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Why the AI-driven tech rally has legs

Goldman Sachs The Markets

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AI Investment and the Bull Market in Tech

There's a lot of enthusiasm in investing behind AI, right? And so if you look at the top 10 thematic ETFs on the year day basis for them are AI driven. So interest in AI related companies has focused primarily on large cap tech companies. But as the app ecosystem really starts to develop and take off, you're going to see a lot of new companies coming out in the small and mid cap space.

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