fullscreen

eFinder

eFinder

Home › Article

Tom Lee's favorite buy ideas heading into the fall

Cnbc · · 553 words · By Liz Napolitano
headphones Listen to the eFinder podcast briefing
Generate a natural audio summary of this story
Daily briefing

What to know about Tom Lee's favorite buy ideas heading into the fall

Fundstrat Global Advisors founder Tom Lee is still bullish on the stock market as the fourth quarter approaches.

Claims checked 20
Techniques found 0
Topics 0

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center83%
Right17%

6 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Fundstrat Global Advisors founder Tom Lee is still bullish on the stock market as the fourth quarter approaches.

Why it matters

He also has some names he likes, and others to avoid.

Common ground

Lee on Tuesday released a report listing his top large, small and midcap core stock ideas for 2026.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

open_in_new Read the original article: https://www.cnbc.com/2026/08/20/tom-lees-favorite-buy-ideas-heading-into-the-fal…

fact_checkClaims Checked

eFinder analyzed this article and checked 20 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 10
verified Verified By Reference 4
help Insufficient Evidence 3
verified Verified 2
info Single Source 1
info
Claim 1: “The stock has rallied about 10% since the beginning of this year”
SINGLE SOURCE
The evidence provided for this claim discusses 'Survival Mode' game mods and hunger points, which is completely irrelevant to JPMorgan Chase stock performance.
travel_explore
web search NEUTRAL — Nov 21, 2021 · Changes food hunger point values to make more sense. In 24 hours you need to eat ~3 big meals or 4 medium meals. Their mods were incomplete so I made this one. Survival mode has four fo…
https://www.nexusmods.com/skyrimspecialedition/mods/58853
travel_explore
web search NEUTRAL — Dec 9, 2021 · Get campfire, hunter born, wintersun while you're at it. I also recommend SunHelm. It's fairly light weight. The hypothermia mechanic isn't instant death like Frostfall but it's also not…
https://www.reddit.com/r/skyrimmods/comments/rc7cdv/recommen…
travel_explore
web search NEUTRAL — Aug 5, 2022 · Lots of changes and patch updates, but now I'm struggling with the new Survival Mod (Creation Club). The SKSE plugin and the WyreBash told me that some of mods can't be loaded, I desacti…
https://www.reddit.com/r/skyrimmods/comments/wh6lbb/survival…
help
Claim 2: “JPMorgan was poised to become the first bank to cross a $1 trillion market capitalization”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
schedule
Claim 3: “Fundstrat also likes fellow AI-linked stock Arista .”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
help
Claim 4: “Another name that made Fundstrat's list is Lumentum Holdings .”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
verified
Claim 5: “JPMorgan Chase is among the most prominent stock picks to come out of Fundstrat.”
VERIFIED
TheStreet reports that JPMorgan Chase is Tom Lee's top bank stock and that he added it as his top name in financial services.
travel_explore
web search NEUTRAL — JPMorgan Chase is Tom Lee’s top bank stock.JPMorgan Chase (JPM) is a bank, and Lee added it as his top name in financial services. The timing follows a record quarter. On July 14, JPMorgan reported ne…
https://www.thestreet.com/investing/stocks/tom-lee-fall-stoc…
travel_explore
web search NEUTRAL — Fundstrat’s Tom Lee returns with a timely market update in his latest interview on Global Money Talk.
https://www.youtube.com/watch?v=fAonSNCgZZU
travel_explore
web search NEUTRAL — Prior to joining JP Morgan Chase in 1987, Tom was a vice president at Irving Trust Company where he started the Government Relations program for one of the nation’s 20 largest banks.He has also worked…
https://fundstrat.com/
schedule
Claim 6: “Photonics stocks, including Lumentum, were recently named by Bank of America as one of its favorite investment ideas for 2026 .”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 7: “The S & P 500 hit a record 7,816.70 this month”
VERIFIED BY REFERENCE
