Page 3 - Nalyst Note News Today

With the US obesity rate hovering at around 40%, tens of millions of Americans could be taking GLP-1 drugs over the next few years.

Goldman Sachs' VIP hedge fund basket is up 8.7% year-to-date, outpacing the S&P 500's 5.1% return.

Bank of America expects Super Micro Computer's AI-enabled servers to take market share from competitors and drive significant revenue growth.

"At this point, we think there is upside risk to our 2024 S&P 500 EPS estimate of $240," UBS's CIO Solita Marcelli said in a note on Tuesday.

"As the adage goes, we will peak when we 'sell-off on good news' — we are watching for a top, but this sell-off seems too consensus," Fundstrat said.

"Our end-2025 forecast of 6,500 for the index is premised on its valuation reaching a similar level to its peak during the dot com mania."

"The likelihood of losing money in the S&P 500 drops from a coin flip to a 2-sigma event by extending one's holding period from a day to a decade."

"Our work shows that the stock market has held up just fine in prior periods when the outperformance of mega-cap stocks started to wane," BMO said.

"With a large capex budget, internal AI supercomputer, inhouse LLM and custom AI chips, we think Meta's AI assets are underappreciated in the stock."

"Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria," famed investor Sir John Templeton once said.