Not one strategist predicts a poor year for the S&P 500 in a large survey of major broker estimates compiled by Bloomberg.
CFRA’s strategists, cited by TKer by Sam Ro, offer advice for 2026. Remain invested but vigilant, focusing on higher quality growth companies.
“Nvidia is the only company that meets almost all of the assumptions in that bullish outlook, such as earnings growth, AI spending, high valuations, and the market’s top-heavy leadership.”
A consensus bullish call usually boils down to a few things on which analysts agree:
Earnings will grow fast enough to justify prices.
Interest rates won’t make things worse financially like they may when inflation rises.
AI expenditure is not only intriguing, it is also strong.
The market’s leaders, who are still mostly big IT companies, won’t break.
Why Nvidia is the perfect “anchor stock” for 2026
1. AI capex proxy. Nvidia is usually the company that gets the most money when big corporations buy AI infrastructure.
2. Stress test for valuation. Prices go up quickly when expectations are high. That makes the stock (and frequently the whole sector) more sensitive to surprises.
3. Check the breadth. If a small group of leaders conducts most of the work, Nvidia’s strength can hide weakness in other areas. The disguise falls off quickly if Nvidia fails.
https://www.thestreet.com/economy/rare-wall-street-unanimous-2026-call-means-nvidia-is-pressure-point