International stocks outperforming U.S. stocks as U.S. exceptional theme nears peak: BofA
International stocks are outperforming U.S. stocks in early 2025 as the U.S. exceptional theme nears a peak, BofA says. Read ...
The 'Magnificent Seven' era is ending, says the Bank of America strategist who named it
The man who coined the term “Magnificent Seven,” which refers to seven high-performing tech stocks — Alphabet (GOOGL), Amazon ...
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BofA Strategist Hartnett Sees U.S. Stock Market's Global Dominance Fading
Equity markets including Brazil, Germany, the UK, China and Canada have all yielded higher returns than Wall Street’s S&P 500 year to date, noted strategists including Michael Hartnett. That’s as the ...
From beer to consumer products, these names could benefit from Trump's tariffs
President Trump has made good on his campaign promise to launch a trade war on Canada, Mexico and China. These names could ...
U.S stock-market outperformance to end? Bank of America, says, fiscal slowdown and lower immigration rates pose risks; DeepSeek to challenge tech-stock valuations
Bank of America's top strategist Michael Hartnett suggested that US stocks might stop outperforming global markets due to ...
The days of US stock outperformance are over as DeepSeek threatens AI returns, Bank of America warns. These 2 'quiet' trades are 'breaking with upside' instead.
"DeepSeek means peak in AI capex return expectations," says Bank of America's top global strategist Michael Hartnett.
RBC Bearings projects mid-teens aerospace growth for FY2025, targets strong defense demand
Aerospace and Defense is anticipated to achieve mid-teens growth for FY2025, supported by record backlogs at Boeing and Airbus. Defense spending is expected to accelerate amid geopolitical tensions.
RBC Bearings Incorporated (RBC) Q3 2025 Earnings Call Transcript
Good morning and thank you for joining us for RBC Bearings’ Fiscal Third Quarter 2025 Earnings Call. I am Rob Moffatt, Director of Corporate Development and Investor Relations. And with me on today’s ...
The “Lagnificent” Seven? US exceptionalism is expected to peak – BofA
Financial strategist Michael Hartnett believes U.S. exceptionalism is peaking due to high government spending, immigration ...
Strategist Who Coined the Magnificent Seven Warns US Tech Is Set to Lag
US big tech stocks are set to become the “Lagnificent 7” this year, Bank of America Corp.’s Michael Hartnett warned, ...
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BofA’s Hartnett Says Trump Trade to Shield US Stocks From Plunge
US stocks are “protected by Trump” from downside, strategist Michael Hartnett wrote in a note, although he doesn’t expect sharp gains either due to risks including high concentration in mega ...