Bank of America Corporation

Deutsche Bank Aktiengesellschaft

Aegon Ltd.

The day before, the bank's strategists recommended clients to short the securities of 17 European financial companies, including Deutsche Bank, because of the risks to which they are exposed due to the private lending sector

BofA withdraws advice to bet against EU financial firms due to 'errors of fact'

Global investment fund managers are increasing cash holdings at the fastest pace since the COVID-19 pandemic: the war in Iran and risks in the private credit segment are undermining previous optimism, the Financial Times<a href="https://www.ft.com/content/0906a9ed-3b00-4f95-9ad8-44a49d025e57?syn-25a6b1a6=1"> writes</a>.

Investment funds withdraw assets to cache at record pace since pandemic amid Iran war

The Cboe index, which tracks oil price volatility, has reached its highest level since 2020

Tension in markets nears highest since Trump imposed duties

Tesla, Inc.

Uber Technologies, Inc.

Bank of America resumed coverage of Tesla shares on March 4 with a buy recommendation. Prior to the suspension of analytical support, the bank had a neutral stance on the company. According to BofA, the company's progress in autonomous driving and robotaxi services could be the next stage of its growth. Tesla shares jumped 3.5% in trading Wednesday, but are down 10% since the beginning of the year.

Future robotaxi leader: BofA recommended buying Tesla stock

Citigroup Inc.

Visa Inc.

Microsoft Corporation

Mastercard Incorporated

Morgan Stanley strategists believe the excessive sell-off in stocks amid concerns around artificial intelligence is creating opportunities for "selective investors." The bank recommends looking for the next "AI market leaders" - fast-growing companies that could benefit from lower valuations and accelerating adoption of AI technology.

Morgan Stanley calls AI panic a chance for selective investors. What's his advice?

Bank of America and Goldman Sachs forecast further appreciation of the yuan against the dollar in 2026

The yuan has jumped to its highest since 2023. What does this have to do with the US government debt?

Money is moving into energy, materials, ‌staples, and industrials, Citigroup notes

Reuters: Cheaper, smaller stocks benefitting from risk aversion in tech sector

The Magnificent Seven's market leadership faces a "major threat"

BofA calls smid-cap stocks 'best play' ahead of U.S. midterms

Super Micro Computer, Inc.

The AI server maker's margins fell below its own forecasts

Supermicro raised its sales forecast, and the stock soared. But there's reason to worry

Global fund managers showed the highest level of optimism since July 2021, with expectations of economic growth among them rising and the share of cash in portfolios falling to a record low 3.2%, a January Bank of America (BofA) survey showed. It was conducted among 96 respondents managing $575 billion in assets before U.S. President Donald Trump threatened European allies to raise duties on their goods until the Greenland situation is resolved, Reuters <a href="https://www.reuters.com/markets/wealth/global-investors-hit-hyper-bull-hedging-collapses-says-bofa-survey-2026-01-20/">writes</a>.

Markets hit 'hyper bullish' phase before Trump announces new duties - BofA survey

The Goldman Sachs Group, Inc.

Wells Fargo & Company

JPMorgan Chase & Co.

Warren Buffett's company failed to capitalize on the rally in the banking sector

'Worst decision': Barron's reveals how Berkshire missed out on $50 billion in profits

Shares of BofA, Wells Fargo and Citibank nonetheless fell in Wednesday trading