Periods of such rosy market expectations have been seen only eight times in the 21st century 

BofA: investor optimism ahead of 2026 hits highest in nearly five years

Ferrari N.V.

Renault SA

Volkswagen AG

Bank of America has bet that some European automakers will be in a favorable position for price gains in 2026 thanks to a likely easing of regulatory rules, CNBC <a href="https://www.cnbc.com/2025/12/15/here-are-bank-of-americas-top-european-auto-picks-for-2026.html">reports</a>. The sector's relatively cheap stocks retain catch-up potential amid a possible revision of CO2 emissions regulations, according to Horst Schneider, head of sector research at BofA. The analyst predicts a traditionally strong first quarter for the sector, followed by a correction and a new upturn by the end of the year.

Ferrari and 4 other companies: BofA names the best stocks in Europe's car industry for 2026

Donald Trump's economic policies and rising inflation provide a favorable backdrop for commodity markets

BofA names raw materials as the "hot" investment of 2026

Bank of America expects only 4% growth of the index, and in a pessimistic scenario - allows a sharp decline

BofA gave the most restrained forecast for the S&amp;P 500 for 2026. What alarmed analysts

Bank of America will provide investment recommendations on four bitcoin ETFs starting in January

BofA has urged clients to think about including cryptocurrencies in portfolios. What proportion are we talking about?

Bank of America Corporation

International Business Machines Corporation

Zillow Group, Inc.

All of the companies in Goldman's sample have high employee costs and are already implementing AI to improve productivity

Goldman: banks and traditional companies will be the beneficiaries of the next phase of the AI boom

Cloudflare, Inc.

The bank considers such failures inevitable given the over-centralization of the modern Internet

BofA kept a bet on Cloudflare shares despite global disruption

Alphabet Inc.

One in two global fund managers sees an AI market bubble as the most dangerous risk

Google CEO: if the AI bubble bursts, everyone will suffer

Siemens Energy AG

Schneider Electric S.E.

Roche Holding AG

Bitcoin collapsed below $90k amid investors' flight from risks, but then recovered some of the losses

"Signal to sell": global stocks fall amid investor fatigue and cache shortages

The bank expects its net interest income to grow at an average annual rate of 5-7%, compared with 6% growth this year

Bank of America raised its earnings forecast. Why did the stock fall?

Morgan Stanley

And gold has more than halved in price since the start of 2025

BofA named the best assets to protect against the AI bubble. One of them outperformed the S&amp;P 500 by half

JPMorgan Chase & Co.

Citigroup Inc.

Wells Fargo & Company

The long-awaited inflation report showed that consumer prices rose at a lower rate than expected in September