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Why the AI-driven tech rally has legs
Goldman Sachs The Markets
The Markets: A Quiet Week
Tech company fundamentals continue to prove very resilient against the tough macroeconomic backdrop. There's a real secular catalyst in AI that's driving earnings higher for a significant part of the universe. Next week is going to be fairly quiet week from an earnings perspective. The market has priced in about a 30% or 40% probability of a hike.
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