Data centers in space will be ‘front and center’ for investors in next 12-24 months: BofA’s Obin
Andrew Obin, BofA Securities equity research analyst, joins 'The Exchange' to discuss the idea of data centers in space, the ...
Sunday, January 25, 2026
Tag: BofAs
BofA’s Wamsi Mohan breaks down Apple’s Q4 results
Wamsi Mohan, Bank of American Securities analyst, joins 'Squawk Box' to break down Apple's quarterly earnings results. source
Nvidia, Broadcom, and AMD are exceptionally well-positioned companies right now, says BofA’s Arya
Vivek Arya, semiconductor analyst at Bank of America Securities, joins 'Closing Bell Overtime' to discuss the rise in semiconductor stocks ...
AI train is moving to non-tech sectors like financials and health care: BofA’s Savita Subramanian
Savita Subramanian, Bank of America Securities head of equity and quantitative strategy, joins 'The Exchange' to discuss the current market ...
Apple iPhone 17 demand is ‘quite strong,’ says BofA’s Wamsi Mohan
CNBC’s “Squawk Box” team discusses demand for Apple's iPhone 17 with Wamsi Mohan, senior IT hardware analyst at Bank of ...
Oklo’s well positioned to meet rising AI energy needs, says BofA’s Dimple Gosai
Dimple Gosai, Bank of America clean energy analyst, joins 'Power Lunch' to discuss why Oklo's gains are likely not done, ...
Focus on high quality among mid and small caps, says BofA’s Jill Carey Hill
Jill Carey Hill. BofA Securities head of U.S. small/mid-cap strategy, joins 'The Exchange' to discuss the outlook for small caps ...
We could see an economic boom from all the pent-up capital, says BofA’s Savita Subramanian
Savita Subramanian, Bank of America Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest ...
Our economists don’t think the Fed will be cutting at all in 2025, says BofA’s Mark Cabana
Mark Cabana, Bank of America Securities head of U.S. rates strategy, joins 'Squawk Box' to discuss the Fed's two-day policy ...
Gold Needs Shock for Price to Break Away: BofA’s Blanch
Francisco Blanch, head of commodities and derivatives research at BofA Securities, offers his outlook for gold and other precious metals ...
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