JPMorgan just (https://www.cnbc.com/2026/08/10/jpmorgan-is-the-latest-to-raise-its-sp-500-target-this-time-to-8000-heres-why.html), citing justified AI capex. But here's the problem: every major bank is now raising targets *on the same logic*. That's not validation—that's crowding. When institutional consensus crystallizes this fast around AI ROI, the bar for actual *evidence* gets absurdly high.

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