2min chapter

Goldman Sachs Exchanges cover image

Taking stock: Can the US rally continue?

Goldman Sachs Exchanges

CHAPTER

Evaluating the Impact of Nvidia's Underperformance and AI Investments on the Market

Exploring the impact of Nvidia's recent underperformance on the market and the changing perspective on AI investments among portfolio managers, questioning the alignment of AI investments with improved financial outcomes and the need for clearer revenue projections.

00:00

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