Goldman Sachs says to buy the dip in AI
“There’s too much AI pessimism,” Mourad wrote. “AI (baskets) are cheap to year-to-date earnings trends, they may require fresh bad news to go down further, which we think is unlikely.”

Join our subscribers list to get the latest news, updates and special offers directly in your inbox
Noubi Says by NOUBIKKO Mar 12, 2025
Noubi Says by NOUBIKKO Mar 12, 2025
Noubi Says by NOUBIKKO Mar 12, 2025
Tomas Kauer - Moderator Mar 13, 2022
Tomas Kauer - Moderator Mar 13, 2022
Tomas Kauer - Moderator Mar 13, 2022
Tomas Kauer - Moderator Mar 13, 2022
Tomas K - Moderator May 15, 2025
Kylie Kelce is a master of low-key style. From her stylish but functional handbags...
Tomas K - Moderator May 18, 2025
Dezeen Showroom: a tabletop shelf made from biomaterials that's designed to act...
Tomas Kauer - Moderator May 18, 2025
Pope Leo XIV has said that peaceful civil societies cannot be built up and maintained...
Tomas Kauer - Moderator May 17, 2025
It’s Friday afternoon and I’m listening to Bowdoin College’s radio station, interspersed...
Tomas K - Moderator May 15, 2025
It’s officially Cannes Film Festival season — a.k.a the best time of the year. Stars...
Tomas K - Moderator May 15, 2025
Kylie Kelce is a master of low-key style. From her stylish but functional handbags...
Tomas K - Moderator May 18, 2025
Dezeen Showroom: a tabletop shelf made from biomaterials that's designed to act...
Tomas Kauer - Moderator May 18, 2025
Pope Leo XIV has said that peaceful civil societies cannot be built up and maintained...
Tomas Kauer - Moderator May 17, 2025
It’s Friday afternoon and I’m listening to Bowdoin College’s radio station, interspersed...
Tomas K - Moderator May 15, 2025
It’s officially Cannes Film Festival season — a.k.a the best time of the year. Stars...
Tomas K - Moderator May 15, 2025
Kylie Kelce is a master of low-key style. From her stylish but functional handbags...