SPY News: AI stock mania creating a 50-Year mispricing, BCA Research says - 31st Jan 2025, 8:15am

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Investing.com -- The artificial intelligence boom has driven U.S. tech stocks to an unprecedented share of global market capitalization, creating what BCA Research calls a "50-year mispricing" that favours European equities in the long run.

For the first time in over five decades, the combined valuation of U.S. tech firms exceeds that of the entire European stock market, according to BCA’s note. It argues that investors are mistakenly assuming AI's productivity gains will translate into su...

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