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Capex Spend Keeps Earnings Central to AI Trade, Says Goldman’s

Capex Spend Keeps Earnings Central to AI Trade, Says Goldman’s Oppenheimer

Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says diversification is partly required to navigate the AI trade as he sees profits remaining strong, but growing at a slower pace. He speaks on “Bloomberg Brief.” (Source: Bloomberg)

Source: Bloomberg Tech · Opens in new tab