Published Nov 2, 2026, 5:04 AM ET · Updated 12 days ago · 1 source
UBS’s Fowler Says Market Is Underpricing the Length of AI Cycle
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Original Report
INFERY
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.