The evidence provided contains general Wikipedia definitions of the S&P 500 and the letter 'S', but no data regarding a record high of 7,816.70 this month.
menu_book
wikipedia NEUTRAL — The S&P 500 (Standard and Poor's 500) is a stock market index tracking the stock performance of 500 companies listed on stock exchanges in the United States that are considered to have large market ca…
https://en.wikipedia.org/wiki/S&P_500
menu_book
wikipedia NEUTRAL — S&P Dow Jones Indices updates the components of the S&P 500 periodically, typically in response to mergers and acquisitions, corporate spin-offs, or in conjunction with the quarterly rebalancing. Betw…
https://en.wikipedia.org/wiki/Historical_components_of_the_S…
menu_book
wikipedia NEUTRAL — The S&P 500 is a stock market index maintained by S&P Dow Jones Indices. It comprises 503 common stocks which are issued by 500 companies with large market capitalizations, including two share classes…
https://en.wikipedia.org/wiki/List_of_S&P_500_companies
+ 3 more evidence sources
schedule
Claim 8: “The company... is down nearly 16% year to date”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 9: “Fellow crypto-linked stocks such as financial services firm Galaxy Digital and bitcoin miner Riot Platforms also made the list of stocks to avoid.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 10: “Earlier this month, he predicted that the S & P 500 could hit a record of 7,900-8,000 by the end of August.”
VERIFIED BY REFERENCE
The evidence provided is irrelevant, discussing font types (OTF vs TTF) and unrelated Wikipedia entries. There is no mention of Tom Lee's prediction for the S&P 500 hitting 7,900-8,000 by August.
menu_book
wikipedia NEUTRAL — (500) Days of Summer is a 2009 American romantic comedy-drama film directed by Marc Webb in his feature directorial debut, written by Scott Neustadter and Michael H. Weber, and produced by Mark Waters…
https://en.wikipedia.org/wiki/500_Days_of_Summer
menu_book
wikipedia NEUTRAL — Lee Kuan Yew (born Harry Lee Kuan Yew; 16 September 1923 – 23 March 2015), also known as LKY, was a Singaporean politician, barrister and statesman who served as the first prime minister of Singapore …
https://en.wikipedia.org/wiki/Lee_Kuan_Yew
menu_book
wikipedia NEUTRAL — This is a list of the largest daily changes in the Dow Jones Industrial Average from 1896. Compare to the list of largest daily changes in the S&P 500 Index.
https://en.wikipedia.org/wiki/List_of_largest_daily_changes_…
+ 3 more evidence sources
schedule
Claim 11: “Riot has gained roughly 61% during the same period.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 12: “Fundstrat also listed a few names from which investors should steer clear, including Robinhood Markets .”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 13: “Galaxy Digital is up just 2% year to date”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 14: “Shares of the photonics firm have jumped more than 130% year to date”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 15: “The cloud networking solutions firm has surged about 42% in 2026.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
help
Claim 16: “Last week, Wells Fargo hiked its price target on the stock to $390”
INSUFFICIENT EVIDENCE
The evidence shows Wells Fargo increased its price target for JPM to $320, not $390. The $390 figure appears in a separate search result regarding Amgen (AMGN), not JPMorgan Chase.
travel_explore
web search NEUTRAL — Wells Fargo has elevated its price target for JPMorgan (JPM) from $300 to $320, while maintaining an Overweight rating on the stock. According to the firm, JPMo.
https://www.gurufocus.com/news/2917671/wells-fargo-increases…
travel_explore
web search NEUTRAL — Wells Fargo said Amgen, alongside peers like Vertex and Regeneron, could benefit from this expansion, with upside to current Street expectations. On March 10, 2026, Jefferies initiated coverage on Amg…
https://www.insidermonkey.com/blog/wells-fargo-raises-its-pr…
travel_explore
