Published Jul 20, 2026, 3:42 AM ET · Updated 4 months ago · 1 source

Uncertainty about AI winners and high market leverage pose risks to the tech sector and broader equity markets

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Original Report

The tech sector is grappling with uncertainty about which companies will profit from AI, despite its transformative potential, and high leverage in the market, evidenced by rising debt margin, poses a significant risk during any downside, making it difficult for stocks to rally even on strong earnings.