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S&P 500 Could Hit 7,500 Amid Fed Cuts, AI Surge

11/27/2025

Summary

Story summary

Dubravko Lakos-Bujas, JPMorgan strategist, says the S&P 500 could reach 7,500 by year-end as the market approaches 2026, driven by earnings growth and two Federal Reserve rate cuts.
The S&P 500 has risen 15% in 2025, led by investments in artificial intelligence stocks, despite valuation concerns.
Lakos-Bujas notes additional Fed easing could lift the index above 8,000.
JPMorgan recommends Amazon, Nvidia, and Alphabet as potential outperformers in 2026.

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Story summary

Dubravko Lakos-Bujas, JPMorgan strategist, says the S&P 500 could reach 7,500 by year-end as the market approaches 2026, driven by earnings growth and two Federal Reserve rate cuts.
The S&P 500 has risen 15% in 2025, led by investments in artificial intelligence stocks, despite valuation concerns.
Lakos-Bujas notes additional Fed easing could lift the index above 8,000.
JPMorgan recommends Amazon, Nvidia, and Alphabet as potential outperformers in 2026.