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 is the second largest U.S. bank and the fifth largest financial company by market capitalization.

The new buyback program, which will take effect on August 1, will replace the current authorization, which had about $9.1 ...

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 ...

U.S. equity inflows from international investors have dropped below $2 billion, down sharply from $34 billion in January. The ...

While the market is partying like it's 1999, investors would be smart to remember what came next: the 2000 dotcom bubble, ...

At one point, Apple stock accounted for more than half the value of Berkshire's equity portfolio. Buffett first purchased ...

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 ...

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 ...