Public Markets Update

Coatue

Research

59 Pages

November 2025

Coatue shared an update on public markets, focusing mostly on the technology sector and AI.

Key Takeaways:

They remain bullish on AI but emphasize managing downside risk
2026 will be the year of AI apps, and the ROI is here
The macro environment is supportive of market strength

Published Date: October 16, 2025

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