Bank of America(BAC)
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Bank of America Declares Preferred Stock Dividends Payable in February and March 2026
Prnewswire· 2026-01-16 21:15
CHARLOTTE, N.C., Jan. 16, 2026 /PRNewswire/ -- Bank of America Corporation today announced the Board of Directors has authorized regular cash dividends on the outstanding shares or depositary shares of the following series of preferred stock: Series of Preferred Stock Dividend per Share or Depositary Share1 Record Date Payment Date Floating Rate Non-Cumulative Preferred Stock, Series E $0.28516 January 30 February 17 Floating Rate Non-Cumulative Preferred Stock, Series F $1,096.20250 February 27 ...
Bank Of America: Buy The Pullback On NII Strength (NYSE:BAC)
Seeking Alpha· 2026-01-16 20:02
Bank of America ( BAC ) beat earnings and revenue expectations for its fourth fiscal quarter this week due to an expectedly robust net interest income performance in the bank's core lending operations as well asAnalyst’s Disclosure:I/we have a beneficial long position in the shares of BAC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relat ...
Supreme Court to Hear Bayer's Challenge to Roundup Weedkiller Cases
WSJ· 2026-01-16 20:02
High court gives company hope in its effort to mitigate long-running litigation that has cost it billions of dollars. ...
Bank Of America: Buy The Pullback On NII Strength
Seeking Alpha· 2026-01-16 20:02
Bank of America ( BAC ) beat earnings and revenue expectations for its fourth fiscal quarter this week due to an expectedly robust net interest income performance in the bank's core lending operations as well asAnalyst’s Disclosure:I/we have a beneficial long position in the shares of BAC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relat ...
Why Evercore ISI Remains Bullish on Bank of America Corporation (BAC)
Insider Monkey· 2026-01-16 19:17
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Opportunity - Wall Street is investing heavily in AI, with hundreds of billions directed towards developing smarter technologies, but there is a looming question regarding the energy supply needed to sustain this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment [3][8] Energy Infrastructure - The company owns significant nuclear energy infrastructure, which is crucial for America's future power strategy, and is capable of executing large-scale engineering projects across various energy sectors [7] - It plays a vital role in U.S. liquefied natural gas (LNG) exportation, which is expected to grow under the current administration's energy policies [7] Financial Position - The company is noted for being debt-free and having a substantial cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also holds a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] Market Perception - The company is described as being off-the-radar and undervalued, attracting attention from hedge fund managers who are beginning to recognize its potential [9][10] - It is trading at less than 7 times earnings, which is considered exceptionally low for a business involved in both AI and energy sectors [10] Future Outlook - The ongoing AI revolution is expected to disrupt traditional industries, and companies that adapt to this change are likely to thrive [11][12] - The influx of talent into the AI sector is anticipated to drive continuous innovation and advancements, reinforcing the argument for investing in AI-related opportunities [12][13]
Bank Of America CEO Warns $6 Trillion Could Flee To Stablecoins—Here's Why Banks Are Terrified - Bank of America (NYSE:BAC)
Benzinga· 2026-01-16 17:36
Bank of America (NYSE:BAC) CEO Brian Moynihan has warned that allowing interest-bearing stablecoins could pull up to $6 trillion in deposits out of banks.Why Banks Are Fighting Stablecoin YieldsMoynihan said on the bank’s earnings call on Wednesday that stablecoins structured like money market funds would pull deposits out of the banking system, forcing banks to rely on expensive wholesale funding instead of cheap customer deposits.The issue is simple: if stablecoins offer 4% yield while banks pay 0.1% on s ...
ASML hits record high on AI boost — and analysts see plenty of room to run
CNBC· 2026-01-16 16:06
A logo on the exterior of the ASML Holding NV headquarters in Veldhoven, Netherlands, on Wednesday, Jan. 24, 2024.Dutch semiconductor equipment company ASML has held gains to hit record highs, following Taiwanese chipmaker TSMC's strong earnings report on Thursday. ASML — Europe's most valuable company and the world's only supplier of the complex photolithography machines needed to manufacture the most advanced artificial intelligence chips — has seen shares rise around 7% since TSMC's earnings were release ...
