1 week 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 0.05%) 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.

Stocks are on track for weekly gains, with most of the majors hitting fresh all-time highs, as money finds its way towards other, non-tech, areas of the market.

1 week 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.

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.

5 days 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.

1 week 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 +2.08%), is predicted to fall from the most valuable public company to No.

Goldman Sachs Research analysts remain constructive on equities for 2026 as earnings continue to grow, but forecast lower index returns than in 2025, amid a broadening bull market.

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.

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 ...

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.

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 Thursday, January 8, 2026.

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.

1 week ago - At the big banks and the boutique investment shops, an optimistic consensus has taken hold: the US stock market will rally in 2026 for a fourth straight year, marking the longest winning streak in nearly two decades.

No matter how confident he was in any single bet, Dalio knew going forward that he could still be wrong, and that he needed to be properly diversified to reduce risks without reducing returns. Dalio would build portfolios that incorporated high quality return streams that balanced each other out, providing a more consistent and reliable return, and not risking ruin on any single stock market prediction.

3 days ago - ... A groundbreaking study, published ... a surprisingly simple metric—the difference between current S&P 500 earnings yield and long-term real Treasury Inflation-Protected Securities yield—has significant power to possibly ...

4 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.

December 10, 2025 - 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.

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.

2 weeks ago - My big stock predictions include the S&P 500 rallying 20%+ in 2026 on AI-driven earnings, easier liquidity, and powerful narratives — but expect violent volatility, sharp corrections, and a brutally selective market where only the strongest ...