BofA Global Research

New Business

AI stock opportunities lie in ‘battleground’ sectors, not ‘titans’, BofA Securities says

Global investors should shift their focus from Asia’s dominant AI hardware “titans” to a growing group of mid-cap “battleground” sectors…

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New Business

Stock bulls everywhere beware: the US market rally narrative is loaded with risks

Bullish sentiment towards stocks is rampant in the US, as one Wall Street strategist after another raises their target for…

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Tech

Chinese AI chip makers sell themselves at Shanghai conference with Nvidia comparisons

A group of Chinese graphics processing unit (GPU) developers are taking advantage of Nvidia’s absence in China at the country’s…

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