American banking giant Goldman Sachs has raised its 2026 year-end target for the S&P 500 as the index trades near record highs.
Speculative fervor is high but not at elevated levels pointing to a big market pullback
The hottest thing in the U.S. this summer isn't the weather — it's the rip-roaring stock market.
Ever since Big Tech went all in on artificial intelligence more than three years ago, seven companies have done the heavy lifting for overall S&P 500 earnings growth. But more recently, the other 493 names in the index have started to pull their weight.
Despite a rough start to the week, the S&P 500 rallied in the back half to post its eighth consecutive weekly gain, its longest streak since 2023. Ultimately rising 0.9%, the index is now inches away from its all-time high reached on May 14, 2026.
United States President Donald Trump declared a new stock market record on Friday, as the S&P 500 notched its eighth consecutive weekly gain, its longest winning streak since 2023.
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Zweig-DiMenna's proprietary model tells them inflation will be rising in the next 3-6 months and bond yields have not risen sufficiently to compensate investors for that
Futures gain as tech rally continues; Brent ticks up to $105
I maintain a Buy rating on the iShares US Thematic Rotation Active ETF, reaffirming the original thesis from September 2025. Compared to IVV, the IT-heavy THRO portfolio has a GARP tilt (i.e., a combination of a high EY and impressive earnings growth), which is supportive of further outperformance. THRO has outperformed the S&P 500 index since September. Since its inception in 2021, it has delivered a stronger total return than IVV, as it captured around 105% of its upside.
It's been a tumultuous few months for stocks, and option buyers have been chasing the momentum.
Launched on May 15, 2000, the iShares Core S&P 500 ETF (IVV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.