Rare Wall Street unanimous 2026 call means Nvidia is pressure point

Group 1 - Wall Street strategists unanimously predict a positive year for the S&P 500 in 2026, providing a clear "base case" for investors [1] - The consensus is viewed as a blueprint for market engagement, highlighting key factors for a potential upswing [2][5] - Nvidia is identified as the only company meeting the bullish outlook assumptions, including earnings growth and AI spending [2][4] Group 2 - Analysts emphasize the importance of Nvidia as an anchor stock for the 2026 market thesis, reflecting broader market trends [4][8] - Key factors supporting market growth include sufficient earnings growth, stable interest rates, and strong AI expenditure [6][7] - The consensus suggests a mid-to-high single-digit growth for the index if foundational elements remain strong [6]