S&P 500 Targets $7,500 as AI Earnings Surge and Institutional Capital Flows into US Equities

TLDR: S&P 500 earnings estimates for 2026 were revised up 300 basis points, with 14–17% projected YoY growth. The Magnificent 7 tech stocks are driving nearly 40% of the S&P 500’s recent upside amid AI spending. Core inflation holds near 2.6%, keeping Fed rate cut expectations alive for Q3 or Q4 of 2026. Bitcoin and [...]

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