AI Stock Rally May Stall in 2026
Update: 2025-12-08
Description
Bank of America strategist Savita Subramanian warns of a potential valuation reset for AI stocks in 2026, suggesting investors be cautious due to overvaluation. Despite predicting solid earnings growth, she advises against stronger stock returns, instead recommending essential goods and discount retailers. Subramanian also expresses concern over the narrow AI-driven market rally, with just a few companies heavily influencing the S&P 500.
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