Today's American Stocks Pulse
Goldman Sachs lifts S&P 500 year‑end target, dismisses bubble fears
Goldman Sachs raised its S&P 500 year‑end forecast, citing strong earnings momentum. The bank also said the recent rally differs from the speculative bubble of 2020‑21, underscoring confidence in market fundamentals.
Goldman Strategists Cite Earnings in Hiking S&P 500 Target to 8,000
Goldman Sachs strategist Ben Schneider raised the S&P 500 year-end 2026 target to 8,000 from 7,600, joining peers at Morgan Stanley and Deutsche Bank in projecting roughly a 17% return for the index this year. Goldman’s upgrade is driven primarily by upward revisions to earnings estimates—forecasting about 24% EPS growth this year and a further 13% next year—attributed to AI-driven capital expenditures. Strategists say earnings growth has outpaced the market’s advance, prompting multiple sell-side firms to lift price targets into the 8,000–8,200 range. The bullish consensus reflects accelerating corporate profit expectations rather than changes in macro forecasts.
Dow Theory Signals Bullish Month as EW Indices Hit Records
New Dow Theory confirming a bullish phase this month, with both the equal-weight $SPX $RSP and equal-weight $QQQ $QQQE making new all-time highs. "The most bullish thing the market can do is go up." https://t.co/tCgfgd3j67
Price-Action Is Bearish Even at Records: 3-Minutes MLIV
Despite global stock records, price action is weakening and the market tone has shifted from cautious to outright bearish. The speaker says a narrow AI- and semiconductor-led rally masks widening economic damage and believes the disconnect between frothy equities and...
Costco Shares Tumble 8% From Record High, Sparking Buy‑the‑dip Chatter
Costco Wholesale's shares slipped roughly 8% from a record $1,096 level to around $998 after the market reopened following Memorial Day. The pullback has ignited a debate among traders about whether the dip offers a tactical entry point, given the...
Ford's F-Series Production Gap Fuels New Truck War with GM and Ram
Ford Motor Co. disclosed a 60,000‑unit drop in F-Series inventory and a 55‑day supply—below the 60‑day industry norm—prompting a plan to add 50,000 trucks this year. Rivals General Motors and Stellantis are accelerating production, turning the shortfall into a renewed...
US Futures Rise as Oil Slides Below $100 Amid Iran Tensions
S&P 500 futures jumped 0.7% and Nasdaq 100 contracts climbed more than 1% on Tuesday, buoyed by a drop in Brent crude to under $100 per barrel as diplomatic talks between the United States and Iran raised hopes of a...
David Einhorn Goes Long on Victoria’s Secret as Sales Surge 6% in FY2025
Greenlight Capital founder David Einhorn announced at the Sohn Investment Conference that he is now long on Victoria’s Secret (VSCO), citing a 6% rise in net sales to $6.55 billion and a 22% jump in earnings per share for fiscal 2025....
From 7% Drop to 10% Gain: Markets Defy Odds
On March 30, the S&P 500 was down 7% in 2026, one of the worst starts to a year in history. After one of the biggest 8-week rallies ever (+17%), it's now up over 10% YTD, more than 2x higher than...
Evening Market Recap - Tuesday, 26-May
The FactSet Evening Market Recap highlighted a broadly bullish U.S. equity session on Tuesday, May 26, with the S&P 500, Nasdaq and Russell 2000 poised for fresh record closes. Momentum was anchored by a renewed rally in semiconductor memory stocks,...
U.S. Markets Edition - 26-May-26
The May 26 edition of the U.S. Markets show focuses on the volatile oil market and the uncertain status of the U.S.–Iran war. Mixed messages from President Trump and Secretary of State Marco Rubio – “good deal or none at all”...
Sell Into Strength as Market Extends Beyond Resistance
📺 TIME TO SELL INTO STRENGTH? + $AMZN, $GOOGL & $ASTS CATCH-UP TRADES The market is becoming increasingly extended after a powerful rally off the April lows. It reclaimed the 8/21-day MAs after April 7th and has largely stayed above them...
🚨Stock Market Outlook: Is a Massive Market Move Coming This Week? Find Out LIVE @ 8:00pm ET
The True Trading Group live broadcast, hosted by co‑founder Michael Edward, opened with a Memorial Day tribute before shifting to a detailed market outlook for the coming week. Edward promised to reveal exact entry, exit and price targets for a...
Tuesday - May 26, 2026
In this brief episode of the Dividend Cafe, host Brian Seitel reviews the market’s post‑Memorial Day performance, noting that despite geopolitical uncertainty between the U.S. and Iran, the S&P 500 and Nasdaq hit fresh record highs, up roughly 10% and 14.5%...
Dow Jones Leader Amazon, AI Stock Quanta, Monster Beverage In Or Near Buy Zones
Amazon is hovering in a 5% buy zone above the 258.60 point, buoyed by Jefferies’ $320 price target that highlights accelerating AWS AI revenue. Travere Therapeutics broke out of its buy range after the FDA approved its drug Filspari for...
S&P 500, Nasdaq Catapulted to New Highs by Micron and Tech as Traders Monitor Shaky Iran Negotiations: Live Updates
U.S. equity indexes surged to fresh record levels on May 26, with the S&P 500 climbing above 5,300 and the Nasdaq breaching the 16,000 mark. The rally was sparked by Micron Technology’s earnings beat and upbeat guidance, which lifted the...
Bank of America Resets Apple Stock Price Target on AI Update
Bank of America analyst Wamsi Mohan raised Apple’s price target to $380, up from $330, and kept a Buy rating. The upgrade stems from a new thesis that Apple’s integrated silicon‑iOS stack gives it a decisive edge in the emerging...
Boeing Stock Outlook Hinges on $50 B Narrow‑Body Project and Engine Choice
Boeing's long‑term stock trajectory will be defined by a $50 billion next‑generation narrow‑body program slated for launch in about ten years. Analysts warn that funding the project may require new debt or equity, while the choice between a ducted engine and...
Tech Lifts US Stocks, WTI Crude Falls on Iran Peace Deal Hopes
U.S. equities rose on Tuesday as technology shares, led by a surge in chip stocks, lifted the Nasdaq 1.43% while the S&P 500 gained 0.87% and the Dow remained flat. The rally came amid growing optimism that a U.S.–Iran peace deal...
Biotech Surge Powers Nasdaq: AKTX Jumps 255% on KRAS Data
Akari Therapeutics (AKTX) surged more than 255% for a second straight day after preclinical data showed synergistic activity of its AKTX-101 drug with KRAS inhibition in pancreatic cancer models. The rally lifted the broader biotech sector, with Govix (GOVX) and...
BJ's Wholesale Club Q1 2026 Earnings Beat Expectations with $5.5B Sales
BJ's Wholesale Club reported first‑quarter 2026 results that topped analysts' revenue forecasts, delivering $5.5 billion in net sales—a near‑10% year‑over‑year rise—while adjusted earnings per share came in at $1.10. The retailer highlighted robust membership growth, strong gasoline sales, and a new...