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Qualcomm (QCOM.O) premarket gains widened to 10%.

2026-09-08

Qualcomm (QCOM.O) premarket gains widened to 10%.

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2026-09-08

HSBC global CIO Willem Sels said US equities are not as expensive as they appear and valuations still do not fully reflect an AI-driven productivity and earnings upswing. He noted the US–Europe P/E gap has narrowed but multiples have yet to price an

HSBC global CIO Willem Sels said US equities are not as expensive as they appear and valuations still do not fully reflect an AI-driven productivity and earnings upswing. He noted the US–Europe P/E gap has narrowed but multiples have yet to price an AI-led structural investment cycle; semiconductor names are particularly discounted and skepticism over 2027 earnings forecasts should fade as companies provide concrete order flow and guidance. Sels remains broadly bullish, saying markets have repeatedly shrugged off shocks because economic and corporate resilience has outpaced expectations and governments and firms have acted proactively. He added that AI adopters show stronger revenue, earnings and margin growth—especially in the US—signaling tangible productivity gains. The main market risk is a sharp rise in bond yields; he flagged the 10-year US Treasury around 5% as a potential trigger for volatility and warned markets have become compact about low bond volatility.
2026-09-08

RIA quoted Russian Deputy Foreign Minister Grushko as saying NATO exercises in the Arctic are preparations for military conflict with Russia.

RIA quoted Russian Deputy Foreign Minister Grushko as saying NATO exercises in the Arctic are preparations for military conflict with Russia.
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