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Top related persons:
Julian Emanuel - 3 Evercore - 3 Evercore's Emanuel - 2 Emanuel - 2 Nvidia's - 1 FactSet - 1 Ed Hyman's - 1 Russell - 1
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Search resuls for: "Evercore's Emanuel"


6 mentions found


☆ Evercore: Buy these 26 stocks positioned for outperformance as they unlock the power of AI
  + stars: | 2023-09-30 | by ( Mark Reeth | ) www.businessinsider.com   time to read: +3 min
It may seem like an innocuous date, but according to Evercore managing director Julian Emanuel, on that day everything changed. But which AI companies are strong picks? According to a recent report by FactSet, the word "AI" was used in more earnings calls last quarter than ever before. "It also includes Consumer companies, with below economy wide average Generative AI exposure (around 28% vs. 32%) yet who are Adapting Generative AI to improve the client experience and build (repeat) loyalty through superior service." Along with each company is its ticker, sector, market capitalization, estimated AI exposure, and Evercore analyst rating where applicable.
Persons: Julian Emanuel, Nvidia's, FactSet, Evercore's Emanuel, Ed Hyman's, Emanuel, Evercore, Russell Organizations: Nvidia, Financial, Consumer
☆ 'Remain fully invested:' Evercore's Emanuel names the stocks set to outperform
  + stars: | 2023-07-26 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
Evercore ISI's Julian Emanuel says it's time to buy "sector neutral" stocks with earnings momentum but lagging price momentum. Names with earnings momentum Emanuel told CNBC on Tuesday that there's a group of stocks whose earnings momentum is "superior to peers." "We recommend remaining fully invested, shifting focus to a sector neutral quant screen of stocks whose EPS momentum is better than peers yet whose price momentum lags since the March inflection to Maximum Momentum," he wrote in a July 23 note. "Such 'Earnings Mo' to Price Mo'" stocks could be expected to outperform as price momentum leaders 'cool off,'" he wrote. But he said that the long-term story is "exceptionally robust," thanks to an expected "productivity boost" from China.
Persons: Evercore, Julian Emanuel, Emanuel, Price Mo, CNBC's Organizations: CNBC, Deere & Co Energy, Cheniere Energy, Alnylam Pharmaceuticals Communication, Pinterest, Eversource Locations: China
☆ Evercore's Emanuel explains why he's bullish on the S&P 500
  + stars: | 2023-06-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEvercore's Emanuel explains why he's bullish on the S&P 500Julian Emanuel of Evercore ISI discusses the outlook for the S&P 500, and risks in markets following the banking crisis.
Persons: Evercore's Emanuel, Julian Emanuel, Evercore Organizations: Evercore ISI
☆ The Fed is about to 'downshift' and weaker earnings don't matter to stocks, says top Evercore strategist
  + stars: | 2022-11-01 | by ( Brian Evans | ) www.businessinsider.com   time to read: +2 min
Julian Emanuel also told Bloomberg on Tuesday that earnings don't matter that much for stocks. "I don't want to call it 'pause' ... but we know the trajectory is gonna change, and the market is getting comfortable with that." "At the same time, just like the July earnings season, we know that the numbers are coming down," Emanuel said. "It didn't matter [for] stocks in July, and it doesn't matter now, because frankly people have been, for the most part, underinvested." That view contrasts with those of other Wall Street analysts, who have said earnings could lead stocks lower.
☆ These are times when you want to recommit to long-term investing discipline, says Evercore's Emanuel
  + stars: | 2022-10-25 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThese are times when you want to recommit to long-term investing discipline, says Evercore's EmanuelJulian Emanuel, Evercore ISI head of U.S. equity and derivatives strategy, joins 'Squawk on the Street' to discuss what's priced into the stock and bond markets, if his strategy relies on yields coming down and more.
☆ Unemployment could end higher than Fed's 4% projection, says Evercore's Emanuel
  + stars: | 2022-09-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUnemployment could end higher than Fed's 4% projection, says Evercore's EmanuelJulian Emanuel, senior managing director at Evercore ISI, and Vincent Reinhart, a former Fed economist, join 'Squawk on the Street' to discuss whether Fed endorsed the notion of a recession, where unemployment data will end up, and more.
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