10AM Hour: Contrarian Market Call, Micron Results Preview, New Eli Lilly Weight-Loss Data 9/30/26

Evercore and Susquehanna both see upside catalysts—a broad market relief rally and a possible Micron double—despite September's rocky rotation.

• Evercore turns contrarian: Julian Emanuel says consumer discretionary and financials could "rip" on a relief rally if oil stays low, even as small caps had a disastrous September and S&P target sits near current levels (5,750 area cited).
• Micron seen doubling: Susquehanna's Mehdi Hosseini (buy, $200 target vs. ~$200 stock) argues memory, not compute, is becoming the AI value chain's differentiator, projecting quarterly EPS reaching $30-$40 then $50, supporting 70% operating margins.

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