JPMORGAN ups $WMT to Overweight, $81 target ".. the stock adds a strong balance of defense and offense on both the top and bottom lines in a soft (to softening) consumer backdrop .. we believe estimates remain beatable while there is the potential for an uptick in the multiple…

EVERCORE: “.. we think it is not out of the question that $NVDA can ultimately become a 15% weight in the S&P 500.” $SPX pic.twitter.com/JbPxlfxfW6

Over the past 7 years, nearly all of the 7.5% annualized gains in the 60/40 US stock/bond portfolio have come from the stock side, with the S&P 500 gaining 11.6% per year versus just 0.8% per year for bonds. bilello.blog/2024/the-state-of-the-markets-june-2024 pic.twitter.com/1O5ZUTggK6

S&P 500 Trailing Twelve-Month (TTM) operating earnings hit another record high in Q1, up 8% YoY. $SPX Video: www.youtube.com/watch?v=tU1XJRmOce8&t=34s pic.twitter.com/lNTBZ0jNck