Overview

• Multiple analysts predict potential upside for AI, EV, and tech stocks like Nvidia despite economic uncertainty.
• Banks recommend buying opportunities in Asian and Chinese equities as corporate buybacks reach 20-year high.
• Strategists forecast tailwinds for home improvement retailers and select travel stocks in near term.
• Biotech and pharma stocks hyped for growth prospects, though some face patent expiration risks.
• Analysts debate recession odds and Fed rate hike timeline while eyeing crypto, oil, and income sectors.