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AGGREGATED External reporting by Bloomberg. This page summarizes the publisher's feed entry; the full article is on www.bloomberg.com.

UBS’s Fowler Says Market Is Underpricing the Length of AI Cycle

BLOOMBERG · Matt Clinch, Anna Edwards, Guy Johnson and Tom Mackenzie ·

Hyperscaler valuations look attractive after the recent AI unwind as the market prices in a shorter AI cycle than is likely to play out, according to Gerry Fowler, chief European equity strategist and head of derivatives at UBS AG.

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