Wall Street Breakfast Podcast: BofA Says Investors Should Think BIG

Investment Themes - Bank of America (BofA) identifies a new investment theme for the 2020s, termed B.I.G., which includes Bonds, International stocks, and Gold [2][3] - Previous major themes included ABB (Anything but Bonds), ABC (Anywhere but China), and ABD (Anything but the Dollar) [3] Tesla Production Plans - Tesla plans to increase production at its German factory despite a significant drop in sales in Germany, with July sales falling by over 50% year-on-year and deliveries down nearly 58% in the first seven months of 2025 [5][6] - The plant's chief indicated that the factory is experiencing positive sales trends in over 30 international markets, prompting an upward revision of production goals for the third and fourth quarters [5][7] Cybersecurity Incident - A North Korean hacking group reportedly utilized AI, specifically ChatGPT, to create a deepfake military ID targeting South Korea, which was then used in a malware attack [8][9] - This incident highlights the potential misuse of AI tools in cyber operations, as previous instances have shown North Korean hackers using various AI technologies for identity creation and infiltration [11]