The AI market has become a ‘rubber band’ — the question now is how far it can stretch, says Goldman strategist
Jun 23, 2026
Rich Privorotsky, strategist at Goldman Sachs, said that while so-called hyperscalers continue to increase their capital expenditure forecasts, artificial intelligence software is becoming cheaper to develop elsewhere
https://www.marketwatch.com/story/the-ai-market-has-become-a-rubber-band-the-question-now-is-how-far-it-can-stretch-says-goldman-strategist-70ed46b7?mod=mw_rss_topstories
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