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25 mentions found


☆ iPhone 16 delivery lead time is 'one indicator, not the only indicator', says BofA's Wamsi Mohan
  + stars: | 2024-09-16 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailiPhone 16 delivery lead time is 'one indicator, not the only indicator', says BofA's Wamsi MohanWamsi Mohan, BofA Securities senior IT hardware analyst, joins 'Closing Bell Overtime' to talk reports of a pre-order slowdown with Apple's new iPhone 16.
Persons: BofA's Wamsi Mohan Wamsi Mohan Organizations: BofA Securities
☆ Here's why Bank of America upgraded Johnson Controls to 'buy'
  + stars: | 2024-09-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Bank of America upgraded Johnson Controls to 'buy'Andrew Obin, lead multi-industrial analyst at BofA Securities, joins 'The Exchange' to discuss why he is bullish on Johnson Controls, his firm's top pick for AI buildout, and more.
Persons: Andrew Obin Organizations: Bank of America, Johnson, BofA Securities, Johnson Controls
☆ S&P 500 may struggle in the next two months, according to history of past volatility spikes
  + stars: | 2024-08-12 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Bank of America found that the S & P 500 typically is lower two months after the Cboe Volatility Index (VIX) spikes above 45. In the eight weeks after such a volatility surge, the S & P 500 is higher only 40% of the time and loses 0.72% on a median basis, BofA data shows. Typically, the broad market index gains 66% of the time and advances 1.95% on a median basis. Roughly three months after a Vix spike, the broad market index is higher 80% of the time, gaining 5.17% on a median basis, per BofA. One year later, the S & P 500 is up 80% of the time, rallying 18.18% on a median basis.
Persons: Stephen Suttmeier, it's Organizations: Bank of America Securities . Bank of America, BofA Securities
☆ Amazon to report quarterly earnings after the close
  + stars: | 2024-08-01 | by ( Annie Palmer | In Annierpalmer | ) www.cnbc.com   time to read: +3 min
Amazon is set to report second-quarter earnings after the bell on Thursday. Amazon is rounding out what's been a mixed earnings season for leading tech companies. Microsoft 's beat on the top and bottom lines was overshadowed by lower-than-expected Azure cloud revenue. Amazon, which leads the cloud infrastructure market, is expected to report growth of 17.6%, according to StreetAccount. During the quarter, Amazon secured a highly sought after position as the third rights partner in the NBA's new 11-year TV deal.
Persons: LSEG, what's, Andy Jassy, Amazon Organizations: Web, Google, YouTube, Microsoft, Meta, BofA Securities, AWS, Amazon, Revenue, Loop Capital, Nasdaq
☆ See strong signs for cyclicals in the second half, says BofA's Savita Subramanian
  + stars: | 2024-08-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSee strong signs for cyclicals in the second half, says BofA's Savita SubramanianSavita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, what to make of earnings season so far, impact of AI, where investors can find opportunities, and more.
Persons: BofA's Savita Subramanian Savita Subramanian Organizations: BofA Securities
☆ S&P 500 faces greater downside risk ahead, Bank of America says
  + stars: | 2024-07-29 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
The odds of a pullback in the S & P 500 are higher now, according to Bank of America. "We are thus overdue for a pullback," wrote Subramanian, adding there is "elevated downside risk in coming months. In fact, the strategist expects the S & P 500 will end the year at 5,400. Just 50% have been triggered [today] vs. an average of 70% ahead of prior S & P 500 peaks." From 1936 to 2010, dividends contributed around 40% to S & P 500 total returns, but have only accounted for 15% since 2010.
Persons: Savita Subramanian, Subramanian Organizations: Bank of America, Nasdaq, Dow Jones, BofA Securities
☆ Investors in China now favor major banks: BofA
  + stars: | 2024-07-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors in China now favor major banks: BofAWinnie Wu, chief China equity strategist at BofA Securities, says China's major banks' earnings are "probably more predictable."
