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Wells Fargo equity research lowers S&P 500 target to 7,700, citing concerns that AI capital spending returns will deteriorate sharply by 2028.
Major bank's structured skepticism on AI-capex ROI timeline signals institutional view that hyperscaler infrastructure buildout peaks before 2028; funding cycle may compress.
Trade pressSlicast · September 24, 2026 at 13:45 UTC · US · Source: 24/7 Wall St.
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