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BofA Global Research

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// recent coverage 7 mentions

10:00
2026-09-01
ca.finance.yahoo.com
artificial-intelligence

John Ternus's biggest challenges as Apple's new CEO

John Ternus takes over as Apple CEO today, succeeding Tim Cook, who remains board chair after growing the company's market cap from $350 billion to over $4 trillion. Ternus faces challenges including …

11:56
2026-07-29
ca.finance.yahoo.com
artificial-intelligence

Amazon Q2 earnings to put spotlight on AWS growth amid AI spending

Amazon is set to report Q2 earnings on Thursday, with Wall Street focused on AWS growth amid heavy AI spending. Analysts project AWS revenue of $40.5 billion, up 31% year over year, as investors weigh…

10:40
2026-07-09
letsdatascience.com
ai-infrastructure

NVIDIA Rubin Ultra Rack Projected To Cost $21 Million

Analyst estimates from BofA Global Research and Morgan Stanley project an NVIDIA Rubin Ultra rack costing nearly $21 million, with HBM4e memory alone accounting for about $1.5 million per rack. The fi…

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