Stock market today: Dow, S&P 500, Nasdaq rally into Thanksgiving, notch best 4-day stretch since May

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• Current elevated multiples correctly anticipate above-trend earnings growth, an AI capex boom, rising shareholder payouts, and easier fiscal policy

  80% confidence

• Brent crude will fall to $58 per barrel in 2026, with WTI to trade $4 lower

  80% confidence

• AI Wall of Worry is likely to persist for years to come

  80% confidence

• Nvidia is not engaged in vendor financing or circular financing schemes

  80% confidence

• There is no AI bubble

  80% confidence

• If market adjustments aren't made, oil could trade in the $40s per barrel

  80% confidence

• If market adjustments aren't made, oil could trade in low $50s per barrel

  80% confidence

• Expected earnings growth of between 13%-15% over next two years supports 7,500 target

  80% confidence

• Current market conditions set up for punishing oversupply in Q4 '25/Q1 '26, which may necessitate a pronounced step lower in oil prices and OPEC policy pivot

  80% confidence

• Bitcoin fourth quarter gains rarely come without a catalyst

  80% confidence

• S&P 500 will reach 7,500 by end of 2026

  80% confidence

• AI disruption is unfolding within an already unhealthy K-shaped economy, with AI expected to amplify this polarization further

  80% confidence

• Nvidia's GPUs are clearly not going anywhere

  80% confidence

• Identified 10 stocks to own in AI sector

  80% confidence

• Nvidia is a generation ahead of rivals in AI chips

  80% confidence

• Both corporates and governments across the world are racing to invest in AI in search of productivity gains and out of fear of becoming obsolete

  80% confidence

• Robinhood is seeing strong customer demand for prediction markets

  80% confidence

• Investment in infrastructure will position Robinhood to deliver better experience and more innovative products for customers

  80% confidence

• AI sector's momentum is spreading geographically and across diverse industries including Technology, Utilities, Banks, Health Care and Logistics

  80% confidence

• Potential Google-Meta chip deal is a sign of sky-high demand for AI computing power but not necessarily a big competitive threat for Nvidia

  80% confidence

• Earnings benefit tied to deregulation and broadening AI-related productivity gains remain underappreciated

  80% confidence

• The magnitude suggested by market imbalances is unlikely to fully materialize in practice. Adjustments are expected on both the supply and demand sides

  80% confidence

• Nvidia is putting money into money-losing companies in order for those companies to order their chips

  80% confidence

• S&P 500 could surpass 8,000 in 2026 if Federal Reserve continues cutting interest rates

  80% confidence

• While demand is robust, supply is simply too abundant

  80% confidence

• S&P 500 will hit 7,500 by end of 2026

  80% confidence

• Brent crude will trade at $56 per barrel in 2026 and WTI at $52

  80% confidence