Tech Earnings Could Finally Wake Up a Sleepy Market—and $600 Billion in New Stock Is Coming by 2027

Equity option traders are betting that technology company earnings will finally break the market out of its recent calm, with a busy period that also includes a Federal Reserve meeting and U.S. midterm elections [259790].

The S&P 500 recently reached a new record high, but the gain came from a small group of technology companies tied to artificial intelligence (AI). Most U.S. stocks are actually down, leaving a record-breaking index that does not reflect the broader market [255859].

Investors looking to profit from the AI boom should consider established tech giants, according to market commentator Jim Cramer. He said these blue-chip companies—shares of large, well-known companies with a history of stable earnings—have strong businesses and multiple ways to benefit from AI, describing them as among the best ways to invest in the boom [255831].

Looking further ahead, Goldman Sachs predicts U.S. companies will issue $600 billion in new equity in 2027. Equity issuance is when companies sell new shares to raise money, which can dilute existing shareholders. The bank says strong markets and rising demand for capital will drive the surge. If correct, this would be one of the largest waves of stock sales on record [259779].