First Vice President - Financial Advisor, Portfolio Director
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A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.
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For many entrepreneurial business owners, the next phase involves giving—approached with the same intentionality that built their company.
The equity market segment more directly tied to AI has undergone a notable valuation adjustment amid sharper scrutiny of AI capex durability, monetization timelines, and disruption risks. Can the companies deliver on profitability expectations?
