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Capex Spend Keeps Earnings Central to AI Trade, Says Goldman’s Oppenheimer
Source: Bloomberg
Artificial IntelligenceAnalyst InsightsInvestor Sentiment & PositioningCorporate Earnings
Goldman Sachs chief global equity strategist Peter Oppenheimer says diversification is partly necessary to navigate the AI trade. He expects profits to remain strong but grow at a slower pace; no specific companies, figures, or market reaction were cited.
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