Citi predicts modest global-equity gains through mid-2026, despite the concentration of stock-market performance. ...

With artificial intelligence dominating so much of the conversation on Wall Street, investors may be missing out on attractive plays far outside the technology sphere, according to Bank of America analysts. ...

Core Insights - Goldman Sachs strategists predict that the S&P 500 will achieve annualized gains of 6.5% over the next decade, indicating a moderate growth outlook for the index [1] Summary by Category - **Market Outlook** - The anticipated annualized gain of 6.5% for the S&P 500 suggests a stable but not overly aggressive growth trajectory for the U.S. equity market in the coming years [1]

Core Insights - The S&P 500 experienced a decline of 1.6% last week, indicating a negative trend in the stock market [1] - Historically, poor performance in the first weeks of November does not typically have a lasting impact on the overall stock market [1] Market Performance - The S&P 500's drop of 1.6% last week reflects broader market concerns [1] - The trend of bad first weeks in November suggests that such declines may be temporary and not indicative of long-term market performance [1]

Core Insights - The key international agency forecasts that oil and gas consumption will continue to grow through 2050, indicating a significant shift in energy demand expectations [1] Group 1: Energy Demand Forecast - The current trajectory suggests that energy demand for oil and gas will increase, contrary to previous expectations regarding electric vehicle adoption [1]

Core Insights - IBM announced new processors aimed at developing a "fault-tolerant quantum computer" by the end of the decade [1] Group 1 - The new processors are a significant step towards achieving fault tolerance in quantum computing [1] - IBM's goal is to have a functional fault-tolerant quantum computer by the end of the 2020s [1]

Core Viewpoint - Price cuts by Target Corp. are primarily a defensive strategy rather than an offensive move against competitors, indicating the company's need for significant changes due to its struggles [1] Group 1 - Target Corp. is implementing price cuts as a response to its current challenges in the retail market [1] - The company's strategy reflects a shift in focus to address competitive pressures rather than proactively gaining market share [1]

Core Viewpoint - The Dow Jones Industrial Average reached a new record high, indicating strong investor interest in stocks beyond just artificial intelligence sectors [1] Group 1 - The closing value of the Dow Jones Industrial Average was noted as a fresh record high on Tuesday [1] - Investors are diversifying their portfolios by investing in a broader range of stocks, moving beyond the previously favored AI-related companies [1]

Core Insights - Payment delays across states are anticipated, even with the government's reopening [1] Group 1 - Analysts predict that payment delays will continue to affect various states [1]

Core Insights - The drug giant is successfully maintaining its competitive edge and is on track to reach a valuation of nearly one trillion dollars, even after significantly reducing the prices of some medications [1] Company Performance - The company has managed to outpace its rivals in the pharmaceutical industry despite the price reductions [1]