Tom Lee: Bad News Could Become Good News for Stocks

Tom Lee said the current setup, cautious investor positioning, AI headlines, and a market waiting for the last seller to clear, could allow bad news to turn into good news for stocks.
Unless the economy is about to turn lower, he said, investor caution can let stocks rise on bad news. Lee added that the data center issue is real because it is resonating with voters and politicians, but once that headline risk passes, the AI return-on-investment story becomes the key driver again.