Phil Rosen says a historic S&P 500 earnings boom may not lift all boats equally, with select stocks poised to outperform. He points to hyperscaler cash flows an

Phil Rosen says a historic S&P 500 earnings boom may not lift all boats equally, with select stocks poised to outperform. He points to hyperscaler cash flows and AI return potential, against a backdrop of persistently positive stock-bond correlation.