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Strategists at the bank, led by Max Kettner, are betting on equities as they have remained resilient despite geopolitical volatility and pullbacks in the technology sector.
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Banks and oil companies power UK stocks' rebound from Iran war sell-off
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Scale of losses in recent weeks sparks growing risk aversion on Wall Street
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Think bond funds are safer than stocks right now? Stocks actually look like the smarter bet.
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Stay with the AI trade and overweight technology stocks, according to one earnings expert.
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Moody's said AI spending is forcing even the world's most cash-rich corporations to lean heavily on debt, stock sales and off-balance-sheet moves.
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