Persons: Winnie Wu Organizations: Investors, BofA Securities Locations: China
☆ BofA's Savita Subramanian on why we are heading into a 'tricky' part of the year
  + stars: | 2024-07-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBofA's Savita Subramanian on why we are heading into a 'tricky' part of the yearSavita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk on the Street' to discuss what has changed in the strategist's thoughts on the S&P 500, estimates for AI capital expenditures, and much more.
Persons: Subramanian Organizations: BofA Securities
☆ BofA Securities' Savita Subramanian says there’s opportunity in this corner of the market that isn’t getting attention
  + stars: | 2024-07-23 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Bank of America's Savita Subramanian said investors are neglecting this one corner of the market with upside potential: "old school capex." Subramanian anticipates stocks can still go higher from here, on balance. Instead of big-cap tech, the strategist favors what she calls "old school capex," stocks that have yet to price in any gains from artificial intelligence, as well as from the nearshoring trend. "Our view is that there is probably more upside elsewhere in the market, which is why we like old school capex, and we don't think that's getting a lot of attention," Subramanian said. So, that's where we really see the strength in the market," Subramanian added.
Persons: America's Savita Subramanian, Subramanian, we've, CNBC's Organizations: America's
☆ BofA Securities’ Jessica Reif Ehrlich breaks down Netflix's Q2 results
  + stars: | 2024-07-19 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBofA Securities’ Jessica Reif Ehrlich breaks down Netflix's Q2 resultsJessica Reif Ehrlich, BofA Securities senior U.S. media and entertainment analyst, joins 'Squawk Box' to break down Netflix's quarterly earnings results, state of the streaming wars, and more.
Persons: Jessica Reif Ehrlich Organizations: BofA, BofA Securities
☆ Japanese manufacturer sentiment stronger than we expected: BofA Securities
  + stars: | 2024-07-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJapanese manufacturer sentiment stronger than we expected: BofA SecuritiesIzumi Devalier, head of Japan economics at BofA Securities, discusses the Bank of Japan's latest Tankan survey and the outlook for its monetary policy.
Persons: BofA Securities Izumi Devalier Organizations: BofA Securities, Bank of Japan's Locations: Japan
☆ BofA Securities explains why Yen might weaken to 163 against the dollar by September
  + stars: | 2024-06-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBofA Securities explains why Yen might weaken to 163 against the dollar by SeptemberClaudio Piron of BofA Securities says it will take "more" than a nice PCE report to get dollar-yen "off the hook".
Persons: Claudio Piron Organizations: BofA Securities
☆ The market is in the midst of a summer rally, says Bank of America's Stephen Suttmeier
  + stars: | 2024-06-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is in the midst of a summer rally, says Bank of America's Stephen SuttmeierStephen Suttmeier, BofA Securities chief equity technical strategist, joins 'Squawk Box' to discuss the latest market trends, what he's watching in the charts, and more.
Persons: America's Stephen Suttmeier Stephen Suttmeier Organizations: America's, BofA Securities
☆ Southeast Asia is a top choice for firms diversifying supply chains amid U.S.-China tensions
  + stars: | 2024-06-24 | by ( Sheila Chiang | In Sheilachiang | ) www.cnbc.com   time to read: +5 min
Skyline, Ho Chi Minh City, Vietnam John Harper | Photodisc | Getty ImagesSoutheast Asia has emerged as a top choice for firms looking to diversify production away from China, including Chinese companies, amid escalating tensions between Washington and Beijing. "Southeast Asia is well-placed to benefit significantly from the China+1 phenomenon as both foreign and Chinese companies diversify their supply chains and operations," said Kuo-Yi Lim, co-founder and managing partner of Southeast Asian venture capital firm Monk's Hill Ventures. "The ASEAN-6 region has benefited from a diversification of global and regional supply chain as well as the adoption of 'China+1' strategies. MalaysiaMalaysia has seen semiconductor firms including Intel, GlobalFoundries and Infineon setting up or expanding operations in the country over the last few years amid U.S.-China tensions. Chinese electric vehicle maker BYD plans to start commercial production of EVs in Indonesia in 2026, according to local reports.
