S&P 500 poised to gain 10% by year-end, but trade, AI disruption concerns persist - Reuters
S&P 500 poised to gain 10% by year-end, but trade, AI disruption concerns persist Reuters
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""heavy assets, low obsolescence.""
— Josh Brown , Executive
"Even highly profitable firms with strong balance sheets and deep proprietary datasets [are coming] under pressure."
— John Wyn-Evans , Executive
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<a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxNSGJFWndGVEt0bnUweXhwTEhWMk9INDRKZ0VwM3BqelJRS0dmaEpySHFlSFF2ZW1BX2ZSWEs5cFI3SHNzMHhSOGFyNGRmSV85MkcxY1c1b0o5REVIcEg2N25mTWx3aTZXUXNBV242OF9MU3QzUzFZQVVwT21SbDVWaERNVzktcWFaYlQwY0tTUEN3X1hKcms1RmNmT3BtbHhFYTl6dTI0U3BKdVVkcDZ1OV9fckROdw?oc=5" target="_blank">S&P 500 poised to gain 10% by year-end, but trade, AI disruption concerns persist</a> <font color="#6f6f6f">Reuters</font>
Despite a sharp selloff in software and AI-related stocks, US small-cap stocks have shown resilience, with a 7.9% gain over the same period, supported by factors such as faster earnings growth and pro-domestic policies.
A Reuters poll indicates that the S&P 500 is expected to rise by approximately 10% by the end of 2026, driven by strong earnings and steady economic growth, despite concerns over trade policies and AI disruptions.
Investors are shifting towards the "Halo trade," focusing on companies with heavy assets and low obsolescence, amid fears that AI technologies like ChatGPT and tools from companies such as Anthropic could disrupt or replace entire industries.
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