Goldman: AI Trade Stabilizing as Earnings Hold
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- Goldman Sachs says the AI trade is stabilizing, citing strong earnings as the factor keeping the bull market intact
- Meta (META:NASDAQ) is the stock tagged in the Seeking Alpha analysis, linking the banker's AI-trade call directly to the megacap
Why it matters: Goldman is signaling that the recent AI-sector volatility tied to capex spending may be easing, and Meta sits at the center of that debate after its recent earnings and AI infrastructure commitments.
