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Taking stock: Can the US rally continue?
Goldman Sachs Exchanges
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.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode