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Norton: Extreme valuations mean a lot of good news is already priced in
CNBC Televisionยท2025-11-04 12:43

Well, I mean, I can't say I don't share their concerns about valuation. When we take a look at the broad market and of course technology, but sectors across the board, you do see valuations at extremes. I think those extreme valuations mean that a lot of good news is priced in.So even though we do see earnings deliver, I think a lot of the expectation was already there that we would see that. So any sort of um an question mark, you know, we have uh tariff cases, we have the the Federal Reserve and questions ...