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The Latest Breaking News from Julian Emanuel

US stocks calm ahead of midterm polls, but markets may be underpricing the risk

US stocks remain near record highs ahead of the US midterm elections, but unusually low market volatility is raising concerns that investors may be underestimating risks. With the VIX near 15, analysts warn that crowded positioning and limited demand for protection could leave markets vulnerable to a sudden shock.

The Economic Times

Evercore’s Beat‑and‑Raise 4: Why Nvidia, Alphabet, Netflix and Booking May Finally Catch a Bid

Evercore ISI’s latest "beaten‑down beat and raisers" call fits squarely into a broader thesis they’ve been building: earnings strength is still powerful enough to flatten the "wall of worry” and extend the bull market, even if leadership rotates.

Benzinga

U.S Stock Market today: S&P 500 stocks show signs of historic Wall Street crash, bear market but expert notes ray of hope

U.S. Stock Market index S&P 500 is predicted to extend its rally in 2026, even as Middle East ‌tensions disrupt ⁠global ⁠energy flows and drive inflation higher.

The Economic Times

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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…

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