Core Insights - Bank of America is launching a new loyalty program called BofA Rewards to attract a broader customer base, replacing the existing preferred rewards program on May 27 [1] Group 1: Program Details - The BofA Rewards program will be available to all customers with a personal checking account, with no minimum balance required for enrollment [1] - The program will feature four tiers based on the customer's average balance across Bank of America and Merrill accounts [1] - Benefits include credit card rewards bonuses, cash back deals, discounts on home and auto loans, and enhanced fraud monitoring [1] Group 2: Customer Benefits - Customers in the preferred honors and premier tiers will receive additional benefits across various lifestyle categories such as travel, automotive, and food [1] - The existing business rewards program will remain unchanged for current users [1] Group 3: Membership Growth - Since its launch in 2014, the preferred rewards program has grown to over 11 million members [1]

Group 1 - Berkshire Hathaway reduced its holdings in Apple stock during the fourth quarter [1][2] - The company also decreased its stakes in Amazon and Bank of America [1][2] - In Warren Buffett's final quarter as CEO, Berkshire established a new position in The New York Times valued at approximately $352 million [1][2]

Economic Indicators - US Industrial Production increased by 0.7% in January, surpassing the consensus estimate of 0.4%, driven by a 0.6% rise in manufacturing output, indicating the factory sector's role as a key economic growth engine despite macro challenges [2][3] - The Capacity Utilization Rate was reported at 76.2%, slightly below the expected 76.5%, suggesting that the industrial sector is not yet operating at peak efficiency, which may indicate potential for expansion or structural shifts in production [3] Commercial Real Estate - The delinquency rate on U.S. Office Commercial Mortgage-Backed Securities (CMBS) reached 12.3%, exceeding the previous peak of 10.7% during the Great Recession, signaling a crisis in urban office valuations [4] - Major defaults in Manhattan contributed to a $1.6 billion increase in delinquent loans this month, with approximately $936 billion in commercial real estate debt maturing in 2026, posing risks for regional banks and insurance companies [5] Investor Sentiment - The Bank of America Global Fund Manager Survey indicated that institutional investors are experiencing "peak optimism," with cash levels at 3.4% of assets, triggering a "Sell Signal" for the eighth consecutive month, suggesting potential market overextension [6] - Investors identified an "AI bubble" as the top tail risk at 25%, with significant allocations towards equities, particularly in energy and materials sectors, while concerns grow over $650 billion in planned AI capital expenditures from major tech companies [7] Policy Changes - The Trump Administration rescinded Energy Department rules that incentivized electric vehicle (EV) production, removing the "fuel content factor" used to meet Corporate Average Fuel Economy (CAFE) standards, which may increase compliance costs for legacy manufacturers like General Motors and Ford [8][10] - This policy shift could alter the competitive landscape in the EV market, where Tesla remains the dominant player [10] Labor Market Trends - The number of Americans holding two full-time jobs reached 476,000, nearing the all-time high, with total multiple jobholders at 8.77 million, exceeding 2008 levels by over 700,000 workers, indicating intense household financial pressure [11] - Economists suggest that this trend of "income stacking" is a survival mechanism rather than a sign of labor market strength, as rising costs of living outpace wage growth [12]

BofA offers art consulting to wealthy clients as collectors increase loans demand | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Staff members handle an art piece by Pablo Picasso, displayed for auction at Sotheby's exhibition "Origins ll" in Riyadh, Saudi Arabia, January 25, 2026. REUTERS/Hamad I Mohammed NO... [Purchase Licensing Rights, opens new tab] Read moreNEW YORK, Feb 18 (Reuters) - Bank of America is launching an art con ...

Bank of America Launches Art Consulting Service [Accessibility Statement] Skip NavigationNew Offering Helps Bank of America Private Bank and Merrill Clients Build Art LegaciesNEW YORK, Feb. 18, 2026 /PRNewswire/ -- Bank of America Private Bank today announced the launch of its [Art Consulting service], designed to help Private Bank and Merrill clients navigate the complex and often opaque art market. This new offering provides collectors with trusted, unbiased guidance to help them curate and manage collect ...

Warren Buffett's Final Clues for Investors: What Berkshire Stock Moves Say - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Warren Buffett Just Left His Final Clues for Investors. What Berkshire's Stock Moves Say.By [Callum Keown]ShareResize ...

