Mondelez

SPGI S&P Global (S&P Global) - Rating: Buy, catalyzed by AI data demandKO Coca-Cola (Coca-Cola) - Defensive king, dividend yield 3.2%FISV Fiserv - Fintech, valuation recoveryDGXQuest Diagnostics - Steady medical diagnosticsPFGPrincipal Financial - Insurance cycle reversalACGL Arch Capital - Reinsurance...

This report is built on two core themes: 👉 K-shaped economic recovery 👉 AI-driven future. Evercore ISI believes that the future market will be clearly divided: some companies will benefit from the AI wave and high-income consumer spending, while others will rely on policy stimulus and the recovery of middle-class demand. 1. Retail & Consumer. Evercore ISI expects that future tax cuts will directly boost consumer spending power, especially benefiting price-sensitive consumers. Walmart (WMT) is listed as the #1 retail choice...