Brian Vendig remains bullish on stocks into year-end, pointing to solid earnings and a potential S&P 500 (SPX) move toward 7,950, while cautioning that Fed policy, midterm elections and geopolitical risks could fuel volatility. He favors established megacap tech companies that can fund AI investment, along with industrials, health care, cybersecurity and commodities. Looking to 2027, Vendig expects roughly 15% earnings growth, a mid-cycle economic slowdown and broader market leadership beyond tech.
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