Today's American Stocks Pulse
Goldman Sachs lifts S&P 500 year‑end target, dismisses bubble fears
Goldman Sachs raised its forecast for the S&P 500’s year‑end level, citing continued earnings strength, and said the market is not in a bubble. Analysts also note a potential melt‑up could push the index toward 8,000 if momentum holds.
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Stock Market Today: Futures Advance to Begin Holiday-Shortened Week After Major Indexes Decline for 5th Straight Week
U.S. equity futures rose about 0.6% on Monday, signaling a tentative rebound after five consecutive weeks of index declines. The Dow Jones slipped into a 10% correction, shedding roughly 800 points, while the Nasdaq and S&P 500 also posted losses on Friday. Oil prices surged, with WTI at $101 and Brent at $108 per barrel, adding pressure to market sentiment. President Trump’s remarks on a new Iranian regime and potential military actions kept geopolitical risk in focus as investors await the March jobs report and corporate earnings.
Investors Lose Patience with Iran War & TSA Workers Finally Get Paid
The Brew Daily episode covers the market fallout from the Iran‑Israel conflict, highlighting how the war’s impact on oil supplies has driven a broad sell‑off across stocks, bonds, cash and alternatives, with tech giants like Meta and Microsoft among the...
Citi Sticks to 7,700 S&P 500 Year‑end Target Despite Iran Tensions and Oil Surge
Citigroup reaffirmed its base‑case 7,700 year‑end target for the S&P 500, even as Iran‑related geopolitical risk and Brent crude above $111 a barrel fuel market volatility. The bank’s outlook hinges on earnings resilience and a bullish earnings‑growth narrative despite a 20%...
S&P 500 Slides About 7% YTD as Recession Odds Rise, Sparking Large‑Cap Investor Anxiety
The S&P 500 has slipped about 7% year‑to‑date as recession probabilities climb, heightening concerns for holders of large‑cap stocks. Analysts point to tighter credit, volatile energy prices and lingering geopolitical stress as key drivers, while investors scramble to hedge exposure.
Micron Beats FY2026 Q2 Forecast, Shaking Analyst Doubts on AI Memory Demand
Micron Technology reported fiscal Q2 2026 results that exceeded consensus estimates, despite recent analyst concerns that AI‑driven memory demand could soften. The earnings surprise helped steady the stock, which remains a key tech holding in the S&P 500.
Trump-Fed Clash and Iran War Heighten Stakes Ahead of U.S. Inflation Report
Former President Donald Trump is demanding a federal funds rate near 1% as the Iran war disrupts oil flows, intensifying a feud with Fed Chair Jerome Powell just before the next U.S. inflation report. The standoff threatens to reshape equity...
The Mag 7 Ate Your Index
For nearly two years the S&P 500’s rally has been powered by an unusually tight group of seven mega‑cap stocks, often dubbed the “Magnificent 7.” That concentration masked historically thin market breadth, leaving most equities lagging behind the index. Recent price action...
Citigroup Holds Firm on S&P 500 Target Despite Iran Tensions
Citigroup reaffirmed its year‑end S&P 500 target of 7,700 points, implying a roughly 20% rally from the March 27 close of 6,368. The bank’s base case rests on projected earnings of $320 per share and expects earnings momentum to remain strong despite...
Bull Market Likely to Endure Beyond Three
After a historic nine month win streak, the S&P 500 has pulled back about 9%. This is fairly normal, but the big question is could the bull market be over? We say no. In fact, 7 of the past 8 bull markets...
War Spurs Record EPS Upswings Across All Sectors, Tech Leads
Wild chart from @WSJmarkets here. Since the war started, all 11 sectors now have higher 12-month EPS forecasts than before and tech EPS had one of the largest jumps in EPS estimates in history. 🤔 https://t.co/ObyETJ4E3o
Cava Group Targets 76 New Restaurants in 2026, Aiming for $184M EBITDA
Cava Group announced a plan to open 74 to 76 new restaurants in 2026, seeking $176‑$184 million in adjusted EBITDA. The strategy follows a record‑setting fourth quarter that lifted the stock 41% year‑to‑date and pushed annual revenue past $1 billion.
