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The AI trade has been ‘sold to death’ but Goldman strategist highlights silver lining from Democratic sweep

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The AI trade has been ‘sold to death’ but Goldman strategist highlights silver lining from Democratic sweep

Corporate decision makers may decide to accelerate their plans to expand compute capacity and take advantage of the status quo rather than risk a new administration and different rules in 2029

The AI trade has been ‘sold to death’ but Goldman strategist highlights silver lining from Democratic sweep

Source：MarketWatch

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Source：https://www.marketwatch.com/story/the-ai-trade-has-been-sold-to-death-but-goldman-strategist-highlights-silver-lining-from-democratic-sweep-3d1d6f07