Group 1 - Billionaire Stanley Druckenmiller is increasing his investments in Alphabet (GOOGL) by 277% to 385,000 shares and Amazon (AMZN) by 69% to 737,940 shares [1] - Druckenmiller has completely exited positions in Citigroup (C), Bank of America (BAC), and Capital One (COF), selling 989,250 shares of BAC, 514,850 shares of C, and 43,920 shares of COF [2] - Other notable stocks sold by Druckenmiller include Meta Platforms (META), Dick's Sporting Goods (DKS), and Texas Roadhouse (TXRH) [2] Group 2 - New acquisitions by Druckenmiller include Delta Air Lines (DAL), Goldman Sachs (GS), and Zillow (Z) [3] - The Duquesne Family Office's total worth is just under $4.5 billion, an increase of nearly $500 million from the previous quarter [3]

Key insight: Bank of America is putting more focus on private-credit lending as the sector's needs continue to grow.What's at stake: Banks are getting more entangled with asset managers in the $1.8 trillion private credit market at a time when the tide may be shifting for the business.Supporting data: As of the third quarter 2025, banks with more than $100 billion of assets held about 86% of the industry's loans to nonbank financial institutions, according to a Federal Deposit Insurance Corp. analysis.Wall ...

Bank of America (BofA) has pledged $25 billion of its own funds towards private-credit investments, building on its current direct-lending activities. The bank intends to source these transactions through its capital-markets unit, a division within its investment-banking arm, according to the Financial Times.BofA also promoted Anand Melvani to head of private credit for the global capital market division. Mevani will still assume his position as head of Americas, leveraged finance, the FT reported.The firm ...

HOUSTON and LONDON, Feb. 20, 2026 (GLOBE NEWSWIRE) -- LyondellBasell (NYSE: LYB ), a leader in the global chemical industry, today announced that Agustin Izquierdo, executive vice president and chief financial officer, will participate in a fireside chat at the 2026 Bank of America Global Agriculture and Materials Conference in Fort Lauderdale, Fla., on Thursday, February 26, 2026, at 9:45 a.m. EST.Webcast and Presentation Slides Access A live webcast can be accessed at the time of the event at https://inve ...

美国银行的迈克尔·哈特内特表示，美国股票相对于国际同行的受青睐程度为五年来最低。这位策略师 写道，今年迄今为止，全球股票基金每流入100美元资金，仅有26美元流向美国股票。这是自2020年以 来的最低比例，而2022年的峰值曾达到92美元。哈特内特表示，这些数据表明，所谓美国例外论或持续 优异表现的主题正在结束，流入该国资产的相对数量减少，而不是资金的直接流出。2026年标普500指 数基本持平，而剔除美国股票的MSCI世界指数则预计将上涨近8%。投资者对美国股票的兴趣有所下 降，原因包括担心大型科技公司在人工智能领域投入过多资金、特朗普政府政策导致美元走弱 ，以及 他们越来越倾向于投资那些受益于经济增长的周期性股票。 本文源自：金融界AI电报 ...

美国股市相对于全球其他主要市场的吸引力，正跌至五年多来的低点。 智通财经APP获悉，据美国银行首席投资策略师Michael Hartnett表示，今年以来，流入全球股票型基金的资金 中，每100美元仅有26美元配置至美股，这是自2020年以来的最低占比，也显著低于2022年高达92美元的峰值 水平。 Hartnett指出，这一资金流向变化表明，市场长期热议的"美国例外论"，即美国资产持续跑赢全球，正在走向尾 声。不过，与其说资金正在大规模撤离美国资产，不如说是相对配置意愿明显下降。 从市场表现来看，美国股市今年明显落后于海外市场。2026年以来，标普500指数几乎持平，而剔除美国的 MSCI世界指数同期涨幅接近8%。投资者对美股兴趣降温，主要源于多重担忧，包括大型科技公司在人工智能 领域投入过度、特朗普政府政策推动下美元走弱，以及在全球经济增长预期改善背景下，资金更偏好周期性股 票。 资金流向数据也印证了这一趋势。美国银行援引EPFR Global的数据称，今年以来，欧洲、日本及其他发达国际 市场股票基金合计吸引约1250亿美元资金流入，而美股相关基金仅录得约350亿美元。 Hartnett此前还指出，美国的 ...

