We could see some of the stock market gains in our lifetime after 2026, says Fundstrat's Tom Lee
CNBC Television
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June 01, 2026 at 12:31 PM UTC
Bullish
85% Confidence
Watch on YouTube
Key Points
- Tom Lee expects a 3-phase market in 2026: rise to 7,700, a decline feeling like a bear market, then a strong rally post-Midterms.
- He highlights powerful tailwinds for the US economy, including accelerating growth (potentially 4%), AI products as a major export, and capital reallocation from private to public markets.
- He believes Bitcoin and Ethereum are the future of money, driven by network usage and the need for decentralized identity/verification in evolving AI systems, despite current 'rage quitting' by some investors.
AI Summary
Tom Lee of Fundstrat provides a bullish outlook for the stock market, particularly for the next 2-2.5 years, driven by AI, energy independence, and demographic shifts. He predicts a 3-phase market in 2026, with a near-term rise, a potential pullback, and a strong rally post-Midterms. He also expresses long-term optimism for Bitcoin and Ethereum, despite recent underperformance.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Bullish | 85% |
| Consensus | Bullish | 85% |