Citi Lifts S&P 500 Estimate as Stocks Eye New Record - Barron's

1. S&P 500 target raised to 6300, driven by tech optimism. 2. MSFT shares gained 10% to 19% over the past month. 3. Strong first-quarter results indicate robust corporate earnings despite policy volatility. 4. AI and technology developments may lessen earnings sensitivity over time. 5. Trade talks and policy changes remain key uncertainties for markets.