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Capital Economics warns the AI-driven stock rally is nearing an end as bubble indicators hit dot-com levels. While forecasting the S&P 500 to reach 8,250 by late 2026, the firm expects a 21% decline …
Barclays lifted its 2026 S&P 500 price target to 7,950 from 7,800 and raised earnings forecasts by 8.3% to $365 per share, citing strong tech execution and robust AI-driven profit growth despite limi…
CNBC Pro's survey reveals bullish 2026 targets for the S&P 500 from top Wall Street strategists. Projections range from a low of 7,100 to a high of 8,150, with an average target of 7,921 and a median…
Prediction markets assign over a 50% probability that the S&P 500 will hit 8,000 by year-end. Optimism from Donald Trump and a raised target from JPMorgan, fueled by strong earnings and AI momentum, …
Goldman Sachs strategist Peter Oppenheimer predicts slower, mid- to high-single-digit global equity returns over the next 12 months. Escalating sovereign bond yields across the US, Germany, the UK, a…
Goldman Sachs strategist Peter Oppenheimer projects moderate mid-to-high single-digit returns for the S&P 500 over the next 12 months. Slower profit growth and elevated bond yields will temper upside…
Wall Street finished a strong August with S&P 500 and Nasdaq gains, but renewed geopolitical tensions and potential rate hikes threaten September performance. Historically, September is the weakest m…
Historically, September is a weak month for U.S. stocks due to portfolio rebalancing, Fed decisions, and self-fulfilling prophecies. However, long-term investors should ignore this seasonal noise, as…
Schwab strategist Liz Ann Sonders projected that Nvidia and Micron will drive nearly a third of S&P 500 earnings growth in 2026, with Nvidia alone contributing 18%. The outlook emphasizes strong conc…
UBS Global Wealth Management raised its S&P 500 year-end target to 8,100 and mid-2027 target to 8,400. The upgrade cites stronger earnings growth forecasts, resilient economic expansion, supportive m…
Evercore ISI strategist Julian Emanuel projects the S&P 500 could reach 9,000, implying a 17% upside. The firm argues the AI bull market still lacks typical peak excesses, maintaining a 7,750 base ca…
Evercore ISI presents an ultra-bullish S&P 500 target of 9,000, driven by AI megacap dominance and $8 trillion in money-market cash. However, escalating hyperscaler capex topping $1 trillion and risi…
Historical midterm election seasonal patterns suggest major U.S. stock indices face potential pullbacks from mid-August through mid-October, despite strong broad-market momentum and low volatility.
Wall Street is sharply divided as Ray Dalio warns of an impending AI bubble reminiscent of past speculative manias, while Evercore ISI projects the S&P 500 could rally 16% to 9,000 within the next 12…
JPMorgan lifted its 2026 S&P 500 target to 8,000, citing robust earnings growth and accelerating AI monetization across hyperscalers like Google, Microsoft, and Amazon, despite mounting capital expen…
Debate over Federal Reserve rate hikes intensifies between hawks and doves as inflation stays above target amid resilient economic growth. Potential hawkish monetary policy and elevated Treasury yiel…
U.S. stocks face potential turbulence over the next two months due to approaching midterm elections, multiyear high Treasury yields, and unusually low volatility levels despite strong year-to-date ga…
Market leadership is rotating from high-flying chip stocks to high-quality, stable-earnings sectors like insurance and healthcare. While this rotation pressures tech indices like the Nasdaq, the broa…
Goldman Sachs anticipates increased market volatility for the S&P 500 in the coming months due to rising uncertainty from U.S. midterm elections, geopolitics, and interest rates.
Carillon Tower Advisers remains bullish on the S&P 500 for 2026 and 2027, despite volatility and sector concentration. While highlighting AI gains, they caution on the fragility of some smaller tech …