Goldman Sachs says to buy the dip in AI
Fortune“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.”
“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.”