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Goldman Sachs Co-Chief Investment Officer: The Market Is Punishing Hyperscale Companies Due to Uncertainty Over AI Returns
svmuu.com29/07/2026 19:34
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Goldman Sachs Alexis Wilson-Elizondo, Co-Head of Global Multi-Asset Solutions and Co-Chief Investment Officer, said the market is punishing megacap companies due to uncertainty surrounding the return on investment in artificial intelligence (AI) and the Federal Reserve’s recent interest rate decisions. She recommended conducting due diligence when investing in the AI boom.
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