As the S&P 500 continues to trade at new highs, Evercore ISI analyst Julian Emanuel has suggested that the index is likely to rise by about 33% by 2026.As of press time, the index was valued at 6,727, up 0.19% for the day, while in 2025, the S&P 500 has surged nearly 50%.S&P 500 one-day chart. Source: Google FinanceAccording to Emanuel, the S&P 500 could climb to 9,000 by 2026 under a “bubble” scenario, compared with the firm’s base target of 7,750. The probability of this high-end outcome has been raised t ...

Key TakeawaysU.S. stock market valuation has reached its highest point in history, with metrics like market-cap-to-GDP surpassing dot-com bubble and pre-Great Depression levels, signaling potential overheating and raising concerns among analysts.Tech companies have raised a substantial $157 billion through debt deals this year, marking a 70% increase from last year and positioning 2025 for the second-largest fundraising year ever, primarily to fuel ambitious AI initiatives.The U.S. Department of Homeland Se ...

Market Overview - US stock futures are rebounding after a sell-off, with major averages still near record highs, particularly the S&P 500, which has not dropped by at least 2% in 107 sessions, the longest stretch since July 2024 [1][2] - Tech stocks, which experienced significant selling, are seeing a rebound driven by renewed optimism in AI, particularly following positive earnings from Micron [2][6] Company Highlights - Micron reported fiscal fourth-quarter revenue of $11.3 billion, exceeding expectations, and adjusted earnings of $3.3, also above forecasts. The CEO indicated that trillions of dollars will be invested in AI, with a significant portion allocated to memory products [15][16] - Alibaba's stock surged to a four-year high after announcing plans to increase AI spending beyond an initial target of $50 billion and a partnership with Nvidia to develop AI infrastructure. The stock rose over 9% following the announcement [3][9][10] Industry Trends - The AI sector is experiencing fluctuating sentiment, with investors oscillating between excitement and skepticism. Recent developments from companies like Alibaba and Micron are contributing to renewed optimism [8][29] - Asian stocks are trading near four-year highs, with the Hang Seng and Shanghai Composite indices showing significant gains, indicating a strong performance in the region [12][13] Federal Reserve Insights - Fed Chair Jerome Powell indicated that equities are highly valued, contributing to a slight market pullback. However, there is optimism regarding potential interest rate cuts later this year [7][20] - Fed Governor Michelle Bowman expressed concerns about the labor market's fragility and suggested that the Fed may need to adjust policy more aggressively if conditions worsen [22][23]

Yale economist William Goetzmann says investors are generally too worried about a market crash. His research shows crashes after big surges are rare and often short-lived. Goetzmann advises staying invested long-term for better returns, despite market fears. Yale economist William Goetzmann has felt the fear that a stock-market crash can strike into an investor. He's lived through at least four of them: 1987, 2000, 2008, and 2020. "I watched my entire life savings drop by 50% during the crash of 2 ...

Market Overview - The market is currently under "bubble watch" as it continues to rise, reaching high valuations driven by extraordinary expectations for leading companies in the industry [1] Industry Performance - The largest names in the industry are experiencing significant growth, contributing to the overall market surge [1]

square those seemingly conflicting narratives. Joining us now to kick it off, Chris Grisanti, chief market strategist, M. a.i. Capital markets. Can we square those two things. Maybe we can.Because maybe because I've been around long enough to see stocks go up. Even when people say valuations are high. >> No, I'm saying maybe we can, maybe we can't.But we have to. So the deal is we. >> Have. >> To we have to.Yeah. You can't sit on the sidelines here because there's too much bullish short term momentum. And t ...