Market context
Follow the story. See which markets it affects. Explore the context.
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…
U.S. stock futures fell post-Labor Day amid historical seasonal headwinds and escalating U.S.-Iran tensions. Surging crude oil prices—Brent near $99 and WTI above $94—continue to pressure broad marke…
Historic red flags signal rising risk of a major Wall Street correction. The S&P 500 Shiller P/E has reached 42.17 alongside a parabolic surge in margin debt to $1.5 trillion, echoing market conditio…
Long-term US Treasury yields surged, with the 10-year reaching 4.814%, while oil climbed above $95 amid Middle East conflict. The Fed attributes rising yields to strong economic growth, while Wall St…
US stocks face potential September declines as rising borrowing costs threaten equity valuations, requiring reassurance on interest rates to avert seasonal weakness.
Evercore ISI projects the S&P 500 could rally to 9,000 over the next year in an upside scenario. Strategist Julian Emanuel argues the AI bull market lacks peak excesses and classic indicators of mark…
The S&P 500 continues its upward momentum, driven by resilient macroeconomic conditions and robust Q2 earnings growth tracking 31% year-over-year. Despite geopolitical tensions and oil price risks, W…
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…
The S&P 500's Shiller CAPE ratio has climbed to 42.37, nearing its dot-com bubble record of 44.19. Historically, valuations exceeding 30 have triggered market declines between 20% and 89%, signaling …
Q2 S&P 500 earnings beat expectations, driven mainly by AI stocks (28% EPS growth vs 12% non-AI). JPMorgan raised S&P 500 target to 8,000, though strategists warn of decelerating growth in 2027 and A…
Markets shift focus to earnings season after a volatile session driven by falling oil prices. Limited details provided in this brief market preview article.