Goldman Sachs strategist Christian Mueller-Glissmann said big tech could become more attractive in the AI trade as chipmakers remain volatile. The note implies a relative rotation within AI-linked equities rather than a broad change in fundamentals. Market impact is likely limited to sentiment and positioning, but it could support big tech relative to semiconductors.
Goldman Sachs strategist Christian Mueller-Glissmann said big tech could become more attractive in the AI trade as chipmakers remain volatile. The note implies a relative rotation within AI-linked equities rather than a broad change in fundamentals. Market impact is likely limited to sentiment and positioning, but it could support big tech relative to semiconductors.
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mildly positive
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0.15
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