett's initial investment, nearing twice its tangible book value by the end of 2025 [5] Unique Transactions - The sale of Verisign, which has exclusive rights to register .com and .net domain names, is notable as it reduced Berkshire's stake below 10%, triggering SEC disclosure requirements. Additionally, Berkshire has committed not to sell any remaining stake for at least one year [8]

Big U.S. banks' lobbying spend jumped 12% last year, the most in more than a decade, as they intensified efforts to navigate major policy flux in Washington under President Donald Trump's administrati... ...

黄金牛市仍在延续 众多市场观察人士仍看好黄金后续上涨空间。瑞银策略师表示，此次抛售只是结构性上涨趋势中的正常 波动，并非牛市终结。 该行在周一晚间的报告中称，判断黄金仍处于牛市中后段——正从稳步上行走向新高，但目前会遭遇 5%至8%的间歇性回调。瑞银指出，通常标志着黄金牛市终结的四大因素——实际利率持续高企、美元 结构性走强、地缘政治局势企稳、央行公信力恢复——均尚未出现。 瑞银预测，黄金价格下月将触及6200美元，年末回落至5900美元，且该行仍维持黄金多头头寸。其策略 师称："近期价格波动率飙升，也为追求收益的投资者创造了从这种市场环境中获利的机会。" 继上周五历史性暴跌后，贵金属价格持续震荡，投行纷纷加码黄金多头头寸——却警示投资者切勿满仓 白银。 周四亚洲，现货黄金再度大跌，一度失守4800美元关口，回吐周二、周三的反弹涨幅，这两个交易日金 价分别上涨6.13%和0.36%。现货白银同步走弱，一度重挫16%，而其周三、周二涨幅分别为7.53%和 3.44%。此番震荡源于一轮剧烈的价格过山车：上周五贵金属全线重挫，黄金大跌逾9%，白银暴跌逾 26%。 多数投资者将此次抛售归咎于凯文・沃什（Kevin W ...

What is the biggest driver. Because that need to consolidate has been around. Is it just that the regulation is letting the banks do this now.Well, scale has never been more important. And to put things in context, the bank that just sold, it takes them it would have taken them a decade and a half of spending to equal what JPMorgan's going to be spending just on technology this year. So it's never been more competitive.But, also, the regulatory environment, it suppressed the level of bank mergers. I think t ...

Group 1 - The issuer of the securities is F.I.S. – Fabbrica Italiana Sintetici S.p.A, with an aggregate nominal amount of EUR 300 million and EUR 470 million [3] - The securities include a fixed-rate senior secured note (SSN FXD) due on February 5, 2031, and a floating-rate senior secured note (SSN FRN) [3] - The offer price for both types of securities is set at 100 [3] Group 2 - No stabilization activities were conducted by the Stabilisation Managers in relation to the securities offer [2] - The Stabilisation Managers include BNP Paribas, Goldman Sachs International, and several other major financial institutions [4] - The announcement clarifies that the securities are not offered for sale in the United States and have not been registered under the U.S. Securities Act of 1933 [5]

CHARLOTTE, N.C., Feb. 3, 2026 /PRNewswire/ -- Bank of America Corporation today announced the Board of Directors declared a regular quarterly cash dividend on Bank of America common stock of $0.28 per share, payable on March 27, 2026 to shareholders of record as of March 6, 2026. The Board also declared a regular quarterly cash dividend of $1.75 per share on the 7% Cumulative Redeemable Preferred Stock, Series B. The dividend is payable on April 24, 2026 to shareholders of record as of April 10, 2026. Bank ...