--- title: "Veteran Bank Predicts S&P 500 Could Hit 9,000" type: "News" locale: "en" url: "https://longbridge.com/en/news/295442848.md" description: "Evercore ISI predicts the S&P 500 could reach 9,000, citing AI enthusiasm levels below historical extremes. Strategist Julian Emanuel notes the AI FOMO gauge is at 4/10, suggesting room for speculative demand before excesses threaten the rally. Despite recent volatility in tech stocks due to shifting expectations on AI, earnings, and rates, Evercore sees no end to the advance. The firm forecasts Q2 S&P 500 earnings growth exceeding 30%, potentially nearing 40% post-Nvidia, favoring tech, communication services, and consumer discretionary sectors." datetime: "2026-08-10T19:51:35.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295442848.md) - [en](https://longbridge.com/en/news/295442848.md) - [zh-HK](https://longbridge.com/zh-HK/news/295442848.md) generator: "portal-rs" --- # Veteran Bank Predicts S&P 500 Could Hit 9,000 Evercore ISI sees room for the S&P 500 to climb toward 9,000, arguing that investor enthusiasm around artificial intelligence has not yet reached levels associated with past market extremes, according to a research note. Evercore strategist Julian Emanuel said the firm's AI FOMO gauge stands at 4 out of 10, well below the reading above 7 recorded around the 2000 market peak. That leaves room for stronger speculative demand before the firm's bull-case scenario faces the type of excess that could threaten the rally. The view comes as technology and semiconductor stocks have experienced larger swings in recent months. Evercore said the volatility reflects shifting expectations around AI, earnings, interest rates and other macroeconomic factors, but does not by itself signal that the broader advance is ending. Evercore also pointed to potential support from corporate earnings. The firm expects second-quarter S&P 500 earnings growth could exceed 30% year over year and potentially approach 40% after Nvidia reports later this month. For investors, Evercore favors technology, communication services and consumer discretionary stocks, while also seeing options as a way to participate in potential further gains. ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [EVR.US](https://longbridge.com/en/quote/EVR.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [SPY.US](https://longbridge.com/en/quote/SPY.US.md) - [IVV.US](https://longbridge.com/en/quote/IVV.US.md) - [VOO.US](https://longbridge.com/en/quote/VOO.US.md) - [SPLG.US](https://longbridge.com/en/quote/SPLG.US.md) - [SPXL.US](https://longbridge.com/en/quote/SPXL.US.md) - [UPRO.US](https://longbridge.com/en/quote/UPRO.US.md) - [SSO.US](https://longbridge.com/en/quote/SSO.US.md) - [SH.US](https://longbridge.com/en/quote/SH.US.md) - [SPXS.US](https://longbridge.com/en/quote/SPXS.US.md) - [SPXU.US](https://longbridge.com/en/quote/SPXU.US.md) - [SDS.US](https://longbridge.com/en/quote/SDS.US.md) - [SPYI.US](https://longbridge.com/en/quote/SPYI.US.md) - [JEPI.US](https://longbridge.com/en/quote/JEPI.US.md) - [XYLD.US](https://longbridge.com/en/quote/XYLD.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [09388.HK](https://longbridge.com/en/quote/09388.HK.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Nvidia to use Poolside deal to build alternative to Chinese AI, WSJ says](https://longbridge.com/en/news/296727449.md) - [Fabrinet Sees AI Optical Demand Fueling Years of Growth, Expands Capacity](https://longbridge.com/en/news/296565769.md) - [Brazil launches AI supercomputer push, splits projects between Chinese, US firms](https://longbridge.com/en/news/296536355.md) - [UBS Global Wealth Management lifts S&P 500 year-end target to 8,100](https://longbridge.com/en/news/296597853.md) - [What Nvidia's $500 billion Wall Street deal signals about the AI boom](https://longbridge.com/en/news/296063112.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**