Bears Dominate: NYSE Posts 17 Consecutive Low‑High Imbalance
New lows are taking over NYSE new lows > new highs for 17 straight sessions. The bears control participation. When does the new low list stop expanding? 👉 https://t.co/TDXk8SmB1d https://t.co/h2g2QbQ4x9
Most S&P 500 Stocks Slide 10%, Half Drop 20%
76% of the S&P 500 stocks are down 10% from their highs. Nearly half the market is down 20%... https://t.co/gojXiterri
EastGroup Beats Stag on Dividend Growth as Investors Flock to Warehouse REITs
EastGroup Properties posted a 10.7% dividend hike and a 6% FFO outlook, while Stag Industrial offers a 4.1% yield but higher debt. Retail investors snapped up $638 million of REIT shares this month, underscoring demand for inflation‑linked warehouse assets.
Earnings Cycle Accelerates Despite S&P 500 Drop
"The S&P 500 index is down 9.2% from its recent highs, and the P/E ratio is down 18%. That 9 percentage point difference can be explained by an earnings cycle that is not only holding up but accelerating higher:" Fidelity's...
SPX Futures Rebound, Patience Required for Today’s Trade
$spx futs +35 reversed off the overnight lows. Makes today’s set up different. It means more patience and we’ll see if early strength holds/fades or builds. We will map out some levels And trade the market in front of us....
Bill Ackman Says S&P 500 P/E Is Justified, Warns Investors on Valuation Risks
Bill Ackman, Pershing Square’s founder, told shareholders the S&P 500’s forward price‑to‑earnings ratio of 20.6 × remains high but defensible because the index’s top ten stocks are projected to grow earnings over 20% annually. His public stance, coupled with a $250,000...
Market Bears in Control: S&P Down, VIX Spikes
•The S&P has dropped for 5 straight weeks. •VIX above 30. •Breadth collapsing. •This isn’t a dip. The rules have changed. More here: https://t.co/uh4QHy6u6s https://t.co/AWURzXrR6l
Thursday's S&P
This is no early April Fools' joke, but Thursday is down an annualized 147.6% this year for the S&P 500. Monday is up 108.2% at least, but that isn't making up for Tuesday, Thursday, and Friday. https://t.co/mtIAIGB4Q8
U.S. Equities Slip Fifth Week as Bond Yields Jump on Iran Conflict
U.S. equity markets posted a fifth consecutive week of losses as Treasury yields surged amid heightened Iran tensions. The market slump marks the longest losing streak in nearly four years, underscoring how geopolitical risk is reshaping bond and stock dynamics.
S&P 500 Ties Record with Nine Consecutive Down Thursdays
The last time Thursday was this bad was probably when they rolled out Joey. Most won't get that joke, but I thought it was funny. S&P 500 down nine Thursdays in a row, tying the most ever from 1930 and 1998....
S&P 500 Faces Five-Week Slide, Near Record Streak
The 🍌 peel period of February and March is living up to the name, as the S&P 500 is down five weeks in a row. The longest weekly losing streak ever? Eight in 1970 and 2001. https://t.co/77A6x56e3D
AST SpaceMobile's Bluebird 6 Boosts Stock, Triggers 37% Pullback
AST SpaceMobile launched Bluebird 6, the largest low‑Earth‑orbit communications antenna, propelling its shares up 196% over the past year. A $3.9 billion financing round in February 2026 then pulled the stock back 37% to around $81, underscoring the tension between growth ambitions...
Why Buying the Market Dip Right Now Could Be the Best Financial Decision of 2026
The S&P 500 has entered a volatile phase as investors weigh AI growth prospects against geopolitical tensions, notably the war in Iran. After three years of record highs and a 78% total gain, the index is now pulling back, creating a...
