
The S&P 500 Index may reach 8000, supported by strong AI fundamentals and recent Treasury buybacks that lowered long-term bond yields. Growth in AI capital expenditure, rising compute prices, and enterprise adoption underpin the AI-driven market despite bubble concerns. Short-term liquidity is boosted by debt-funded AI investments, but long-term risks persist due to US deficits and rising Treasury yields. The analyst has invested heavily in AI stocks while keeping some cash for future opportunities as the market approaches 8000.