S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway

Soloway sees S&P 500 reaching 8,000 this year but warns AI concentration and rising yields near 5.5% risk a sharp reversal.

• S&P 500 to 8,000: Gareth Soloway sees further upside near-term, targeting 8,000 by year-end or around the midterms, as long as the index holds above 7,575 support (next level 7,450, then a bearish break below 7,000).
• Extreme concentration flagged: The equal-weight S&P (RSP) sits 6% below its highs even as the headline index hit new records, which Soloway attributes to a handful of AI mega-caps, NVIDIA's ~$5 trillion valuation included.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.