AIFortuneabout 3 hours ago
Wall Street bulls admit earnings bubble, 60/40 at risk
7 min read
Goldman Sachs strategist Peter Oppenheimer conceded a possible tech earnings bubble, while Apollo's Torsten Slok declared the 60/40 portfolio broken. IBM's 25% single-day crash erased $40 billion. Analysts warn AI capex and government debt undermine returns.
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