近期，华尔街13F报告陆续出炉，金融巨鳄们最新动向最新大曝光。 其中，股神巴菲特在最后任期继续减持苹果、美银等重仓股；高瓴HHLR四季度增持阿里、拼多多等；此前，桥水Q4增持 英伟达、亚马逊等AI热门股。 巴菲特收官"之作" 当地时间2月17日美股盘后，伯克希尔向美国证监会（SEC）披露了最新13F文件。 在巴菲特担任CEO的最后一季度，伯克希尔继续调整科技巨头持仓，减持多只重仓股的同时，首次建仓传统媒体纽约时 报。 截至2025年四季度末，伯克希尔的十大重仓股分别是：苹果、美国运通、美国银行（核心股）、可口可乐、雪佛龙、穆迪 （排名从第七升至第六）、西方石油（排名从第六降至第七）、瑞士安达保险、卡夫亨氏、谷歌母公司Alphabet。 伯克希尔连续第三个季度减持苹果。 第四季度抛售苹果超过1029万股，持股数环比第三季度减少4.32%，季末苹果持仓市值环比减少约28亿美元，持仓在伯克希 尔投资组合中的占比从三季度的22.69%降至22.60%。 以环比减少的市值看，苹果是伯克希尔2025年第四季度减持最多的个股。 纽约时报是伯克希尔四季度唯一新建仓的个股。 伯克希尔买入数量为506.7万股，持仓市值为3.52 ...

在"股神"沃伦·巴菲特卸任首席执行官之际，伯克希尔·哈撒韦再度减持了苹果和美国银行。 周二（2月17日）美股收盘后，伯克希尔向美国证券交易委员会（SEC）提交了截至2025年第四季 度末的持仓情况报告，即13F表格。 今年年初，格雷格·埃布尔（Greg Abel）正式接替巴菲特担任伯克希尔CEO。因此，这份表格也是 巴菲特在公司最后一个季度的布局。 文件显示，截至去年第四季度末，伯克希尔整体持仓规模为2740亿美元，较前一季度的2670亿美 元有所增加，前十大重仓股集中度为88.26%。 据数据平台Whalewisdom统计，与去年第三季度末相比，伯克希尔Q4增持了4个标的，减持9个标 的，新进1个标的（纽约时报）。 | Stock | History ↑ | Sector | Shares Held or | Market | % of | Previous | Rank | Change > in Shares | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Principal Amt | Value | Portfoli ...

沃伦・巴菲特六年前出售了伯克希尔・哈撒韦旗下所有报纸资产，并预言报业多数领域将持续衰退。本 周二，伯克希尔披露对《纽约时报》新增 3.5 亿美元投资。 这一略显意外的举动，在巴菲特担任 CEO 的最后一个季度、伯克希尔向美国证券交易委员会提交的季 度持仓更新文件中得以披露。此外，就在特朗普总统下令逮捕委内瑞拉总统前，伯克希尔增持了雪佛龙 股份；这家总部位于奥马哈的公司还继续减持美国银行与苹果股票。 2020 年巴菲特出售伯克希尔旗下数十家报纸时，曾断言报业 "已穷途末路"。但即便当时，他也认为 《纽约时报》《华尔街曰报》这类全国性品牌报纸仍可能表现良好。 "对伯克希尔・哈撒韦而言，重新投资新闻业是一次回归；这也是伯克希尔对《纽约时报》商业战略的 强力背书。" 西北大学梅迪尔新闻学院地方新闻方向教授兼系主任蒂姆・富兰克林表示。 富兰克林称，《纽约时报》虽发源于报业，但如今已是蓬勃发展的数字业务：拥有《Wordle》等热门游 戏、知名体育平台 The Athletic，数字订阅用户超 1200 万。他认为，处境艰难的地方报纸可从这家 "数 字新闻巨头" 身上汲取经验，推出线上游戏、打造读者无法从别处获得的本地体育 ...

（来源：吴说） 来源：市场资讯 据@lanhubiji 引用 2025 年 Q4 13F 备案文件显示，美国银行（Bank of America）和加拿大皇家银行 （RBC）大幅增持了 ETH 财库公司 Bitmine (BMNR) 股票，显示传统银行正加速通过间接方式建立以 太坊敞口。截至 2025 年 12 月 31 日，美国银行持有 BMNR 3,162,085 股（约 8580 万美元），环比暴增 1668%；RBC 持有 764,797 股（约 2070 万美元），环比增长 121%。 ...