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☆ Disney Q2 results on deck: Here's what to expect
▼ + stars: | 2024-05-06 | 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 EmailDisney Q2 results on deck: Here's what to expectJessica Reif Ehrlich, BofA Securities senior U.S. media and entertainment analyst, joins 'Squawk Box' to preview Disney's quarterly earnings results, the company's outlook, streaming landscape at large, Paramount's merger plans, and more.

Persons: Jessica Reif Ehrlich Organizations: BofA Securities

☆ iPhone trends in China are 'much, much better' than what people feared, says BofA’s Wamsi Mohan
▼ + stars: | 2024-05-03 | 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 trends in China are 'much, much better' than what people feared, says BofA’s Wamsi MohanWamsi Mohan, BofA Securities senior IT hardware analyst, joins 'Squawk Box' to break down Apple's quarterly earnings results, falling iPhone sales, China market, and more.

Persons: BofA’s Wamsi Mohan Wamsi Mohan Organizations: BofA Securities Locations: China

☆ The consumer overall is still healthy, says BofA's Ohsung Kwon
▼ + stars: | 2024-04-29 | 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 EmailThe consumer overall is still healthy, says BofA's Ohsung KwonOhsung Kwon, BofA Securities Equity & Quant strategist, joins 'Closing Bell Overtime' to talk what to expect from the FOMC tomorrow, the case for dividend stocks and how the sector benefit from high rate environments.

Persons: BofA's Ohsung Kwon Ohsung Kwon Organizations: BofA Securities Equity

☆ Fast food prices have been 'justified' in terms of underlying cost inflation: BofA's Sara Senatore
▼ + stars: | 2024-04-29 | 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 EmailFast food prices have been 'justified' in terms of underlying cost inflation: BofA's Sara SenatoreSara Senatore, BofA Securities senior analyst, joins 'Squawk Box' to discuss the rapid fast food inflation, whether rising prices will begin to hurt sales, and more.

Persons: Sara Senatore Sara Senatore Organizations: BofA Securities

☆ BofA's Savita Subramanian: More to the S&P 500 than just semiconductors and megacap tech companies
▼ + stars: | 2024-04-26 | 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: More to the S&P 500 than just semiconductors and megacap tech companiesSavita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's interest rate outlook, and more.

Persons: Subramanian Organizations: BofA Securities

☆ BofA's Jill Carey Hall: We continue to favor small caps for the long-term
▼ + stars: | 2024-04-26 | 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 Jill Carey Hall: We continue to favor small caps for the long-termJill Carey Hall, BofA Securities, and Brooke May, Evans May Wealth, join 'Closing Bell Overtime' to talk the day's market action.

Persons: Jill Carey, Jill Carey Hall, Brooke May, Evans Organizations: BofA Securities, Wealth

☆ Japanese yen hits fresh 34-year low despite verbal intervention from authorities
▼ + stars: | 2024-04-25 | by ( Shreyashi Sanyal | ) www.cnbc.com time to read: +2 min

In this article JPY= Follow your favorite stocks CREATE FREE ACCOUNTThe Japan flag is juxtaposed against a Japanese yen bank note. Javier Ghersi | Moment | Getty ImagesThe yen slipped past 155 against the U.S. dollar on Thursday, touching a new 34-year low against continued strength in the greenback. The weakness comes as the Bank of Japan is due to release its monetary policy decision Friday and in spite of verbal warnings from Japanese authorities. Some market watchers had speculated that the 155 level would prompt intervention after the currency languished at multi-decade lows for a month. The yen has weakened 4.2% since the BOJ's March meeting, worrying Japanese authorities and investors.

Persons: Javier Ghersi, Shusuke Yamada, Jerome Powell, Appio Organizations: U.S, Bank of Japan, BofA Securities, Federal, First Eagle Investments, CNBC, Korean Locations: Japan, South Korea

☆ 'Volatility is par for the course' for semiconductor stocks in Q2, says BofA's Vivek Arya
▼ + stars: | 2024-04-22 | 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 Email'Volatility is par for the course' for semiconductor stocks in Q2, says BofA's Vivek AryaVivek Arya, senior semiconductor analyst at BofA Securities, joins 'The Exchange' to discuss this week's semiconductor sell-off, quarterly trends for the semi stocks, and more.

Persons: BofA's Vivek Arya Vivek Arya Organizations: BofA Securities

☆ Netflix's subscriber reporting change doesn't change their growth trajectory: Jessica Reif Ehrlich
▼ + stars: | 2024-04-19 | 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 EmailNetflix's subscriber reporting change doesn't change their growth trajectory: Jessica Reif EhrlichJessica Reif Ehrlich, BofA Securities senior U.S. media and entertainment analyst, joins 'Squawk Box' to break down Netflix's quarterly earnings results, why the company will stop reporting subscriber numbers in 2025, the streaming landscape at large, impact of the company's crackdown on password sharing, and more.

