NEWS market-watch
A looming AI disappointment and rising yields. Why one research firm is hitting the brakes on U.S. stocks.
By Nora RedmondThe time is right for exposure to emerging markets, Japan and the eurozone, says MacroResearchBoardMacroResearchBoard sees semiconductor stocks taking a hit, a year or so from now.Technology stocks are currently calling the shots for U.S. equities, but investors are likely facing a b…