24 Merrill Advisors Recognized on Financial Planning's Top 40 Brokers Under 40 List [Accessibility Statement] Skip NavigationMerrill Leads List With Most Advisors Named for Seventh Consecutive YearNEW YORK, Feb. 20, 2026 /PRNewswire/ -- Financial Planning recognized 24 Merrill Wealth Management and Merrill Private Wealth Advisors on its annual [Top 40 Brokers Under 40]. For the seventh consecutive year, Merrill has had more advisors on the list than any other firm underscoring the strength of Merrill's tale ...

① 【三大期指齐涨】截至发稿，道指期货涨0.23%、标普500指数期货涨0.32%、纳指期货涨0.40%。 ②【美国银行据悉拟以250亿美元自有资金开展私募信贷业务】 当地时间2月19日，据媒体援引知情人 士透露，美国银行承诺投入250亿美元用于私募信贷交易，美国银行将利用自有资金投资私募信贷业 务，这是该公司现有直接贷款业务的延伸。该行计划通过隶属于其投资银行业务的资本市场部门发起这 些交易。截至发稿，美国银行上涨0.25%。 ③【埃森哲：管理层若不使用AI将无缘晋升】当地时间2月19日，据媒体报道，埃森哲（Accenture）已 明确告知资深员工，必须定期使用其内部AI工具，否则将失去晋升领导岗位的资格。副董事和高级经 理已被告知，"常规采用"AI是通往更高领导层的必经之路。公司不仅将AI使用情况作为考核指标，还开 始追踪员工每周登录AI工具（如AI Refinery和SynOps）的频率。出于合规和法律原因，欧洲12个国家 的员工以及处理美国政府合同的部门暂不受此政策影响。 ④ 【英伟达接近敲定与OpenAI的300亿美元投资】当地时间2月19日，据媒体报道，英伟达接近敲定与 OpenAI的300亿美元 ...

Core Viewpoint - The Federal Reserve is proposing regulatory changes aimed at encouraging large banks to re-enter the mortgage origination and servicing business, which may reshape the competitive landscape between banks and non-bank lenders [2][3]. Group 1: Regulatory Changes - The proposed changes by the Federal Reserve focus on mortgage servicing assets (MSRs) and aim to reduce the capital burden on banks, making it more economically appealing for them to maintain servicing portfolios in-house [6][7]. - The Fed plans to eliminate the current deduction requirement for MSRs from core regulatory capital, which has made retaining these assets costly for banks [7]. - Additionally, the Fed is reassessing the 250% risk weight applied to MSRs, intending to create a more proportionate and risk-sensitive capital framework [8]. Group 2: Impact on Banks - If implemented, the regulatory changes could significantly improve returns on equity for banks like Wells Fargo, Bank of America, and JPMorgan in their mortgage businesses [11]. - Mortgage banking is expected to provide stable fee income that is less sensitive to interest rate cycles, enhancing long-term customer relationships and cross-selling opportunities [12]. - A regulatory reset could help banks diversify revenues and regain competitive positions in housing finance [12]. Group 3: Impact on Non-Bank Lenders - Non-bank lenders such as Rocket Companies Inc. and PennyMac Financial Services may face increased competition as banks re-enter the mortgage market [3][13]. - The easing of capital constraints for banks could narrow the structural advantages that non-bank lenders have enjoyed, leading to intensified competition [13][14]. - Greater bank participation in the mortgage market could compress pricing and thin margins for non-bank lenders, resulting in a more balanced and competitive mortgage market overall [14].

Market Analysis by covering: Bank of America Corp. Read 's Market Analysis on Investing.com ...