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Evercore flags four indicators that could signal a correction in the AI market

FinanceInternationalRevista ADVFN45 s readAI summary
Image: Revista ADVFN

Evercore strategists led by Julian Emanuel identified four indicators that could signal a correction in the artificial intelligence bull market: investment-grade CDS spreads exceeding their March high of 68.33; high-yield spreads surpassing 411.04; a reversal of the upward trend in earnings-per-share estimate revisions; and the 10-year Treasury yield rising above 5.62%. The firm kept its 7,750 target for the S&P 500 at the end of 2026.

In 45 seconds

  • Evercore sets four risk thresholds: investment-grade CDS above 68.33, high-yield CDS above 411.04, a reversal in EPS revisions and a 10-year Treasury yield above 5.62%.
  • The firm called it "pure fantasy" to assume hyperscalers can keep issuing debt without constraints and cited an estimated $1.3 trillion in AI investment by 2027.
  • It maintains its 7,750 target for the S&P 500 at the end of 2026 and recommends keeping exposure to AI stocks with hedges against volatility.
Read the full story at Revista ADVFN

IASummary generated by artificial intelligence from a story by Revista ADVFN. It may contain errors: the original source prevails.

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