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المشهد العربي
Source: المشهد العربي
10 Hrsالمشهد العربي
Source: المشهد العربي
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Citi strategists downgraded US equities and the global technology sector to “Neutral,” while raising European equities excluding the UK to “Overweight,” citing their lower exposure to AI regulatory risks and their benefit from falling oil prices. The shift followed volatility after the US midterm elections and concerns about tighter restrictions on AI, as the S&P 500 posted its steepest weekly loss since last spring. According to a Goldman Sachs note, AI infrastructure accounts for about 15% of the STOXX 600 and contributes less than a quarter of its expected earnings growth through 2027. By comparison, it accounts for about 40% of the S&P 500 and more than two-thirds of its expected earnings growth.
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