Pinned
To us, the rise in S&P 500 since late April is healthy, fueled by strengthening AI visibility and arguably justified by the upside to 1Q26 EPS alone ($10 beat)
- these tailwinds, in my view, are sustainable
- US GDP growth is accelerating
- we see this leading to significant
"We might still have challenges, so I think everyone needs to be vigilant, but generally bullish," says @fundstrat’s Tom Lee on the markets.
cnb.cx/3RETSAY
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