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21,036 signal articles · 527 in last 24h · 103,484 total before filter · latest 35m ago
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Goldman Says AI Is Driving a 22% Earnings Surge. For a 68-Year-Old, the Rally Swelling His 401(k) Is Inflating the RMD Tax Hit Waiting at 73.
24/7 Wall St.30d agobullish
Goldman Says AI Is Driving a 22% Earnings Surge. For a 68-Year-Old, the Rally Swelling His 401(k) Is Inflating the RMD Tax Hit Waiting at 73.

A 68-year-old who retired recently with most of his savings in a traditional 401(k) or IRA is watching his account statements with mixed feelings. Goldman Sachs strategists led by Ben Snider project S&P 500 Q2 earnings will jump roughly 22% year over year, powered by the AI investment boom and energy-sector gains. The S&P 500 ... Goldman Says AI Is Driving a 22% Earnings Surge. For a 68-Year-Old, the Rally Swelling His 401(k) Is Inflating the RMD Tax Hit Waiting at 73.

JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end
24/7 Wall St.43d agobullish
JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end

Stephen Parker, co-head of global investment strategy at JPMorgan Private Bank, told CNBC that “the rally that we’ve seen this year has been entirely earnings driven. Even the most bullish expectations have been consistently exceeded.” His base case puts the S&P 500 at 7800 by year-end, with a bull case of 8900. The stakes are ... JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end