
Ackman Looks Past Iran War, Eyes Opportunity in Cheap U.S. Stocks
Bill Ackman says the market wobble from the Iran conflict has pushed high-quality U.S. stocks to extreme cheapness, arguing it’s an opportune time to buy despite volatility. Analysts note tech shares have been hit hard but still see upside as earnings recover and AI-related capex stays a focus, with Goldman and Roth Capital highlighting continued earnings growth and a downshift in risk appetite.
