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Goldman says the stock market has already priced in the AI boom, with $19 trillion of market value running ahead of actual economic impact so far | Fortune
"Past innovation-driven booms—like the 1920s and in the 1990s—have led the market to overpay for future profits even though the underlying innovations were real."
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fortune.com
Goldman says the stock market has already priced in the AI boom, with $19 trillion of market value running ahead of actual economic impact…
"Past innovation-driven booms—like the 1920s and in the 1990s—have led the market to overpay for future profits even though the underlying innovations were real."
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Nvidia's earnings could answer the AI bubble question and upend global markets in moment of truth for Magnificent 7 | Fortune
A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.
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cnbc.com
Goldman says these banks and other ordinary companies may benefit most from next phase of AI trade
Goldman's basket of AI productivity beneficiaries, including Bank of America, has seen double-digit returns this year and could have more room to run.