JPMorgan lifted its 2026 S&P 500 price target to 8,000 from 7,800, citing expectations that AI monetization will accelerate faster than spending. The bank's strategists, led by Dubravko Lakos-Bujas, p…
Morgan Stanley says it's time to buy the dip in AI infrastructure stocks, highlighting 13 US AI power infrastructure stocks including two 'standout' energy storage plays. Analyst Stephen Byrd wrote th…
Citi strategists declared the Magnificent Seven dead as a construct for assessing large-cap growth dynamics, introducing instead a 'growth cluster' of stocks that have contributed most to S&P 500 earn…
Big Tech stocks, led by the Magnificent Seven, have rebounded 8% since late June, while semiconductor stocks have fallen 12%, indicating a rotation out of crowded hardware trades rather than a broad g…