Yahoo · Oct 16, 2026
What Bears Saw Before Noah Slid
Noah Holdings just used its H2 2026 CIO report to argue that the biggest AI opportunities may sit in power, grids, storage, and data centers rather than headline AI stocks. Investors who held Noah over the past year are down 25.6%, including dividends. If you had bought before that report, would this mix of falling revenue but higher net margin in Q2 2026 change how you judge what the offshore and digital push is really delivering? Narratives are how investors here put a case on the record,...