Persons: Jessica Reif Ehrlich Jessica Reif Ehrlich Organizations: BofA Securities

☆ Bank of America upgrades Nike, here's why
▼ + stars: | 2024-04-11 | 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 EmailBank of America upgrades Nike, here's whyLorraine Hutchinson, retail analyst at BofA Securities, joins 'Money Movers' to discuss why Nike's earnings estimates look achievable, how Nike lost the innovation edge, and more.

Persons: Lorraine Hutchinson Organizations: Email Bank of America, Nike, BofA Securities

☆ Disney wins proxy battle: Here's what's next for the company and CEO Bob Iger
▼ + stars: | 2024-04-04 | 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 EmailDisney wins proxy battle: Here's what's next for the company and CEO Bob IgerJessica Reif Ehrlich, BofA Securities senior U.S. media and entertainment analyst, joins 'Squawk Box' to discuss Disney's proxy fight win over activist investor Nelson Peltz, what's next for the company and CEO Bob Iger, the future of streaming, and more.

Persons: Here's, Bob Iger Jessica Reif Ehrlich, Nelson Peltz, what's, Bob Iger Organizations: Disney, BofA Securities

☆ The battle over Disney’s future is about to be decided in a high stakes board vote
▼ + stars: | 2024-04-02 | by ( Hadas Gold | Samantha Delouya | ) edition.cnn.com time to read: +8 min

Two competing slates of board seats are now up for a vote against Disney’s. Peltz has criticized Disney’s recent theatrical flops and said the company should reach “Netflix-like margins” with its Disney+ streaming service, among other issues. If Peltz is successful, he and Rasulo could gain up to two seats on the board, displacing Disney’s picks. More than 35% of Disney’s shares are held by these individuals, who could seriously sway the vote. The influential advisory firms Institutional Shareholder Service and Egan-Jones have also thrown their support behind Peltz for at least one seat on the board.

Persons: Nelson Peltz, Jay Rasulo, Peltz, Ike Perlmutter, Bob Iger, ” Barton Crockett, Disney, ” Trian, Rasulo, Iger, Bob Chapek, Peltz —, —, It’s, ” Peltz, Perlmutter, ”, “ They’ve, ’ ” Crockett, Anna, Elsa, Ludwig Von Drake, “ Disney, George Lucas, Jamie Dimon, Michael Eisner, Laurene Powell Jobs, Abigail E, they’ve, ” Jessica Reif Ehrlich, “ Nelson Peltz, Neuberger Berman, Egan, Jones, ” Crocket, CNN’s Liam Reilly, Krystal Hur Organizations: CNN, Disney, Magic Kingdom, Disney’s, Trian Fund Management, Blackwells, Marvel, Netflix, Rosenblatt Securities, ESPN, ABC, Google, JPMorgan Chase, BofA Securities, California, Service Locations: Trian

☆ Energy stocks rise after crude oil prices touch five-month highs
▼ + stars: | 2024-04-02 | 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 EmailEnergy stocks rise after crude oil prices touch five-month highsFrancisco Blanch, BofA Securities head of global commodity and derivatives research, joins 'The Exchange' to discuss what's driving energy prices, geopolitical impacts on energy supply and demand, and more.

Persons: Francisco Blanch Organizations: Energy, BofA Securities

☆ Walgreens' biggest healthcare bet is floundering as it shutters 160 primary-care clinics
▼ + stars: | 2024-03-28 | by ( ) www.businessinsider.com time to read: +4 min

It's exiting 160 VillageMD primary-care clinics, up from the previously planned 60. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Walgreens' healthcare business reported an operating loss of $1.7 billion in 2023, and VillageMD makes up the bulk of that business. The move to close so many clinics has some analysts questioning whether Walgreens plans to ditch its healthcare bets altogether. A Walgreens spokesperson said VillageMD has exited or plans to exit Florida, Indiana, Chicago, Massachusetts, Rhode Island, and Nevada.

Persons: VillageMD, —, Tim Wentworth, Roz Brewer, Mary Langowski, John Driscoll, they've, Jack Slevin, Jefferies, Allen Lutz, Slevin, Cigna Organizations: Walgreens, Service, Express, Health, Summit Health, WBA, BofA Securities, Shields Health Solutions, Healthcare Locations: VillageMD, Chicago, Florida , Indiana, Chicago , Massachusetts, Rhode Island, Nevada

☆ BofA Securities discusses Taiwan's chip sector
▼ + stars: | 2024-03-18 | 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 discusses Taiwan's chip sectorSimon Woo, Asia-Pacific technology research coordinator at BofA Securities, says "as along as the demand remains high, strong, the chipmakers can relax."

Persons: Simon Woo Organizations: BofA Securities Locations: Asia, Pacific

☆ Oil, copper and gold prices on the rise: BofA Securities' Francisco Blanch on commodity price trends
▼ + stars: | 2024-03-18 | 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 EmailOil, copper and gold prices on the rise: BofA Securities' Francisco Blanch on commodity price trendsFrancisco Blanch, BofA Securities head of global commodity and derivatives research, joins 'Squawk Box' to discuss the oil, copper and gold markets, why prices are reaching their highest levels in months, impact of interest rates, and more.

