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RBC’s Calvasina Wraps ‘AI Froth’ Into Earnings Risks

This story is from 2026-09-14. It is preserved in the archive; the latest stories are on the live feed.

Lori Calvasina, head of US equity strategies at RBC, discusses earnings risks for stocks from the artificial intelligence buildout and what her firm sees on technology capex outside of the top 10 markets cap names in the S&P 500. (Source: Bloomberg)

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  1. 2026-09-14 11:04 · Bloomberg AI
    RBC’s Calvasina Wraps ‘AI Froth’ Into Earnings Risks

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