Why the AI-driven tech rally has legs
Goldman Sachs The Markets
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Introduction
Sung Cho is co-head of tech investing for fundamental equity within Goldman Sachs Asset Management. The NASDAQ has been up about 8%, the S&P 500 up about 3.5%. Sung: A big part of the rally has been from the enthusiasm for AI stocks. He says it shouldn't be ignored how strong the fundamentals more broadly have been for technology.
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