$BAC Bank of America Tape Reports
Per Ticker.id: $BAC Bank of America Tape Reports — 80 podcast mentions across 22 podcasts (30 days), latest 2026-08-26 23:16 UTC.
And I'll tell you about Robinhood. Well, first of all, you know how I feel that Vlad is, you know, I think very much the Steve Jobs of our time in financial services. I have never met an entrepreneur quite like that before. I've known him for a long time. And you may remember he went through a horrible crisis. But it transformed him. He became a great executive. And yes, he standardized on Salesforce and he uses Slack as well. And, you know, I have a huge amount of respect for him and the company and everything he's doing. It's so exciting. And I'll tell you, it's not just Robinhood in financial services. It's many other companies as well who have all made these deep commitments to Salesforce, like JPMorgan, like Bank of America. All of the largest financial institutions, Jim, are built on Salesforce, Department of the Army, on top of what, veterans?
Marc Benioff — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26You've had 2 good months of inflation prints as far as inflation coming down. That follows 5 bad months. If you look at what the hawks on the Fed, the ones that would maybe prefer hiking interest rates, are talking about, They're talking about the persistency of inflation. It's year 6 now, right? That doesn't go away by a month of a good print. You need to see real trend lower. And I think their concern is we've seen this movie before. That's what the Bank of America economist that's been calling for 3 hikes told me a few weeks ago. He said what happened the last couple of years was you had inflation start to come down. Everyone gets excited. Look at the 3-month annualized rate. It's below the Fed's 2% target. We made it right. And then you start the next year and you get a spike again. Inflation. So the issue is the sustainability of it. And I don't think that conversation gets quieter. I think they can stay on hold.
Josh Schafer — The Fox News Rundown · Business Rundown: What Investors Should Know About Canadian Tariffs · 2026-08-24Fascinating note by Michael Hartnett last week from Bank of America. He, of course, coined the Magnificent Seven moniker, but he wrote about the prospects for there being a longer-lasting bubble depending on how the election results in Texas turn out. So Greg Abbott, of course, very pro data centers. We've seen a lot of them crop up more in the works in Texas. Michael Hartnett and his team saying were he to be elected, that would extend the life of the cycle that we're in right now. But you're absolutely right. This is something that I think is galvanizing a lot of people. The prospects of these things being in their backyards is something that's really agitating, right?
David Gura — Bloomberg Intelligence · Bloomberg Money: Bond Moves, Social Security and the US Open · 2026-08-22Fascinating note by Michael Hartnett last week from Bank of America. He, of course, coined the Magnificent Seven moniker, but he wrote about the prospects for there being a longer lasting bubble depending on how the election results in Texas turn out. So Greg Abbott, of course, very pro data centers. We've seen a lot of them crop up more in the works in Texas. Michael Hartnett and his team saying were he to be elected, that would extend the life of the cycle that we're in right now. But you're absolutely right. This is something that I think is galvanizing a lot of people. The prospects of these things being in their backyards is something that's really agitating, right?
David Gura — Bloomberg Surveillance · Bloomberg Money: Bond Moves, Social Security and the US Open · 2026-08-21Exactly how I was just going to say it. It's making its biggest move yet to finance the AI boom and largely this time off its own books. So CNBC David Faber has confirmed the chipmaker is in talks to raise more than $60 billion. Faber's even saying close to $70 billion in debt for a new chip deal, a package that could reach as much as $100 billion. The story was first reported by Bloomberg. So that's where that $100 billion number came from. But it would benefit Anthropic and other customers. One caveat, though, is that the report says it looks very similar to the XPV platform Broadcom launched in June with Apollo and Blackstone. But the company actually hasn't confirmed that part to me just yet. Reached out. The structure, though, this is, you know, we're Here it gets a little complicated. The debt doesn't necessarily land on Broadcom's balance sheet. A separate entity raises the money and SPV buys the chips and then leases it back to the customer. Broadcom's job is to guarantee part of that debt, and that guarantee is where the risk sits. Broadcom isn't lending the money yet. It's on the hook if customers can't pay down the line. The CEO has pushed back on the word backstop. In June, on the earnings call, CEO Hock Tan said the company simply provides the chips and partners with firms that have the balance sheets to fund them. But analysts say Broadcom is also guaranteeing the value of those chips if a deal goes bad. Bank of America estimates that exposure could reach $370 billion by 2029, while calling the likely loss, though, manageable. You know, $300 billion manageable. It's not alone. Nvidia is doing a similar thing on a bigger target, more than $500 billion, but standing further back and backstopping up to a smaller slice of the pie, up to 25%. Meta pioneered the off Books approach last year, raising about $27 billion for an AI data center it now leases back with Blue Owl. Wall Street is relatively split. There's not as many reports, maybe because everybody's on vacation. It's Friday. But Wolfe analysts call the backstops a, quote, form of reinsurance, safe unless the whole industry overbuilds. The bond market has been a little bit more nervous.
Christina Partizanopoulos — Squawk on the Street · 11AM Hour: Anthropic Investor on Upcoming IPO, Owner of Rare Trading Card & Crypto's Rally 8/21/26 · 2026-08-21You mentioned the banks earlier. I would note they are up. Of course, when we talk about financings like we just were discussing with Broadcom, I mean, you've got basically every bank in there you could imagine as well in terms of an advisory role or helping with it, you know, whether it's Goldman or Wells or Citi or and on and on or JPMorgan or BofA or Morgan Stanley. And so the fees we know are quite significant for arranging and/or participating in so many of these gigantic financings. But there is a little bit of life in that group that, as you pointed out, Mike, has been down, what, almost 5%?
Mike Santoli — Squawk on the Street · 9AM Hour: Stocks and Bessent After the Sell-Off, Oil Prices and the Trump Effect, Walmart Price Target Cut Parade 8/21/26 · 2026-08-21Jeff, you're just brilliant. Love that you bring— you bring up Steven January, interviewed years ago and still does very, very good. He reminds me of Jon Norman at JPMorgan. Morgan as well. These guys like disappear, but Ethan Harris is working harder now than he was at Lehman or was at the Bank of America.
Tom Keene — Bloomberg Surveillance · Week of Whiplash in Treasuries Is Closing With Traders on Pause · 2026-08-21While the existing cohort of risky borrowers is defaulting at unprecedented rates, that is the K-shaped borrower in one data point. The top of the income distribution is borrowing responsibly against appreciated assets. The bottom is borrowing to survive, and they are falling behind. So for you, I think this matters in a couple ways. First, the consumer spending data that's been holding up the economy, it's partially clearly being funded by credit extension that has a growing delinquency tail. When the Fed— or, or, uh, who does a lot of the car data? Bank of America credit card data shows spending holding steady. Part of the steadiness is running up credit card balances at 20-plus percent interest. That's not sustainable consumption. It's borrowing against a future paycheck that might not come. And the other thing, the auto lending bubble, that has implications for subprime ABS. Asset-backed securities backed by car loans. Investors in those securities are exposed to rising defaults, just like people were in 2008. Not to the same extent of the proliferation of debt, but still important. And banks and finance companies extending these loans are building portfolios whose credit quality is getting worse and worse even as the volumes hit record highs. Now, do you see the pattern? You have to understand the risks inherent in this continued level of borrowing. And position your portfolio accordingly. All right, let's move back to the Invest Talk Voice Bank. You know the number, 888-99-CHART.
Luke Guerrero — InvestTalk · Small caps woke up: is the rally finally broadening? · 2026-08-20