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Payments Reboot: BofA Restarts Coverage with 5 Buys and Attractive Entry Points

BofA reinstates coverage with Buy ratings on Visa, Mastercard, Block, Affirm, Klarna — Neutral on PayPal.

Payments Reboot: BofA Restarts Coverage with 5 Buys and Attractive Entry Points
Credit: Bloomberg
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03/05/2026 · 7:18 AM
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USA Rare Earth Bolsters US Supply Chain with TMRC Acquisition and Round Top Takeover
03/05/2026 · 8:27 AM

USA Rare Earth Bolsters US Supply Chain with TMRC Acquisition and Round Top Takeover

USA Rare Earth buys Texas Mineral Resources Corp. in a $73M deal, gaining total ownership of North America's top heavy rare earth deposit to strengthen US supply chains for tech and defense.

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Bernstein Warns: CoreWeave's AI Cloud Moat May Not Hold Against Big Tech Giants
03/05/2026 · 7:57 AM

Bernstein Warns: CoreWeave's AI Cloud Moat May Not Hold Against Big Tech Giants

Bernstein starts CoreWeave coverage with Underperform rating and $56 target, warning hyperscalers like AWS, Azure, and Google will compete aggressively in GPU cloud and erode CoreWeave’s edge.

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JD.com's Q4 2025 Earnings: Modest Growth Amid Economic Headwinds and Fierce Competition
03/05/2026 · 6:51 AM

JD.com's Q4 2025 Earnings: Modest Growth Amid Economic Headwinds and Fierce Competition

JD.com posts modest Q4 revenue growth but swings to a loss due to competition and new investments; announces dividend and buybacks in tough China market.

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