Fundstrat

Hightower Advisors‘ Chief Investment Strategist Stephanie Link sold half her Meta (NASDAQ:META) position Friday, calling the company “tone-deaf” as its shares fell 5.5% following a report it is considering raising tens of billions in a stock sale to fund AI infrastructure. Link...

President Donald Trump‘s policy decisions and commentary drove the five best and worst days of the U.S. stock market during his second term, according to an analysis by Tom Lee‘s asset management firm Fundstrat. Since his election in 2025, Trump’s decisions on key issues such as...

A fresh reminder that the AI boom isn't risk-free just hit the tape—but it's not shaking one of Wall Street's most persistent bulls. Unauthorized access to Anthropic's Mythos model raised new questions around control, security, and oversight in advanced AI systems. The development quickly drew...

Legendary investor Warren Buffett stepped down as the CEO of Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK) at the end of 2025, after decades of leading the conglomerate and often beating the returns of stock market indexes. Buffett leaves a portfolio of stock holdings for his successor Greg Abel....

Bitcoin (CRYPTO: BTC) advocate Samson Mow took a jab at Tom Lee’s Fundstrat amid controversy around mixed signals being sent by the research firm’s analysts Who Has Mow ‘Fired?’ In a sarcastic X post on Sunday, Mow said he fired an analyst for predicting Bitcoin at $60,000...

One of the most followed members of Congress for their stock trading activity remains former Speaker of the House Nancy Pelosi (D-Calif.). Often disclosing large technology stock purchases made by her husband Paul Pelosi, the congresswoman's trades have drawn increased scrutiny over the years due...

While the stock market has been scaling new records, the CIO of FundStrat Capital, Tom Lee, has said that his institutional clients are “hating” the current rally in the stock market. Additionally, he spoke about three levers that could propel the market higher in the future. What...

Wall Street's reaction to Moody's downgrade of U.S. debt is turning into a tale of two titans. On one end, you have Ray Dalio — founder of Bridgewater Associates — warning that the downgrade grossly understates the true risk of owning U.S. debt. On the other hand, there’s Tom Lee of Fundstrat...

U.S. stock futures were trading higher on Tuesday following Monday’s selloff. All four index futures rose in trade. The Santa Rally, a typical year-end market surge, has seemingly failed to materialize this year, with stocks experiencing a downturn. However, the S&P 500 index is on its...

The Santa Claus Rally, a typical year-end market surge, has seemingly failed to materialize this year, with stocks experiencing a recent downturn. However, this analyst expects the S&P 500 index to hit 7,000 points in the first half of 2025. What Happened: According to Fundstrat Insights, Tom...

U.S. stock markets could benefit from fewer interest rate cuts in 2025 despite recent volatility, according to Fundstrat‘s head of research Tom Lee, who sees the Federal Reserve’s hawkish stance as potentially beneficial for investors. What Happened: “The fewer cuts [the Fed does...

U.S. stocks could open in the red on Friday as investors exercise caution and take a break after pushing the Dow past 45,000 for the first time. Futures of all three major indices were marginally down on Friday, pointing to cautious sentiment on Wall Street. Investors remain tentative on equities...

U.S. stocks could open on a negative note on Tuesday after the averages maintained a cautious stance last week. Futures of all three major indices were slightly down on Tuesday, pointing to a cautious sentiment on Wall Street. Economic data and Federal Reserve chair Jerome Powell's comments about...

U.S. stocks could open on a negative note on Tuesday after the averages scaled record highs last week. Futures of all three major indices were slightly down on Tuesday, pointing to a cautious sentiment on Wall Street. The three major indices surged over 4% last week after the GOP sweep and the...

Small-cap stocks could see a significant boost under President-elect Donald Trump’s presidency, potentially doubling their value over the next two years, according to Tom Lee, head of research at Fundstrat. What Happened: During an interview with CNBC on Friday, Wall Street strategist Lee...