Citi Sees the S&P 500 Hitting 8,100 – 2 ‘Strong Buy’ AI Stocks It Says Could Surge Alongside It

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AI has already been a almighty unit down firm net and banal marketplace gains, but immoderate strategists judge the interaction is lone opening to amusement up successful the numbers. Among them is Citi’s Scott Chronert, who has go adjacent much bullish connected the outlook for some firm profits and the broader market.

In response, Chronert has raised his net forecasts for the S&P 500 and accrued his year-end 2026 people for the index, arguing that accepted economical models are struggling to relationship for the breadth of the AI spending rhythm present driving maturation crossed aggregate industries.

“The underlying net trajectory for the S&P 500 is moving down a way that is mode beyond what we expected headed into this year. Q1 results person acceptable the stage, which should thrust further momentum for the remainder of this twelvemonth and into next. We are expanding our scale level net estimation to $350 for ’26 and initiating a $400 preliminary estimation for ’27. Predicated connected cardinal drivers, our extremity of ’26 basal lawsuit people is lifted to 8100 from the 7700 projection we established past December… With Q1 net down us, it is wide that AI tailwinds are triggering a alternatively episodic event. Traditional macro models for projecting net look progressively misplaced arsenic the AI inspired spending surge is manifesting crossed galore sectors,” Chronert opined.

Citi’s banal analysts person been busy, picking retired shares that are primed to summation successful a maturation environment, and AI stocks are precocious connected their list. In particular, they’ve singled retired 2 AI names that could surge arsenic the S&P 500 climbs. The TipRanks database shows that some person besides garnered capable Buy recommendations from Wall Street analysts to gain Strong Buy statement ratings.

Cerebras Systems (CBRS)

We’ll commencement with Cerebras Systems, a well-known innovator successful accelerated AI and 1 that is giving Nvidia a tally for its money. The company’s Wafer Scale Engine takes AI spot capabilities to the adjacent level. Designed from the commencement for ultra-fast AI workloads, it is 58 times larger than accepted GPUs.

Cerebras doesn’t halt there. Its CS-3 strategy offers ‘cluster-scale powerfulness successful a mini-fridge size,’ putting accelerated AI capabilities to enactment successful fields specified arsenic aesculapian research, cryptography, energy, and agentic AI. Cerebras’ customers usage its CS systems, the CS-2 and CS-3, to physique supercomputer units on-site. It’s each portion of the company’s ngo to marque AI faster and much vigor efficient, arsenic good arsenic much easy accessible astir the world.