Stocks Can Hit Records if These Things Go Right - Barron's
1. Nvidia boosts market optimism with strong AI demand outlook. 2. S&P 500 earnings forecasts are at record highs for the next year. 3. Trade negotiations, especially with China, are pivotal for market stability. 4. Capital spending on AI tech expected to surpass $400 billion this year. 5. Investor sentiment is affected by tariff-related uncertainties and potential Fed rate cuts.