A JPMorgan survey indicates that the S&P 500 Index has peaked this year, but investors remain bullish on the Magnificent 7.
① A JPMorgan survey shows that 93% of investors believe the S&P 500 Index will hover around 6000 points or lower in the next 12 months, with 40% expecting it to remain within the 5000-5500 points Range; ② Respondents unanimously believe that trade wars and tariff uncertainties will trigger economic consequences, with 61% expecting the USA economy to face stagflation in the next 12 months.
D.A. Davidson Maintains Adobe(ADBE.US) With Buy Rating, Maintains Target Price $450
DA Davidson Adjusts Price Target on Adobe to $450 From $600
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The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
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Morgan Stanley Maintains Adobe(ADBE.US) With Buy Rating, Maintains Target Price $510
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Barclays Maintains Adobe(ADBE.US) With Buy Rating, Maintains Target Price $567
New Analyst Forecast: $ADBE Given $500.0 Price Target
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Goldman Sachs Adjusts Price Target on Adobe to $570 From $640, Maintains Buy Rating