Macro Finance
UBS’s Fowler Says Market Is Underpricing the Length of AI Cycle
Bloomberg Markets·November 2, 2026·1 min read
UBS's Gerry Fowler, chief European equity strategist, said the market is underpricing the length of the AI cycle, making hyperscaler valuations look attractive after the recent AI unwinding. He argues investors are pricing in a shorter AI boom than likely to occur, suggesting potential upside for tech stocks in the long term.
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