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https://www.afr.com/markets/equity-markets/correction-likely-after-blistering-rally-in-tech-stocks-ecb-20260818-p60p6m
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AI stock market bubble: Why economists warn of a looming correction in US and European equity valuations
A sharp pullback would have “severe consequences” for European investors with megcap holdings in addition to markets’ general “overexuberance”.
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