Evercore highlighted credit and Treasury yield levels that could trigger a shakeout in highly priced AI stocks, which leaves investors exposed to companies that rely heavily on borrowed money. The article covers three undervalued cash flow stocks from a screener that surfaced 458 more companies. Newmont, a global gold producer with a market value of about US$118.9b, is focused on operational stability, cost discipline and productivity, which is expected to lower operating costs and improve EBITDA margins. Berkshire Hathaway, valued near US$1.2t, draws cash flow from insurance, manufacturing (about US$83.0b), BNSF rail (US$24.6b) and retailing and services (US$44.7b), and its cash and short-term Treasuries reached a record US$397.4 billion.
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