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Fiat Exchange
SPERO ($S$) Basics & Market Insights
Market Analysis
S&P 500 Year-End Target of 8,100: Why Must Both AI and Non-AI Stocks Rally?Citi maintains its year-end S&P 500 target of 8,100 points. Strategist Krölnath says AI and non-AI stocks must rise together.2026-10-13

S&P 500 Q3 Earnings Growth Forecast Hits 29.6%: Can AI Stocks Deliver on High-Growth Expectations?S&P 500 Q3 earnings forecast calls for 29.6% growth, and 84% of the companies that have reported results have beaten expectations. This article breaks down the performance outlook for AI-related stocks, their capital expenditure plans, and the pressure from interest rates. It also assesses the conditions needed for sustained high growth and the key risks.2026-10-13

S&P 500 Equity Risk Premium Falls to Its Lowest Level Since 2009: What Pressures Could Weigh on Long-Term U.S. Stock Returns?The S&P 500’s spread versus the 10-year U.S. Treasury yield has fallen to -1.5%, the lowest level since 2009. This article breaks down the drivers of negative equity risk premium, reviews historical precedents, and examines what it means for the long-term returns of U.S. stocks.2026-10-13

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