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Business leaders strike cautious earnings note even as S&P 500 hits record levels

Chief executives up and down corporate America are fighting to ensure they keep expectations in check even as rising quarterly profit reports help drive the S&P 500 higher

AI Stocks Hype Is a Big Market Delusion Like Dotcom Era: Rob Arnott

The AI hype has a lot in common with the dot-com era bubble, Arnott said, but the bets will take a lot more time to play out than markets expect.

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