Market Insights
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- Market Insights
U.S. Exceptionalism Doesn’t Just Hinge on AI, Tom Lee Says
The stock market posted sharp losses on Monday, with a large chunk of that driven by Nvidia. But underneath the surface, financials, bitcoin, and small caps, rallied. The news from Chinese AI startup DeepSeek had many investors worried about major tech companies, and whether the moats were as deep as...
- Market Insights
DeepSeek-Led AI Rout Is a Buying Opportunity, Tom Lee Says
The S&P 500 fell 1.46% on Monday after DeepSeek sparked worries about Big Tech’s massive artificial intelligence spending when the Chinese company can do much of the same with less investment required. The declines were led by market darling Nvidia, which fell 17%—its worst day since March 2020. Fundstrat Head...
Market Insights
Low Breadth Doesn’t Mean Game Over For the Stock Market, Newton Says
A fewer number of stocks are leading the market higher these days. Yet that doesn’t derail the year-end 6,650 target, Fundstrat Head of Technical Mark...
Market Insights
FS Insight's Tom Lee: Soft CPI Print Repeatable, Could Help Yields Ease, According to Tom Lee
December CPI data came in soft on Wednesday morning, sending yields lower and stocks higher. Speaking with Scott Wapner on CNBC's _Closing Bell _later in...
Market Insights
Earnings Season to be a Positive Catalyst, Tom Lee Says
The S&P 500 has declined 1.3% to start the new year. Fundstrat Head of Research Tom Lee said strong corporate earnings could help. A big...
- Market Insights
Don’t Worry About The Uncomfortable Rise in Yields, Tom Lee Says
The 10-year Treasury yield continued its recent climb higher, finishing Wednesday at 4.691%. As uncomfortable as that move higher may be, it won’t break markets, Fundstrat Head of Research Tom Lee says. Higher yields tend to add pressure on stocks by reducing the value of their future profits and by...
Market Insights
Fed Easing To Benefit Smalls Caps
The stock market’s lukewarm start to the year has investors worried. But Fundstrat’s Head of Research Tom Lee reiterated that the fundamentals are still there. ...
Market Insights
Ignore the Grinch, Tom Lee Says on CNBC
The Grinch has come to town, a rarity as the stock market often gains toward the end of the year in what is known as...
Market Insights
Tom Lee Says Expect The Stock Market Party to Continue in 2025
The S&P 500 is on pace to erase losses for the month to finish out a blockbuster year. Fundstrat Head of Research Tom Lee says...
Market Insights
Tom Lee Says Fewer Rate Cuts Next Year Could Be Bullish
Don’t let the stock market’s recent slide scare you away from buying, said Tom Lee, head of research at Fundstrat. “I know yesterday’s pullback was...