Stock market today: Nasdaq sees biggest jump since May, S&P 500 soars as Alphabet, Tesla lead tech rally

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• Morgan Stanley strategists looked past recent market volatility, expressing bullish views for equities heading into 2026 and believe US stocks are likely nearing end to pullback

  80% confidence

• Goldman Sachs strategists looked past recent market volatility, expressing bullish views for equities heading into 2026

  80% confidence

• While we were disappointed in the current state that prevents us from shipping more competitive data center compute products to China, we are committed to continued engagement with the US and China governments, and will continue to advocate for America's ability to compete around the world

  80% confidence

• The AI bubble is just like the dot-com bubble, with catastrophically overbuilt supply of AI infrastructure but nowhere near enough demand for the tech. Both are manic investment booms

  80% confidence

• After a period of pressure from regulatory overhangs, increasing competition in search and advertising, and lack of clarity on its long-term AI positioning, GOOGL shares have begun to recover - and we see more room for multiple expansion as the company demonstrates its AI prowess

  80% confidence

• Tesla is a 'must own' stock due to FSD technology

  80% confidence

• Some investors increasingly believe the conflict will be resolved in the coming months after actions taken by the Trump administration to appease Russia. However, the conflict, and the US attitude change towards NATO, has led to a permanent shift in Europe's approach to defense spending which will not reverse even if the conflict ends

  80% confidence

• Tesla's AI4 chip is currently in Tesla vehicles and the company is preparing its next generation of AI chips

  80% confidence

• Even if the Fed cuts in December, it is likely to be a hawkish cut, meaning this rally should be viewed as a short-term, oversold reaction amid extreme fear rather than the start of a sustainable V-shaped recovery

  80% confidence

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