Key Takeaways
- Goldman Sachs raised its 2026 S&P 500 target to 8000 on strong AI-driven earnings growth.
- Strong Q1 earnings and AI capex trends continue to support S&P 500 ETF momentum.
- Elevated valuations, Fed risks and narrow AI-led rallies could increase market volatility.
The S&P 500 has delivered a strong performance so far in 2026 despite the Iran war. Robust technology and energy earnings, the ongoing artificial intelligence (AI) boom, and still-resilient global and U.S. economic growth have supported the rally. The index has gained 10.6% year to date (as of May 28, 2026) and advanced about 6.2% over the past month.
VOO First ETF to Reach $1 Trillion
The Vanguard S&P 500 ETF (VOO Quick QuoteVOO – Free Report) has made history last week as the first exchange-traded fund (ETF) to surpass $1 trillion in…
