Goldman Sachs strategists say analysts are too conservative on artificial intelligence spending next year, implying further upside for AI-linked stocks. The note points to stronger-than-expected capex trends and a supportive outlook for the AI theme. Impact is likely more company- and sector-specific than broad market-moving.
Goldman Sachs strategists say analysts are too conservative on artificial intelligence spending next year, implying further upside for AI-linked stocks. The note points to stronger-than-expected capex trends and a supportive outlook for the AI theme. Impact is likely more company- and sector-specific than broad market-moving.
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