Artificial intelligence is reshaping markets, but its most important implication for U.S. equities may not be earnings disruption — it may be how long exceptional profitability can be sustained. This article examines valuation risk, competitive dynamics and what this means for investor positioning.

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Kevin Hebner

Kevin Hebner is a Managing Director and global investment strategist on Epoch’s Global Portfolio Management team.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.