The post Goldman Sachs on AI Trade: Why Mega-Cap Momentum Persists appeared first on StartupHub.ai.

Goldman Sachs’ Tony Pasquariello offered a compelling counter-narrative to prevailing market anxieties surrounding the AI trade and market concentration during his appearance on CNBC’s “Closing Bell.” Speaking with Scott Wapner, Pasquariello, Goldman’s Global Head of Hedge Fund Coverage, dissected the current market structure, arguing against the notion that a top-heavy market is inherently precarious, particularly […]

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The post AI’s Maturation: From Promise to Proof, OpenAI’s Pivotal Role appeared first on StartupHub.ai.

The undeniable surge in artificial intelligence has profoundly reshaped market dynamics, with its trajectory now inextricably linked to the fortunes of a singular entity: OpenAI. This pivotal insight emerged from a recent discussion on CNBC’s “The Exchange,” where Ulrike Hoffmann-Burchardi, UBS Global Head of Equities, offered sharp analysis on the state of the AI trade, […]

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