Business & Economy · 1 views
Goldman’s top strategist just added hard numbers to his earnings-bubble warning
Peter Oppenheimer first flagged the risk that AI stocks were riding an unsustainable earnings boom this summer. He's done more math.
Business & Economy 
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Peter Oppenheimer, Goldman’s top strategist, initially warned that AI‑related stocks were experiencing an unsustainable earnings surge earlier this summer. He has now quantified that risk with specific figures, reinforcing his earlier warning.
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