* Dubravko Lakos, JP Morgan: ‘This year and #39;s rally is over, and the current positioning of investors shows that they are too optimistic’
* Mike Wilson, Morgan Stanley: ‘I can and #39;t imagine better news than what we got from Nvidia … and yet the rally failed’
* Dan Ives, Wedbush: ‘A massive wave of AI-driven spending is about to fuel another surge in tech stocks’
* Sam Stovall, CFRA Research: ‘Historically, September was the weakest month of the year for the S and P 500’
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