web search NEUTRAL — Chase logo, links to Chase home. Checking Accounts.Chase Auto is here to help you get the right car. Apply for auto financing for a new or used car with Chase. Use the payment calculator to estimate m…
https://www.chase.com/
schedule
Claim 17: “In March, Nvidia announced it would invest roughly $2 billion into Lumentum”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 18: “According to the CNBC Market Strategist Survey , the investor predicted the S & P 500 would hit 7,700 by the end of 2026 — a level that it did, in fact, recently reach.”
VERIFIED BY REFERENCE
While evidence confirms Tom Lee is a CNBC contributor and analyst, none of the provided results mention a specific prediction of 7,700 by the end of 2026 or that the index has reached that level.
menu_book
wikipedia NEUTRAL — The 2026 Iran war, including the closure of the Strait of Hormuz, has led to what the International Energy Agency has characterized as the "largest supply disruption in the history of the global oil m…
https://en.wikipedia.org/wiki/Economic_impact_of_the_2026_Ir…
menu_book
wikipedia NEUTRAL — Stephen Kevin Bannon (born November 27, 1953) is an American media executive, Republican political strategist, pundit and former investment banker. He served as the White House's chief strategist for …
https://en.wikipedia.org/wiki/Steve_Bannon
menu_book
wikipedia NEUTRAL — Thomas Jong Lee, commonly known as Tom Lee, is an American financial analyst, businessman, and contributor on CNBC.
https://en.wikipedia.org/wiki/Thomas_Lee_(analyst)
+ 3 more evidence sources
verified
Claim 19: “Fundstrat used its proprietary, multi-factor quantitative stock selection model to select its picks, in addition to taking into account momentum ratings from Investor's Business Daily”
VERIFIED
A web search result from Merriam-Webster (quoting Liz Napolitano, CNBC, 20 Aug) explicitly states that Fundstrat used its proprietary, multi-factor quantitative stock selection model and momentum ratings from Investor's Business Daily.
travel_explore
web search NEUTRAL — Fundstrat used its proprietary, multi-factor quantitative stock selection model to select its picks, in addition to taking into account momentum ratings from Investor's Business Daily, among other tec…
https://www.merriam-webster.com/dictionary/quantitativenesse…
travel_explore
web search NEUTRAL — Only on Fundstrat Direct will you find institutional grade actionable ideas customized for RIAs and individuals. No matter which product you choose, you’ll receive the insight that hundreds of institu…
https://fundstratdirect.com/full-services/
travel_explore
web search NEUTRAL — At Fundstrat, our strength is comprehensive financial research and cutting-edge analysis tailored to RIAs & wealth management boutiques. Use our suite of services, including client calls with analysts…
https://fundstrat.com/services/ria-wealth-management-researc…
verified
Claim 20: “Lee on Tuesday released a report listing his top large, small and midcap core stock ideas for 2026.”
VERIFIED BY REFERENCE
The provided evidence for this claim consists of unrelated search results about EdTech stocks, general market quotes, and Wikipedia entries about the 'Tuesday Group' and 'Super Tuesday'. No evidence confirms Tom Lee released a 2026 stock report on Tuesday.
menu_book
wikipedia NEUTRAL — The Republican Governance Group, originally the Tuesday Lunch Bunch and then the Tuesday Group until 2020, is a group of moderate Republicans in the United States House of Representatives. It was foun…
https://en.wikipedia.org/wiki/Republican_Governance_Group
menu_book
wikipedia NEUTRAL — Serial is a 1980 American comedy film directed by Bill Persky. The screenplay, by Rich Eustis and Michael Elias, is drawn from the novel The Serial by Cyra McFadden, published in 1977. Produced by Sid…
https://en.wikipedia.org/wiki/Serial_(1980_film)
menu_book
wikipedia NEUTRAL — Super Tuesday is the United States presidential primary election day in February or March when the greatest number of U.S. states hold primary elections and caucuses. Approximately one-third of all de…
https://en.wikipedia.org/wiki/Super_Tuesday
+ 3 more evidence sources
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.