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UBS's Gerry Fowler says market underestimates AI cycle, sees 2027 inflection

NewsFeeds update

UBS chief European equity strategist and derivatives head Gerry Fowler said the market underestimates how long the AI cycle will last, with some hyperscaler valuation multiples below 20 times while revenue grows 10% to 20% a year. He sees a potential inflection in 2027 as data-centre deliveries release backlogged orders.

AIChainCatcherAINeutral

Read the original on ChainCatcher

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Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Not investment advice.