BofA: U.S. Exceptionalism Likely Peaking Amid Fiscal and AI Slowdown
U.S. exceptionalism may be reaching its peak as excess government spending, immigration curbs, and a fading artificial ...
US exceptionalism is peaking: expert
The “magnificent seven” are poised to become the “lagnificent seven” as the tailwinds that have propelled American equities ...
Q3 2025 RBC Bearings Inc Earnings Call
Jordan Lyonnais; Analyst; Bank of America Securities ...
U.S stock-market outperformance to end? Bank of America, says, fiscal slowdown and lower immigration rates pose risks; DeepSeek to challenge tech-stock valuations
Bank of America's top strategist Michael Hartnett suggested that US stocks might stop outperforming global markets due to ...
The “Lagnificent” Seven? US exceptionalism is expected to peak – BofA
Financial strategist Michael Hartnett believes U.S. exceptionalism is peaking due to high government spending, immigration ...
Strategist Who Coined the Magnificent Seven Warns US Tech Is Set to Lag
US big tech stocks are set to become the “Lagnificent 7” this year, Bank of America Corp.’s Michael Hartnett warned, suggesting investors should buy cheap international stocks instead of chasing ...
RBC Bearings projects mid-teens aerospace growth for FY2025, targets strong defense demand
Aerospace and Defense is anticipated to achieve mid-teens growth for FY2025, supported by record backlogs at Boeing and Airbus. Defense spending is expected to accelerate amid geopolitical tensions.
BofA's Hartnett says US exceptionalism is 'peaking'
BofA strategists led by Michael Hartnett said that “US exceptionalism is peaking. US equities raked in $1.2 trillion in ...
RBC Bearings Incorporated (RBC) Q3 2025 Earnings Call Transcript
Good morning and thank you for joining us for RBC Bearings’ Fiscal Third Quarter 2025 Earnings Call. I am Rob Moffatt, Director of Corporate Development and Investor Relations. And with me on today’s ...