Wall Street firms raise stock target

CNBC's Investment Committee discusses Wall Street firms raising S&P 500 targets amid strong earnings and a broadening market. Jim Lebenthal projects the S&P could reach 10,000 by 2027, while Anastasia Amoroso highlights the three C's (corporates, capex, consumer) and tame real-time inflation as supports. The panel also sees a near-term alpha opportunity in energy and notes equal-weight outperformance. - J.P. Morgan and Evercore lift S&P 500 targets to 8,000 and a 9,000 bull case. - Jim Lebenthal sees S&P 500 at 10,000 by 2027 if earnings momentum persists. - Energy sector attracts the highest volume among sector SPDR ETFs, signaling a near-term opportunity. - Market broadening is evident as the equal-weight S&P 500 outperforms the cap-weighted index. - Anastasia Amoroso cites strong corporates, capex, and consumers as key supports for earnings. - Real-time adjustments suggest core CPI near 1%, reducing immediate Fed tightening risk. - Positioning is clean after recent deleveraging by hedge funds, supporting renewed bullishness.