Evercore ISI names four negative beta stocks for AI-heavy portfolios

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โดย Investing.com·Read original
Summary · why it matters

Evercore ISI has identified four stocks that trade inversely to the S&P 500 as a diversification option for investors overexposed to artificial intelligence. Analyst Julian Emanuel noted that a surging number of stocks now exhibit negative beta, offering diversification without abandoning equity exposure, especially as traditional hedges like emerging markets, bonds, and gold have become less effective. The firm maintained its year-end S&P 500 target of 7,750, with a bull case of 9,000, but recommended negative beta names with upward earnings revisions to navigate near-term volatility. The four Overweight-rated stocks highlighted are Coca-Cola, Costco, T-Mobile, and Mondelez International.

Impact on stocks 6

Consumer Staples▲ · 4 stocks
Costco Wholesale Corp
COST
▲ PositiveCapitalrelevance

Evercore ISI recommends Costco as a negative beta stock with upward earnings revisions for AI-heavy portfolios.

Mondelez International Inc
MDLZ
▲ PositiveCapitalrelevance

Evercore ISI recommends Mondelez as a negative beta stock with upward earnings revisions for AI-heavy portfolios.

Cloud & Digital Infrastructure▲ · 2 stocks
T-Mobile US Inc
TMUS
▲ PositiveCapitalrelevance

Evercore ISI recommends T-Mobile as a negative beta stock with upward earnings revisions for AI-heavy portfolios.

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