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Tom Lee breaks down his 2026 market outlook on CNBC Closing Bell: Could we face a bear market next year... yet still finish strong? Tom Lee: What's in store for markets in 2026? | 18:29 Fundstrat | 95.4K subscribers | 183,037 views | December 11, 2025 [interesting YT comment: The interviewer argued with Tom all year that the landscape was not bullish. And now he can't wrap his mind around it no longer being bullish. -- @Luke.Spirit 19 hours ago (edited)

Recent announcements, including the US$9.6 billion Japan chip plant, have fueled optimism but don’t materially change the current biggest short-term catalyst, tight global memory chip supply, or the main risk of continued heavy capital spending weighing on cash flow and margin stability.Micron’s investment in the Hiroshima facility may be the most relevant recent announcement, as it enhances the company's manufacturing capacity for advanced memory, positioning it to serve fast-growing AI and data center markets. While this addresses demand surges, it also reinforces the importance of prudent capital allocation given memory market volatility and ongoing competition impacting returns.

Tom Lee joins CNBC to explain why crypto's steady slide reflects a deeper issue. Fundstrat's Tom Lee: Here's Why Crypto Keeps Dropping | 11:16 Fundstrat | 89.3K subscribers | 214,883 views | November 20, 2025

Tom Lee. Fundstrat Global Advisors head of research and Fundstrat Capital CIO, joins 'Squawk Box' to discuss the latest market trends, year-end S&P outlook, bitcoin price trends, and more. The S&P 500 could reach 7,500 by year-end, says Fundstrat's Tom Lee | 8:25 CNBC Television | 3.27M subscribers | 161,455 views | November 3, 2025