S&P 500 Forward P/E Ratios
Yardeni’s latest chart shows the S&P 500’s forward price‑to‑earnings ratios diverging sharply across market segments. The so‑called Magnificent Seven tech‑heavy stocks are trading above a 30‑times forward P/E, while the broader large‑cap index sits near 22‑times and small‑to‑medium caps hover around...
Catalyst Watch: Brace for a Volatile Stock Week
GET READY FOR ANOTHER CRAZY WEEK IN THE STOCK MARKET Here's a full catalyst watch to help you get prepared More below ⬇️🧵
S&P Faces Historic Wave of 1%+ Daily Drops
The S&P 500 fell 1.7% on Friday, its 10th daily decline so far this year with a loss above 1%. Expect to see many more of these days in the coming weeks & months - the average year since...
Here Are the 3 Big Things We're Watching in the Stock Market in the Week Ahead
The market heads into a volatile week as the Iran‑Israel conflict sustains high oil prices and fuels inflation worries. Investors will focus on the March non‑farm payrolls, expected to add about 60,000 jobs, alongside ADP, JOLTS and consumer‑confidence releases. A...
Nvidia Hits S&P 500 Forward P/E Parity After Decade
GOLDMAN DESK: “.. Nvidia now trades at par / slight discount to the S&P500 on fwd P/E for the first time in 10+ years. “.. yes, Nvidia is now trading at par with the S&P500 on fwd P/E despite, Nvidia...
Rising 5% Breakeven Inflation Threatens S&P Valuations
Bond markets have rapidly repriced near-term expectations for U.S. inflation in response to surging commodity prices. The implied 1-year breakeven inflation rate is now above 5% for the first time since 2022. Elevated bond market-implied inflation expectations may present a problem...
Larry Kudlow Warns of Market Volatility as Iran Tensions Rise on March 27
Larry Kudlow appeared on multiple Fox Business programs on March 27, 2026, warning that escalating Iran tensions could spark volatility in U.S. equities while noting a rally in energy stocks. His commentary set the tone for investors watching the S&P...
Okta (NASDAQ:OKTA) Trading Down 7.3% After Analyst Downgrade
Okta (NASDAQ:OKTA) fell 7.3% on Friday, sliding to $73.59 after Zacks Research cut its rating from strong‑buy to hold. The drop came amid a 74% plunge in trading volume and a low of $72.89. While the company posted a Q4...
Bear Scenario Looms: Oil Spikes, Fed Stuck, S&P Near 6k
Looks like next week is heading towards the bear case scenario I highlighted in my weekly report. Bear case (35% probability): The April 6 deadline produces strikes on Iranian energy infrastructure. Iran retaliates against Saudi or UAE oil facilities. Brent breaks...
S&P 500 Forward P/E Drops 16% as Earnings Rise
Stock valuations are compressing sharply even as earnings estimates keep rising. The S&P 500 forward P/E has fallen 16% while the index itself is down just 8.7%. 🔒 Members-Only https://t.co/QZg0BjpnPg
Weekly S&P500 ChartStorm - 29 March 2026
The S&P 500 slipped through a pivotal support zone this week, handing control to bearish forces. Despite the downside, implied correlation metrics and heightened leveraged‑ETF activity suggest a short‑term bounce may be on the horizon. Longer‑term cycle gauges are flashing warnings...
Energy Soars, Financials Plunge: Stagflation’s Sector Split
A stunning 53% spread between the best and worst performing S&P 500 sectors so far this year: -Energy $XLE: +41% -Financials $XLF: -12% This is what stagflation looks like... https://t.co/mjjvgXsRDs
S&P 500 Slides 9%, Longest Correction Since 2022
The S&P 500 is now down 9% from its January peak. This is the biggest correction since the tariff tantrum last April and the longest since the 2022 bear market. $SPX https://t.co/QciAw5ESf1
Nvidia Hits Technical Inflection Point Amid AI‑Driven Market Turmoil
Nvidia stock fell to $169.07, a 1.27% drop that placed the chipmaker at a pivotal technical support zone on the Nasdaq. The move came as AI‑related spending doubts, soaring oil prices and heightened Middle‑East risk rattled the broader market, prompting...
