Could The S&P 500 Gain 30% This Year?

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• We will see 5 years in a row of double-digit market gains, analogous to 1995-1999; 2026 is year 4, 2027 is year 5

  60% confidence

• The AI data center market could grow to $1 trillion by 2030

  60% confidence

• Nonfarm business productivity rose at a 2.8% annual rate in Q4 2025, above the 1.9% expectation; Q3 2025 revised to 5.2% from 4.9%

  60% confidence

• AMD could grow by 35% a year for the next 3-5 years because of AI demand

  60% confidence

• The AI market is faster than anything we've seen before

  60% confidence

• Stocks in the top 50% of Zacks Ranked Industries outperform those in the bottom 50% by a factor of 2 to 1

  60% confidence

• Half of a stock's price movement can be attributed to the group/industry it is in

  60% confidence

• Geopolitical conflicts and events usually only have a short-term impact on markets and markets usually bounce back fast

  60% confidence

• Q2 2026 EPS growth is forecast at 21.8%, Q3 at 19.2%, Q4 at 21.1%

  60% confidence

• The AI-driven bull market still has another year or two to run

  60% confidence

• AI will revolutionize every industry, from healthcare to transportation

  60% confidence

• AI is the most powerful technology force of our time

  60% confidence

• We are at the beginning of a new computing era

  60% confidence

• The S&P 500 could gain 30% or more in 2026, driven by AI boom, productivity growth, and strong earnings

  60% confidence

• Demand for AI is insatiable

  60% confidence

• The current AI bull market is comparable to the late 1990s tech boom

  60% confidence

• We are on the cusp of a small-cap renaissance driven by rate cuts and 100% immediate capex expensing

  60% confidence

Data points we hold from this source