BofA: U.S. Exceptionalism Likely Peaking Amid Fiscal and AI Slowdown
U.S. exceptionalism may be reaching its peak as excess government spending, immigration curbs, and a fading artificial ...
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.
Tech giants to turn into ‘Lagnificent 7’ as U.S. exceptionalism peaks, say Bank of America strategists
The ”Magnificent Seven” grouping of tech stocks that have powered markets is set to start lagging the market, a team of ...
RBC Bearings projects mid-teens aerospace growth for FY2025, targets strong defense demand
Q3 2025 Management View CEO Michael Hartnett highlighted a 5.5% increase in net sales to $394 million, supported by strong ...
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 ...
BofA's Hartnett says US exceptionalism is 'peaking'
BofA strategists led by Michael Hartnett said that “US exceptionalism is peaking. US equities raked in $1.2 trillion in ...
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, ...
Bonds Had Their Worst Decade in 90 Years. Why Now Could Be the Time to Buy.
Treasury bonds are having one of their worst performances in nearly a century. That could mean a big buying opportunity for ...
Forget the ‘Magnificent Seven.’ Here are the biggest investment themes in the next five years.
Bank of America offers what it sees will be the top 10 themes by 2030, and investment recommendations to go with those.