bofa global research

Global Research and Market Insights

Candace Browning
Head of BofA Global Research

June 29, 2025

Must Read Research: From the battlefield to the server farm

From the battlefield to the server farm, some questions can no longer wait. This week, we explore NATO’s push toward 5% defense spending and what it means for European and U.S. defense companies, examine the role of small modular reactors in meeting surging electricity demand, unpack the potential of AI in revolutionizing personalized medicine and look at the critical pieces behind the surge in AI infrastructure buildout.

 

Also featuring commentary from Global Economic Weekly

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