Said on Jul 27, 2026, at 9:07 in the video.
“On top of that, Morgan Stanley also believes 500 is going to rise this year, ending at 7,800. Citibank sees 7,700, and both JP Morgan and Wells Fargo see a relatively flat market for these next few months.”SPY closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.
Attributed to Morgan Stanley — not scored
8,000, up from 7,600, which implies solid upside from where we are today. And here's the thing, their projections aren't just because stonks go up, it's because of earnings. In this case, they're projecting the S&P 500 to generate $340 a share this year, which works out to be 24% growth, all because AI infrastructure companies are rapidly expanding and are making money. Or in their words, "Earnings growth has powered basically the entire market return this year, and they expect that to continue." On top of that, Morgan Stanley also believes 500 is going to rise this year, ending at 7,800. Citibank sees 7,700, and both JP Morgan and Wells Fargo see a relatively flat market for these next few months. But no major bank sees anything other than that. Worst case, it seems to be they think a flat market will probably go up a little bit, but nothing is going to collapse. Because so far, earnings this last quarter has been pretty good. In fact, blended earnings growth is now running near 25% revenue growth is near 13% 88% of companies are beating estimates and analysts expect that momentum to continue throughout the rest of the year. Compare that to the dot-com bubble where you had companies making
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
Graham StephanSPYwill outperform
“Instead, just invest the difference in the S&P 500. And over the long term, over the next 20 years, you're going to have so much more money than what you would have put in the property.”
Sep 9, 2026 · after 1 year
Graham Stephan, relaying Fidelity: SPY will rise
“Fidelity thinks that this is just the very beginning and the markets will continue going higher because of AI.”
Aug 25, 2026
Andrei JikhSPYwill fall
“However, before the United States returns to the big print, the markets can continue going down.”
Aug 5, 2026 · after 90 days
Graham Stephan, relaying Goldman Sachs: SPY will rise
“Goldman Sachs just raised their year-end S&P 500 target to 8,000, up from 7,600, which implies solid upside from where we are today.”
Jul 27, 2026
Graham StephanSPYwill fall
“Historically, when the savings rate reaches an absolute low like this, the stock market tends to suffer in the years following. Now, I'm not saying that's a guarantee, but it's something at least worth considering.”
Jun 25, 2026 · after 90 days
Andrei JikhSPYwill rise
“I think that's one of the main reasons why the stock market could be going up because the market is betting that they're going to pick devaluing the dollar and saving the bond market is the only way out.”
May 15, 2026 · after 90 days
