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Fundstrat's Tom Lee predicts a major market rally if key catalysts clear, including Nvidia's upcoming Q2 earnings. Lee expects Nvidia's report to reinforce market conviction in the ongoing AI trade, …
Wall Street analysts report that heavy AI spending is boosting megacap cloud earnings. With cloud backlogs topping $2.3 trillion, JPMorgan raised its S&P 500 target to 8,000, driven by explosive reve…
Despite tech volatility over AI capex fears, record $216B yearly inflows into tech funds show sustained investor confidence. JPMorgan raised S&P 500 target to 8,000, citing AI monetization visibility…
JPMorgan raised S&P 500 target to 8,000 from 7,800, citing strong Q2 earnings (78% beat estimates) and AI monetization evidence from Google, Amazon, and Microsoft's cloud businesses showing improved …