Tom Lee Says Next Week Could Be a "Clearing Event" for Stocks

Tom Lee said next week could serve as a "clearing event" for stocks, with the key question being whether AI confidence returns after a stalled trade. AI stocks have stalled amid data center concerns and political opposition, and Lee suggested Jensen Huang could help reinject confidence by demonstrating that demand remains relentless.
Fed uncertainty is also still building, making the next round of appearances another major market signal to watch.