Persons: Vietnam John Harper, Kuo, Yi Lim, Lim, Yinglan Tan, Kai Wei Ang, CNBC's, It's, Ang, Anders C, Johansson, –, Sokon – Organizations: Photodisc, Getty, Monk's Hill Ventures, ASEAN, Hong Kong SAR, Apple, Ventures Partners, Samsung, BofA Securities, Intel, GlobalFoundries, Infineon, U.S, Monk's Hill Ventures . Industry, Malaysia that's, Stockholm China Economic Research, Stockholm School of Economics, Chery, Singapore Locations: Chi Minh City, Vietnam, Asia, China, Washington, Beijing, Monk's, Indonesia, Malaysia, Philippines, Thailand, Singapore, U.S, Japan, European Union, China & Hong Kong, Hong Kong, Vietnam Vietnam, ASEAN, Malaysia Malaysia, Stockholm China, EVs
☆ India's Nifty 50 could pass 24,000 level by year-end, says BofA Securities
  + stars: | 2024-06-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIndia's Nifty 50 could pass 24,000 level by year-end, says BofA SecuritiesAmish Shah of the bank discusses the upside risks to that target, including the policy direction of the new government.
Organizations: Securities
☆ Top BofA auto analyst says Detroit automakers need to exit China as soon as possible
  + stars: | 2024-06-18 | by ( Michael Wayland | ) www.cnbc.com   time to read: +2 min
DETROIT – The traditional Detroit automakers – General Motors , Ford Motor and Stellantis – should exit the Chinese market "as soon as they possibly can," Bank of America's top automotive analyst said Tuesday. Murphy, who has previously asked General Motors about exiting the market, said the "D3" automakers need to focus on their core products and more profitable regions. It's a prospect that would have been unthinkable for the automakers, specifically GM, just a few years ago, but the rise of local Chinese automakers such as BYD and Geely has put growing pressure on the companies. While the Detroit automakers need to rethink the way their doing business in China, Murphy said it's slightly different for U.S. electric vehicle leader Tesla . Murphy said Tesla, like Chinese companies, has a roughly $17,000 cost advantage in EV components compared to the traditional Detroit automakers to assist it in the Chinese market, allowing it to have "more room to run."
Persons: John Murphy, Murphy, Geely, Joe Biden, it's, Tesla Organizations: Automobile Works, FAW, Haima, Co, Detroit, –, Motors, Ford Motor, Bank, BofA Securities, Automotive Press, GM, Ford Locations: China, Haikou, Hainan Province, DETROIT, Detroit
☆ Vietnam is a 'bright spot' in Southeast Asia, BofA economist says
  + stars: | 2024-06-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVietnam is a 'bright spot' in Southeast Asia, BofA economist saysKai Wei Ang, ASEAN economist at BofA Securities, discusses what makes Vietnam an attractive investment destination.
Persons: Kai Wei Ang Organizations: Vietnam, BofA Securities Locations: Southeast Asia, ASEAN, Vietnam
☆ Here's what's next for Paramount after Skydance deal is stopped in its tracks
  + stars: | 2024-06-12 | by ( Lillian Rizzo Alex Sherman | Lillian Rizzo | Alex Sherman | ) www.cnbc.com   time to read: +4 min
Mario Anzuoni | ReutersNational Amusements stopped merger discussions between Paramount Global and Skydance this week — throwing into question what's next for the legacy media giant during a tumultuous period for the industry. Bob Bakish stepped down from the top post in April and was replaced by the so-called Office of the CEO: CBS CEO George Cheeks, Paramount Media Networks CEO Chris McCarthy and Paramount Pictures CEO Brian Robbins. The deal had been awaiting signoff from Redstone, who owns National Amusements, the controlling shareholder of 77% of class A Paramount shares. National Amusements also voiced its support for Paramount's current leadership. In recent days, other potential bidders for National Amusements emerged, according to reports.
