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The market's current valuation levels can be described is at least frothy, looking at many historical valuation metrics. After three years of outsized returns, mainly driven by large AI related concerns, one could say equity valuations have become 'irrationally exuberant'.
Ryan Detrick, Chief Market Strategist at Carson Group, offers his analysis of the stock market's recent performance and explains why he disagrees with the notion that investors are overly focused on mega-cap tech stocks. Ryan joins Carol Massar, Tim Stenovec, and Bloomberg Chartered Market Technician Bill Maloney on Bloomberg Businessweek Daily.
My history-based, probability-weighted forecast model suggests the S&P 500 Index could gain 12% in 2026, resulting in an index level of approximately 7,600. However, historical annual EPS and P/E changes imply a wide range of outcomes from roughly 6,100 to 9,800, primarily because the Index is concentrated in the highly sensitive Technology sector.
I expect modest 4.5% total returns for the S&P 500 in 2026, driven by earnings growth and stable valuations. US SMID caps and international equities present stronger alpha opportunities, with Russell 2000 EPS growth forecasted at 40% and a 20% rally likely for ex-US stocks.
Energy Select Sector SPDR Fund (XLE) is rated 'Sell' for 2026 due to anticipated sector underperformance. XLE's heavy upstream exposure ties its performance closely to crude oil prices, which face major structural headwinds.
I expect a limited banking sector crisis in early 2026, driven by CRE loan exposure and subprime auto delinquencies, but contained by Fed intervention. Fed liquidity injections and potential rate cuts should stabilize markets, with the S&P 500 (SPY) projected to end 2026 at 7600, an 11.2% gain.
U.S. stocks traded higher this morning, with the Nasdaq Composite gaining more than 100 points on Monday.
Tech stocks lift US indices today as AI leaders rebound. S&P 500 gains while traders assess year-end churn, sector rotation and shifting stock market sentiment.
Federal Reserve Governor Stephen Miran said the US central bank risks sparking a recession unless it continues lowering interest rates next year. “If we don't adjust policy down, then I think that we do run risks,” Miran said on "Bloomberg Surveillance.
Watch the opening bell for the New York Stock Exchange and the Nasdaq from December 22, 2025.
As of Dec. 22, 2025, two stocks in the real estate sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
CNBC's Steve Liesman joins 'Squawk Box' with the latest news.
U.S. Federal Reserve Governor Stephen Miran on Monday said he is likely to remain on the central bank's Board of Governors beyond the expiration of his term until whoever President Donald Trump nominates as the next Fed chair is confirmed by the Senate.
The Indian rupee fell to an all-time low this week against the US dollar. India's central bank has been stepping in, bringing in the most gains since May, but are the RBI's efforts enough?
AI-driven market exuberance is not a classic bubble; structural investment and earnings growth differentiate today's cycle from past destructive bubbles. Valuations are elevated but largely justified by robust profit margins and capital discipline in leading tech names, with systemic risk signs only emerging.
The Trump trade war faces a critical turning point as the Supreme Court reviews tariff legality, with potential $100 billion refunds, falling revenues, and rising economic stress reshaping legal, fiscal, and market dynamics.
8:05am: Santa Claus rally hopes raised Wall Street futures are pointing a little higher as markets head into Monday, with investors still in a cautiously upbeat mood after a solid run late last week. Contracts on the tech-heavy Nasdaq 100 rose about 0.5% early on, S&P 500 futures added 0.3%, and Dow futures hovered just above flat, keeping the major indexes on track for what would be a third straight day of gains.
On paper, the U.S. economy has seemed strong for most of 2026. Anecdotally, people will say otherwise.
Hany Nada, ACME Capital co-founder, joins 'Squawk Box' to discuss the state of the private market, IPO outlook in 2026, how to make going public more attractive again, and more.
Famed investor Jim Cramer has urged OpenAI to take an unprecedented step: raise $200 billion at a trillion-dollar valuation. OpenAI should “strike while the iron is hot,” he argued in a recent segment of Mad Money – after a week of swirling speculation about the ChatGPT company's fundraising ambitions.