Bank of America Corporation

Bank of America, the second-largest U.S. bank by assets, <a href="https://d1io3yog0oux5.cloudfront.net/_20a53939ed1690f81d3f65396d39c271/bankofamerica/db/806/10411/earnings_release/The+Press+Release_3Q25.pdf">reported</a> on Oct. 15 a 23% rise in third-quarter profit. BofA's results were largely driven by a rebound in investment banking activity associated with the long-awaited recovery of the mergers and acquisitions (M&amp;A) market, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-10-15/bofa-bankers-top-estimates-as-dealmaking-return-boosts-profit?sref=Y0jVLcFo">notes</a>.

The second largest bank in the US reported a sharp rise in profits. What does this say about the market?

ASML Holding N.V.

Walmart Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: information vacuum, new reports and the Fed's Beige Book

NVIDIA Corporation

Broadcom Inc.

Advanced Micro Devices, Inc.

One of the main differences between the current AI deployment cycle and the dot-com bubble, according to the bank, is in the steady cash flows

BofA named four signs that there is no bubble in the AI market. What threat he saw

Taiwan Semiconductor Manufacturing Company Limited

JPMorgan Chase & Co.

This week, investors are likely to be left in the dark about a number of key US macroeconomic indicators - their publication has been postponed due to the government shutdown that has lasted for 13 days. Data - from import prices and retail sales to wages and jobless claims - are very likely to be excluded from the publication calendar, Yahoo Finance <a href="https://finance.yahoo.com/news/stocks-dip-as-government-shutdown-continues-rare-earths-rally-what-to-watch-this-week-114600627.html#:~:text=In%20the%20week%20ahead%2C%20the%20market%20will%20continue%20to%20fly%20blind%20on%20several%20key%20points%20of%20economic%20data%20that%20would%20normally%20publish%20if%20not%20for%20the%20gridlock%20in%20Washington.%20Figures%20ranging%20from%20import%20prices%20and%20retail%20sales%20to%20hourly%20earnings%20and%20jobless%20claims%20are%20likely%20to%20be%20missing%20from%20the%20calendar.">writes</a>.<br><br>The main macroeconomic release this week for Wall Street was supposed to be the Consumer Price Index (CPI) for September in the U.S. The Bureau of Labor Statistics had planned to publish it on October 15, but <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">postponed</a> it to October 24. To work on it, the agency recalled some employees from vacation. If the report on inflation will be prepared on time, the Fed will receive it before its meeting on interest rates, which is scheduled for October 28-29, <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">notes</a> Bloomberg.

Wall Street bank earnings, ASML and TSMC: what investors need to know this week

Klarna Group plc

Most analysts recommend buying stocks that are now trading cheaper than they were in their debut trading session  

Analysts have begun coverage of Klarna after a period of silence. What do they advise investors?

After the spring selloff, small-cap stocks are once again attracting investor attention, BofA said in a market outlook report earlier this week. But this is not a short-term rebound: easing from the Fed, rising earnings, and less taxes could support a sustained increase in small-cap valuations.

BofA: Small caps back in the spotlight, tailwinds for further rally in place

The index has changed a lot and it is impossible to apply criteria from the 1990s or 2000s to it, the bank believes

Not a bubble, but the "new normal": why BofA doesn't expect a US stock market crash

Palantir Technologies Inc.

The Boeing Company

Since the beginning of the year, Palantir's market value has risen 141% against the S&amp;P 500's 13% climb

BofA raised its target price on Palantir shares. The bank saw two reasons for their upside of 18%

Oracle Corporation

Oracle shares have nearly doubled in price since the start of 2025

Oracle's stock has soared to record highs. Wall Street thinks this is just the beginning

American Eagle Outfitters, Inc.

BofA has downgraded American Eagle, warning the stock could drop more than 20%. Analysts said the impact of U.S. tariffs is so severe that even the company’s high-profile advertising campaign featuring actress Sydney Sweeney is unlikely to offset the pressure.

BofA: American Eagle shares could come down 20%. It's not about Sydney Sweeney.

Tesla, Inc.

Alphabet Inc.

Self-driving cars could increase profitability of insurance business

BofA names unexpected beneficiaries of drone car proliferation

Meta Platforms, Inc.

Apple Inc.

Analysts believe that the Fed rate cut and economic recovery may shift investor interest from IT giants to small and medium-sized stocks. This is already signaled by the growth of the Russell 2000 index

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