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Despite mounting risks including elevated oil prices, inflation, and Middle East conflict, the VIX sits near 15, reflecting low expected volatility. Strong AI-driven mega-cap earnings support equitie…
S&P 500 edged up 0.26% as AI earnings strength from CoreWeave, Nebius, and Super Micro offset Middle East tensions and mixed inflation signals. CPI eased slightly, but Fed rate cut odds fell to 40%.
Q2 earnings season shows strong 80% YoY EPS growth, driven mainly by AI stocks (28% growth vs 12% non-AI). JPMorgan raised S&P 500 target to 8,000, though analysts warn of decelerating growth in 2027…