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AI earnings shield US stocks, but bond risks rise: Jefferies' Wood

📅 2026-10-03 | 📰 Economic Times Markets
#banking-finance #earnings #shield #stocks

US equities have largely remained strong, aided by robust earnings growth driven by the AI capital expenditure cycle. Rising bond yields and geopolitical tensions, however, are beginning to impact investor sentiment negatively. Analysts...

Read more: https://economictimes.indiatimes.com/markets/us-st...