Nvidia and Microsoft Get a New Spotlight From Bank of America
Yahoo Finance ·
Nvidia and Microsoft Get a New Spotlight From Bank of America Nauman Khan Thu, November 5, 2026 at 2:34 PM EST 1 min read MSFT -3.37% NVDA -7.97% This article first appeared on GuruFocus . Nvidia and Microsoft have secured places in Bank of America Securities' latest Global Contenders portfolio, putting two major technology companies on a list designed to identify attractively valued stocks with healthy earnings and share-price momentum. The additions put Nvidia and Microsoft alongside companies selected through a valuation screen covering markets and industries worldwide. The strategy favors businesses with relatively low price-to-earnings ratios, but also requires evidence of earnings growth and positive stock momentum. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. For Nvidia, inclusion comes as investors continue to assess its position in the AI chip market. Microsoft, meanwhile, remains a major player in AI infrastructure through its cloud business and technology investments. However, the available research update does not provide individual valuation measures or specific reasons for selecting either company. The broader portfolio faced pressure in October, losing 3.2% as market leadership shifted toward previously underperforming value stocks. It trailed the MSCI AC World Index, which declined 1.7%, while the defensive Defenders strategy gained 4%. Citigroup has remained in the Contenders portfolio for 25 consecutive months.
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