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MarketWatch
US ยท 2 hrs ago
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The market is riding high on an AI spending boom โ€” but what could crack this rally?
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Stock markets are benefiting from strong Q1 earnings driven by AI spending, but gains have been concentrated in a narrow set of companies with revised 2026 forecasts, raising questions about sustainability of the rally.

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The market is riding high on an AI spending boom โ€” but what could crack this rally?
Earnings have dazzled in Q1, but continued upward revisions to 2026 outlooks have been highly concentrated.
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