Yardeni: AI is the real deal, not a bubble; targets S&P 500 at 8,250 by year-end

Ed Yardeni says the AI “bubble” debate is overblown and that the current rally is underpinned by earnings. He reiterates an aggressive S&P 500 price target of 8,250 by end-2026. The update is directionally bullish but is primarily strategist commentary rather than a new earnings or policy catalyst.

Analysis

Ed Yardeni says the AI “bubble” debate is overblown and that the current rally is underpinned by earnings. He reiterates an aggressive S&P 500 price target of 8,250 by end-2026. The update is directionally bullish but is primarily strategist commentary rather than a new earnings or policy catalyst.