一周热榜精选:特朗普暂缓对伊动武,金银比跌至危险区间
Jin Shi Shu Ju· 2026-01-16 14:19
Market Overview - The market this week was driven by two main themes: the investigation rumors surrounding Federal Reserve Chairman Jerome Powell and the fluctuating geopolitical situation regarding Iran, impacting gold, silver, and oil prices [2][3] - The US dollar index faced initial pressure due to political uncertainty but later strengthened, supported by better-than-expected economic data and reduced rate cut expectations, aiming for a third consecutive week of gains [2] - Gold prices reached a historical high of $4642.85 per ounce before settling at $4583 per ounce, while silver peaked at nearly $93.70 per ounce, marking a nearly 30% increase this year [3] Federal Reserve Insights - Concerns over the independence of the Federal Reserve have led to speculation that it may adopt a more hawkish stance, as indicated by various financial institutions [5] - Multiple Federal Reserve officials emphasized the need to maintain independence and base decisions on data rather than political pressure, with some suggesting that current economic data does not support immediate rate cuts [12][13] Geopolitical Developments - The geopolitical situation in Iran has seen a temporary easing, with the US indicating a reduced likelihood of large-scale military action, although military readiness remains [14][15] - Diplomatic efforts from Middle Eastern countries have contributed to the de-escalation of tensions, with the US maintaining a stance of observing Iran's actions closely [15] Investment Strategies - The introduction of dynamic margin requirements for precious metals by CME is expected to increase market volatility, particularly affecting high-leverage traders [16] - The National Grid of China plans to invest 4 trillion yuan in the construction of a new power system during the 14th Five-Year Plan, marking a 40% increase from the previous plan [21] Corporate Earnings - Major banks such as Goldman Sachs and Morgan Stanley reported strong quarterly earnings, driven by a rebound in investment banking activities and robust trading revenues [27] - TSMC reported a record net profit of NT$505.7 billion (approximately $16 billion) for Q4 2025, with a 35% year-on-year increase, attributed to strong demand for AI-related chips [24]
一周热榜精选:特朗普暂缓对伊动武,鲍威尔获美欧央行集体护驾
Jin Shi Shu Ju· 2026-01-16 13:33
Market Overview - The market this week was influenced by two main themes: the investigation rumors surrounding Federal Reserve Chairman Jerome Powell and concerns over the "independence of the Federal Reserve," impacting the dollar and interest rate expectations; and fluctuating geopolitical news related to Iran, leading to volatility in gold and oil prices [1] - The dollar index faced pressure early in the week due to political uncertainty but later strengthened supported by better-than-expected U.S. economic data and reduced expectations for recent rate cuts, aiming for a third consecutive week of gains [1] - Gold prices initially surged to a historical high of $4642.85 per ounce due to geopolitical tensions and uncertainty regarding Federal Reserve policies, but later entered a consolidation phase, closing at $4583 per ounce [1] - Silver saw a significant increase, peaking at nearly $93.70 per ounce, with a year-to-date rise of nearly 30%, although it experienced extreme volatility [1] Non-U.S. Currencies - The "high market trading" led to the Japanese yen falling below the 159 mark against the dollar, reaching its weakest level since July 2024; the euro and pound showed slight weakness while the Australian dollar remained relatively stable [2] - Oil prices were primarily driven by news related to Iran, initially rising due to concerns over internal unrest but later retracing gains as U.S. political statements eased tensions [2] Investment Bank Insights - Lloyds Bank suggested that the Federal Reserve might become a scapegoat for the weak U.S. job market; UBS indicated that concerns over the Fed's independence could lead to a more hawkish stance [5] - Goldman Sachs noted that the Fed would continue to make decisions based on data, unaffected by investigation pressures; Morgan Stanley stated that inflation remains above target, insufficient to support a rate cut in January [5] Major Events - Trump criticized Powell again, claiming he is either incompetent or corrupt, amidst a backdrop of a criminal investigation into Powell, which has drawn support for him from global central bank leaders [6] - The Senate Majority Leader questioned the investigation's legitimacy, emphasizing the importance of the Fed's independence [7] - The December CPI data indicated a strong signal of cooling inflation, leading to increased market bets on early rate cuts, although Fed officials warned against premature easing [8] Corporate Developments - TSMC reported a record net profit of NT$505.7 billion (approximately $16 billion) for Q4 2025, a 35% year-on-year increase, driven by strong demand for AI-related chips [24] - Apple and Google reached a potential $5 billion AI partnership, opting for Google's Gemini model over OpenAI, impacting the competitive landscape in AI technology [26] - Tesla announced a shift from a one-time purchase model for its Full Self-Driving (FSD) feature to a subscription model, aiming to create a more stable revenue stream and lower entry barriers for consumers [28]
Bank Stocks Get Punished After Earnings—Is Valuation the Real Problem?
Investing· 2026-01-16 12:11
Market Analysis by covering: Bank of America Corp, JPMorgan Chase & Co, Wells Fargo & Company. Read 's Market Analysis on Investing.com ...