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.@Fundstrat's Tom Lee put AI fears into perspective on @CNBCClosingBell today.
He doesn't expect demand for AI to slow down, nor does he expect there to be some new competition that could potentially wipe out the industry.
What’s his outlook for 2027? He lays it out live Nov 30, 3PM ET:
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FinX
tune into @CNBCClosingBell at 3:30pm ET with @TheJudgeCNBC
- carnage today
- a trifecta of shocks reminiscent of a combined hit of:
- deep seek + Tariff liberation day + situational awareness
Tune in
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Midterms, the Nasdaq composite entering correction, and fresh questions about the AI buildout. A lot to unpack.
@fundstrat's Tom Lee joins @CNBCClosingBell today at 3:30 p.m. ET with @TheJudgeCNBC
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⚡️ Flash𝙄𝙣𝙨𝙞𝙜𝙝𝙩: Tom Lee, CFA - Today's carnage to me, this really "smells" of for.. via @fundstratdirect
Every single midterm year since 1950 has been positive for stocks six months later.
@MarkNewtonCMT calls that record “simply astounding.” He also walked through what he’s watching in the weeks ahead.
Full replay:
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Midterms, the Nasdaq composite entering correction, and fresh questions about the AI buildout. A lot to unpack.
@fundstrat's Tom Lee joins @CNBCClosingBell today at 3:30 p.m. ET with @TheJudgeCNBC
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Tech stocks are cratering today. But do these declines change their long-term trajectory?
@MarkNewtonCMT went over this and more with our Washington Policy Strategist @TomBlock_FS in a special election edition webinar yesterday:
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Watch @fundstrat's Macro Minute video here:
Tom Lee's Wednesday Macro Minute Video.
WOW, NOW THAT YOU MENTION IT… the market is half full.🥛
Tom channeling one of the best movies ever (Wedding Crashers) — taking the half-full view and buying the dip while everyone else is still half empty. 🥂🚀
@fundstrat @FundstratDirect
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Did the midterm results really justify the tumble in AI infrastructure stocks like $VST?
Tom Lee: 7 reason why tech & AI still works post-midterms $QQQ $XLK $NVDA
15% chip rally doable into year-end @fundstrat @fundstratdirect
Ed Elson (@edels0n) and Tom Lee (@fundstrat) on the AI bubble debate, and who's most convinced it's a bubble.
"A lot of people miss the AI trade. The ones who've missed it are the ones that are most declarative that this is a bubble."
This is from today's episode: 'Tom Lee: The Correction Is Over — Stocks Are About To Surge'.
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.@fundstrat's Tom Lee on @CNBCClosingBell today: a “blue tsunami” is actually a positive outcome for stocks.
He highlighted two reasons why to @TheJudgeCNBC:
1) It forces Washington to negotiate.
2) It takes the pressure off the Fed.
He covers other the factors in a post exclusive to Fundstrat Direct members. Subscribe today:
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Fundstrat Direct clients get real-time takes from us
- today on 7 reasons why markets would rally after a ‘blue tsunami’
The news cycle isn't slowing down, neither is @Fundstrat's Tom Lee. He is going back on @CNBCClosingBell (second time today) at 3:05 p.m. ET to explain why stocks are ripping after the elections.
TUNE IN 🦅
@TheJudgeCNBC
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Does this blue wave change the market technicals? @MarkNewtonCMT and @TomBlock_FS will dissect today at 2 p.m. ET. Tune in!
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After the Blue Wave — why is Bitcoin up? Chatting with @FundstratDirect Sean Farrell about the new direction for markets:
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Stocks are rallying this morning after Democrats won control of the House and the Senate. @fundstrat's Tom Lee explains why that's bullish for tech and AI in a ⚡️FlashInsight post.
Read it with a 30-day free trial:
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.@MarkNewtonCMT is watching one risk for equities heading into November. He breaks it down live Wednesday, Nov. 4 at 2 p.m. ET, joined by @TomBlock_FS, Fundstrat's Washington Policy Strategist, as they dissect what the midterms could mean for policy into 2027. Register:
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Investor sentiment is bearish and tech is dragging the market off its highs. With the Fed decision behind us and the midterms tomorrow, is a reversal in the cards?
@MarkNewtonCMT shares his November outlook live Wednesday, Nov. 4 at 2 p.m. ET. Register:
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Set your alarm. @fundstrat’s Tom Lee is live on @SquawkCNBC tomorrow at 6:10AM ET☀️
