Watch Markets: Tech Has a Valuation Problem, Not an AI Bubble, RBC’s Calvasina Says - Bloomberg

Oct 27th, 2025

Tech Has a Valuation Problem, Not an AI Bubble, RBC’s Calvasina Says

“Peak valuation, peak earnings revisions, makes me very nervous,” says Lori Calvasina, head of US equity strategy at RBC Capital Markets, as she examines tech earnings expectations.

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