Fubotv Inc

Evercore ISI strategist Julian Emanuel says the S&P 500 could climb to 9,000 over the next year, arguing that the AI-driven bull market still lacks the excesses that typically precede major market peaks. The call implies roughly 17% upside from current levels and suggests investors may be underestimating how much further the rally can run. Evercore's established year-end 2026 base case remains 7,750, while the firm has assigned roughly a 30% probability to an upside scenario reaching 9,000, driven particularly by AI-sensitive technology, communication-services and consumer-discretionary stocks. The firm is also finding opportunities outside the market's biggest AI winners, with analyst Kutgun Maral rating Fubo Outperform with an $18 target implying about 80% upside, and analyst Nicholas Amicucci setting a $51 target on SOLV Energy implying 62% upside.

FuboTV shares rallied after the company named Alisa Bowen, former president of Disney+, as its new CEO effective July 10. Bowen succeeds co-founder David Gandler and brings a decade of leadership experience at Walt Disney, where she also helped grow Hulu and ESPN+. Following FuboTV's combination with Disney's Hulu + Live TV business in early 2025, Disney owns roughly 70% of Fubo, and investors see Bowen's appointment as strengthening that relationship. Bowen plans to focus on sports and news offerings while building advertiser ties to drive profitability.