Bank of America says these five stocks are best positioned for upside amid market uncertainty

Analysts at Bank of America said these stocks have plenty of room to run.

Tesla and Waymo duel in the robotaxi race — but the company spending the most builds no cars at all June 26, 2026
Uber is quietly writing $500 million checks to lock in robotaxis as Waymo threatens to leave it behind.
Jurica Dujmovic
SpaceX stock is a terrible buy — what that actually means for the bull market June 26, 2026
Overhyped IPOs rarely make you money in the short term. That doesn’t mean it’s time to sell your stocks..
Robert Ross
ServiceNow, Salesforce and other software stocks surge as the OpenAI threat weakens June 26, 2026
Oracle’s stock missed out on the broader software rally, as the company is tied to OpenAI’s success through its cloud-infrastructure business.
Hannah Pedone
U.S. confirms retaliatory strike on Iran, pushing oil prices higher in after-hours trading June 26, 2026
Oil futures settled lower to post a third-straight weekly loss on Friday, but moved up in extended trading after the U.S. military confirmed a retaliatory strike on Iran.
Myra P. Saefong
Tech stocks just had one of their worst weeks in a year. Here’s how AI momentum went off the rails. June 26, 2026
It one of the worst weeks for tech stocks of the year, and Wall Street spent much of it confronting a question it had been too euphoric to ask: what exactly are we getting for all this AI spending?
Isabel Wang
Iran’s ship attack tests the shipping-insurance market just as war-risk premiums had plunged June 26, 2026
War-risk premiums narrowed considerably in recent days but could increase again.
Claudia Assis
SpaceX’s new bonds are flashing a warning sign, as investors pump the brakes on AI frenzy June 26, 2026
Elon Musk’s company made a splash earlier this week with a $25 billion bond deal, less than two weeks after it raised tens of billions of dollars in cash.
William Gavin
Bond yields are falling as inflation pops. The Fed’s tough talk under Warsh is helping. June 26, 2026
Kevin Warsh, the new Federal Reserve chair, is helping coax Treasury yields lower by talking tough on inflation.
Joy Wiltermuth
Fed’s Kashkari now projects one interest-rate hike this year. Here’s what changed his mind. June 26, 2026
Doubts over the U.S.-Iran peace deal and the AI buildup mean a rate hike is possible, the Minneapolis Fed president says.
Greg Robb
Healthcare stocks have become a haven for investors ditching tech June 26, 2026
Shares of AbbVie, Eli Lilly and Johnson & Johnson were on track to hit all-time highs Friday, in the latest signal that investor appetite for the biopharmaceutical sector is back.
Jaimy Lee