3min chapter

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Why the AI-driven tech rally has legs

Goldman Sachs The Markets

CHAPTER

AI Adoption in the Enterprise

It's been the biggest rate of adoption on the consumer side that we've ever seen. The question really is, what happens on the enterprise side and how fast do enterprises adopt? I think the recent rally around tech stocks associated with AI has legs because it's fundamentally driven. It's not really yet euphoric multiple expansion driven yet.

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