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Exchange-Traded Funds, Equity Futures Higher Pre-Bell Monday Ahead of Key US Jobs Reports
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Goldman Sachs has internal disagreements regarding the most sensitive issues in AI, but "even if it is a bubble, it will continue for a long time".
Goldman Sachs analysts generally believed that the shortage of chips and electrical utilities supply could limit the development potential of AI technology. However, if AI can significantly accelerate economic growth and corporate profitability without exacerbating inflation issues, the long-term return on the S&P 500 index will be higher than the average level.
A Pickup in Volatility Should Favor Magnificent 7 Stocks, Momentum Trade: Wolfe Research