Tom Lee Sets Bold S&P 500 Target for 2026 Amid AI and On-Shoring Tailwinds
AI Summary1 min read
TL;DR
Tom Lee predicts the S&P 500 will rise by 2026, driven by Fed easing, AI, and on-shoring, countering bearish views that the market is overextended.
Tom Lee, a renowned analyst, has set a target for the S&P 500 in 2026, despite the current "too far, too fast" narrative. Lee believes that investors are underestimating the fuel left in this bull market, driven by the Fed's easing and tailwinds such as AI and on-shoring. He thinks skeptics are misjudging the market's setup, and that the market isn't running on fumes, but rather on a policy backdrop that's adding fuel.
