Tom Essaye Quoted in Yahoo Finance

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The market is richly valued trading at a high multiple

Why the stock market could easily get spooked

“The market is richly valued trading at a high multiple that presents a major risk if lofty earnings expectations fail to be delivered,” Sevens Report Research founder Tom Essaye said.

To Essaye’s point, the forward price-to-earnings ratio (PE) for the S&P 500 (^GSPC) is 22 times — well above the 10-year average of 18.7 times. Stocks are almost as richly valued as when they hit a peak in early January 2022. What followed was the start of a nine-month bear market — the benchmark index plunged about 19%.

Also, click here to view the full article published in Yahoo Finance on January 9th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Sevens Report Explains Why Markets Shrugged Off Maduro’s Capture

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Oil supply implications, not politics, remain the market’s primary focus.

Why markets appear relatively calm after capture of Venezuelan President Maduro

“The reason the ouster of Maduro is unlikely to impact markets is the same one that explains why the Russia/ Ukraine war hasn’t impacted markets nor the heightened U.S./Iran tensions: Oil supplies,” according to a note from Tom Essaye, founder and president of the Sevens Report Research. “Markets look at geopolitical events solely through the lens of impacts of critical resources,” and mostly oil, he said Monday.

“Unless the event is going to reduce the supply of available oil,” spurring a jump in the price per barrel that risks slowing global growth, “then markets will largely ignore the event,” Essaye said. “In the case of Venezuela, if anything, the events of the weekend could boost oil supplies.”

Also, click here to view the full article published in MarketWatch on January 5th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Quoted in Yahoo Finance: “If AI goes south on us, tech will go.”

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Tom Essaye tells Yahoo Finance, “If AI goes south on us, tech will go.”

AI took investors on a date in 2025. In 2026, analysts say it’s time to foot the bill.

“If AI goes south on us, tech will go,” Tom Essaye, founder and president of Sevens Report, told Yahoo Finance in an interview.

In a new report, “Taking Stock of the Four Pillars of the Rally Ahead of 2026,” Essaye observed that the initial unified enthusiasm for AI has become “fractured.” The industry is moving into a period where the market is aggressively sorting winners and losers. While memory plays like Micron (MU) have surged over 241% year to date, Essaye argued that former darlings like Oracle (ORCL) have faced more scrutiny as investors demand immediate ROI.

Also, click here to view the full article on Yahoo Finance published on January 5th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

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Sevens Report Puts S&P 500’s Powerful 3-Year Run in Perspective

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Recent gains rank among the strongest three-year returns in market history.

Putting the S&P 500’s strong 3-year return in context

On Wednesday, the S&P 500 wrapped up a three-year stretch that saw it gain about 84%, according to Sevens Report Research.

That places it among the index’s strongest three-year returns in the history of the U.S. stock market, said Tom Essaye, founder and president of Sevens Report Research. To be more precise, this return ranks in the 94th percentile of three-year returns over the past 100 years.

The best three-year return for the S&P 500 during that time occurred from 1995 to 1997 — +125.6% — the second-best occurred between 1933 and 1935 — +124.1% — and the third-best occurred from 1926 to 1928 — +120.4%. In each case, the index was lower five years later.

Also, click here to view the full article published in MarketWatch on January 2nd, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye: The AI Trade Could Become More Fractured

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Tom Essaye tells Yahoo Finance the AI trade could become more fractured.

AI trade will fracture into winners & losers: Top stock picks

Artificial intelligence (AI) will continue to be a key pillar of market gains in 2026, Sevens Report research founder Tom Essaye tells Market Domination host Josh Lipton.

Essaye says the AI trade could become more fractured, highlighting which AI stocks he expects to be winners and losers.

Also, click here to view the full interview on Yahoo Finance published on January 1st, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Interview On Yahoo Finance To Discuss His 2026 AI Playbook

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Yahoo Finance Interview

2026 AI playbook, Intel stock up 80% in 2025

Market Domination anchor Josh Lipton breaks down the latest market moves for December 29, 2025. Artificial intelligence will continue to be a key pillar of market gains in 2026. Sevens Report research founder Tom Essaye discusses four pillars currently holding up the AI trade and why it could change in 2026. Essaye says the AI trade could become more fractured, highlighting which AI stocks he expects to be winners and losers.

Also, click here to view the full video preview published on YouTube.com on December 29th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Tom Essaye Interviewed on Yahoo Finance To Discuss The AI Trade

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Yahoo Finance Interview

Why the AI trade could change in 2026

Artificial intelligence will continue to be a key pillar of market gains in 2026. We speak with Sevens Report research founder Tom Essaye, Epistrophy Capital Research Chief Market Strategist Cory Johnson, and TECHnalysis Research, LLC President Bob O’Donnell about the AI trade and what to expect in 2026.

Also, click here to view the full video preview published on YouTube.com on December 29th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Investors Are Pricing in a Soft Economic Landing – Tom Essaye Quoted in Bloomberg

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Tom Essaye says equities have room to run amid earnings growth optimism.

Stocks Close at Record, Nudged Higher as Cook Buys Nike Shares

“Investors are pricing in a soft economic landing with conviction as we approach the year-end,” said Tom Essaye, founder of the Sevens Report. He said that “equities have room to run amid optimism surrounding the potential for strong earnings growth in the quarters to come.”

Also, click here to view the full article published in Bloomberg on December 24th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Sevens Report: December Strength Usually Comes Late in the Month

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History shows early December choppiness often gives way to a strong year-end rally.

12/22/2025 ValuEngine Weekly Market Summary & Commentary

Seasonal reversals like the one seen this November are far from unusual, according to Sevens Report Research. Analysis from Sevens Report shows that in more than 70% of Decembers since 1950, markets have experienced a weak or choppy first half followed by stronger gains into year-end.

December remains one of the market’s most reliable months overall. The S&P 500 has averaged a 1.4% return over the past 75 years and finished higher nearly three-quarters of the time, giving it the highest historical win rate of any month. However, Sevens notes that most of those gains typically come late.

Returns through the tenth-to-last trading day of December average just 0.1%, meaning the bulk of the month’s upside historically occurs during the final two weeks, coinciding with the Santa Claus rally. Data from the Stock Trader’s Almanac confirms a similar pattern.

Given these persistent seasonal trends, Sevens Report Research continues to favor maintaining exposure to large-cap and technology stocks into the end of the year.

Also, click here to view the full article on TheGlobeAndMail.com published on December 22nd, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

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Sevens Report: AI Trade to Split as Winners and Losers Emerge

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Tom Essaye tells Yahoo Finance the next phase of the AI trade will show sharp performance separation within the Mag 7, with Alphabet his top pick.

Breaking out the ‘selective scalpel’: Wall Street sees AI stock trade as intact

Sevens Report Research founder Tom Essaye told Yahoo Finance he expects to see winners and losers within the group heading into next year.

“I think we’re going to see some pretty massive bifurcation,” Essaye said.” The next evolution of this trade, where there are going to be winners and losers within the Mag 7.”

He said that his favorite stock is Alphabet because of the growth prospects for Google’s Gemini artificial intelligence product.

“I think companies like Oracle that are not overextended financially, but are sort of raising eyebrows with a lot of the spending that AI, I think that companies like that could struggle,” he added.

Also, click here to view the full interview on Yahoo Finance published on December 22nd, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

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