Roger Altman of Evercore (EVR) argues the S&P 500, up 10% year to date and 18% over 12 months, is shrugging off every macro headwind.
Goldman Sachs (GS) flags hyperscaler capex has consumed roughly 95% of operating cash flows, with projected AI spending reaching $2.1 trillion through 2027.
Record corporate profits of $4,427 billion in Q1 2026, up 13% year over year, powered 86% of S&P 500 companies to beat consensus estimates.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Evercore didn't make the cut. Grab the names FREE today.
Roger Altman, founder and senior chairman of Evercore (NYSE:EVR), made an appearance on CNBC on August 3 to argue that the stock market is absorbing every macro punch thrown at it.
#altman #every #Macro #sachs
Goldman Sachs (GS) flags hyperscaler capex has consumed roughly 95% of operating cash flows, with projected AI spending reaching $2.1 trillion through 2027.
Record corporate profits of $4,427 billion in Q1 2026, up 13% year over year, powered 86% of S&P 500 companies to beat consensus estimates.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Evercore didn't make the cut. Grab the names FREE today.
Roger Altman, founder and senior chairman of Evercore (NYSE:EVR), made an appearance on CNBC on August 3 to argue that the stock market is absorbing every macro punch thrown at it.
#altman #every #Macro #sachs
2 months ago
