The latest "futures in stock" data show S&P 500 futures trading up 0.3% pre-market, driven by strong tech earnings. Analysts expect Q2 earnings growth near 9.5%, with resilient consumer demand despite Fed’s restrictive rates. This could signal further upside if CPI data cools. 10 stocks we like better than Palantir Technologies › Timmer's analysis highlights how the AI boom's trajectory closely mirrors the 1994-2000 soft landing bull market, particularly noting that the past six months (April-October 2025) resemble the post-LTCM (Long-Term Capital Management) melt-up of 1998-2000. Increased ETF inflows into S&P 500 derivatives hint that institutional demand for "futures in stock" remains strong, signaling confidence in corporate earnings resilience despite macro risks.
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