The looming danger, Goldman says, is when Amazon, Alphabet, Amazon, Meta, Microsoft, and Oracle decide to reduce their capex.
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“Surging capex spending related to AI will likely prevent a major increase in the buyback payout ratio," the bank says.
"We're notoriously undersupplied in our housing market. Does that mean it's going to be even more difficult for us to build…
“The crash is separating real AI revenues from companies that only have AI PowerPoints.”
“In the absence of tech-related spending, the U.S. would be close to, or in, recession this year,” George Saravelos says.
“The textbook idea that the S&P 500 gives you a diversified exposure to risk is just simply no longer the case,” Apollo economist…
“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.
