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Roger Altman
Evercore founder
First call on the ledger
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The flip side of his AI bullishness: nobody knows if the compute spend earns a return.
But second, I think the huge point is that no one does really no one really knows whether these astronomical amounts of spending on compute Are gonna earn a satisfactory return
Nasdaq since this was said: ▲ +2.1% · 25,914 → 26,456 · as of 2026-08-05
Long-term AI bull expecting big winners despite the week's volatility.
I think AI is revolutionary myself. I mean even more than a lot of people think and If I had to bet I'd say there's gonna be some big winners here
War, energy and rates not enough to destabilize a market backed by the strongest earnings quarter in five years.
I just think the market is resilient. I mean look at the headwinds. It's shrugging off the Iran war energy costs and Now a little rise in interest rates or a medium rising interest rates But I don't think those headwinds are enough to destabilize the market
S&P 500 since this was said: ▲ +1.9% · 7,600 → 7,742 · as of 2026-08-05
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