Jefferies Sees S&P 500 Reaching 9,000 by 2027 on Earnings and AI Growth
TLDR
- Jefferies expects the S&P 500 to reach 8,000 by the end of 2026 and 9,000 by the end of 2027.
- The 2027 target is based on projected earnings per share of $450 and a 20 times forward earnings multiple.
- AI and data center-linked companies represent about 46% of the index,
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Read MoreCathie Wood Reduces Palantir (PLTR) and AMD (AMD) Stakes to Increase Archer Aviation (ACHR) Position
Key Highlights
- Cathie Wood’s ARK Innovation ETF divested portions of Palantir and AMD holdings in recent trading activity.
- The fund purchased approximately $3.35 million worth of Archer Aviation shares.
As India’s options boom matures, commodities emerge as the next growth bet: Jefferies
Options trading has driven a huge jump in market activity since Covid. As that growth matures, Jefferies sees room to expand in commodities, margin trading and IPOs.
Read MoreWhen interest rates rise, how much does the monthly payment increase? Calculations for 30 million, 50 million, and 100 million yen
On September 18, 2026, the Bank of Japan raised its policy interest rate to 1.25%. This 0.25% hike brings it to a level not seen in about 31 years, since 1995.
The news was filled with the phrase “first time in 31 years.” However, I don’t think that’s what people with variable-rate mortgages really want to know.
Read MoreDow Jones Top Markets Headlines at 5 PM ET: U.S. Stocks Mixed as AI Buzz Stokes Tech Gains | Oil …
U.S. Stocks Mixed as AI Buzz Stokes Tech Gains
U.S. stocks ended mixed as buzz about AI products propelled large tech companies to more record highs even as energy inflation fears lingered.
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Oil Prices Fall on U.S.-Iran Diplomacy Hopes
Oil prices moved lower after Japan’s Kyodo News Agency reported that Iran proposed to reopen the Strait of Hormuz if the U.S.
Read MoreThe Burst
Will Historic Lows in Market Breadth Trigger a Stocks Crash?
Market concentration refers to periods when a few stocks or a single sector dramatically outperform the rest of the market, driving a disproportionate share of index gains. In such times, market breadth is “narrow” meaning the rally relies on a small cluster of leaders while the majority of stocks lag.
Over the past 50 years,
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Read MoreThe Ivy
1 EV Stock Is Racing Against the Clock
If you’re kicking the tires on ChargePoint Holdings (NYSE: CHPT), you might come away thinking the company is finally turning a corner. After all, its fiscal 2025 results came with plenty of upbeat language around improving margins and leaner operations.
But scratch beneath the surface, and you’ll see a company still bleeding cash,
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Read MoreThe Spotlight
Market Precariously Perched at Key Level
As the end of the quarter approaches, how do the markets fare? Zooming out, we can see that the S&P 500 is precariously perched on an uptrending resistance line.
While doomsayers have been lining up to predict the market’s demise for months, it has defied all skeptics and continued its march higher. But now it sits once again at a key threshold level.
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