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Morgan Stanley sees U.S. corporate earnings momentum spreading well beyond the largest technology companies, creating opportunities in quality stocks, artificial intelligence adopters, large-cap financials and consumer discretionary goods. Strategists led by Michael Wilson argue that investors are also becoming more selective, increasingly rewarding businesses that combine earnings growth with strong free cash flow and operating…

JPMorgan has increased its 2026 S&P 500 price target to 8,000 from 7,800, pointing to an exceptionally strong second-quarter earnings season and growing evidence that massive artificial intelligence investments are translating into stronger business performance. The bank also raised its earnings forecasts for both 2026 and 2027, although elevated interest rates, geopolitical risks and heavy…

Citi sees improving momentum across the industrial sector after organic growth reached 6.9% in the second quarter of 2026, substantially exceeding the bank’s 4.0% forecast. Strong data centre investment remains an important source of demand, while signs of a broader short-cycle recovery suggest growth is beginning to extend into more areas of the industrial economy.…

Goldman Sachs expects corporate share repurchases to remain a powerful source of demand for U.S. equities in 2026, outweighing the increase in new shares coming to market. Although follow-on offerings and broader equity issuance have accelerated, the bank argues that issuance conditions remain orderly, while an estimated $1.4 trillion of buybacks should provide substantial support…

Short sellers in U.S. equities are becoming increasingly exposed to further market gains, according to Citi, as investors rebuild risk positions across major developed markets. Recent flows have primarily reflected fresh buying rather than investors simply closing bearish bets, suggesting confidence is gradually returning to U.S. and European equities. Investors add new long positions in…