Julian Emanuel: The earnings power of the AI revolution has further to run

October 28, 2026 admin

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CNBC TelevisionWed, October 28, 2026 4:42pmURL:
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Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, discusses AI’s bull run, massive capital flows, credit market risks, Big Tech earnings, hyperscaler spending and Fed policy.

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