Scott Ladner is targeting $8,000 for the SPX by the end of 2026, citing earnings and revenue upgrades. He believes the market will broaden, citing Russell 3000 earnings gains, and thinks investors can “make some real money.” On AI, he says the “scale of money” needed to transform the economy is unbelievably massive, and “of course they have to cut deals with each other.” However, he thinks that we will “all benefit” in a year or two. He likes an equal-weight tech ETF to play the sector, and sees opportunities in small and mid-size banks.

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