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Last week, fears over the US economy delay More than initially the thought I took a central focus As the main indices experienced the worst day drops of summer.
It was the title of the most busy week of data planned for the summer of 2025.
But under the surface there are still many reasons to feel confident in the path higher for the S&P 500 (^Gspc), according to Wall Street strategists, a confidence that seemed to roar back on Monday when the S&P 500 jumped by 1.5%.
In addition to the DOUR JOBS report, investors also learned that the S&P 500 was in a step -in -year profit in the year of 10.3%, much over 5% expected to enter the reporting period, for fact data.
On top of that we heard great technological giants say they are ready to spend Another $ 364 billion in AI investment in 2026And the third quarter profit ratings for the S&P 500 were not reduced in the first month of the quarter for the first time in more than a year.
In other words, while The history of economic growth in the US accepts hitsThehe A major bull market engine, operated by AI is absolutely cooking. This was done by Mike Wilson and the Morgan Stanley Justice Strategy team announced “We’re Buyers of Discounts” and that the team is bulls for the next 12 months.
“Although there is a risk in the close state, we are trusting in our 12-month scourge view, fueled by better profit/cash flow growth,” Wilson wrote. “Drivers include positive operative leverage, AI acceptance, weakness in the dollar, savings of money tax from (a big beautiful account), easy comparisons of growth and refer to the demand for many sectors on the market.”
The Blackrock Investment Institute, led by Jean Boyvin, wrote in a week’s comment on the market that there is a clear “tractor” between the economic drainage of the tariffs and the corporate resistance of the US, led by AI.
They also take their signal from the latter.
“There are questions about who will pay for the tariffs,” the Boivin team wrote. “Early signs show a combination of users and companies. We believe that US corporate force can accelerate the impact and remain overweight on the AI theme and the US stocks.”
In a research note, a summary of profit reports observed by more than two -thirds of the S&P 500 companies during this quarter, the Bank of America Securities leader of US capital and a quantitative Savita Subramanian strategy writes that the AI ARMS Race is Zdrava.
2025-08-05 10:00:56
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