And mentions of "weak demand" fell to a two-year low. "We believe the election could be a clearing event for companies to unleash capex," a strategist said. Executives have been dropping hints in ...

Savita Subramanian, a strategist at the bank, said in a Monday note that with more than one-third of S&P 500 companies having reported results, mentions of the word "bottom" on earnings calls had ...

Savita Subramanian, a strategist at the bank, said in a Monday note that with more than one-third of S&P 500 companies having reported results, mentions of the word "bottom" on earnings calls had ...

Cyclical companies are still citing sluggish demand, but mentions of "bottom" soared 56 percent year on year so far this earnings season, said Savita Subramanian, equity and quant strategist with Bank ...

According to BofA Securities market analysts Ohsung Kwon and Savita Subramanian, a major “AI arms race” is happening amongst major tech companies. According to their calculations, the capital ...

According to BofA Securities market analysts Ohsung Kwon and Savita Subramanian, a major “AI arms race” is happening amongst major tech companies. According to their calculations, the capital ...

Algonquin Power and Utilities and Superior Plus Corp. BofA Securities equity and quantitative strategist Savita Subramanian is not as concerned about future S&P 500 performance as Goldman Sachs ...

BofA Securities market analysts Ohsung Kwon and Savita Subramanian said in a recent report they believe there is "an AI arms race" under way among giant technology companies like Microsoft and ...

But Tech CEOs have told us that the biggest risk is underinvesting thus AI capex could drive sales for Tech but also for the broader market," Bank of America's Savita Subramanian said in a Monday ...