For all the talk of artificial intelligence being in a bubble, Bank of America’s derivatives strategists say there’s one ...

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.

Bank of America explains how a market bubble could soon form — and lays out the perfect trade to combat it. Samuel O'Brient . Fri, Jun 27, 2025, 8:46 PM 2 min read. Spencer Platt/Getty Images.

Bank of America analysts argue that leading AI names like Nvidia (NASDAQ:NVDA), Super Micro Computer (NASDAQ:SMCI) and Alphabet (NASDAQ:GOOGL) are not exhibiting classic bubble behavior, despite ...

Bank of America In the note, Hartnett said he expected sentiment to keep rising over the next month or two and that "peak positioning" would be in February or March. "We'll know if it's a bubble ...

Mixed options sentiment in Bank of America (BAC), with shares up 57c, or 1.21%, near $48.05. Options volume relatively light with 74k contracts ...

Bank of America said on Friday that a policy trifecta of lower taxes, lower tariffs, and lower interest rates could fuel a new speculative bubble in markets. The prediction comes as Donald Trump's ...

Public companies are posting unusually strong quarterly figures, but the market's reaction has been far from consistent. Roughly 37% of S&P 500 firms have reported third-quarter earnings so far ...

Bank of America is one of the world's largest financial institutions, serving individual consumers, small- and middle-market businesses, institutional investors, large corporations and governments ...

Bank of America says the ongoing "anything but bonds" bull market has led to a very top-heavy stock market. The firm is watching real 10-year yields and credit spreads for signals of when that AI ...

Our call of the day from Bank of America narrows down where investors see the most risk these days. Fingers are pointing at the world's most popular cryptocurrency.

A Bank of America analyst sees the risk of a speculative stock market bubble increasing as expectations that the Federal Reserve will cut interest rates continue to rise. In a note on Friday, BofA's ...