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For now, persistent concerns that the rally in artificial intelligence (AI) has gone too far, too fast remains a major driver of less-glamorous stocks that offer steadier returns a

2026-07-25·newswire-us-stock-125001

For now, persistent concerns that the rally in artificial intelligence (AI) has gone too far, too fast remains a major driver of less-glamorous stocks that offer steadier returns and clearer earnings certainty.

For now, persistent concerns that the rally in artificial intelligence (AI) has gone too far, too fast remains a major driver of less-glamorous stocks that offer steadier returns and clearer earnings certainty.

"The problem is the uncertainty and unpredictability of this volatility," said John Tsai, a portfolio manager at Eastspring Investments, who said the next round of capital rotation will depend on "the performance of large U.S. technology companies and their longer-term capital spending guidance."

#Stocks #AI #Earnings

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For now, persistent concerns that the rally in artificial intelligence (AI) has gone too far, too fast remains a major driver of less-glamorous stocks that offer steadier returns and clearer earnings certainty

For now, persistent concerns that the rally in artificial intelligence (AI) has gone too far, too fast remains a major driver of less-glamorous stocks that offer steadier returns and clearer earnings certainty. "The problem is the uncertainty and unpredictability of this volatility," said John Tsai, a portfolio manager at Eastspring Investments, who said the next round of capital rotation will depend on "the performance of large U.S. technology companies and their longer-term capital spending guidance."

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