3 days ago - I look for the good times to keep rolling for Brookfield Renewable and Clearway Energy this year. Politics and investing often intersect. I anticipate we'll see such an intersection in 2026, which is a mid-term election year. Historically, the stock market is more volatile during mid-term election years than in other years. However, once the uncertainty about the makeup of the incoming Congress fades, the volatility disappears with stocks moving higher. I predict that's what will happen in 2026.

6 days ago - In short, its stock is ideally positioned to appreciate over the long run, which makes a forward stock split a very real possibility in the new year. Change is a constant on Wall Street. The stock market's largest companies by market cap are regularly changing places, with everything from their operating results to innovative catalysts sparking their rise and fall. In 2026, the face of the AI revolution, Nvidia (NVDA 0.39%), is predicted to fall from the most valuable public company to No.

The creep higher in longer-term yields isn't necessarily bearish for stocks, but it can introduce some additional volatility, especially for rate-sensitive sectors. If yields continue to push higher in the coming weeks, but it's driven by longer-term economic growth expectations, investors will likely be forgiving of the development. Speaking of the economy, next week we'll get the ADP report, JOLTs and Nonfarm Payrolls report, all of which will help color the picture of the U.S. labor market and potentially add volatility to trading.

10 hours ago - Goldman sees the S&P 500 hitting 7,600 by the end of the year, extending the market's bull run but at a more modest pace. AI capex will continue to surge.

6 days ago - Expectations for further Fed rate cuts in 2026 and resilient earnings from corporate America continue to support a strong outlook for stocks. “This year’s gains have shown that the bull market is all gas, no brakes,” said Hardika Singh, ...

We are seeing record level of CapEx and rapid earning growths, especially in the U.S. equity market. AI isn't just a tech story anymore. It's spreading into banks, healthcare, logistic, and utilities. For investor, this is the anchor theme driving our bullish outlook on USA stocks.

5 days ago - “Regional policy shifts suggest a more supportive macro backdrop for global growth in 2026,” writes State Street. “With an inflation trajectory trending lower, US policy rates likely to fall as the Fed takes stock of a softening labor market, and policy levers turning stimulative, we have a supportive environment for risk assets.”

For 2025, I predicted that artificial intelligence (AI) stocks would continue to drive gains, and that did indeed happen, with names like Nvidia(NASDAQ: NVDA) and Palantir Technologies advancing about 40% and 140%, respectively, and CoreWeave jumping more than 300% from its March initial public offering through June -- though it's dipped since then, it still delivered a significant annual gain.

Overall, our medium-run outlook for multiasset portfolios remains constructive, with positive after-inflation returns likely to continue. In 2026, U.S. technology stocks could well maintain their momentum given the rate of investment and anticipated earnings growth.

1 day ago - Five 2026 market predictions written in a native, news-style voice: AI’s winners and losers, broader sector leadership, dividend demand, valuation cooling as the Shiller CAPE sits at 39 (Dec. 31, 2025), and quantum-computing bursts—while keeping all original facts and numbers unchanged.

2 days ago - For 2025, I predicted that artificial intelligence (AI) stocks would continue to drive gains, and that did indeed happen, with names like Nvidia (NVDA 0.35%) and Palantir Technologies advancing about 40% and 140%, respectively, and CoreWeave jumping more than 300% from its March initial public offering through June -- though it's dipped since then, it still delivered a significant annual gain.

4 days ago - Kabra has a 7,300 price target for the S&P 500 in 2026, and is bullish on consumer cyclical, financials, and industrials stocks that should benefit from the One Big Beautiful Bill Act.

3 weeks ago - With no pretense of accuracy whatsoever, I forecast that the S&P 500 will decline 16 percent next year. There are plenty of reasons to worry about the stock market — including tariffs, share valuations and signs of euphoria about artificial ...

Trading Economics provides data for 20 million economic indicators from 196 countries including actual values, consensus figures, forecasts, historical time series and news. Stock Market Forecast 2026/2027 - was last updated on Tuesday, January 6, 2026.

3 days ago - The AI bubble blast radius, prediction market backlash, Powell's legacy, and Elon Musk's SpaceX IPO.

U.S. earnings and cash flow growth are poised to benefit from several factors, including a market-friendly policy mix, interest-rate cuts by the Federal Reserve, a reduction of $129 billion in corporate tax bills through 2026 and 2027 from the One Big Beautiful Act, positive operating leverage, the re-emergence of pricing power and AI-driven efficiency gains.“There will be some bumps along the way, but we believe that the bull market is intact,” Tang says. European and emerging market equities aren’t likely to benefit from similar tailwinds that are boosting U.S. stocks. Tepid forecasts for growth in the eurozone and structural challenges, with the region losing ground in manufacturing to China, cloud the outlook for European equities.

3 weeks ago - High valuations, market concentration, and policy uncertainty could all pose risks for the year ahead. Diversification may matter more than ever. Consider looking beyond US mega-caps to international stocks or even adding diversifiers like commodities or alternatives.

1 month ago - Our model anticipates annualized returns of about 3.5% to 5.5% over the next 10 years. Our muted long-term return projection for U.S. equities is entirely consistent with our more bullish prospects for an AI-led U.S. economic boom.

For 2025, I predicted that artificial intelligence (AI) stocks would continue to drive gains, and that did indeed happen, with names like Nvidia (NASDAQ: NVDA) and Palantir Technologies advancing about 40% and 140%, respectively, and CoreWeave jumping more than 300% from its March initial public offering through June -- though it's dipped since then, it still delivered a significant annual gain.