Persons: Francisco, Francisco Blanch Organizations: Email, BofA Securities

☆ Bank of America raises S&P 500 outlook to tie highest 2024 forecast on Wall Street
▼ + stars: | 2024-03-04 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Bank of America is now one of the biggest bulls on Wall Street. .SPX 1Y mountain S & P 500 Bank of America hiked its forecast after companies showed that profit margins have held up despite big swings in interest rates and inflation. The S & P 500 has rallied about 8% this year and scored consecutive record highs. Subramanian noted that the advance in the S & P 500 has been "stubbornly narrow," with four stocks driving 45% of the February gains. "We expect leadership to broaden as the gap between earnings growth of the Magnificent 7 and the rest of the S & P 500 begin to narrow," she said.

Persons: Savita Subramanian, Subramanian Organizations: of America, BofA Securities, UBS, CNBC Pro Market, Survey, Bank of America

☆ The idea that the market is too expensive should be debunked, says BofA's Savita Subramanian
▼ + stars: | 2024-02-28 | 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 EmailThe idea that the market is too expensive should be debunked, 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, why she believes the big surprises this year could be better growth numbers and cyclicals taking a leadership position, state of the economy, and more.

Persons: BofA's Savita Subramanian Savita Subramanian Organizations: BofA Securities

☆ Slowing oil demand will keep barrel prices between $60-80 into 2029, says BofA's Francisco Blanch
▼ + stars: | 2024-02-26 | 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 EmailSlowing oil demand will keep barrel prices between $60-80 into 2029, says BofA's Francisco BlanchFrancisco Blanch, BofA Securities head of global commodity and derivatives research, joins 'The Exchange' to discuss BofA's forecast for oil prices, the impacts these prices would have on oil-producing countries, and more.

Persons: BofA's Francisco Blanch Francisco Blanch Organizations: BofA Securities

☆ Chinese consumer downgrade trend continuing despite strong lunar new year data, says analyst
▼ + stars: | 2024-02-19 | 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 EmailChinese consumer downgrade trend continuing despite strong lunar new year data, says analystWinnie Wu, China equity strategist at BofA Securities, weighs in on which parts of the Chinese economy are seeing a pick up after the lunar new year.

Persons: Winnie Wu Organizations: BofA Securities Locations: China

☆ BofA economist discusses what can be expected from Singapore's 2024 budget
▼ + stars: | 2024-02-16 | 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 economist discusses what can be expected from Singapore's 2024 budgetKai Wei Ang, Asia and ASEAN economist at BofA Securities, says more measures targeting the higher-income group might be introduced to "broaden the tax base."

Persons: Kai Wei Ang Organizations: BofA Securities Locations: Asia, ASEAN

☆ Elevated risks for U.S. banks: Here's what you need to know
▼ + stars: | 2024-02-14 | 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 EmailElevated risks for U.S. banks: Here's what you need to knowEbrahim Poonawala, head of North American banks research at BofA Securities, joins 'Power Lunch' to discuss the risks to U.S. banks and headwinds the sector faces.

Persons: Ebrahim Poonawala Organizations: BofA Securities

☆ Jobs data show little sign of impending slodown in activity: BofA's Michael Gapen
▼ + stars: | 2024-02-02 | 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 EmailJobs data show little sign of impending slodown in activity: BofA's Michael GapenMichael Gapen, head of U.S. economics at BofA Securities, and CNBC's Steve Liesman join 'The Exchange' to discuss January labor statistics, the timeline for Fed rate cuts, and more.

Persons: Michael Gapen Michael Gapen, Steve Liesman Organizations: BofA Securities

☆ There are a lot of income opportunities sitting in the S&P 500, says BofA's Savita Subramanian
▼ + stars: | 2024-01-31 | 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 EmailThere are a lot of income opportunities sitting in the S&P 500, 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, the Fed's rate path outlook, state of the economy, and more.

Persons: BofA's Savita Subramanian Savita Subramanian Organizations: BofA Securities

☆ Buy or avoid China? The pros share their take — and stock picks
▼ + stars: | 2024-01-26 | by ( Weizhen Tan | ) www.cnbc.com time to read: +6 min

But this week, China embarked on monetary easing as it pledged to reduce the amount of liquidity that its banks are required to hold as reserves. Earlier this week, Bloomberg News, citing sources, reported that China is considering a $278 billion package to rescue its stock markets. Andrew Lapping, chief investment officer at Ranmore Fund Management , says the sharp decline in China markets is an "opportunity." "So the stock market is certainly putting much higher equity risk premium ... there are also concerns about policy direction, policy clarity ... Renewable energy: China Longyuan Power Group, China Resources Power.

Persons: Brendan Ahern, CNBC's, Andrew, Winnie Wu, Guy Spier, CNBC's Tanvir Gill, —, Wu, what's, Ahern, Amundi, It's, Morgan Stanley, Michael Bloom, Evelyn Cheng Organizations: Bloomberg, Investors, Ranmore Fund Management, BofA Securities, CCP, JPMorgan, EV, UBS, Baidu, China Communications, China Construction Bank, Ping An Insurance, China Longyuan Power Group, China Resources Power Locations: China, United States, Industrials

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