According to @KobeissiLetter, Morgan Stanley says any short-term weakness is an opportunity to add long exposure into 2026 amid AI bubble fears, source: @KobeissiLetter (Nov 24, 2025). According to @KobeissiLetter, Morgan Stanley now forecasts a 1,000-point S&P 500 rally over the next 12 months to 7,800 and advises traders to use volatility to their advantage, source: @KobeissiLetter (Nov 24, 2025).

According to the source, Nvidia delivered strong earnings, yet U.S. tech stocks fell as capital rotated into defensive sectors on valuation concerns, signaling risk-off conditions in growth equities; source: NVIDIA Investor Relations for earnings details and S&P Dow Jones Indices sector performance data for rotation. For crypto, traders should monitor BTC, ETH and AI-themed tokens for potential correlation stress, funding-rate shifts, and basis compression during equity drawdowns; source: Coin Metrics cross-asset correlation research and Binance Research on BTC-equity beta.

According to @lisaabramowicz1, Wall Street strategists remain bullish into 2026 despite AI-bubble concerns, with Morgan Stanley’s Mike Wilson setting a 12-month S&P 500 target of 7,800 and JPMorgan Private Bank strategists outlining a 7,200–7,400 base case and an 8,200 bull case by year-end 2026, according to @lisaabramowicz1. For trading, these cited S&P 500 levels provide clear macro reference points that risk-on markets can track, and crypto traders can monitor these milestones as sentiment gauges using the levels reported by @lisaabramowicz1.