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The Latest Breaking News from BofA Securities

RBI expected to hold repo at 5.25% as uncertainty eases, will watch food and fuel pass-through: BofA Securities

The Reserve Bank of India is expected to maintain its wait-and-watch stance and keep the repo rate at 5.25 per cent in coming meetings as the US-Iran peace agreement reduces geopolitical uncertainty, while it monitors food and fuel price pass-through before acting, BofA Securities said in a note on the…

The Economic Times

India short-bond rally faces risks from cash drain, analysts Say

BofA Securities and Bandhan AMC Ltd. expect the Reserve Bank of India to step up short-term cash withdrawal operations in coming months as surplus banking liquidity is seen climbing to pandemic-era levels of about 8 trillion rupees ($85 billion). DBS Bank Ltd. expects the central bank to deploy a stronger…

The Economic Times

Consumer sector beats expectations but faces commodity crunch from Q2, warns BofA Securities

India's consumer and retail sector saw a strong first half of FY26. GST cuts and a favorable base effect boosted consumption. However, rising input costs from West Asia and monsoon uncertainty now pose risks. The second quarter of FY26 is a critical point as low-cost inventory depletes. Rural demand sentiment…

The Economic Times

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Rupee could fall to 98/USD by July amid energy crisis, BofA Securities exec says

The Indian rupee faces a potential record low of 98 against the dollar by July due to the Middle East energy shock, impacting domestic assets. Despite authorities' protective measures and calls for a rate hike, BofA Securities anticipates gradual increases later in the year. Foreign investors have significantly withdrawn funds,…

The Economic Times

AI will expand opportunities for Indian IT; luxury housing demand remains strong: BofA Securities

AI presents significant new revenue streams for Indian IT services, despite job displacement concerns. Experts believe AI will expand beyond coding into business processes, creating a larger market. While enterprise adoption is nascent, technology modernization and AI integration will drive growth. Separately, India's residential real estate, particularly luxury housing, shows…

The Economic Times

Investor repositioning drives shift in Asia quant markets, BofA Securities conference shows

HONG KONG, June 1, 2026 /PRNewswire/ -- A shift is underway in Asia's quant markets, driven by rising allocator interest, higher trading volumes and technology adoption, discussions at BofA Securities' Asia Pacific Integrated Quant Services Senior Leadership Conference on May 20, 2026, in Hong Kong highlighted. More than 110 senior…

AAP

BofA Securities Asia Forum Gathers Global Investors Amid Surge in Hedge Funds Allocations

HONG KONG, June 1, 2026 /PRNewswire/ -- BofA Securities hosted its fourth annual Asia Alternatives Forum on Thursday, May 21, 2026, in Hong Kong. The event brought together more than 20 global and Asia-based hedge fund managers and 120 institutional allocators, representing approximately $700 billion allocated to hedge funds.

AAP

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Nifty earnings growth slashed to 8.5% from 14%; no comfort in valuations still: Amish Shah

BofA Securities warns Indian equities face rich valuations and halved earnings growth outlook, projecting market gains to mirror profit expansion. Elevated valuations over emerging market peers and domestic bonds suggest limited upside, with returns likely in the 8-9% range. Steady domestic investor flows are expected to prevent sharp corrections, favoring…

The Economic Times

Google Just Unveiled TurboQuant: Should You Sell Sandisk Stock Now?

Could Google’s TurboQuant disrupt memory demand and shake Sandisk’s rally, or is this just noise? Should investors sell SNDK before momentum starts slipping?

Barchart

Higher Oil Prices Can't Keep Stocks Down: Stock Market Today

Stocks closed higher on Tuesday even as higher energy costs loom over the March Fed meeting.

Kiplinger

Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday.

Benzinga

CrowdStrike Stock Slides Despite Upbeat Q3, Falcon's Wingspan Widens

Shares of CrowdStrike Holdings Inc (NASDAQ:CRWD) tanked in early trading on Wednesday, despite the company reporting upbeat fiscal third-quarter results.

Benzinga

Ross Stores Posts Strong Q3 Beat; These Analysts Raise Price Targets On 'Broad-Based' Growth

Shares of Ross Stores Inc (NASDAQ:ROST) soared in early trading on Friday, after the company reported upbeat third-quarter earnings.

Benzinga

Target's Big Reset Gains Traction — But Analysts Say Consumer Weakness Still Clouds The Outlook

Shares of Target Corp (NYSE:TGT) remained volatile in early trading on Thursday, even after the company reported upbeat third-quarter earnings.

Benzinga

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Benzinga

Dell's AI Infrastructure Upgrade 'Project Maverick' Faces Delays Amid Scalability Concerns: Report

Dell Technologies (NYSE:DELL) has reportedly postponed the launch of its ambitious AI infrastructure upgrade project, “Project Maverick,” due to unforeseen challenges, according to a report.

Benzinga

Home Depot Faces Slower Demand — But Analysts Still Call It A Long-Term Winner

Shares of Home Depot Inc (NYSE:HD) were under pressure in early trading on Wednesday, after the company reported downbeat fiscal third-quarter sales.

Benzinga

Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets

Shares of Cisco Systems Inc (NASDAQ:CSCO) climbed in early trading on Wednesday, after it reported upbeat fiscal first-quarter results.

Fortune

BofA cites 'favorable protein economics' in the chicken restaurant segment with the race afoot to corner the $67 billion market

Analysts Sara Senatore and Isaiah Austin also highlighted "menu versatility," as chicken lends itself to both quick-service restaurants and fast casual.

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Benzinga

Datadog Posts 'Great' Q3 Beat, Analysts Praise 'Compounding Growth Ahead'

Shares of Datadog Inc (NASDAQ:DDOG) came under pressure in trading on Friday, despite an upbeat third-quarter results on Thursday.

Benzinga

Arm Posts Q3 Beat, Analyst Tips Hat To 'Multiple Accelerating Industry Themes'

Shares of Arm Holdings (NASDAQ:ARM) rose in early trading on Tuesday, after it reported upbeat fiscal second-quarter results.

Benzinga

Comcast Faces Wave Of Downgrades As Broadband Outlook Darkens

Comcast Corporation (NASDAQ:CMCSA) grapples with broadband challenges, prompting analyst downgrades and concerns over pricing and investment pressures. This comes after the company on Thursday reported upbeat third-quarter results.

Barchart

AMD Stock Just Got a New Street-High Price Target. Should You Buy AMD Stock Now?

Chipmaker AMD received a Street-high price target after its OpenAI deal.

Benzinga

Intel Returns To Profitability On Stronger AI-Driven Demand, These Analysts Raise Price Targets

Shares of Intel Corp (NASDAQ:INTC) climbed in early trading on Friday, after the company reported upbeat third-quarter results.

Benzinga

Vera Therapeutics' Lead Kidney Drug Poised For 2026 Launch In Multi-Billion-Dollar Market

BofA Securities initiated coverage on Vera Therapeutics, Inc. (NASDAQ:VERA), ahead of a key catalyst in 2026 for its lead drug, atacicept, for kidney disease.

Benzinga

Salesforce Targets $60 Billion Revenue By 2030: Why Analysts See Room For Margin Expansion

Salesforce Inc (NYSE:CRM) shares rallied in early trading on Thursday, after the company set a revenue target of $60 billion for fiscal 2030.

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