Tom Lee: Equity markets will make their bottom this month

CNBC Television | March 12, 2026 at 08:16 PM UTC
Bullish 85% Confidence
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Key Points

  • Tom Lee suggests the equity markets are making their bottom this month, with tech and software holding up well.
  • Cathie Wood characterizes the current market as 'climbing a wall of worry' but sees it as a good time to invest in volatile, innovative technology stocks.
  • Both experts dismiss concerns about systemic financial issues, comparing current conditions favorably to past crises like the GFC.

AI Summary

Tom Lee and Cathie Wood offer an optimistic outlook on current equity markets. Lee believes the market is bottoming this month, with higher oil prices being relatively good for US growth stocks. Wood views current market fear as an opportunity within a technology revolution, not a hype cycle, and sees significant growth ahead for innovative companies.

Model Analysis Breakdown

Model Sentiment Confidence
Gemini 2.5 Flash Bullish 85%
Consensus Bullish 85%