Albany Capital CIO Cameron Dawson says the recent market selloff is casting doubt on earnings forecasts. Semiconductor valuations still imply peak earnings, whi

BWB News TV • 2026-11-07 14:41 UTC • By Billy Odell Tucker-Robinson

Albany Capital CIO Cameron Dawson says the recent market selloff is casting doubt on earnings forecasts. Semiconductor valuations still imply peak earnings, while weak price action is forcing investors to rethink bullish assumptions.

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