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

Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook for equities for the second half of the year and the risks that could derail that rally. 

For more information, read Stocks may extend their rally — but there’s value in diversification or listen to the Goldman Sachs The Markets podcast, where Goldman Sachs experts analyze the key market events each week, in under 10 minutes. 

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