Goldman Sachs Says AI Stocks Are Becoming Wall Street’s Defensive Trade
Goldman Sachs says investors increasingly view AI demand as resilient despite macroeconomic and bubble-risk concerns.
Goldman Sachs says investors increasingly view AI demand as resilient despite macroeconomic and bubble-risk concerns.
OpenAI has selected elite law firms Cooley and Wachtell, Lipton, Rosen & Katz to lead its preparations for a 2026 initial public offering, signaling a concrete step toward a public listing that could value the company at up to $1 trillion.
Nvidia reports fiscal Q4 2026 results after market close on February 25, with analysts projecting $66B in revenue and $1.53 EPS, while investors weigh hyperscaler capex commitments against competitive chip threats.
Financial services stocks plummet after Altruist launches AI-powered tax planning tool, extending AI disruption fears from software to financial sector.
Major tech indexes tumble as investors reassess AI's impact on traditional software companies, with Nasdaq down over 1% amid sector-wide concerns.