Many Market Opportunities To Come As Tariff Debacle Concludes, According to Fundstrat’s Tom Lee – Here’s His Outlook

Fundstrat’s Tom Lee sees a lot of opportunity in the stock market this year.

In a new interview with CNBC, Lee argues that US businesses have demonstrated resiliency in the face of the pandemic, rate hikes and now tariffs.

“Right now, the 10-Year yield at 4% I think isn’t a huge burden, not only for the government, but also for the economy or for companies, so I think it’s a level of funding that businesses can earn a return on capital, and then as we think about 2026, there’s a lot to be excited about, we have deregulation coming, we have the tariff debacle behind us, we have tax cuts possibly, and then we might have better trade partnerships with other countries, meaning US companies have earnings upside.

I think that the market is flat year-to-date through May, so I don’t think anyone should feel like they missed anything. I think that they’re going to have a chance to buy a lot of companies – a lot of stocks got obliterated, and I think that these washed-out names are still opportunities. We talk about it with our clients, whether it’s Tesla, or the MAG-7 (Magnificent 7), or the small-caps, there are many opportunities still.”

The Magnificent Seven stocks include shares of the tech giants Tesla, Meta, Alphabet, Amazon, Apple, Microsoft and Nvidia.

As of Tuesday’s close, the S&P 500 is trading at 5,886.

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