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The Latest Breaking News from Julian Emanuel

Big Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash flow negative, Evercore warns

“Capex too hot right now,” Bank of America tells clients.

Fortune

The ‘Irrational Exuberance’ in AI Stocks Isn’t Going Anywhere. Buy These 3 Top-Rated Names Here.

This analyst believes the AI rally is far from over, but we may still be looking at a dot com-esque boom in the coming years.

Barchart

Evercore's Jumbo Forecast Signals Staggering SPY Upside

Investors looking for a clear signal in a choppy market just got one. On Wednesday, Evercore ISI went all in on a higher SP 500 on CNBC’s ‘Fast Money’, setting a bold new target of 7,750 by the end of 2026, a roughly 20% gain from today's levels. For the…

Benzinga

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