Bank of America Research Sees Memory Markets Tightening in 2027
Photo: TokenPost
Bank of America grew more positive on memory after meetings with Micron executives, as the company’s management increasingly sees memory markets tightening in 2027 and 2028 compared with 2026. Separate Bank of America stock views addressed Salesforce, Uber Technologies, Take-Two Interactive and Aramark ahead of quarterly reports. Bank of America analyst Tal Liani double-upgraded Salesforce to Buy from Underperform. Salesforce shares are down 13% in 2026. Liani pointed to the company’s enterprise artificial intelligence products and improving momentum in net new annual order value and Slack as factors supporting a return to faster growth in coming quarters.
Source: TokenPost