Persons: Mario Anzuoni, what's, Bob Bakish, George Cheeks, Chris McCarthy, Brian Robbins, Jessica Reif, Ehrlich, Paramount's, Skydance, Redstone Organizations: Paramount Studios, Reuters National Amusements, Paramount Global, Paramount, CBS, Paramount Media Networks, Paramount Pictures, BofA Securities, CNBC, Amusements, RedBird Capital, KKR, Redstone, National Amusements, Apollo Global Management, Sony Locations: Los Angeles, Redstone
☆ Nvidia: Here's why BofA Securities maintains a bullish stance on the stock
  + stars: | 2024-06-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia: Here's why BofA Securities maintains a bullish stance on the stockVivek Arya, Bank of America Securities senior semiconductors analyst, joins 'Squawk on the Street' to discuss if investors should buy Nvidia's stock at today's levels, how much Nvidia will support the software industry, and more.
Persons: Vivek Arya Organizations: Nvidia, BofA Securities, Bank of America Securities
☆ We are entering an era where current smartphones without AI will look dumb, says BofA's Wamsi Mohan
  + stars: | 2024-05-29 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are entering an era where current smartphones without AI will look dumb, says BofA's Wamsi MohanWamsi Mohan, BofA Securities senior equity research analyst, joins 'Squawk on the Street' to discuss what to expect from Apple's next launch event, how the new technology will differ from what's currently available, and if Apple will charge more for its AI services.
Persons: BofA's Wamsi Mohan Wamsi Mohan Organizations: BofA Securities, Apple
☆ OPEC+ meeting: Here's what to expect
  + stars: | 2024-05-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOPEC+ meeting: Here's what to expectFrancisco Blanch, BofA Securities head of global commodity and derivatives research, joins 'Squawk on the Street' to discuss what to expect from OPEC this weekend, if Chinese oil demand is rising, and more.
Persons: Francisco Blanch Organizations: BofA Securities
☆ Nvidia's demand is broadening and still exceeds supply, says BofA Securities' Vivek Arya
  + stars: | 2024-05-23 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's demand is broadening and still exceeds supply, says BofA Securities' Vivek AryaVivek Arya, Bank of America Securities senior semiconductor analyst, joins 'Squawk Box' to discuss Nvidia's quarterly earnings results, how long Nvidia can sustain its competitive advantage, and more.
Persons: Vivek Arya Vivek Arya Organizations: BofA, Bank of America Securities
☆ BofA's Geoff Meacham talks Eli Lilly closing at record high
  + stars: | 2024-05-21 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBofA's Geoff Meacham talks Eli Lilly closing at record highGeoff Meacham, BofA Securities managing director, joins 'Closing Bell Overtime' to talk Eli Lilly closing at a record high and what's driving it higher.
Persons: Geoff Meacham, Eli Lilly Organizations: BofA Securities
☆ BofA names 'Asia's most important stocks' — and analysts give one over 40% upside
  + stars: | 2024-05-17 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +2 min
BofA Securities has screened for 20 of Asia's "most important stocks," selected from the constituents of the MSCI Asia Pacific Index. Here are 10 stocks from the investment bank's list, which stand out for having substantial upside potential, according to FactSet's consensus price targets. This gives the stock upside potential of 42.0%. Analysts' target price on the stock is 103,211 Korean won ($76.61), or 32.0% potential upside, according to FactSet data. Their average target price is 233,378 Korean won, implying nearly 20.9% upside potential, FactSet data shows.
Persons: — CNBC's Michael Bloom Organizations: BofA Securities, MSCI, AIA Group, Hong, Samsung Electronics, SK Hynix, Korean Locations: Hong Kong, Korean
☆ BofA: Investors are becoming more constructive on the commodity complex
  + stars: | 2024-05-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBofA: Investors are becoming more constructive on the commodity complexFrancisco Blanch, Head of Global Commodity and Derivatives Research at BofA Securities, disucsses the surge in commodity prices, including copper and cocoa.
Persons: Blanch Organizations: Global Commodity, BofA Securities
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