All Magnificent Seven Stocks Lag S&P 500, Deep Declines
All 7 members of the Magnificent Seven are down on the year (-8% for Apple to -26% for Microsoft) and underperforming the average stock in the S&P 500 (which is down -1%) by a wide margin. https://t.co/61SEyeq0tV
Market Crash: Every Listed Asset Plummets Below All‑Time High
% Below All-Time High ExxonMobil: 0% S&P 500: -9% Apple: -14% Gold: -20% Nvidia: -21% Google: -22% Amazon: -23% Tesla: -28% Palantir: -32% Meta: -34% Microsoft: -36% Silver: -43% Bitcoin: -48% Ethereum: -60% MicroStrategy: -77% Fartcoin: -94% Trump Coin: -96% Melania Coin: -99%
JPMorgan Lifts Amazon Price Target to $280, Reinforcing Bullish Outlook
JPMorgan Chase raised its price target for Amazon.com (NASDAQ:AMZN) from $265 to $280 and kept an overweight rating. The upgrade follows a earnings beat and aligns with a cluster of analyst forecasts that now average $286.66, suggesting continued optimism on...
S&P 500 Slides
The S&P 500 is down 7% in the first 59 trading days of 2026, the 14th worst start to a year in history. $SPX https://t.co/giuunxMRVO
S&P 500 Slides Below Key Supports, Still Not Oversold
#SP500 Down Candle. Support 6360, 6212, 6201, 6059. Resistance 6453, 6573. RSI 31 low but not Oversold. Down Candle on Weekly. Top Bollinger Band 6770. Midpoint Line 6570. Bottom Band 6374.
Iran War Risk Unpriced, Expect Deeper Market Pullback
As warned: Iran Risk Is Not Priced In A frank talk with @RealJohnGaltFla of @MacroEdgeRes predicting a deeper pullback driven by Trump-Netanyahu's War on Iran that causes higher oil & yields AND capital leaving risk assets. Inflation & recession not...
Goldman Predicts Fragile US Growth, Risk of Crash
Goldman now sees US growth at 1.25-1.75%. That's stall speed. Not a soft landing. An economy running on fumes. At 1.25%, one supply shock — one policy mistake — tips it over. The runway is shorter than anyone on CNBC is admitting. $SPY $DIA https://t.co/4Krvew1NCo
Major Tech Giants Lose Over
Big Tech continuing its decline... Amazon -21% Tesla -26% Meta - 23% Palantir -31% Netflix -30% Microsoft -34% Oracle -57% Bitcoin -47%
Semis, Gold, and Liquidity Have Peaked, Expect Rollover
This will not be a popular opinion, but it's mine: Semis, Gold & Liquidity Have Topped This Year From my live trading room March 20th... semiconductors, gold & broader liquidity trends have peaked after a multi-year rally. Mean reversion = prolonged rollover. $SMH...
Labor Market Cracks, Rates Rise, Growth Slows: Triple Warning
February payrolls: -92,000. Unemployment: 4.5%. The labor market cracked while everyone watched oil. A cracked labor market + rising rates + slowing growth. That's not a soft landing. That's three warning signs firing at once. $SPY $QQQ https://t.co/LY08qXAJYh
Fed Chair Switch Could Trigger Unexpected Pivot Amid Rising Inflation
Powell out in May. Warsh in. Market is pricing hikes. New chair may cut. The wildcard nobody's discussing: what if the Fed pivots just as inflation re-accelerates? One transition. Two completely different outcomes. $SPY $TLT https://t.co/zmsbBtchWk
Recession Odds Near 50% as Soft Landing Remains Priced
Goldman 30%. JPM 35%. Zandi 49%. Recession odds are climbing fast. When does consensus cross 50%? The market is still priced for a soft landing. Economists are no longer calling it one. $SPY $QQQ https://t.co/XqeBtrupla