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UBS’s Fowler Says Market Is Underpricing the Length of AI Cycle
Source: Bloomberg
Artificial IntelligenceAnalyst InsightsMarket Technicals & Flows
UBS strategist Gerry Fowler says hyperscaler valuations look attractive after the recent AI-market unwind. He argues the market is pricing in a shorter AI cycle than is likely to play out; the article gives no valuation figures or specific market reaction.
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