According to @CNBC, Bank of America highlighted a lesser-known data provider as a way to play the AI boom, citing rising demand for training and inference.

According to @CNBC, Bank of America says Nebius, up over 200% in 2026, can climb further on AI cloud demand and margin expansion.

According to Sawyer Merritt on X, Bank of America reiterated a Buy rating and a $460 price target for Tesla, citing significant embedded upside from robotaxi as Tesla begins monetizing its autonomy stack; the firm views autonomous vehicles as the primary catalyst of the Auto 2.0 era with consumer benefits in time savings, safety, and accessibility, as reported by Bank of America analyst Alex Perry in the shared note.