Episode Details
Back to Episodes
US Q3 Earnings Preview: Can AI Justify High Valuations?
Description
With US equities hovering near record highs, attention turns to Q3 earnings expectations for the S&P 500. As valuations remain resilient despite numerous headwinds, William Chang, Senior Client Portfolio Manager at Franklin Equity, joins The Morning Run to evaluate whether corporate earnings can continue to justify today’s lofty valuations
He examines how AI infrastructure investments, projected to reach $900 billion this year, are spilling into auxiliary sectors like industrials, materials, and electrification. He also assesses debt risks, Federal Reserve interest rate expectations, and return-on-investment timelines for mega-cap tech spending.
The Morning Brief is brought to you by CIMB Private Wealth. Move your wealth forward with personalised wealth advisory and priority access to investment opportunities.
Image Credit: Shutterstock
See omnystudio.com/listener for privacy information.